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 | JSW (backed by TPG) seen as front-runner for buying Akzo Nobel India • Philips | EUR 800m claim from a group of investors • Ferrari Group | IPO already oversubscribed on the first day</li></ul>

In this edition: • AkzoNobel | JSW (backed by TPG) seen as front-runner for buying Akzo Nobel India • Philips | EUR 800m claim from a group of investors • Ferrari Group | IPO already oversubscribed on the first day

What's New(s) in Amsterdam - 7 February 2025 (AkzoNobel | Philips | Ferrari Group)

<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

<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 | three potential bidders for Akzo Nobel India • Unilever | agreement to sell Unox and Zwan to Zwanenberg Food Group • InPost | beats Polish peers with cut-off moment for Christmas Eve delivery</li></ul>

In this edition: • AkzoNobel | three potential bidders for Akzo Nobel India • Unilever | agreement to sell Unox and Zwan to Zwanenberg Food Group • InPost | beats Polish peers with cut-off moment for Christmas Eve delivery

What's News in Amsterdam - 19 December 2024 (AkzoNobel | Unilever | InPost)

<ul><li>In this edition: • Philips/Unilever/AkzoNobel/Heineken/Signify | Chinese leaders have changed their stance on monetary policy • Aalberts | commits to FY26 objectives and launches FY30 objectives • Havas | Vivendi shareholders support demerger plan • Dutch banking sector | Volksbank to take charge of EUR 360m this year</li></ul>

In this edition: • Philips/Unilever/AkzoNobel/Heineken/Signify | Chinese leaders have changed their stance on monetary policy • Aalberts | commits to FY26 objectives and launches FY30 objectives • Havas | Vivendi shareholders support demerger plan • Dutch banking sector | Volksbank to take charge of EUR 360m this year

What's News in Amsterdam - 10 December (Philips/Unilever/AkzoNobel/Heineken/Signify | Aalberts | Havas | Dutch banking sector)

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 - 7 February 2025 (AkzoNobel | Philips | Ferrari Group)

In this edition: • AkzoNobel | JSW (backed by TPG) seen as front-runner for buying Akzo Nobel India • Philips | EUR 800m claim from a group of...

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 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!

What's News in Amsterdam - 19 December 2024 (AkzoNobel | Unilever | InPost)

In this edition: • AkzoNobel | three potential bidders for Akzo Nobel India • Unilever | agreement to sell Unox and Zwan to Zwanenberg Food...

The IDEA!

What's News in Amsterdam - 10 December (Philips/Unilever/AkzoNobel/Heineken/Signify | Aalberts | Havas | Dutch banking sector)

In this edition: • Philips/Unilever/AkzoNobel/Heineken/Signify | Chinese leaders have changed their stance on monetary policy • Aalberts | commits...

The IDEA!

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