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

BE Semiconductor Industries NV / Equity Bottom-Up

<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

<ul><li>In this edition: • BE Semiconductor Industries | awarded follow-on order for five TCB Next systems • Philips | adjusts FY25 outlook on back of assumed impact of announced tariiffs • PostNL | 1Q25 broadly in line; FCF deviation mainly due to phasing • Triodos Bank | first ruling by Spanish Supreme Court: Triodos not liable</li></ul>

In this edition: • BE Semiconductor Industries | awarded follow-on order for five TCB Next systems • Philips | adjusts FY25 outlook on back of assumed impact of announced tariiffs • PostNL | 1Q25 broadly in line; FCF deviation mainly due to phasing • Triodos Bank | first ruling by Spanish Supreme Court: Triodos not liable

What's New(s) in Amsterdam - 6 May (BE Semiconductor Industries | Philips | PostNL | Triodos Bank)

<ul><li>In today's edition: • AkzoNobel | no major surprises, yet slightly improving underlying trends • BE Semiconductor Industries | order intake remains depressed • Randstad | modest beat of consensus – valuation at attractive level due to share price decline • Corbion | strongly beating consensus – reiterates FY25 guidance • Corbion | another letter from Inclusive Capital • InPost | signs multi-year contact with Vinted • Just Eat TakeAway.com | reiterates FY25 guidance, expects offer to commence in 2Q25 • PostNL/DHL | DHL deploys first APMs at Praxis DIY stores • Corporate agenda | week 17 - 21</li></ul>

In today's edition: • AkzoNobel | no major surprises, yet slightly improving underlying trends • BE Semiconductor Industries | order intake remains depressed • Randstad | modest beat of consensus – valuation at attractive level due to share price decline • Corbion | strongly beating consensus – reiterates FY25 guidance • Corbion | another letter from Inclusive Capital • InPost | signs multi-year contact with Vinted • Just Eat TakeAway.com | reiterates FY25 guidance, expects offer to commence in 2Q25 • PostNL/DHL | DHL deploys first APMs at Praxis DIY stores • Corporate agenda | week 17 - 21

<ul><li>In this edition: • AkzoNobel | JSW Paints and Indigo Paints reported to lead race for Akzo Nobel India • BE Semiconductor Industries | Applied Materials takes 9% interest • Fugro | geopolitical and economic uncertainties to depress 1Q25 revenue and EBIT • TomTom | strong start of the year – reiterates FY25 guidance</li></ul>

In this edition: • AkzoNobel | JSW Paints and Indigo Paints reported to lead race for Akzo Nobel India • BE Semiconductor Industries | Applied Materials takes 9% interest • Fugro | geopolitical and economic uncertainties to depress 1Q25 revenue and EBIT • TomTom | strong start of the year – reiterates FY25 guidance

What's New(s) in Amsterdam - 15 April (AkzoNobel | BE Semiconductor Industries | Fugro | TomTom)

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 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!

What's New(s) in Amsterdam - 6 May (BE Semiconductor Industries | Philips | PostNL | Triodos Bank)

In this edition: • BE Semiconductor Industries | awarded follow-on order for five TCB Next systems • Philips | adjusts FY25 outlook on back of...

The IDEA!

Akzo Nobel NV - What's News in Amsterdam

In today's edition: • AkzoNobel | no major surprises, yet slightly improving underlying trends • BE Semiconductor Industries | order intake...

The IDEA!

What's New(s) in Amsterdam - 15 April (AkzoNobel | BE Semiconductor Industries | Fugro | TomTom)

In this edition: • AkzoNobel | JSW Paints and Indigo Paints reported to lead race for Akzo Nobel India • BE Semiconductor Industries | Applied...

The IDEA!

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