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

Aalberts Industries Nv / Equity Bottom-Up

<ul><li>In this edition: • Aalberts | Grand Venture Technology records modest EBITDA growth in relation to revenue growth • Triodos Bank | making progress in managing its risks; a lot more work ahead though</li></ul>

In this edition: • Aalberts | Grand Venture Technology records modest EBITDA growth in relation to revenue growth • Triodos Bank | making progress in managing its risks; a lot more work ahead though

What's New(s) in Amsterdam - 15 August (Aalberts / GVT | Triodos Bank)

<ul><li>In this edition: • ABN Amro | court dismisses mass claim regarding overcharging on variable-rate loans • Aalberts | to acquire Grand Venture Technology • Volksbank | to remain state-owned for at least another year</li></ul>

In this edition: • ABN Amro | court dismisses mass claim regarding overcharging on variable-rate loans • Aalberts | to acquire Grand Venture Technology • Volksbank | to remain state-owned for at least another year

What's New(s) in Amsterdam - 10 July (ABN Amro | Aalberts | Volksbank)

<ul><li>In this edition: • Aalberts | to acquire Paulo Products Company</li></ul>

In this edition: • Aalberts | to acquire Paulo Products Company

What's New(s) in Amsterdam - 27 December (Aalberts)

<ul><li>In this edition: • AkzoNobel | a Janus-faced case?</li><li>• BE Semiconductor Industries | as forecasted, order intake improved strongly; launches new EUR 60m share buyback program • Heineken | presents new medium term strategy and targets at today’s CMD • RELX Group | 9M25 trading update shows no surprises (as it should be) • Aalberts | foresees FY25 EBITA-margin of 13%, 50bps below market consensus • Kendrion | completes sale of its China business</li></ul>

In this edition: • AkzoNobel | a Janus-faced case?• BE Semiconductor Industries | as forecasted, order intake improved strongly; launches new EUR 60m share buyback program • Heineken | presents new medium term strategy and targets at today’s CMD • RELX Group | 9M25 trading update shows no surprises (as it should be) • Aalberts | foresees FY25 EBITA-margin of 13%, 50bps below market consensus • Kendrion | completes sale of its China business

<ul><li>In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47</li></ul>

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47

Netherlands

Aalberts N.V. operates as an aluminum precision extrusion company. The Company offers integrated piping and multilayer systems, heat and surface treatment, hydronic flow and fluid control, advance mechatronics, and other related products. Aalberts serves customers worldwide.

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Aalberts Industries Nv (AALB NA)

What's New(s) in Amsterdam - 15 August (Aalberts / GVT | Triodos Bank)

In this edition: • Aalberts | Grand Venture Technology records modest EBITDA growth in relation to revenue growth • Triodos Bank | making progress...

The IDEA!

What's New(s) in Amsterdam - 10 July (ABN Amro | Aalberts | Volksbank)

In this edition: • ABN Amro | court dismisses mass claim regarding overcharging on variable-rate loans • Aalberts | to acquire Grand Venture...

The IDEA!

What's New(s) in Amsterdam - 27 December (Aalberts)

In this edition: • Aalberts | to acquire Paulo Products Company

The IDEA!

What's New(s) in Amsterdam - 23 October (AkzoNobel | Besi | Heineken | RELX | Aalberts | Kendrion)

In this edition: • AkzoNobel | a Janus-faced case? • BE Semiconductor Industries | as forecasted, order intake improved strongly; launches new...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU...

The IDEA!

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