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: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support stock liquidity • InPost | eying a takeover of struggling Yodel?</li><li>• InPost / PostNL / bpost | online marketplaces to be liable for unsafe and illegal goods • Dutch retail sales | up 1.5% YoY in value terms in December and up 2.1% for FY24 • Dutch CPI | up 3.3% YoY in January based on the fast estimate</li></ul>

In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support stock liquidity • InPost | eying a takeover of struggling Yodel?• InPost / PostNL / bpost | online marketplaces to be liable for unsafe and illegal goods • Dutch retail sales | up 1.5% YoY in value terms in December and up 2.1% for FY24 • Dutch CPI | up 3.3% YoY in January based on the fast estimate

<ul><li>In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m</li></ul>

In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m

What's New(s) in Amsterdam - 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Basic Fit is positioned well to capitalize on the growing fitness market in continental Western Europe</li><li>Market potential for growth in countries with low fitness penetration rates like France, Spain, and Germany</li><li>Strong pipeline of clubs in these countries may help Basic Fit achieve its goal of significant expansion by 2030</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>

Basic Fit is positioned well to capitalize on the growing fitness market in continental Western EuropeMarket potential for growth in countries with low fitness penetration rates like France, Spain, and GermanyStrong pipeline of clubs in these countries may help Basic Fit achieve its goal of significant expansion by 2030This 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.

Basic Fit N V (BFIT ) - Wednesday, Jun 5, 2024

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>We recommend buying SAWAD thanks to the positive prospects for its 2023E earnings.</li><li>In the past four weeks, the consensus estimate for the firm's earnings has been revised up by 10.33% to Bt4,945mn (+13.59% YoY) on the back of the acceleration in the hire purchase loan portfolio and the portfolio of secured loans against homes and land.</li><li>The uptick in its loan portfolios should be driven by the recovery of the Thai economy and the synergy benefits from partnering with BFIT and SCAP.</li></ul>

We recommend buying SAWAD thanks to the positive prospects for its 2023E earnings.In the past four weeks, the consensus estimate for the firm's earnings has been revised up by 10.33% to Bt4,945mn (+13.59% YoY) on the back of the acceleration in the hire purchase loan portfolio and the portfolio of secured loans against homes and land.The uptick in its loan portfolios should be driven by the recovery of the Thai economy and the synergy benefits from partnering with BFIT and SCAP.

Netherlands

Basic-Fit N.V. operates health and fitness clubs. The Company offers gyms, spa, group lessons, and health counseling services. Basic-Fit conducts business in the Netherlands, Belgium, Luxembourg, France, and Spain.

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Basic-Fit (BFIT NA)

What's New( s)in Amsterdam - 3 February 2025 (Unilever | Basic-Fit | InPost | PostNL / bpostgroup | Retail sales | Dutch CPI)

In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support...

The IDEA!

What's New(s) in Amsterdam - 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)

In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic...

The IDEA!

Basic Fit N V (BFIT ) - Wednesday, Jun 5, 2024

Basic Fit is positioned well to capitalize on the growing fitness market in continental Western Europe. Market potential for growth in countries...

Value Investors Club (VIC)

BIG CAP Tactical Picks

We recommend buying SAWAD thanks to the positive prospects for its 2023E earnings. In the past four weeks, the consensus estimate for the firm's...

Krungthai XSpring

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