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.

EQD | Volkswagen (VOW3 GY): Porsche IPO Could Unlock Value-We Look at the Best Derivative Trades

Liquid Universe of European Ordinary and Preferred Shares: September ‘22 Report

Media for Europe: Catalyst for Tightening of the Discount of A Shares

Liquid Universe of European Ordinary and Preferred Shares: July ‘22 Report

Selected European Holdcos and DLCs: June ‘22 Report

Selected European Holdcos and DLCs: May ‘22 Report

Event-Driven

<ul>
<li>Since mid-July, spreads have generally tightened across our liquid universe, including those flagged in July (Investor AB, Roche and Volkswagen).</li>
<li>Trade recommendations long ords / short prefs: Fuchs Petrolub, SSAB Svenska Stal.</li>
<li>Recommendations Long prefs / short ords: Sixt, VW, MFE-Media for Europe, Telecom Italia, Ericsson.</li>
</ul>


Since mid-July, spreads have generally tightened across our liquid universe, including those flagged in July (Investor AB, Roche and Volkswagen).
Trade recommendations long ords / short prefs: Fuchs Petrolub, SSAB Svenska Stal.
Recommendations Long prefs / short ords: Sixt, VW, MFE-Media for Europe, Telecom Italia, Ericsson.


Danieli & C. Officine Meccaniche (DAN IM)

Telefonaktiebolaget Lm Ericsso (ERICB SS)

Liquid Universe of European Ordinary and Preferred Shares: August ‘22 Report

Volkswagen (Pref)

Liquid Universe of European Ordinary and Preferred Shares: August ‘22 Report