External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Axalta Coating Systems / Equity Bottom-Up

Key points (machine generated)<ul><li>Axalta's stock has dropped 28% despite strong growth from a new management team in the coatings industry.</li><li>Concerns about volume weakness in the key refinish business may be cyclical rather than secular, with potential improvement expected by late 2025.</li><li>With a 25% market share in refinish coatings and high barriers to entry, Axalta could see its stock rise to $41 if it reverts to historical valuation multiples.</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)Axalta's stock has dropped 28% despite strong growth from a new management team in the coatings industry.Concerns about volume weakness in the key refinish business may be cyclical rather than secular, with potential improvement expected by late 2025.With a 25% market share in refinish coatings and high barriers to entry, Axalta could see its stock rise to $41 if it reverts to historical valuation multiples.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.

Axalta Coating Systems Ltd (AXTA) - Monday, Jul 21, 2025

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.

<ul><li>In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the Netherlands • AkzoNobel/Axalta | EU remedies signal path to Axalta clearance • dsm-firmenich | policy uncertainty increasingly viewed as an investment constraint • Dutch housing market | supply improves; new-build affordability more of a challenge • Dutch household consumption | momentum strengthens, led by durable goods • E-com & Logistics | InPost: AI-driven customer service offers a second wave of efficiency gains</li></ul>

In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the Netherlands • AkzoNobel/Axalta | EU remedies signal path to Axalta clearance • dsm-firmenich | policy uncertainty increasingly viewed as an investment constraint • Dutch housing market | supply improves; new-build affordability more of a challenge • Dutch household consumption | momentum strengthens, led by durable goods • E-com & Logistics | InPost: AI-driven customer service offers a second wave of efficiency gains

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • AkzoNobel / Axalta | EU and UK ‘Phase I’ deadlines to expire soon • InPost | Offeror reaches 98.49% after post-acceptance period • Shell | robust downstream margins and upstream volumes offset exploration write-down • Fagron | marginal downward outlook adjustment due to industry wide IV bag recall • BAM Group | acquires A.Hak for EUR 504m, strengthening position in energy and water infrastructure • E-commerce & Logistics | last mile shift towards OOH in the UK accelerates</li></ul>

In this edition: • AkzoNobel / Axalta | EU and UK ‘Phase I’ deadlines to expire soon • InPost | Offeror reaches 98.49% after post-acceptance period • Shell | robust downstream margins and upstream volumes offset exploration write-down • Fagron | marginal downward outlook adjustment due to industry wide IV bag recall • BAM Group | acquires A.Hak for EUR 504m, strengthening position in energy and water infrastructure • E-commerce & Logistics | last mile shift towards OOH in the UK accelerates

Koninklijke BAM Groep NV - What's News in Amsterdam

<ul><li>In this edition: • AkzoNobel | completes Pakistan exit at 14x EV/EBITDA • Van Lanschot Kempen | expands fiduciary platform through Aegon AM transfer • PostNL | faces new competitive threat as Bundle targets business-mail volumes • PostNL | multi-year contract for the delivery of the majority of government mail</li></ul>

In this edition: • AkzoNobel | completes Pakistan exit at 14x EV/EBITDA • Van Lanschot Kempen | expands fiduciary platform through Aegon AM transfer • PostNL | faces new competitive threat as Bundle targets business-mail volumes • PostNL | multi-year contract for the delivery of the majority of government mail

Aegon NV - What's News in Amsterdam - 1 October (AkzoNobel | Van Lanschot Kempen | PostNL)

<ul>
<li>In this edition: • AkzoNobel | Axalta's strong set of 2Q26 results supportive for the proposed merger</li>
<li>AkzoNobel | Sherwin Williams raises FY26 guidance after better than expected 2Q26 </li>
<li>AkzoNobel | PPG’s 2Q26 looks solid, but demand outlook remains the focus </li>
</ul>


In this edition: • AkzoNobel | Axalta's strong set of 2Q26 results supportive for the proposed merger
AkzoNobel | Sherwin Williams raises FY26 guidance after better than expected 2Q26 
AkzoNobel | PPG’s 2Q26 looks solid, but demand outlook remains the focus 


United States

Axalta Coating Systems Ltd. manufactures, markets and distributes coatings systems. The Company offers products and services which includes paint, color matching tools, application technologies, and customer  training and business management systems. Axalta Coating Systems serves automotive, transportation,  general industrial, and architectural and decorative sectors.

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Axalta Coating Systems (AXTA US)

Axalta Coating Systems Ltd (AXTA) - Monday, Jul 21, 2025

Axalta's stock has dropped 28% despite strong growth under new management, with concerns over its key refinish business seen as cyclical,...

Value Investors Club (VIC)

PostNL NV - What's News in Amsterdam

In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the...

The IDEA!

Koninklijke BAM Groep NV - What's News in Amsterdam

In this edition: • AkzoNobel / Axalta | EU and UK ‘Phase I’ deadlines to expire soon • InPost | Offeror reaches 98.49% after post-acceptance...

The IDEA!

Aegon NV - What's News in Amsterdam - 1 October (AkzoNobel | Van Lanschot Kempen | PostNL)

In this edition: • AkzoNobel | completes Pakistan exit at 14x EV/EBITDA • Van Lanschot Kempen | expands fiduciary platform through Aegon AM...

The IDEA!

What's News in Amsterdam

In this edition: • AkzoNobel | Axalta's strong set of 2Q26 results supportive for the proposed merger AkzoNobel | Sherwin Williams raises FY26...

The IDEA!

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