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: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount</li></ul>

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

<ul><li>In this edition: • ING | aiming for a more active role on the insurance market • SBM Offshore | selected to construct two SEAP FPSOs under the BOT model by Petrobras • InPost / PostNL | Nova Post enters partnership with Vinted in the Netherlands • Basic-Fit | raises of EUR 307.6m offering convertible bonds due 2031 • D’Ieteren / Belron | Belron preparing for IPO in Amsterdam • Dutch economy | CPB reduces GDP growth forecast and increases inflation estimates • Dutch housing market | average selling price existing home down 2.7% QoQ but up 2.7% YoY</li></ul>

In this edition: • ING | aiming for a more active role on the insurance market • SBM Offshore | selected to construct two SEAP FPSOs under the BOT model by Petrobras • InPost / PostNL | Nova Post enters partnership with Vinted in the Netherlands • Basic-Fit | raises of EUR 307.6m offering convertible bonds due 2031 • D’Ieteren / Belron | Belron preparing for IPO in Amsterdam • Dutch economy | CPB reduces GDP growth forecast and increases inflation estimates • Dutch housing market | average selling price existing home down 2.7% QoQ but up 2.7% YoY

Sligro Food Group NV - What's News in Amsterdam

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>D’Ieteren Group plans to unlock value through an IPO of its majority-controlled subsidiary, Belron</li><li>Belron is a leader in the global auto glass and repair industry with strong market shares and impressive operating margins</li><li>Appointment of Carlos Brito as CEO signals focus on international expansion and recent investments value Belron at €17.5Bn, offering upside potential for D’Ieteren shareholders</li></ul><p><em>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.</em></p>

D’Ieteren Group plans to unlock value through an IPO of its majority-controlled subsidiary, BelronBelron is a leader in the global auto glass and repair industry with strong market shares and impressive operating marginsAppointment of Carlos Brito as CEO signals focus on international expansion and recent investments value Belron at €17.5Bn, offering upside potential for D’Ieteren shareholdersThis 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.

D'Ieteren Group Sa (DIE.BR) - Thursday, Apr 4, 2024

Belgium

S.A. D'Ieteren N.V. imports to and distributes European- and Asian-manufactured cars in Belgium.  The Company offers vehicle glass repair and replacement services in Europe, North and South America, Asia, Australia, and New Zealand.

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D'ieteren SA/NV (DIE BB)

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power...

The IDEA!

Sligro Food Group NV - What's News in Amsterdam

In this edition: • ING | aiming for a more active role on the insurance market • SBM Offshore | selected to construct two SEAP FPSOs under the BOT...

The IDEA!

D'Ieteren Group Sa (DIE.BR) - Thursday, Apr 4, 2024

Appointment of Carlos Brito as CEO signals focus on international expansion and recent investments value Belron at €17.5Bn, offering upside...

Value Investors Club (VIC)

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