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 / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase</li></ul>

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

Thematic (Sector/Industry)

<ul>
<li>InPost | Allegro signs 5 years’ contract with DHL as an Allegro Delivery service partner</li>
<li>Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place since 2022.</li>
<li>The new agreement covers 1. Deliveries via DHL’s out-of-home network of automated parcel machines (“APMs”) and pickup drop-off points (“PUDOs”)</li>
</ul>


InPost | Allegro signs 5 years’ contract with DHL as an Allegro Delivery service partner
Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place since 2022.
The new agreement covers 1. Deliveries via DHL’s out-of-home network of automated parcel machines (“APMs”) and pickup drop-off points (“PUDOs”)


<ul>
<li>In this edition: • SBM Offshore | completes project financing of FPSO Jaguar</li>
<li>Kendrion | completes the divestment of its Automotive business in full</li>
<li>bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms</li>
</ul>


In this edition: • SBM Offshore | completes project financing of FPSO Jaguar
Kendrion | completes the divestment of its Automotive business in full
bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms


What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

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 - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in...

The IDEA!

What's New(S) In Amsterdam - 29 November

Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place...

The IDEA!

What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

In this edition: • SBM Offshore | completes project financing of FPSO Jaguar • Kendrion | completes the divestment of its Automotive business in...

The IDEA!

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