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.


Koninklijke Philips NV / Equity Bottom-Up

<ul><li>In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to divest Smart Connectivity systems as a whole • bpostgroup/DHL/ InPost/PostNL | APMs the preferred OOH delivery alternative • DHL | EC clears deal with EVRi</li></ul>

In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to divest Smart Connectivity systems as a whole • bpostgroup/DHL/ InPost/PostNL | APMs the preferred OOH delivery alternative • DHL | EC clears deal with EVRi

What's New(s) in Amsterdam - 25 September (Philips | Fagron | TKH Group | bpost/DHL/InPost/PostNL)

<ul><li>In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today</li></ul>

In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today

What's New(s) in Amsterdam - 17 September (InPost | PostNL)

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments</li></ul>

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

<ul><li>In this edition: • InPost | The APC doubles its UK OOH footprint by expanding its collaboration with Parcelly • Magnum Ice Cream Company | EUR 500m initiative to boost growth and its EBITDA margin • Dutch politics | taxation on private equity managers’ income to be increased • AEX Index reshuffle | Amsterdam’s main index will be expanded to 30 stocks</li></ul>

In this edition: • InPost | The APC doubles its UK OOH footprint by expanding its collaboration with Parcelly • Magnum Ice Cream Company | EUR 500m initiative to boost growth and its EBITDA margin • Dutch politics | taxation on private equity managers’ income to be increased • AEX Index reshuffle | Amsterdam’s main index will be expanded to 30 stocks

What's News in Amsterdam - 10 September (InPost | Magnum Ice Cream Co. | Dutch politics | AEX Ind

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

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 New(s) in Amsterdam - 25 September (Philips | Fagron | TKH Group | bpost/DHL/InPost/PostNL)

In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to...

The IDEA!

What's New(s) in Amsterdam - 17 September (InPost | PostNL)

In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today

The IDEA!

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

The IDEA!

What's News in Amsterdam - 10 September (InPost | Magnum Ice Cream Co. | Dutch politics | AEX Ind

In this edition: • InPost | The APC doubles its UK OOH footprint by expanding its collaboration with Parcelly • Magnum Ice Cream Company | EUR...

The IDEA!

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