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.

Liquid Universe of European Ordinary and Preferred Shares: January '22 Report

Porsche Automobil Holding SE: Double Discount

Selected European Holdcos and DLCs: January ‘22 Report

Grifols/Biotest: Preference Shareholders at Disadvantage & Grifols's Leverage

KKR Potential Offer for The (W)Hole of Telecom Italia

Liquid Universe of European Ordinary and Preferred Shares: November Report

KKR/Telecom Italia: Open Fiber Deal, Ongoing Restructuring, Strategies

Event-Driven

<ul>
<li>Spreads have generally tightened across our liquid universe, with some notorious exceptions such as BMW, Sixt and Volkswagen.</li>
<li>Recommendations <strong>Long ords / short prefs</strong>: Fuchs Petrolub, Grifols, Henkel, Handelsbanken, Investor AB.</li>
<li>Recommendations <strong>Long prefs / short ords</strong>: BMW, Roche, Schroders, Sixt, Telecom Italia, Volkswagen.</li>
</ul>


Spreads have generally tightened across our liquid universe, with some notorious exceptions such as BMW, Sixt and Volkswagen.
Recommendations Long ords / short prefs: Fuchs Petrolub, Grifols, Henkel, Handelsbanken, Investor AB.
Recommendations Long prefs / short ords: BMW, Roche, Schroders, Sixt, Telecom Italia, Volkswagen.


Danieli & C. Officine Meccaniche (DAN IM)

Liquid Universe of European Ordinary and Preferred Shares: December Report

Roche Holding

Liquid Universe of European Ordinary and Preferred Shares: December Report