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: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32</li></ul>

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

<ul><li>In this edition: • AkzoNobel | JSW Paints and Indigo Paints reported to lead race for Akzo Nobel India • BE Semiconductor Industries | Applied Materials takes 9% interest • Fugro | geopolitical and economic uncertainties to depress 1Q25 revenue and EBIT • TomTom | strong start of the year – reiterates FY25 guidance</li></ul>

In this edition: • AkzoNobel | JSW Paints and Indigo Paints reported to lead race for Akzo Nobel India • BE Semiconductor Industries | Applied Materials takes 9% interest • Fugro | geopolitical and economic uncertainties to depress 1Q25 revenue and EBIT • TomTom | strong start of the year – reiterates FY25 guidance

What's New(s) in Amsterdam - 15 April (AkzoNobel | BE Semiconductor Industries | Fugro | TomTom)

<ul><li>In this edition: • ING | 4Q24 result below expectations due to higher expenses • Fugro | acquires EOMAP</li></ul>

In this edition: • ING | 4Q24 result below expectations due to higher expenses • Fugro | acquires EOMAP

What's New(s) in Amsterdam - 6 February 2025 (ING | Fugro)

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • BAM Group | Fehmarnbelt tunnel delayed 18 months • Fugro | withdraws financial guidance for 2025</li></ul>

In this edition: • BAM Group | Fehmarnbelt tunnel delayed 18 months • Fugro | withdraws financial guidance for 2025

What's New(s) in Amsterdam - 22 September (BAM Groep | Fugro)

<ul><li>In this edition: • Unilever | to appoint Srinivas Phatak as its new CFO • Fugro | awarded contract for sewerage infrastructure renewal program</li></ul>

In this edition: • Unilever | to appoint Srinivas Phatak as its new CFO • Fugro | awarded contract for sewerage infrastructure renewal program

What's New(s) in Amsterdam - 16 September (Unilever | Fugro)

Netherlands

Fugro N.V. collects, processes, and interprets geological data.  The Company collects data at sea, on land, and from the air of land areas and the sea bed. The data is used in building offshore oil platforms, tunnels, roads, pipelines, factories, and communications cables, and to explore for oil, gas, and minerals. The Company operates worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Fugro NV (FUR NA)

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed...

The IDEA!

What's New(s) in Amsterdam - 15 April (AkzoNobel | BE Semiconductor Industries | Fugro | TomTom)

In this edition: • AkzoNobel | JSW Paints and Indigo Paints reported to lead race for Akzo Nobel India • BE Semiconductor Industries | Applied...

The IDEA!

What's New(s) in Amsterdam - 6 February 2025 (ING | Fugro)

In this edition: • ING | 4Q24 result below expectations due to higher expenses • Fugro | acquires EOMAP

The IDEA!

What's New(s) in Amsterdam - 22 September (BAM Groep | Fugro)

In this edition: • BAM Group | Fehmarnbelt tunnel delayed 18 months • Fugro | withdraws financial guidance for 2025

The IDEA!

What's New(s) in Amsterdam - 16 September (Unilever | Fugro)

In this edition: • Unilever | to appoint Srinivas Phatak as its new CFO • Fugro | awarded contract for sewerage infrastructure renewal program

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)