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: • 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: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July</li></ul>

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July

Koninklijke KPN NV - What's New(s) in Amsterdam

Thematic (Sector/Industry)

<ul>
<li>Aalberts | acquires Geo-Flo in the US Aalberts has reached an agreement to acquire Geo-Flo Corporation, based in the US, generating an annual revenue of approx.</li>
<li>USD 15m with over 25 employees. Geo-Flo designs and manufactures pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications.</li>
<li>As market leader in its segment, Geo-Flo is known for its design expertise and production capabilities. </li>
</ul>


Aalberts | acquires Geo-Flo in the US Aalberts has reached an agreement to acquire Geo-Flo Corporation, based in the US, generating an annual revenue of approx.
USD 15m with over 25 employees. Geo-Flo designs and manufactures pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications.
As market leader in its segment, Geo-Flo is known for its design expertise and production capabilities. 


What's New(s) in Amsterdam - 17 July (Aalberts | TKH Group | Sif Holding | Sligro Food Group)

<ul><li>In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD 3.5bn share buyback • Unilever | CEO pledges to accelerate the execution of the company’s strategy • Aalberts | tough start of the year – building shows first signs of recovery • Aalberts | completes acquisition of Paulo Products Company • March retail sales | +3.4% YoY in value and +1.0% YoY in volume terms • Dutch CPI | +4.1% in April • e-Commerce (logistics) sector | France considering imposing tax on small Chinese parcels</li></ul>

In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD 3.5bn share buyback • Unilever | CEO pledges to accelerate the execution of the company’s strategy • Aalberts | tough start of the year – building shows first signs of recovery • Aalberts | completes acquisition of Paulo Products Company • March retail sales | +3.4% YoY in value and +1.0% YoY in volume terms • Dutch CPI | +4.1% in April • e-Commerce (logistics) sector | France considering imposing tax on small Chinese parcels

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Aalberts Industries Nv (AALB NA)

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!

Koninklijke KPN NV - What's New(s) in Amsterdam

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as...

The IDEA!

What's New(s) in Amsterdam - 17 July (Aalberts | TKH Group | Sif Holding | Sligro Food Group)

Aalberts | acquires Geo-Flo in the US Aalberts has reached an agreement to acquire Geo-Flo Corporation, based in the US, generating an annual...

The IDEA!

bpost SA - What's New(s) in Amsterdam

In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)