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

Universal Music Group NV / Equity Bottom-Up

<ul><li>In this edition: • ABN Amro | to present new medium-term strategy and targets at today’s CMD • Universal Music Group | EU sends statement of objections over proposed Downtown acquisition • Black Friday sales | somewhat muted start of Black Friday week • bpostgroup | Belgium to introduce EUR 2 per item levy on non-EU parcels</li></ul>

In this edition: • ABN Amro | to present new medium-term strategy and targets at today’s CMD • Universal Music Group | EU sends statement of objections over proposed Downtown acquisition • Black Friday sales | somewhat muted start of Black Friday week • bpostgroup | Belgium to introduce EUR 2 per item levy on non-EU parcels

What's New(s) in Amsterdam - 25 November (ABN Amro | UMG | Black Friday sales | bpostgroup)

Axalta Coating Systems / Equity Bottom-Up

<ul><li>In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta merger • InPost | enters cross-border deal with Austrian Post for business customers • Unilever | said to be exploring the sale of three UK heritage brands • Corbion | targets adjusted EBITDA of approx. EUR 300m by 2028 • bpostgroup | renews contract with Amazon for 5 years</li></ul>

In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta merger • InPost | enters cross-border deal with Austrian Post for business customers • Unilever | said to be exploring the sale of three UK heritage brands • Corbion | targets adjusted EBITDA of approx. EUR 300m by 2028 • bpostgroup | renews contract with Amazon for 5 years

Axalta Coating Systems Ltd - What's News in Amsterdam

Thematic (Sector/Industry)

<ul>
<li>Wolters Kluwer Legal &amp; Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for legal professionals, for up to EUR 90m, of which EUR 30m is an upfront payment with the balance being deferred consideration contingent upon reaching certain performance targets.</li>
<li>Libra has developed the Libra AI assistant, an intuitive, best-in-class legal platform designed to help law firms and legal departments streamline broad research, drafting, review, and analytics use cases with accuracy and efficiency in a secure collaboration environment.</li>
<li>Libra serves a substantial and rapidly growing customer base of law firms and corporate legal departments in Germany and other European countries.</li>
</ul>


Wolters Kluwer Legal &amp; Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for legal professionals, for up to EUR 90m, of which EUR 30m is an upfront payment with the balance being deferred consideration contingent upon reaching certain performance targets.
Libra has developed the Libra AI assistant, an intuitive, best-in-class legal platform designed to help law firms and legal departments streamline broad research, drafting, review, and analytics use cases with accuracy and efficiency in a secure collaboration environment.
Libra serves a substantial and rapidly growing customer base of law firms and corporate legal departments in Germany and other European countries.


What's News in Amsterdam - 14 November (Wolters Kluwer | E-commerce & Logistics)

<ul><li>In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL | consortium of Business Post and Spotta has an appetite for the UPD • Triodos Bank | not liable towards DR holders represented by Stichting Triodos Tragedie • E-commerce & Logistics | EU plans to accelerate imposing levy on low-value parcels • Dutch politics | Hans Wijers and Sybrand Buma nominated to lead D66/CDA talks</li></ul>

In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL | consortium of Business Post and Spotta has an appetite for the UPD • Triodos Bank | not liable towards DR holders represented by Stichting Triodos Tragedie • E-commerce & Logistics | EU plans to accelerate imposing levy on low-value parcels • Dutch politics | Hans Wijers and Sybrand Buma nominated to lead D66/CDA talks

Triodos Bank N.V. - What's New(s) in Amsterdam

<ul>
<li>Dutch Telegraaf newspaper reports that Substrate, a US-based start-up founded in 2022, aims to challenge ASML’s dominance in advanced chip machinery.</li>
<li>Unlike ASML’s extreme-ultraviolet (EUV) lithography, Substrate uses beams from a mini-particle accelerator, claiming this method can produce smaller, cheaper chips.</li>
<li>The company intends not only to sell the machines but also to manufacture chips in-house at a US facility within a few years.</li>
</ul>


Dutch Telegraaf newspaper reports that Substrate, a US-based start-up founded in 2022, aims to challenge ASML’s dominance in advanced chip machinery.
Unlike ASML’s extreme-ultraviolet (EUV) lithography, Substrate uses beams from a mini-particle accelerator, claiming this method can produce smaller, cheaper chips.
The company intends not only to sell the machines but also to manufacture chips in-house at a US facility within a few years.


Belgium

bpost SA provides postal delivery services. The Company delivers mail, packages, and parcels, as well as offers direct marketing, market surveys, business databases, and document services.

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bpost SA (BPOST BB)

What's New(s) in Amsterdam - 25 November (ABN Amro | UMG | Black Friday sales | bpostgroup)

In this edition: • ABN Amro | to present new medium-term strategy and targets at today’s CMD • Universal Music Group | EU sends statement of...

The IDEA!

Axalta Coating Systems Ltd - What's News in Amsterdam

In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta...

The IDEA!

What's News in Amsterdam - 14 November (Wolters Kluwer | E-commerce & Logistics)

Wolters Kluwer Legal & Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for...

The IDEA!

Triodos Bank N.V. - What's New(s) in Amsterdam

In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL |...

The IDEA!

What's News in Amsterdam

Dutch Telegraaf newspaper reports that Substrate, a US-based start-up founded in 2022, aims to challenge ASML’s dominance in advanced chip machinery.

The IDEA!

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