Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul><li>In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban on all Nexperia products</li></ul>

In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban on all Nexperia products

NXP Semiconductors NV - What's News in Amsterdam - 14 October (TomTom | Tech & Automotive sectors)

BE Semiconductor Industries NV / Equity Bottom-Up

<ul><li>In this edition: • AMG Critcal Materials | sells Graphit Kropfmühl to Asbury Carbons • SBM Offshore | entering AI partnerships with SLB and Cognite • Nexperia | Dutch government has taken control • Dutch politics | has GroenLinks/PvdA peaked too soon?</li></ul>

In this edition: • AMG Critcal Materials | sells Graphit Kropfmühl to Asbury Carbons • SBM Offshore | entering AI partnerships with SLB and Cognite • Nexperia | Dutch government has taken control • Dutch politics | has GroenLinks/PvdA peaked too soon?

BE Semiconductor Industries NV - What's News in Amsterdam

<ul><li>In this edition: • ABN Amro | NLFI to further reduce stake to approx. 20% • Ahold Delhaize | Delhaize to open 7 new supermarkets by early 2026 • ASML Holding | invests EUR 1.3bn in Mistral AI • X-FAB | presents its long-term financial ambition at its CMD • Household consumption | up 1.3% YoY in July</li></ul>

In this edition: • ABN Amro | NLFI to further reduce stake to approx. 20% • Ahold Delhaize | Delhaize to open 7 new supermarkets by early 2026 • ASML Holding | invests EUR 1.3bn in Mistral AI • X-FAB | presents its long-term financial ambition at its CMD • Household consumption | up 1.3% YoY in July

Sligro Food Group NV - What's New(s) in Amsterdam

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Dispute / Late beverage tycoon’s secret children go to war with official heir over billions</li><li>Nvidia /: Nvidia will soon be allowed to resume sales of AI chips to China, CEO says</li><li>AMCs /: China tightens rules for local AMCs to curb risks in bad-debt market</li></ul>

Dispute / Late beverage tycoon’s secret children go to war with official heir over billionsNvidia /: Nvidia will soon be allowed to resume sales of AI chips to China, CEO saysAMCs /: China tightens rules for local AMCs to curb risks in bad-debt market

CX Daily: Late Beverage Tycoon’s Secret Children Go to War With Official Heir Over Billions 

<ul><li>In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor technology to China • PostNL | opens up its APM network for FedEx for drop-offs and returns</li></ul>

In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor technology to China • PostNL | opens up its APM network for FedEx for drop-offs and returns

What's New(s) in Amsterdam - 17 June (ASM Int'l | ASML Holding | Besi I | PostNL)

Netherlands

ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.

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ASML Holding NV (ASML NA)

NXP Semiconductors NV - What's News in Amsterdam - 14 October (TomTom | Tech & Automotive sectors)

In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban...

The IDEA!

BE Semiconductor Industries NV - What's News in Amsterdam

In this edition: • AMG Critcal Materials | sells Graphit Kropfmühl to Asbury Carbons • SBM Offshore | entering AI partnerships with SLB and...

The IDEA!

Sligro Food Group NV - What's New(s) in Amsterdam

In this edition: • ABN Amro | NLFI to further reduce stake to approx. 20% • Ahold Delhaize | Delhaize to open 7 new supermarkets by early...

The IDEA!

CX Daily: Late Beverage Tycoon’s Secret Children Go to War With Official Heir Over Billions

TOP STORIES Dispute / Late beverage tycoon’s secret children go to war with official heir over billions More than a year after his death in...

Caixin Global

What's New(s) in Amsterdam - 17 June (ASM Int'l | ASML Holding | Besi I | PostNL)

In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor...

The IDEA!

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