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>EU member states have unanimously backed a Dutch-led proposal to commit tens of billions of euros in future support for the European chip industry, underscoring the sector’s strategic importance.</li>
<li>Outgoing Dutch Economic Affairs Minister Vincent Karremans stressed that continued investment is a “pure necessity” to reduce dependence on the US and China and to safeguard Europe’s economic and geopolitical resilience.</li>
<li>The initiative calls for a follow-up to the 2023 EU Chips Act, which mobilized EUR 43bn for semiconductor R&amp;D, start-ups, and manufacturing capacity.</li>
</ul>


EU member states have unanimously backed a Dutch-led proposal to commit tens of billions of euros in future support for the European chip industry, underscoring the sector’s strategic importance.
Outgoing Dutch Economic Affairs Minister Vincent Karremans stressed that continued investment is a “pure necessity” to reduce dependence on the US and China and to safeguard Europe’s economic and geopolitical resilience.
The initiative calls for a follow-up to the 2023 EU Chips Act, which mobilized EUR 43bn for semiconductor R&amp;D, start-ups, and manufacturing capacity.


<ul><li>In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage market continues to show healthy growth</li></ul>

In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage market continues to show healthy growth

What's News in Amsterdam - 12 September (SBMO | Dutch financials)

<ul><li>In this edition: • ABN Amro / ING | both exposed to UK altnet financing • dsm-firmenich | new Executive Committee role seems to signal appetite for M&A • InPost | buys 20,000 APMs from and a minority stake in Bloq.it • Corporate agenda | week 36 – 39</li></ul>

In this edition: • ABN Amro / ING | both exposed to UK altnet financing • dsm-firmenich | new Executive Committee role seems to signal appetite for M&A • InPost | buys 20,000 APMs from and a minority stake in Bloq.it • Corporate agenda | week 36 – 39

What's News in Amsterdam - 1 September (ABN Amro/ING | dsm-firmenich | InPost | Corporate calendar)

<ul><li>In this edition: • ABN Amro / ING | both banks have passed the EBA stress test • KPN | VodafoneZiggo’s net broadband churn decelerated in 2Q25 • PostNL | 2Q25 normalised EBIT beats consensus thanks to Mail; no interim dividend • Dutch CPI | inflation dropped below 3% in July • Corporate agenda | week 32 – 36</li></ul>

In this edition: • ABN Amro / ING | both banks have passed the EBA stress test • KPN | VodafoneZiggo’s net broadband churn decelerated in 2Q25 • PostNL | 2Q25 normalised EBIT beats consensus thanks to Mail; no interim dividend • Dutch CPI | inflation dropped below 3% in July • Corporate agenda | week 32 – 36

What's News in Amsterdam - 4 August (ABN Amro/ING | KPN | PostNL | Dutch CPI | Agenda)

<ul><li>In this edition: • dsm-firmenich | results broadly in line with expectations; adj. EBITDA guidance lowered • ING | clear beat of market expectations; ups FY25 guidance • Arcadis | results in line with consensus, however, not strong – mid-term organic revenue growth not realistic anymore • Fagron | reiterates FY25 outlook; enters new geographies through bolt-on acquisitions • Vopak | FY25 guidance modestly increased • AMG Critical Materials | increases its FY25 adjusted EBITDA outlook driven by antimony</li></ul>

In this edition: • dsm-firmenich | results broadly in line with expectations; adj. EBITDA guidance lowered • ING | clear beat of market expectations; ups FY25 guidance • Arcadis | results in line with consensus, however, not strong – mid-term organic revenue growth not realistic anymore • Fagron | reiterates FY25 outlook; enters new geographies through bolt-on acquisitions • Vopak | FY25 guidance modestly increased • AMG Critical Materials | increases its FY25 adjusted EBITDA outlook driven by antimony

Netherlands

ING Groep N.V. offers financial services to individuals, corporations, and other institutions.  The Company offers corporate, investment, and private banking services, asset and portfolio management, treasury services, and insurance.  ING Groep has offices throughout the world.

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ING Groep NV (INGA NA)

What's News in Amsterdam

EU member states have unanimously backed a Dutch-led proposal to commit tens of billions of euros in future support for the European chip industry,...

The IDEA!

What's News in Amsterdam - 12 September (SBMO | Dutch financials)

In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage...

The IDEA!

What's News in Amsterdam - 1 September (ABN Amro/ING | dsm-firmenich | InPost | Corporate calendar)

In this edition: • ABN Amro / ING | both exposed to UK altnet financing • dsm-firmenich | new Executive Committee role seems to signal appetite...

The IDEA!

What's News in Amsterdam - 4 August (ABN Amro/ING | KPN | PostNL | Dutch CPI | Agenda)

In this edition: • ABN Amro / ING | both banks have passed the EBA stress test • KPN | VodafoneZiggo’s net broadband churn decelerated in...

The IDEA!

What's News in Amsterdam - 31 July (dsm-firmenich | ING | Arcadis | Fagron | Vopak | AMG)

In this edition: • dsm-firmenich | results broadly in line with expectations; adj. EBITDA guidance lowered • ING | clear beat of market...

The IDEA!

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