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: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem detected • InPost / Allegro | Temu close to taking over Allegro’s position as market leader in Poland</li></ul>

In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem detected • InPost / Allegro | Temu close to taking over Allegro’s position as market leader in Poland

ALE PW - What's News in Amsterdam - 14 January 2025 (Ahold Delhaize | Philips | InPost / Allegro)

Thematic (Sector/Industry)

<ul>
<li>AkzoNobel NV (“ANNV”) has requested the Board of Directors of Akzo Nobel India Ltd to consider, evaluate and start taking exploratory steps towards a potential sale of the company's powder coatings business and its international research centre (R&amp;D operations) to a separate indirect wholly owned subsidiary of ANNV, the company said in a regulatory filing.</li>
<li>Besides, Akzo Nobel India has asked to explore the potential acquisition of decorative paints intellectual properties owned by ANNV, the company added.</li>
<li>"The Board of Directors of the Akzo Nobel India, at its meeting held on January 6, 2025, took note of the above said and authorized the company's management to commence exploratory steps as may be required to evaluate and examine the aforesaid potential transactions," the filing said.</li>
</ul>


AkzoNobel NV (“ANNV”) has requested the Board of Directors of Akzo Nobel India Ltd to consider, evaluate and start taking exploratory steps towards a potential sale of the company's powder coatings business and its international research centre (R&amp;D operations) to a separate indirect wholly owned subsidiary of ANNV, the company said in a regulatory filing.
Besides, Akzo Nobel India has asked to explore the potential acquisition of decorative paints intellectual properties owned by ANNV, the company added.
"The Board of Directors of the Akzo Nobel India, at its meeting held on January 6, 2025, took note of the above said and authorized the company's management to commence exploratory steps as may be required to evaluate and examine the aforesaid potential transactions," the filing said.


What's News in Amsterdam - 7 January 2025

<ul><li>In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m</li></ul>

In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m

What's New(s) in Amsterdam - 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)

<ul><li>In this edition: • AkzoNobel | three potential bidders for Akzo Nobel India • Unilever | agreement to sell Unox and Zwan to Zwanenberg Food Group • InPost | beats Polish peers with cut-off moment for Christmas Eve delivery</li></ul>

In this edition: • AkzoNobel | three potential bidders for Akzo Nobel India • Unilever | agreement to sell Unox and Zwan to Zwanenberg Food Group • InPost | beats Polish peers with cut-off moment for Christmas Eve delivery

What's News in Amsterdam - 19 December 2024 (AkzoNobel | Unilever | InPost)

<ul>
<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>
</ul>


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


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)

ALE PW - What's News in Amsterdam - 14 January 2025 (Ahold Delhaize | Philips | InPost / Allegro)

In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem...

The IDEA!

What's News in Amsterdam - 7 January 2025

AkzoNobel | intends to maintain active in powder coatings only in India • Heineken | market share in the Netherlands under pressure • Fagron |...

The IDEA!

What's New(s) in Amsterdam - 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)

In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic...

The IDEA!

What's News in Amsterdam - 19 December 2024 (AkzoNobel | Unilever | InPost)

In this edition: • AkzoNobel | three potential bidders for Akzo Nobel India • Unilever | agreement to sell Unox and Zwan to Zwanenberg Food...

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!

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