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.

Thematic (Sector/Industry)

<ul>
<li>Overall Dutch supermarket sales rose 2.3% year-on-year to EUR 5.1bn, driven entirely by price increases rather than higher volumes.</li>
<li>Market share shifts therefore translate directly into significant revenue changes, with each percentage point worth hundreds of millions of euros.</li>
<li>Albert Heijn (Ahold Delhaize) remains the clear market leader, benefiting from the largest store network and gaining 0.5%-pt of market share to 38.2%. </li>
</ul>


Overall Dutch supermarket sales rose 2.3% year-on-year to EUR 5.1bn, driven entirely by price increases rather than higher volumes.
Market share shifts therefore translate directly into significant revenue changes, with each percentage point worth hundreds of millions of euros.
Albert Heijn (Ahold Delhaize) remains the clear market leader, benefiting from the largest store network and gaining 0.5%-pt of market share to 38.2%. 


Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>Asian bourses surged as optimism grew that the US government shutdown might soon end, while investors shifted their focus to 3Q25 earnings results and economic stimulus measures.</li><li>The index continued to hover around the 1,300-point level, forming a solid base.</li><li>Hence, we maintain a buy-on-dip strategy, acknowledging that subdued trading volume may lead to continued short-term fluctuations.</li></ul>

Asian bourses surged as optimism grew that the US government shutdown might soon end, while investors shifted their focus to 3Q25 earnings results and economic stimulus measures.The index continued to hover around the 1,300-point level, forming a solid base.Hence, we maintain a buy-on-dip strategy, acknowledging that subdued trading volume may lead to continued short-term fluctuations.

Krungthai XSpring Technical Eng. November 11, 2025

<ul><li>Concerns that the AI sector may be entering a bubble phase, triggering selling pressure on the SET.</li><li>The index has yet to establish a clear pattern of sustained recovery, continuing to move sideways.</li><li>We maintain our “buy-on-dip” strategy, expecting the support zone to hold and offer a potential rebound opportunity.</li></ul>

Concerns that the AI sector may be entering a bubble phase, triggering selling pressure on the SET.The index has yet to establish a clear pattern of sustained recovery, continuing to move sideways.We maintain our “buy-on-dip” strategy, expecting the support zone to hold and offer a potential rebound opportunity.

Krungthai XSpring Technical Eng. November 10, 2025

<ul><li>Asian bourses tumbled following the Dow Jones’ decline, as technology shares came under heavy sell-off pressure amid rising concerns that the US stock market may be entering a bubble phase.</li><li>Although the index continued to edge lower, there were signs of recovery attempts, and the weakness in blue-chip stocks remained limited.</li><li>Hence, we recommend buying on dips, maintaining a constructive outlook that the recent pullback is temporary and the index is poised for a near-term rebound.</li></ul>

Asian bourses tumbled following the Dow Jones’ decline, as technology shares came under heavy sell-off pressure amid rising concerns that the US stock market may be entering a bubble phase.Although the index continued to edge lower, there were signs of recovery attempts, and the weakness in blue-chip stocks remained limited.Hence, we recommend buying on dips, maintaining a constructive outlook that the recent pullback is temporary and the index is poised for a near-term rebound.

Krungthai XSpring Technical Eng. November 6, 2025

<ul><li>The SET came under continued selling pressure amid a lack of fresh positive catalysts, slipping below the 1,300-point level for the first time in nine days.</li><li>The index’s drop below the 1,300-point support has turned sentiment slightly bearish, signaling weakening momentum.</li><li>We maintain our “buy on dip” view, anticipating short-term consolidation before a near-term rebound.</li></ul>

The SET came under continued selling pressure amid a lack of fresh positive catalysts, slipping below the 1,300-point level for the first time in nine days.The index’s drop below the 1,300-point support has turned sentiment slightly bearish, signaling weakening momentum.We maintain our “buy on dip” view, anticipating short-term consolidation before a near-term rebound.

Krungthai XSpring Technical Eng. November 5, 2025

Netherlands

Koninklijke BAM Groep N.V. offers residential and non-residential construction services.  The Company offers property development, civil construction, cable and pipe systems, road, and mechanical and electrical systems construction services.  BAM operates primarily in the Netherlands and Belgium.

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Koninklijke Bam Groep Nv (BAMNB NA)

What's New in Amsterdam

Overall Dutch supermarket sales rose 2.3% year-on-year to EUR 5.1bn, driven entirely by price increases rather than higher volumes.

The IDEA!

Krungthai XSpring Technical Eng. November 11, 2025

Asian bourses surged as optimism grew that the US government shutdown might soon end, while investors shifted their focus to 3Q25 earnings results...

Krungthai XSpring

Krungthai XSpring Technical Eng. November 10, 2025

Concerns that the AI sector may be entering a bubble phase, triggering selling pressure on the SET. The index has yet to establish a clear pattern...

Krungthai XSpring

Krungthai XSpring Technical Eng. November 6, 2025

Asian bourses tumbled following the Dow Jones’ decline, as technology shares came under heavy sell-off pressure amid rising concerns that the US...

Krungthai XSpring

Krungthai XSpring Technical Eng. November 5, 2025

The SET came under continued selling pressure amid a lack of fresh positive catalysts, slipping below the 1,300-point level for the first time in...

Krungthai XSpring

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)