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

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<li>In this edition: • Ahold Delhaize | some additional remarks on the Delfood deal • AkzoNobel | Akzo Nobel India eyes ₹16,000 crore valuation as non-binding bids open • Philips | EU threatens to curb access for makers of Chinese medical devices • Unilever | divests German pasta sauces to Casalasco</li>
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In this edition: • Ahold Delhaize | some additional remarks on the Delfood deal • AkzoNobel | Akzo Nobel India eyes ₹16,000 crore valuation as non-binding bids open • Philips | EU threatens to curb access for makers of Chinese medical devices • Unilever | divests German pasta sauces to Casalasco


What's News in Amsterdam - 15 January (Hold Delhaize | AkzoNobel | Philips | Unilever)

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<li>In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail</li>
</ul>


In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail


Netherlands

Unilever N.V. manufactures branded and packaged consumer goods, including food, detergents, fragrances, home, and personal care products. Dually-listed company with ULVR LN.

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Unilever NV (UNIA NA)

What's News in Amsterdam - 15 January (Hold Delhaize | AkzoNobel | Philips | Unilever)

In this edition: • Ahold Delhaize | some additional remarks on the Delfood deal • AkzoNobel | Akzo Nobel India eyes ₹16,000 crore valuation as...

The IDEA!

What's New(s) in Amsterdam - 18 December (ASM Int'l / ASML Holding / Besi | Ahold Delhaize | Unilever | IMCD | Fugro | InPost | Ebusco | PostNL)

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...

The IDEA!

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