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: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost | Orlen Paczka doubled its volume in FY25 • Corporate Agenda | week 4 – 10</li></ul>

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost | Orlen Paczka doubled its volume in FY25 • Corporate Agenda | week 4 – 10

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Index Rebalance

<ul>
<li>Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,100+ insights published on Smartkarma.</li>
<li>In this cut, we examine the exodus of capital from Indonesia, a web of corporate actions in the delivery sector, and the structural hurdles to a Glencore/Rio Tinto merger. </li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,100+ insights published on Smartkarma.
In this cut, we examine the exodus of capital from Indonesia, a web of corporate actions in the delivery sector, and the structural hurdles to a Glencore/Rio Tinto merger. 
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.


Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

<ul><li>In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber</li></ul>

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

Hive Box Holdings / Equity Capital Markets

<ul>
<li>No word from the parcel locker company after it filed to list in Hong Kong in August 2024</li>
<li>But we've seen multiple media reports of a sticky dispute with a shareholder (Asia Forge)</li>
<li>Besides the legal dispute, no new information on 2024 profitability, and no help from comps</li>
</ul>


No word from the parcel locker company after it filed to list in Hong Kong in August 2024
But we've seen multiple media reports of a sticky dispute with a shareholder (Asia Forge)
Besides the legal dispute, no new information on 2024 profitability, and no help from comps


Update on Hive Box Holdings IPO Process | Legal Dispute, Questions About Profitability, Weak Comps

<ul><li>In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market upward but not as strong as WSTS did for the semiconductor market • InPost | survey shows a strong structural shift toward parcel lockers in the UK • KPN | home broadband market expected to grow at a 0.9% CAGR through 2029 • PostNL | CBb annulled fine for not meeting minimum delivery quality in 2019 • Dutch housing market | signs of moderation</li></ul>

In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market upward but not as strong as WSTS did for the semiconductor market • InPost | survey shows a strong structural shift toward parcel lockers in the UK • KPN | home broadband market expected to grow at a 0.9% CAGR through 2029 • PostNL | CBb annulled fine for not meeting minimum delivery quality in 2019 • Dutch housing market | signs of moderation

Koninklijke KPN NV - What's New(s) in Amsterdam

Luxembourg

InPost S.A. is an e-commerce enablement platform. InPost provides delivery services through its network of automated parcel machines, including those in the UK, as well as to-door couriers and fulfillment services to e-commerce merchants.

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InPost (INPST NA)

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost |...

The IDEA!

Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

This Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...

Pranav Rao

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative...

The IDEA!

Update on Hive Box Holdings IPO Process | Legal Dispute, Questions About Profitability, Weak Comps

In this insight we bring interested investors up to speed on the Hong Kong IPO plans of Hive Box, the Chinese parcel locker operator backed by SF...

Tracking Traffic

Koninklijke KPN NV - What's New(s) in Amsterdam

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

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost |...

The IDEA!

Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

This ​Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...

Pranav Rao

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative...

The IDEA!

Update on Hive Box Holdings IPO Process | Legal Dispute, Questions About Profitability, Weak Comps

In this insight we bring interested investors up to speed on the Hong Kong IPO plans of Hive Box, the Chinese parcel locker operator backed by SF...

Tracking Traffic

Koninklijke KPN NV - What's New(s) in Amsterdam

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

The IDEA!

This Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...