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.

Event-Driven

<ul>
<li>Forest spin-off could unlock €2.2bn in hidden NAV and enhance valuation transparency, but will not reduce debt as shares are distributed directly to shareholders.</li>
<li>Industrial operations are undervalued vs peers, providing cyclical recovery upside.</li>
<li>Sum-Of-The-Parts (SOTP) path simplification addresses conglomerate discount and improves investor transparency.</li>
</ul>


Forest spin-off could unlock €2.2bn in hidden NAV and enhance valuation transparency, but will not reduce debt as shares are distributed directly to shareholders.
Industrial operations are undervalued vs peers, providing cyclical recovery upside.
Sum-Of-The-Parts (SOTP) path simplification addresses conglomerate discount and improves investor transparency.


Stora Enso: Hidden Forest Value Unlock With a Clean Break Catalyst

Stora Enso OYJ

Stora Enso: Hidden Forest Value Unlock With a Clean Break Catalyst