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: • BE Semiconductor Industries | increases long-term financial targets • AMG Critical Materials | opens chrome metal facility in the US</li></ul>

In this edition: • BE Semiconductor Industries | increases long-term financial targets • AMG Critical Materials | opens chrome metal facility in the US

What's New(s) in Amsterdam - 18 June (BE Semiconductor Industries | AMG Critical Materials)

<ul><li>In this edition: • BE Semiconductor Industries | early redemption of EUR 175m 1.875% Convertible Bonds due 2029 • bnode | blockades lifted for the first time since March</li></ul>

In this edition: • BE Semiconductor Industries | early redemption of EUR 175m 1.875% Convertible Bonds due 2029 • bnode | blockades lifted for the first time since March

What's New(s) in Amsterdam - 5 May (Besi | bnode)

<ul><li>In this edition: • BE Semiconductor Industries | JEDEC considers relaxation of thickness standards, potentially slowing hybrid bonding</li></ul>

In this edition: • BE Semiconductor Industries | JEDEC considers relaxation of thickness standards, potentially slowing hybrid bonding

What's New(s) in Amsterdam - 9 March (BE Semiconductor Industries)

<ul><li>In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market strongly upward • Magnum Ice Cream Company | more details on upcoming listing • PostNL / Ahold Delhaize | EUR 2 levy on non-EU parcels effective as of 1 January 2026</li></ul>

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market strongly upward • Magnum Ice Cream Company | more details on upcoming listing • PostNL / Ahold Delhaize | EUR 2 levy on non-EU parcels effective as of 1 January 2026

What's New(s) in Amsterdam - 4 December (ASM Int'l | ASML | Besi | MICC | PostNL/Ahold Delhaize)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Albert Heijn Belgium did not violate the law Albert Heijn did not breach competition or consumer protection laws with its high-profile ‘2+5’ discount promotions, according to an investigation ordered by Belgian Consumer Protection Minister Rob Beenders.</li>
<li>The probe found no evidence of selling below cost or misleading promotions despite complaints about empty shelves and unclear conditions.</li>
<li>Authorities will continue monitoring pricing strategies to ensure transparency and prevent cross-subsidization through price increases on other products.</li>
</ul>


Ahold Delhaize | Albert Heijn Belgium did not violate the law Albert Heijn did not breach competition or consumer protection laws with its high-profile ‘2+5’ discount promotions, according to an investigation ordered by Belgian Consumer Protection Minister Rob Beenders.
The probe found no evidence of selling below cost or misleading promotions despite complaints about empty shelves and unclear conditions.
Authorities will continue monitoring pricing strategies to ensure transparency and prevent cross-subsidization through price increases on other products.


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 - 18 June (BE Semiconductor Industries | AMG Critical Materials)

In this edition: • BE Semiconductor Industries | increases long-term financial targets • AMG Critical Materials | opens chrome metal facility in...

The IDEA!

What's New(s) in Amsterdam - 5 May (Besi | bnode)

In this edition: • BE Semiconductor Industries | early redemption of EUR 175m 1.875% Convertible Bonds due 2029 • bnode | blockades lifted for the...

The IDEA!

What's New(s) in Amsterdam - 9 March (BE Semiconductor Industries)

In this edition: • BE Semiconductor Industries | JEDEC considers relaxation of thickness standards, potentially slowing hybrid bonding

The IDEA!

What's New(s) in Amsterdam - 4 December (ASM Int'l | ASML | Besi | MICC | PostNL/Ahold Delhaize)

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...

The IDEA!

What's News in Amsterdam

Albert Heijn Belgium did not violate the law Albert Heijn did not breach competition or consumer protection laws with its high-profile ‘2+5’...

The IDEA!

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52-week Range

Market Cap (USDm)

P/E

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