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: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events</li></ul>

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events

NXP Semiconductors NV - What's News in Amsterdam

<ul><li>In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban on all Nexperia products</li></ul>

In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban on all Nexperia products

NXP Semiconductors NV - What's News in Amsterdam - 14 October (TomTom | Tech & Automotive sectors)

<ul><li>In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47</li></ul>

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47

Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

<p>Although <a href="https://www.smartkarma.com/entities/9801" target="_blank" data-smartkarma-citation="entities:9801:1">Nxp Semiconductors Nv (NXPI US)</a> was left at the altar by <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a>, the jilted bride has enough oomph left to attract other suitors, especially long-term value-oriented investors. We believe that at current levels the stock is undervalued and expect a 15% upward move within the next twelve months.</p>

Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other suitors, especially long-term value-oriented investors. We believe that at current levels the stock is undervalued and expect a 15% upward move within the next twelve months.

NXP Semiconductor N.V. – Riding the Autonomy Wave

Event-Driven

<p>News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to <a href="https://www.smartkarma.com/entities/9801" target="_blank" data-smartkarma-citation="entities:9801:1">NXP Semiconductors NV (NXPI US)</a> trading at a 20% discount to the price proposed  by Qualcomm to acquire the company. We believe investors should ignore the noise and take the plunge. There is a very high degree of probability that NXPI will provide sufficient risk-adjusted return in short order for the few brave souls who stick around till the end. With the U.S. lawmakers removing anti-ZTE measures from the defense bill, one of the last hurdles in the way of a successful culmination of the deal is out of the way.</p>

News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI US) trading at a 20% discount to the price proposed  by Qualcomm to acquire the company. We believe investors should ignore the noise and take the plunge. There is a very high degree of probability that NXPI will provide sufficient risk-adjusted return in short order for the few brave souls who stick around till the end. With the U.S. lawmakers removing anti-ZTE measures from the defense bill, one of the last hurdles in the way of a successful culmination of the deal is out of the way.

NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left

Netherlands

NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking.  NXP offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.

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Nxp Semiconductors Nv (NXPI US)

NXP Semiconductors NV - What's News in Amsterdam

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters;...

The IDEA!

NXP Semiconductors NV - What's News in Amsterdam - 14 October (TomTom | Tech & Automotive sectors)

In this edition: • TomTom | positive undertone in FY25 guidance after clear beat in 3Q25 • Tech and Automotive sectors | China strikes back: ban...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU...

The IDEA!

NXP Semiconductor N.V. – Riding the Autonomy Wave

Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other...

ANTYA Investments

NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left

News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...

ANTYA Investments

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