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)

International Distributions Services / Equity Bottom-Up

<ul><li>In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch retail sales | up 3.6% YoY in August in value terms, up 1.4% YoY in volume • Dutch CPI | inflation edging up 50 bps when compared to the August figure</li></ul>

In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch retail sales | up 3.6% YoY in August in value terms, up 1.4% YoY in volume • Dutch CPI | inflation edging up 50 bps when compared to the August figure

What's News in Amsterdam - 1 October (InPost / IDS | Arcadis | Dutch retail sales | Dutch CPI)

Thematic (Sector/Industry)

<ul>
<li>In yesterday’s initial comment, we already zoomed in on the bank’s 4Q24 and FY24 results. On an overall, basis, we were pleased with the results and with NII in particular.</li>
<li>We feel that the FY25 NII guidance has been adequately substantiated in the FY25 results presentation slides.</li>
<li>We were also pleased wit the development in costs on an underlying basis. We feel that management’s guidance of flattish costs (excl. one-offs) is based on a clear foundation. </li>
</ul>


In yesterday’s initial comment, we already zoomed in on the bank’s 4Q24 and FY24 results. On an overall, basis, we were pleased with the results and with NII in particular.
We feel that the FY25 NII guidance has been adequately substantiated in the FY25 results presentation slides.
We were also pleased wit the development in costs on an underlying basis. We feel that management’s guidance of flattish costs (excl. one-offs) is based on a clear foundation. 


Netherlands

Arcadis N.V. offers consulting and engineering services worldwide.  The Company performs feasibility studies, develops projects, offers financial and legal consulting services, assists in the permitting process, and offers design and maintenance services.

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Arcadis NV (ARCAD 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 News in Amsterdam - 1 October (InPost / IDS | Arcadis | Dutch retail sales | Dutch CPI)

In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch...

The IDEA!

What's New(s) in Amsterdam

In yesterday’s initial comment, we already zoomed in on the bank’s 4Q24 and FY24 results. On an overall, basis, we were pleased with the results...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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