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: • ABN Amro | 4Q25 falls short of market expectations • Ahold Delhaize | solid finish of the year in a challenging environment • BE Semiconductor Industries and peers | Amkor expects to threefold capital expenditure • Randstad | proposes its floor dividend of EUR 1.62 – trades at an attractive – virtually guaranteed – dividend yield of 5.3% • Alfen | to strategically reposition the company for profitable growth • PostNL | Jumbo allows the deployment of APMs in 100 additional stores</li></ul>

In this edition: • ABN Amro | 4Q25 falls short of market expectations • Ahold Delhaize | solid finish of the year in a challenging environment • BE Semiconductor Industries and peers | Amkor expects to threefold capital expenditure • Randstad | proposes its floor dividend of EUR 1.62 – trades at an attractive – virtually guaranteed – dividend yield of 5.3% • Alfen | to strategically reposition the company for profitable growth • PostNL | Jumbo allows the deployment of APMs in 100 additional stores

Alfen Beheer BV - What's New(s) in Amsterdam

United States

Kulicke and Soffa Industries, Inc. designs, manufactures, and markets capital equipment, related spare parts, and packaging materials used to assemble semiconductor devices. The Company also services, maintains, repairs, and upgrades assembly equipment. Kulicke's equipment is used in wire bonding systems, wafer dicing saws, and die bonders.

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Kulicke And Soffa Industries (KLIC US)

Alfen Beheer BV - What's New(s) in Amsterdam

In this edition: • ABN Amro | 4Q25 falls short of market expectations • Ahold Delhaize | solid finish of the year in a challenging...

The IDEA!

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