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: • 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)

Thematic (Sector/Industry)

<ul>
<li>In an interview with Reuters, ING’s CEO Steven van Rijswijk said his bank is exploring acquisitions in major European markets, including Germany, Italy, and Spain, to expand its presence.</li>
<li>"We would be looking firstly at businesses that offer certain products, operate predominantly in geographical markets where we are already active and have a strong digital footprint," the CEO told Reuters.</li>
<li>Van Rijswijk declined to name any potential targets.</li>
</ul>


In an interview with Reuters, ING’s CEO Steven van Rijswijk said his bank is exploring acquisitions in major European markets, including Germany, Italy, and Spain, to expand its presence.
"We would be looking firstly at businesses that offer certain products, operate predominantly in geographical markets where we are already active and have a strong digital footprint," the CEO told Reuters.
Van Rijswijk declined to name any potential targets.


What's New(S) In Amsterdam - 4 February 2025 (ING | Fagron | TomTom | Bpostgroup)

<ul><li>In this edition: • ING | to sell its business in Russia to Global Development JSC • Alfen | signs agreement to build the largest battery energy storage project in the Netherlands • ForFarmers | buys German compound feed facility • Ferrari Group Plc | shares to be listed on Euronext Amsterdam</li></ul>

In this edition: • ING | to sell its business in Russia to Global Development JSC • Alfen | signs agreement to build the largest battery energy storage project in the Netherlands • ForFarmers | buys German compound feed facility • Ferrari Group Plc | shares to be listed on Euronext Amsterdam

What's News in Amsterdam - 28 January 2025 (ING | Alfen | ForFarmers | Ferrari Group)

<ul><li>In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas | ups FY24 guidance • bpostgroup | bpost offers packaging and label-free (L2L) shipping • Triodos Bank | offers a package of measures to its depository receipts (“DR”) holders • Dutch housing market | more homes sold in FY24; average transaction price up 11.5% YoY</li></ul>

In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas | ups FY24 guidance • bpostgroup | bpost offers packaging and label-free (L2L) shipping • Triodos Bank | offers a package of measures to its depository receipts (“DR”) holders • Dutch housing market | more homes sold in FY24; average transaction price up 11.5% YoY

<ul><li>In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current distribution • PostNL / IDS | termination Russian gas transit: no material impact on Křetínský’s financial flex • TomTom | to partner with Esri delivering advanced location analytics • Dutch housing market | first signs of a normalisation?</li><li>• Corporate Agenda week 2</li></ul>

In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current distribution • PostNL / IDS | termination Russian gas transit: no material impact on Křetínský’s financial flex • TomTom | to partner with Esri delivering advanced location analytics • Dutch housing market | first signs of a normalisation?• Corporate Agenda week 2

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.

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

ING Groep NV (INGA NA)

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 - 4 February 2025 (ING | Fagron | TomTom | Bpostgroup)

In an interview with Reuters, ING’s CEO Steven van Rijswijk said his bank is exploring acquisitions in major European markets, including Germany,...

The IDEA!

What's News in Amsterdam - 28 January 2025 (ING | Alfen | ForFarmers | Ferrari Group)

In this edition: • ING | to sell its business in Russia to Global Development JSC • Alfen | signs agreement to build the largest battery energy...

The IDEA!

What's News in Amsterdam - 10 January (Heineken | NN Group | Havas | bpostgroup | Triodos Bank | Dutch housing market)

In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas...

The IDEA!

What's News in Amsterdam - 6 January (Ahold Delhaize | ING | KPN | PostNL / IDS | TomTom | Dutch housing market | Corporate agenda)

In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)