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: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47</li></ul>

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47

<ul><li>In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban on all Nexperia products</li></ul>

In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban on all Nexperia products

NXP Semiconductors NV - What's News in Amsterdam - 14 October (TomTom | Tech & Automotive sectors)

BE Semiconductor Industries NV / Equity Bottom-Up

<ul><li>In this edition: • AMG Critcal Materials | sells Graphit Kropfmühl to Asbury Carbons • SBM Offshore | entering AI partnerships with SLB and Cognite • Nexperia | Dutch government has taken control • Dutch politics | has GroenLinks/PvdA peaked too soon?</li></ul>

In this edition: • AMG Critcal Materials | sells Graphit Kropfmühl to Asbury Carbons • SBM Offshore | entering AI partnerships with SLB and Cognite • Nexperia | Dutch government has taken control • Dutch politics | has GroenLinks/PvdA peaked too soon?

BE Semiconductor Industries NV - What's News in Amsterdam

<ul>
<li>EU member states have unanimously backed a Dutch-led proposal to commit tens of billions of euros in future support for the European chip industry, underscoring the sector’s strategic importance.</li>
<li>Outgoing Dutch Economic Affairs Minister Vincent Karremans stressed that continued investment is a “pure necessity” to reduce dependence on the US and China and to safeguard Europe’s economic and geopolitical resilience.</li>
<li>The initiative calls for a follow-up to the 2023 EU Chips Act, which mobilized EUR 43bn for semiconductor R&amp;D, start-ups, and manufacturing capacity.</li>
</ul>


EU member states have unanimously backed a Dutch-led proposal to commit tens of billions of euros in future support for the European chip industry, underscoring the sector’s strategic importance.
Outgoing Dutch Economic Affairs Minister Vincent Karremans stressed that continued investment is a “pure necessity” to reduce dependence on the US and China and to safeguard Europe’s economic and geopolitical resilience.
The initiative calls for a follow-up to the 2023 EU Chips Act, which mobilized EUR 43bn for semiconductor R&amp;D, start-ups, and manufacturing capacity.


<ul><li>In this edition: • ABN Amro | Bloomberg cites rumours on potential interest from KBC • ASM International | provides new targets for 2030 but revises 2H25 guidance • Heineken | strengthening its position in Central America with FIFCO deal</li></ul>

In this edition: • ABN Amro | Bloomberg cites rumours on potential interest from KBC • ASM International | provides new targets for 2030 but revises 2H25 guidance • Heineken | strengthening its position in Central America with FIFCO deal

What's News in Amsterdam - 23 September 2025 (ABN Amro | ASM International | Heineken)

Netherlands

ASM International N.V. develops, manufactures, markets, and services machines used to produce semiconductors.  The Company manufactures machines that process silicon wafers, and assemble and package semiconductors.  ASM operates in Europe, the United States, Japan, and elsewhere in Asia.

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Asm International Nv (ASM NA)

Zalando SE - What's News in Amsterdam

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU...

The IDEA!

NXP Semiconductors NV - What's News in Amsterdam - 14 October (TomTom | Tech & Automotive sectors)

In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban...

The IDEA!

BE Semiconductor Industries NV - What's News in Amsterdam

In this edition: • AMG Critcal Materials | sells Graphit Kropfmühl to Asbury Carbons • SBM Offshore | entering AI partnerships with SLB and...

The IDEA!

What's News in Amsterdam

EU member states have unanimously backed a Dutch-led proposal to commit tens of billions of euros in future support for the European chip industry,...

The IDEA!

What's News in Amsterdam - 23 September 2025 (ABN Amro | ASM International | Heineken)

In this edition: • ABN Amro | Bloomberg cites rumours on potential interest from KBC • ASM International | provides new targets for 2030 but...

The IDEA!

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