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: • AkzoNobel | Nippon Paint and Sherwin-Williams no longer pursue joint takeover plan • Universal Music Group | Pershing Square plans to divest its stake • Unilever | Fernández robustly defends the deal with McCormick despite upheaval • Dutch housing market | ‘code yellow’ based on early signals TU’s housing market monitor • E-commerce & Logistics | DHL study shows rising share of OOH deliveries</li></ul>

In this edition: • AkzoNobel | Nippon Paint and Sherwin-Williams no longer pursue joint takeover plan • Universal Music Group | Pershing Square plans to divest its stake • Unilever | Fernández robustly defends the deal with McCormick despite upheaval • Dutch housing market | ‘code yellow’ based on early signals TU’s housing market monitor • E-commerce & Logistics | DHL study shows rising share of OOH deliveries

Universal Music Group NV - What's News in Amsterdam

<ul><li>In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance framework • Ahold Delhaize | TikTok to launch social commerce in Belgium • KPN | announces strategic alliance with STACKIT in sovereign cloud services • Universal Music Group | Bolloré rejects takeover attempt of Pershing Square • Bnode | bpost and the unions appear close long-awaited collective labour agreement • E-commerce & Logistics | Ceconomy deal investigation based on consumer data protection</li></ul>

In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance framework • Ahold Delhaize | TikTok to launch social commerce in Belgium • KPN | announces strategic alliance with STACKIT in sovereign cloud services • Universal Music Group | Bolloré rejects takeover attempt of Pershing Square • Bnode | bpost and the unions appear close long-awaited collective labour agreement • E-commerce & Logistics | Ceconomy deal investigation based on consumer data protection

Diversified Industries

Avi Dalfen

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

<ul>
<li>This is the first in a series of reports on the global Fuel Cell industry. Our focus in these reports will be on the publicly traded pure plays in the Fuel Cell industry.</li>
<li>In this report, we present our reasons why this sector should be of interest to investors at this time. In follow-up reports we will look at both the technology and those companies in the industry.</li>
<li>Fuel Cell industry pure plays have not yet reached profitability, or even positive cash flow. However, industry participants are now focusing on scaling-up production volumes, which is needed to achieve profitability. This is just one reason why we believe the global Fuel Cell industry is positively positioned for profitability.</li>
</ul>


This is the first in a series of reports on the global Fuel Cell industry. Our focus in these reports will be on the publicly traded pure plays in the Fuel Cell industry.
In this report, we present our reasons why this sector should be of interest to investors at this time. In follow-up reports we will look at both the technology and those companies in the industry.
Fuel Cell industry pure plays have not yet reached profitability, or even positive cash flow. However, industry participants are now focusing on scaling-up production volumes, which is needed to achieve profitability. This is just one reason why we believe the global Fuel Cell industry is positively positioned for profitability.


Global Fuel Cell Industry: Positively Positioned for Profitability

<ul><li>In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective</li></ul>

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

<ul><li>In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun.</li><li>The blockchain protocol will come to be seen as a powerful antidote to the high fees charged by intermediaries such as banks, law firms and other “middlemen”.</li><li>Most blockchain projects are still in development mode.</li><li>But, over the next decade, DLT will hasten disruption in many sectors, including payments, lending, share trading, real estate, healthcare and infrastructure.</li><li>In this report, we look at the likely movers and shakers.</li></ul>

In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun.The blockchain protocol will come to be seen as a powerful antidote to the high fees charged by intermediaries such as banks, law firms and other “middlemen”.Most blockchain projects are still in development mode.But, over the next decade, DLT will hasten disruption in many sectors, including payments, lending, share trading, real estate, healthcare and infrastructure.In this report, we look at the likely movers and shakers.

Germany

Deutsche Post AG provides mail delivery and other services to the public and businesses. The Company offers domestic mail delivery, international parcel and mail delivery services, and freight delivery and logistics services.

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Deutsche Post (DHL GR)

Universal Music Group NV - What's News in Amsterdam

In this edition: • AkzoNobel | Nippon Paint and Sherwin-Williams no longer pursue joint takeover plan • Universal Music Group | Pershing Square...

The IDEA!

What's New(s) in Amsterdam 28 May (Adyen | Aegon | Ahold Delhaize | KPN | Universal Media Group | Bnode | E-commerce & Logistics)

In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance...

The IDEA!

Global Fuel Cell Industry: Positively Positioned for Profitability

This is the first in a series of reports on the global Fuel Cell industry. Our focus in these reports will be on the publicly traded pure plays in...

Avi Dalfen

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent...

The IDEA!

Blockchain as an Investment Theme

In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...

CM Research

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