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: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with JSW • TKH Group - Alfen | EU presents European Grids Package • E-commerce & Logistics | European Commission has raided the EU offices of Temu • Dutch politics | coalition talks between D66, CDA and VVD with 30 January deadline</li></ul>

In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with JSW • TKH Group - Alfen | EU presents European Grids Package • E-commerce & Logistics | European Commission has raided the EU offices of Temu • Dutch politics | coalition talks between D66, CDA and VVD with 30 January deadline

Alfen Beheer BV - What's New(s) in Amsterdam

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Axalta Coating Systems / Equity Bottom-Up

<ul><li>Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potential</li><li>Fourth-quarter results suggest 2024 EBITDA may exceed guidance and street expectations</li><li>New management team focusing on maximizing profitability and returns, leading to potential growth in coming years</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potentialFourth-quarter results suggest 2024 EBITDA may exceed guidance and street expectationsNew management team focusing on maximizing profitability and returns, leading to potential growth in coming yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Axalta Coating Systems Ltd (AXTA) - Tuesday, Apr 16, 2024

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)

Alfen Beheer BV - What's New(s) in Amsterdam

In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with...

The IDEA!

Axalta Coating Systems Ltd (AXTA) - Tuesday, Apr 16, 2024

Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potential. Fourth-quarter results suggest 2024 EBITDA may...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

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