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>Gerresheimer trades at a steep discount to peers despite premium drug delivery exposure.</li>
<li>A €70/share offer aligns with DCF fair value and the upper end of SOTP estimates.</li>
<li>Divesting glass, lowering leverage, and PE-led reform could unlock 50–80% upside.</li>
</ul>


Gerresheimer trades at a steep discount to peers despite premium drug delivery exposure.
A €70/share offer aligns with DCF fair value and the upper end of SOTP estimates.
Divesting glass, lowering leverage, and PE-led reform could unlock 50–80% upside.


買収への疑念が高まる：分割価値は依然として再評価の根拠となる

Gerresheimer AG

買収への疑念が高まる：分割価値は依然として再評価の根拠となる