Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased debt in many countries, including a good number in the European Union, whose debt levels are masked by accounting procedures.</p>

High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased debt in many countries, including a good number in the European Union, whose debt levels are masked by accounting procedures.

The Potential for National Financial Default

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: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels</li></ul>

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels

Deutsche Post AG - What's News in Amsterdam

<ul><li>In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage market continues to show healthy growth</li></ul>

In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage market continues to show healthy growth

What's News in Amsterdam - 12 September (SBMO | Dutch financials)

<ul><li>In this edition: • NN Group | OGC beats consensus; S-II ratio above 150-200% comfort range • SBM Offshore | guidance up, share price down • ForFarmers | post earnings call comment • bpostgroup | 2Q25 beats consensus thanks to strong performance 3PL and Cross-border</li></ul>

In this edition: • NN Group | OGC beats consensus; S-II ratio above 150-200% comfort range • SBM Offshore | guidance up, share price down • ForFarmers | post earnings call comment • bpostgroup | 2Q25 beats consensus thanks to strong performance 3PL and Cross-border

What's News in Amsterdam - 8 August 2025 (NN Group | SBMO | ForFarmers | bpostgroup)

<ul><li>In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces first oil • Fugro | to perform geotechnical surveys at Morgan and Mona offshore wind sites • PostNL | DHL e-Commerce Netherlands buys De Buren</li></ul>

In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces first oil • Fugro | to perform geotechnical surveys at Morgan and Mona offshore wind sites • PostNL | DHL e-Commerce Netherlands buys De Buren

What's New(s) in Amsterdam - 27 May (NN Group | Shell / SBMO | Fugro | PostNL)

Netherlands

NN Group N.V. operates as an insurance and investment management company. The Company offers life and non-life, group and individual, motor, transport, fire, liability, travel, and income insurance. NN Group serves customers in the Netherlands.

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NN Group NV (NN NA)

The Potential for National Financial Default

High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...

Bixmoor

Deutsche Post AG - What's News in Amsterdam

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading...

The IDEA!

What's News in Amsterdam - 12 September (SBMO | Dutch financials)

In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage...

The IDEA!

What's News in Amsterdam - 8 August 2025 (NN Group | SBMO | ForFarmers | bpostgroup)

In this edition: • NN Group | OGC beats consensus; S-II ratio above 150-200% comfort range • SBM Offshore | guidance up, share price...

The IDEA!

What's New(s) in Amsterdam - 27 May (NN Group | Shell / SBMO | Fugro | PostNL)

In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces...

The IDEA!

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