Independent Investment Research, The IDEA!

The IDEA!

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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: • Ahold Delhaize | to close six e-commerce fulfillment centers by the end of 1Q26 • ASML Holding | Chinese rumoured to have copied an EUV machine • SBM Offshore | extends contracts for 2 FPSOs and completes sale FPSO Aseng • Sif Holding | affirms 2025-2026 outlook • Dutch politics | coalition talks: significant policy divide on fiscal discipline</li></ul>

In this edition: • Ahold Delhaize | to close six e-commerce fulfillment centers by the end of 1Q26 • ASML Holding | Chinese rumoured to have copied an EUV machine • SBM Offshore | extends contracts for 2 FPSOs and completes sale FPSO Aseng • Sif Holding | affirms 2025-2026 outlook • Dutch politics | coalition talks: significant policy divide on fiscal discipline

ASML Holding NV - What's News in Amsterdam

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>ASML is the only company producing EUV lithography machines for advanced chip fabrication under 7 nanometers.</li><li>The EUV technology involves a complex process using molten tin droplets and lasers to create plasma for radiation.</li><li>ASML has a 100% market share in EUV systems and over 90% in leading-edge DUV tools, after 30 years of development.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)ASML is the only company producing EUV lithography machines for advanced chip fabrication under 7 nanometers.The EUV technology involves a complex process using molten tin droplets and lasers to create plasma for radiation.ASML has a 100% market share in EUV systems and over 90% in leading-edge DUV tools, after 30 years of development.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Asml Holding Nv (ASML) - Sunday, Jul 27, 2025

<ul><li>In this edition: • Ahold Delhaize | not Jumbo but Everest ended the collaboration • ASML | US House Committee recommends extending export ban to older technologies • bpostgroup / PostNL | Amazon plans to offer same-day delivery in Belgium</li></ul>

In this edition: • Ahold Delhaize | not Jumbo but Everest ended the collaboration • ASML | US House Committee recommends extending export ban to older technologies • bpostgroup / PostNL | Amazon plans to offer same-day delivery in Belgium

What's News in Amsterdam - 9 October (Ahold Delhaize | ASML | bpostgroup / PostNL)

<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: • ASML Holding | expects 15% FY25 net sales increase with a 52% gross margin • Fugro | awarded a 7-year framework agreement with EirGrid</li></ul>

In this edition: • ASML Holding | expects 15% FY25 net sales increase with a 52% gross margin • Fugro | awarded a 7-year framework agreement with EirGrid

What's New(s) in Amsterdam - 16 July (ASML Holding | Fugro)

Netherlands

ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients worldwide.

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ASML Holding NV (ASML US)

ASML Holding NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | to close six e-commerce fulfillment centers by the end of 1Q26 • ASML Holding | Chinese rumoured to have...

The IDEA!

Asml Holding Nv (ASML) - Sunday, Jul 27, 2025

ASML is the sole producer of EUV lithography machines, crucial for advanced chip fabrication under 7nm, achieved through decades of research and...

Value Investors Club (VIC)

What's News in Amsterdam - 9 October (Ahold Delhaize | ASML | bpostgroup / PostNL)

In this edition: • Ahold Delhaize | not Jumbo but Everest ended the collaboration • ASML | US House Committee recommends extending export ban to...

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 New(s) in Amsterdam - 16 July (ASML Holding | Fugro)

In this edition: • ASML Holding | expects 15% FY25 net sales increase with a 52% gross margin • Fugro | awarded a 7-year framework agreement with...

The IDEA!

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