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>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: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July</li></ul>

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July

Koninklijke KPN NV - What's New(s) in Amsterdam

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

BE Semiconductor Industries NV / Equity Bottom-Up

<ul>
<li>BE Semiconductor Industries N.V. (Besi) recently reported its first quarter 2025 results, underlining a mixed performance amidst a challenging market environment.</li>
<li>The company achieved revenues of €144.1 million, marking a slight decline of 1.5% compared to the same quarter last year.</li>
<li>This reduction reflects continued weaknesses in the mobile and automotive markets, although there was some compensation from a surge in demand related to hybrid bonding and AI-related computing applications.</li>
</ul>


BE Semiconductor Industries N.V. (Besi) recently reported its first quarter 2025 results, underlining a mixed performance amidst a challenging market environment.
The company achieved revenues of €144.1 million, marking a slight decline of 1.5% compared to the same quarter last year.
This reduction reflects continued weaknesses in the mobile and automotive markets, although there was some compensation from a surge in demand related to hybrid bonding and AI-related computing applications.


BE Semiconductor - Why Hybrid Bonding Could Be Its Billion-Dollar Breakthrough!

<ul><li>In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor technology to China • PostNL | opens up its APM network for FedEx for drop-offs and returns</li></ul>

In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor technology to China • PostNL | opens up its APM network for FedEx for drop-offs and returns

What's New(s) in Amsterdam - 17 June (ASM Int'l | ASML Holding | Besi I | PostNL)

<ul><li>In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial targets • Heineken | intends to invest USD 2.75bn in Mexico until 2028 • KPN | VodafoneZiggo secures access to part of Delta Fiber’s network • KPN | CEO denounces ‘populistic discussion’ on high broadband tariffs • InPost | court dismisses motion for injunction against Yodel • DHL | CMA to start DHL/EVRi merger inquiry</li></ul>

In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial targets • Heineken | intends to invest USD 2.75bn in Mexico until 2028 • KPN | VodafoneZiggo secures access to part of Delta Fiber’s network • KPN | CEO denounces ‘populistic discussion’ on high broadband tariffs • InPost | court dismisses motion for injunction against Yodel • DHL | CMA to start DHL/EVRi merger inquiry

Netherlands

BE Semiconductor Industries N.V. produces integrated semiconductor assembly equipment.  The Company designs, develops, manufactures, markets, and services machines that manufacture semiconductor packages, which provide the connection between the chip and other electronic components and protect the chip.  BE also produces automated molding and plating machines, and manufactures leadframes.

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BE Semiconductor Industries NV (BESI NA)

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!

Koninklijke KPN NV - What's New(s) in Amsterdam

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as...

The IDEA!

BE Semiconductor - Why Hybrid Bonding Could Be Its Billion-Dollar Breakthrough!

BE Semiconductor Industries N.V. (Besi) recently reported its first quarter 2025 results, underlining a mixed performance amidst a challenging...

Baptista Research

What's New(s) in Amsterdam - 17 June (ASM Int'l | ASML Holding | Besi I | PostNL)

In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor...

The IDEA!

What's News in Amsterdam - 12 June (ABN Amro | Besi | Heineken | KPN | InPost | DHL)

In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial...

The IDEA!

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