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Jesus Rodriguez Aguilar

Jesus Rodriguez Aguilar
European Event-Driven Analyst

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bullishHeineken 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....

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...

bullishFerrovial 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...

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...

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...

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