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: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate agenda | week 33 - 36</li></ul>

In this edition: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate agenda | week 33 - 36

What's New(s) in Amsterdam - 10 August (ASM Int'l | Ebusco | Corporate agenda)

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>August's WSTS semiconductor revenues registered a record high of more than $53 billion</li>
<li>Nobody seemed to notice, including the organization making the announcement</li>
<li>There's valid concern that the market is on the verge of a collapse, and this may be overshadowing record sales</li>
</ul>


August's WSTS semiconductor revenues registered a record high of more than $53 billion
Nobody seemed to notice, including the organization making the announcement
There's valid concern that the market is on the verge of a collapse, and this may be overshadowing record sales


Semis Just Broke a Record.  Why Did Nobody Notice?

<ul><li>In this edition: • Adyen | selected as PSP for GOV.UK Pay • ASM International – ASML Holding – BE Semiconductor Industries | dizzying upward revision of worldwide semiconductor market outlook by WSTS</li></ul>

In this edition: • Adyen | selected as PSP for GOV.UK Pay • ASM International – ASML Holding – BE Semiconductor Industries | dizzying upward revision of worldwide semiconductor market outlook by WSTS

What's New(s) in Amsterdam - 3 June (Adyen | ASML / ASM Int'l / Besi)

<ul><li>In this edition: • AkzoNobel | beats consensus estimates thanks to strong quarter for Deco • ASM International | 26Q1 results clear beat against market consensus – FY26 revenue guidance markedly ahead of market consensus • Basic-Fit | set ROCE goal of low- to mid-teen in the medium term • Corbion | reiterates FY26 guidance on all forecasted metrics • Randstad | records positive organic growth after 12 quarters of decline • Dutch consumer confidence | second largest drop on record since 2020</li></ul>

In this edition: • AkzoNobel | beats consensus estimates thanks to strong quarter for Deco • ASM International | 26Q1 results clear beat against market consensus – FY26 revenue guidance markedly ahead of market consensus • Basic-Fit | set ROCE goal of low- to mid-teen in the medium term • Corbion | reiterates FY26 guidance on all forecasted metrics • Randstad | records positive organic growth after 12 quarters of decline • Dutch consumer confidence | second largest drop on record since 2020

ASM International NV - What's New(s) in Amsterdam

<ul><li>In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost | Orlen Paczka doubled its volume in FY25 • Corporate Agenda | week 4 – 10</li></ul>

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost | Orlen Paczka doubled its volume in FY25 • Corporate Agenda | week 4 – 10

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

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)

What's New(s) in Amsterdam - 10 August (ASM Int'l | Ebusco | Corporate agenda)

In this edition: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate...

The IDEA!

Semis Just Broke a Record. Why Did Nobody Notice?

August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...

Jim Handy

What's New(s) in Amsterdam - 3 June (Adyen | ASML / ASM Int'l / Besi)

In this edition: • Adyen | selected as PSP for GOV.UK Pay • ASM International – ASML Holding – BE Semiconductor Industries | dizzying upward...

The IDEA!

ASM International NV - What's New(s) in Amsterdam

In this edition: • AkzoNobel | beats consensus estimates thanks to strong quarter for Deco • ASM International | 26Q1 results clear beat against...

The IDEA!

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost |...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

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What's New(s) in Amsterdam - 10 August (ASM Int'l | Ebusco | Corporate agenda)

In this edition: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate...

The IDEA!

Semis Just Broke a Record. Why Did Nobody Notice?

​August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...

Jim Handy

What's New(s) in Amsterdam - 3 June (Adyen | ASML / ASM Int'l / Besi)

In this edition: • Adyen | selected as PSP for GOV.UK Pay • ASM International – ASML Holding – BE Semiconductor Industries | dizzying upward...

The IDEA!

ASM International NV - What's New(s) in Amsterdam

In this edition: • AkzoNobel | beats consensus estimates thanks to strong quarter for Deco • ASM International | 26Q1 results clear beat against...

The IDEA!

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost |...

The IDEA!

August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...