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: • AkzoNobel | sells its 75% stake in Akzo Nobel India; announces EUR 400m share buyback • dsm-firmenich | ups the side of its share buyback • IMCD | acquires Trichem in India • JDE Peet’s | in tough discussions with Dutch supermarkets on higher coffee prices</li></ul>

In this edition: • AkzoNobel | sells its 75% stake in Akzo Nobel India; announces EUR 400m share buyback • dsm-firmenich | ups the side of its share buyback • IMCD | acquires Trichem in India • JDE Peet’s | in tough discussions with Dutch supermarkets on higher coffee prices

What's New(s) in Amsterdam - 27 June (AkzoNobel | dsm-firmenich | IMCD | JDE Peet's)

<ul><li>In this edition: • IMCD | acquires TECOM Ingredients in Spain</li></ul>

In this edition: • IMCD | acquires TECOM Ingredients in Spain

What's New(s) in Amsterdam - 16 May (IMCD)

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<li>In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail</li>
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In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail


<ul><li>In this edition: • IMCD | acquires Daoqin in China • NX Filtration | revises FY24 revenue outlook strongly downwards</li></ul>

In this edition: • IMCD | acquires Daoqin in China • NX Filtration | revises FY24 revenue outlook strongly downwards

What's New(s) in Amsterdam - 13 December [IMCD | NX Filtration]

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>IMCD is a global specialty chemicals distributor headquartered in the Netherlands with a strong presence in the Americas, EMEA, and Asia-Pacific regions.</li><li>The company is currently led by CEO Piet van der Slikke and CFO Hans Kooijmans, who are transitioning leadership to Valerie Diele-Braun.</li><li>IMCD has a diversified geographic footprint and operates in multiple countries, positioning it for continued success in the specialty chemicals industry.</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>

IMCD is a global specialty chemicals distributor headquartered in the Netherlands with a strong presence in the Americas, EMEA, and Asia-Pacific regions.The company is currently led by CEO Piet van der Slikke and CFO Hans Kooijmans, who are transitioning leadership to Valerie Diele-Braun.IMCD has a diversified geographic footprint and operates in multiple countries, positioning it for continued success in the specialty chemicals industry.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.

Netherlands

IMCD Group NV sells specialty chemicals and food ingredients. The Company supplies detergent surfactants, builders, rheology modifiers, solubilizers, and functional additives. IMCD serves customers worldwide.

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IMCD Group NV (IMCD NA)

What's New(s) in Amsterdam - 27 June (AkzoNobel | dsm-firmenich | IMCD | JDE Peet's)

In this edition: • AkzoNobel | sells its 75% stake in Akzo Nobel India; announces EUR 400m share buyback • dsm-firmenich | ups the side of its...

The IDEA!

What's New(s) in Amsterdam - 16 May (IMCD)

In this edition: • IMCD | acquires TECOM Ingredients in Spain

The IDEA!

What's New(s) in Amsterdam - 18 December (ASM Int'l / ASML Holding / Besi | Ahold Delhaize | Unilever | IMCD | Fugro | InPost | Ebusco | PostNL)

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...

The IDEA!

What's New(s) in Amsterdam - 13 December [IMCD | NX Filtration]

In this edition: • IMCD | acquires Daoqin in China • NX Filtration | revises FY24 revenue outlook strongly downwards

The IDEA!

Imcd N.V. (IMCD) - Monday, Dec 18, 2023

IMCD is a global specialty chemicals distributor headquartered in the Netherlands with a strong presence in the Americas, EMEA, and Asia-Pacific...

Value Investors Club (VIC)

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