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Jesus Rodriguez Aguilar
European Event-Driven Analyst
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Location:
Spain
Joined:
12 September 2019
619
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Recent
bullish
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Heineken NV
•
04 Dec 2023 07:26
Selected European HoldCos and DLC: November’23 Report
Discounts to NAV of covered holdcos tightened in November. Interesting trades, in my view, include Heineken Holding vs. Heineken, Porsche SE vs....
Jesus Rodriguez Aguilar
144 Views
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bearish
•
Siemens Energy AG
•
01 Dec 2023 03:10
Siemens Gamesa Still Poses High Risks
Siemens Energy aims to make its wind business profitable by addressing quality issues and increasing offshore operations. Gamesa is still facing...
Jesus Rodriguez Aguilar
69 Views
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bullish
•
Ferrovial Sa
•
30 Nov 2023 06:55
Taking off from Heathrow
Ferrovial Sa sells its stake in Heathrow Airport Holdings for £2,368 million, leaving behind a headache while allowing for investment in more...
Jesus Rodriguez Aguilar
159 Views
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bullish
•
Vitesco Technologies Group
•
28 Nov 2023 06:45
Schaeffler/Vitesco: Sweetened Offer Considered Low by the Board
Schaeffler increases the cash offer for Vitesco Technologies Group to €94/share, which although not generous at 3.4x EV/ NTM EBITDA, makes the...
Jesus Rodriguez Aguilar
226 Views
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bullish
•
Porsche Automobil Holding
•
27 Nov 2023 06:59
Porsche Automobile Holding: Q3 and Discount
Porsche SE trades at 41.2% discount/NAV, possibly due to €6.5 billion legal claims. Recent rulings have been favorable, making it an attractive...
Jesus Rodriguez Aguilar
259 Views
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