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: • Ahold Delhaize | regulatory approval for Profi Rom acquisition • Shell | no new offshore wind projects • InPost/PostNL/bpostgroup | EC plans to address problems with Chinese parcels • Black Friday update | again a new all-time high in daily volumes for PostNL</li></ul>

In this edition: • Ahold Delhaize | regulatory approval for Profi Rom acquisition • Shell | no new offshore wind projects • InPost/PostNL/bpostgroup | EC plans to address problems with Chinese parcels • Black Friday update | again a new all-time high in daily volumes for PostNL

What's News in Amsterdam - 5 December (Ahold Delhaize | Shell | InPost/PostNL/bpostgroup | Black Friday update)

<ul><li>In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s</li></ul>

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

<ul>
<li>In this edition: • SBM Offshore | completes project financing of FPSO Jaguar</li>
<li>Kendrion | completes the divestment of its Automotive business in full</li>
<li>bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms</li>
</ul>


In this edition: • SBM Offshore | completes project financing of FPSO Jaguar
Kendrion | completes the divestment of its Automotive business in full
bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms


What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Decline in traditional mail delivery business</li><li>Challenges from declining mail volumes, regulatory constraints, and failed diversification attempt</li><li>New management, focus on efficiency, and parcels business expansion leading to potential growth for bpost</li></ul>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.

Decline in traditional mail delivery businessChallenges from declining mail volumes, regulatory constraints, and failed diversification attemptNew management, focus on efficiency, and parcels business expansion leading to potential growth for bpostThis 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.

Bpost (BPOST BB) - Thursday, Apr 11, 2024

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Thematic (Sector/Industry)

<figure class="editor-figure">Moderation likely but it ain't over yet<img src="https://static-prod.smartkarma.com/images/media/000/005/034/original/Tank%20Price%20Performance.JPG?1453075386" class="editor-image img-responsive" data-smartkarma-image-id="5034"></figure> Source: Bloomberg, DMER<ul>
<li>The uptrend in share prices that started in the tail end of FY14 continued in 2015 mainly on prospects of improved profitability of companies in a demand-driven market. The market capitalisation of DMER’s tanker shipping index moved up by ~USD 1.8bn because of the upsurge in stock prices and generated a return of ~27% during the year.</li>
<li>
Nordic American Tanker enjoyed the benefits of full exposure to the spot market as day rates remained…</li>
</ul>

Moderation likely but it ain't over yet Source: Bloomberg, DMER
The uptrend in share prices that started in the tail end of FY14 continued in 2015 mainly on prospects of improved profitability of companies in a demand-driven market. The market capitalisation of DMER’s tanker shipping index moved up by ~USD 1.8bn because of the upsurge in stock prices and generated a return of ~27% during the year.

Nordic American Tanker enjoyed the benefits of full exposure to the spot market as day rates remained…


Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping

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 News in Amsterdam - 5 December (Ahold Delhaize | Shell | InPost/PostNL/bpostgroup | Black Friday update)

In this edition: • Ahold Delhaize | regulatory approval for Profi Rom acquisition • Shell | no new offshore wind...

The IDEA!

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick...

The IDEA!

What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

In this edition: • SBM Offshore | completes project financing of FPSO Jaguar • Kendrion | completes the divestment of its Automotive business in...

The IDEA!

Bpost (BPOST BB) - Thursday, Apr 11, 2024

Decline in traditional mail delivery business. Challenges from declining mail volumes, regulatory constraints, and failed diversification attempt

Value Investors Club (VIC)

Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping

Moderation likely but it ain't over yet Source: Bloomberg, DMER The uptrend in share prices that started in the tail end of FY14 continued in 2015...

Drewry Maritime Financial Research

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