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: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook / record quarterly FCF • InPost | AliExpress survey shows Polish shoppers are looking for 'engaging experiences'</li></ul>

In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook / record quarterly FCF • InPost | AliExpress survey shows Polish shoppers are looking for 'engaging experiences'

What's New(s) in Amsterdam - 29 January (AkzoNobel | ASML Holding | | InPost)

<ul><li>In this edition: • AkzoNobel | four parties have submitted non-binding bids for Akzo Nobel India • Philips | remote heart monitoring device problems in the US • Corporate agenda | week 5 - 10</li></ul>

In this edition: • AkzoNobel | four parties have submitted non-binding bids for Akzo Nobel India • Philips | remote heart monitoring device problems in the US • Corporate agenda | week 5 - 10

What's New(s) in Amsterdam - 27 January (AkzoNobel | Philips | Corporate

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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>
</ul>


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)

<ul><li>In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates</li></ul>

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates

<ul><li>In this edition: • AkzoNobel | four potential buyers for Akzo Nobel India • PostNL | will no longer empty mailboxes in the evening, but during the day • Dutch consumer prices | up at 4.1% in December • Domestic household consumption | up 0.8% YoY in November</li></ul>

In this edition: • AkzoNobel | four potential buyers for Akzo Nobel India • PostNL | will no longer empty mailboxes in the evening, but during the day • Dutch consumer prices | up at 4.1% in December • Domestic household consumption | up 0.8% YoY in November

Duplicate of What's News in Amsterdam - 8 January 2025 (AkzoNobel | PostNL | Dutch consumer prices | Dutch household consumption)

Netherlands

Akzo Nobel N.V. manufactures specialty chemicals. The Company offers decorative paints and coatings, surfactants, polymer, pulp and paper, bleaching and oxidizing, salt-chlorine, and other chemical products. Akzo Nobel serves customers worldwide.

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Akzo Nobel NV (AKZA NA)

What's New(s) in Amsterdam - 29 January (AkzoNobel | ASML Holding | | InPost)

In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook /...

The IDEA!

What's New(s) in Amsterdam - 27 January (AkzoNobel | Philips | Corporate

In this edition: • AkzoNobel | four parties have submitted non-binding bids for Akzo Nobel India • Philips | remote heart monitoring device...

The IDEA!

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 - 13 January (ABN Amro | AkzoNobel | Philips | Sligro Food Group | Triodos Bank | Verisure)

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency...

The IDEA!

Duplicate of What's News in Amsterdam - 8 January 2025 (AkzoNobel | PostNL | Dutch consumer prices | Dutch household consumption)

In this edition: • AkzoNobel | four potential buyers for Akzo Nobel India • PostNL | will no longer empty mailboxes in the evening, but during the...

The IDEA!

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52-week Range

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