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: • Universal Music Group | secondary listing in the US after Ackman exercises his right • AEX Index | likely to be increased to 30 companies; Aalberts, Arcadis and CVC likely to be included</li></ul>

In this edition: • Universal Music Group | secondary listing in the US after Ackman exercises his right • AEX Index | likely to be increased to 30 companies; Aalberts, Arcadis and CVC likely to be included

Arcadis NV - What's News in Amsterdam - 16 January 2025 (Universal Music Group | AEX Index)

Aalberts Industries Nv / Equity Bottom-Up

<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)

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Reliance Worldwide Corp / Equity Capital Markets

Reliance Worldwide Corporation (RWC) plans to raise A$715-920m through a sell down of secondary shares in its IPO. The company has a long history and a solid track record of sales growth. Reviews of its push-to-connect products seem to indicate that they are well liked on all aspects apart from the relatively expensive pricing.Our assessment of the deal remains similar. The deal scores well on our framework on all fronts apart from valuation.

Reliance Worldwide Corporation (RWC) plans to raise A$715-920m through a sell down of secondary shares in its IPO. The company has a long history and a solid track record of sales growth. Reviews of its push-to-connect products seem to indicate that they are well liked on all aspects apart from the relatively expensive pricing.Our assessment of the deal remains similar. The deal scores well on our framework on all fronts apart from valuation. 

Reliance Worldwide IPO - People Say Products Are Good but Expensive; Might Also Hold True for Shares

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)

Arcadis NV - What's News in Amsterdam - 16 January 2025 (Universal Music Group | AEX Index)

In this edition: • Universal Music Group | secondary listing in the US after Ackman exercises his right • AEX Index | likely to be increased to 30...

The IDEA!

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

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

The IDEA!

Reliance Worldwide IPO - People Say Products Are Good but Expensive; Might Also Hold True for Shares

Reliance Worldwide Corporation (RWC) plans to raise A$715-920m through a sell down of secondary shares in its IPO. The company has a long history...

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)