European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

TSB: Divestment as a Defensive Lever in Sabadell’s BBVA Saga

BBVA/Sabadell: Trading Above Terms After Government Imposes Integration Freeze

BBVA/Sabadell: Potential BBVA Bump, TSB Dividend Catalyst, and Positioning Via Equity and Options

BBVA’s Hostile Offer for Sabadell Moves into Final Phase: The Catalan Conundrum

BBVA Faces Resistance at the Vault with CNMC’s Verdict Looming

Under Review: Banking on Politics in BBVA’s Bid for Sabadell

Event-Driven

<ul>
<li>The BBVA-Sabadell takeover deal has been elevated to the Council of Ministers for review, making political risk central despite both EU and CNMC's (antitrust) clearance.</li>
<li>Spanish government’s minority status makes it vulnerable to Catalan pressure opposing the deal.</li>
<li>Gross spread of -6.2% signals market skepticism or expectation of a sweetened offer.</li>
</ul>


The BBVA-Sabadell takeover deal has been elevated to the Council of Ministers for review, making political risk central despite both EU and CNMC's (antitrust) clearance.
Spanish government’s minority status makes it vulnerable to Catalan pressure opposing the deal.
Gross spread of -6.2% signals market skepticism or expectation of a sweetened offer.


Cabinet Clause: Political Hurdles in BBVA’s Takeover of Sabadell

Banco De Sabadell SA

Cabinet Clause: Political Hurdles in BBVA’s Takeover of Sabadell