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: • AkzoNobel | four parties have submitted non-binding bids for Akzo Nobel India • Philips | remote heart monitoring device problems in the US • Corporate agenda | week 5 - 10</li></ul>

In this edition: • AkzoNobel | four parties have submitted non-binding bids for Akzo Nobel India • Philips | remote heart monitoring device problems in the US • Corporate agenda | week 5 - 10

What's New(s) in Amsterdam - 27 January (AkzoNobel | Philips | Corporate

<ul>
<li>In this edition: • Ahold Delhaize | some additional remarks on the Delfood deal • AkzoNobel | Akzo Nobel India eyes ₹16,000 crore valuation as non-binding bids open • Philips | EU threatens to curb access for makers of Chinese medical devices • Unilever | divests German pasta sauces to Casalasco</li>
</ul>


In this edition: • Ahold Delhaize | some additional remarks on the Delfood deal • AkzoNobel | Akzo Nobel India eyes ₹16,000 crore valuation as non-binding bids open • Philips | EU threatens to curb access for makers of Chinese medical devices • Unilever | divests German pasta sauces to Casalasco


What's News in Amsterdam - 15 January (Hold Delhaize | AkzoNobel | Philips | Unilever)

<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)

<ul><li>In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates</li></ul>

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates

<ul><li>In this edition: • Philips/Unilever/AkzoNobel/Heineken/Signify | Chinese leaders have changed their stance on monetary policy • Aalberts | commits to FY26 objectives and launches FY30 objectives • Havas | Vivendi shareholders support demerger plan • Dutch banking sector | Volksbank to take charge of EUR 360m this year</li></ul>

In this edition: • Philips/Unilever/AkzoNobel/Heineken/Signify | Chinese leaders have changed their stance on monetary policy • Aalberts | commits to FY26 objectives and launches FY30 objectives • Havas | Vivendi shareholders support demerger plan • Dutch banking sector | Volksbank to take charge of EUR 360m this year

What's News in Amsterdam - 10 December (Philips/Unilever/AkzoNobel/Heineken/Signify | Aalberts | Havas | Dutch banking sector)

Netherlands

Koninklijke Philips NV is a health technology company focused on improving people's health across the health continuum from healthy living and prevention, to diagnosis, treatment, and home care. The Company offers products and services in diagnostic imaging, image-guided therapy, patient monitoring and health informatics, as well as in consumer health and home care.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Koninklijke Philips NV (PHIA NA)

What's New(s) in Amsterdam - 27 January (AkzoNobel | Philips | Corporate

In this edition: • AkzoNobel | four parties have submitted non-binding bids for Akzo Nobel India • Philips | remote heart monitoring device...

The IDEA!

What's News in Amsterdam - 15 January (Hold Delhaize | AkzoNobel | Philips | Unilever)

In this edition: • Ahold Delhaize | some additional remarks on the Delfood deal • AkzoNobel | Akzo Nobel India eyes ₹16,000 crore valuation as...

The IDEA!

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 New(s) in Amsterdam - 13 January (ABN Amro | AkzoNobel | Philips | Sligro Food Group | Triodos Bank | Verisure)

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency...

The IDEA!

What's News in Amsterdam - 10 December (Philips/Unilever/AkzoNobel/Heineken/Signify | Aalberts | Havas | Dutch banking sector)

In this edition: • Philips/Unilever/AkzoNobel/Heineken/Signify | Chinese leaders have changed their stance on monetary policy • Aalberts | commits...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)