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: • 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)

<ul><li>In this edition: • Adyen | strong net revenue growth and take rate, both ahead of expectations • ASM International | clearly better than expected 25Q3 results, however, order intake well below consensus • InPost | High Court to rule on legal ownership dispute regarding Yodel • Philips | received warning letter from FDA after inspection at three facilities • Corbion | solid 25Q3 results – reiterates FY25 outlook guidance • PostNL/DHL/InPost | reliability of parcel delivery in the Netherlands is deteriorating • Dutch banking sector | Argenta believed to be interested in buying NIBC • Dutch General Elections | polls are predicting a close finish</li></ul>

In this edition: • Adyen | strong net revenue growth and take rate, both ahead of expectations • ASM International | clearly better than expected 25Q3 results, however, order intake well below consensus • InPost | High Court to rule on legal ownership dispute regarding Yodel • Philips | received warning letter from FDA after inspection at three facilities • Corbion | solid 25Q3 results – reiterates FY25 outlook guidance • PostNL/DHL/InPost | reliability of parcel delivery in the Netherlands is deteriorating • Dutch banking sector | Argenta believed to be interested in buying NIBC • Dutch General Elections | polls are predicting a close finish

<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)

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!

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

In this edition: • Adyen | strong net revenue growth and take rate, both ahead of expectations • ASM International | clearly better than expected...

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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