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: • ABN Amro | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence that China cracked the EUV puzzle • KPN | continued to deliver on its promises in 1Q25 • Fugro | 1Q25 trading update does not really contain much news • SBM Offshore | completes EUR 130m share buyback; starts new program of EUR 141m • Triodos Bank | facing new setback in its attempts to settle claims</li></ul>

In this edition: • ABN Amro | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence that China cracked the EUV puzzle • KPN | continued to deliver on its promises in 1Q25 • Fugro | 1Q25 trading update does not really contain much news • SBM Offshore | completes EUR 130m share buyback; starts new program of EUR 141m • Triodos Bank | facing new setback in its attempts to settle claims

<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: • Aegon | Supreme court rules in favor in tax dispute • Fugro | incident with one of its geophysical survey vessels • InPost | to take full control of Yodel?</li><li> • Just Eat Takeaway.com | provides update on public offer</li></ul>

In this edition: • Aegon | Supreme court rules in favor in tax dispute • Fugro | incident with one of its geophysical survey vessels • InPost | to take full control of Yodel? • Just Eat Takeaway.com | provides update on public offer

What's New(s) in Amsterdam - 24 March (Aegon | Fugro | InPost | Just Eat Takeaway.com)

<ul><li>In this edition: • Unilever | Mr Fernandez’ first statements as CEO signal the first signs of change • Fugro | to perform geotechnical site investigation for Blue Mackerel offshore wind farm</li></ul>

In this edition: • Unilever | Mr Fernandez’ first statements as CEO signal the first signs of change • Fugro | to perform geotechnical site investigation for Blue Mackerel offshore wind farm

What's News in Amsterdam - 11 March 2025 (Unilever | Fugro)

<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)

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.

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Fugro NV (FUR NA)

What's News in Amsterdam - 24 April (ABN Amro | ASML | KPN | Fugro | SBM Offshore | Triodos Bank)

In this edition: • ABN Amro | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence...

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 - 24 March (Aegon | Fugro | InPost | Just Eat Takeaway.com)

In this edition: • Aegon | Supreme court rules in favor in tax dispute • Fugro | incident with one of its geophysical survey vessels • InPost |...

The IDEA!

What's News in Amsterdam - 11 March 2025 (Unilever | Fugro)

In this edition: • Unilever | Mr Fernandez’ first statements as CEO signal the first signs of change • Fugro | to perform geotechnical site...

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!

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