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 | formal closing of Profi deal • ING | determines cash payment per share as part of current distribution • PostNL / IDS | termination Russian gas transit: no material impact on Křetínský’s financial flex • TomTom | to partner with Esri delivering advanced location analytics • Dutch housing market | first signs of a normalisation?</li><li>• Corporate Agenda week 2</li></ul>

In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current distribution • PostNL / IDS | termination Russian gas transit: no material impact on Křetínský’s financial flex • TomTom | to partner with Esri delivering advanced location analytics • Dutch housing market | first signs of a normalisation?• Corporate Agenda week 2

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<li>In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail</li>
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In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail


<ul><li>In today's edition: • KPN | fiber revenues continue to grow, partly at the cost of cable and copper • PostNL / IDS | UK government approves IDS takeover by Křetínský • Sif Holding | production not in danger despite Moselle blockage</li></ul>

In today's edition: • KPN | fiber revenues continue to grow, partly at the cost of cable and copper • PostNL / IDS | UK government approves IDS takeover by Křetínský • Sif Holding | production not in danger despite Moselle blockage

What's News in Amsterdam - 16 December (KPN | PostNL / IDS | Sif Holding)

<ul><li>In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | brightened outlook for semiconductor equipment sales • Black Friday/Sinterklaas update | fewer debit card payments during Sinterklaas week</li></ul>

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | brightened outlook for semiconductor equipment sales • Black Friday/Sinterklaas update | fewer debit card payments during Sinterklaas week

What's New(s) in Amsterdam - 9 December (ASM International | ASML Holding | BE Semiconductor Industries | Black Friday/Sinterklaas update)

<ul><li>In this edition: • Shell | gas joint venture with Equinor in the UK • InPost | Yodel hit by festive capacity crisis • BAM Group | awarded contracts for HS2 in the UK • Black Friday update | Cyber Monday was the busiest day for the parcel logistics providers</li></ul>

In this edition: • Shell | gas joint venture with Equinor in the UK • InPost | Yodel hit by festive capacity crisis • BAM Group | awarded contracts for HS2 in the UK • Black Friday update | Cyber Monday was the busiest day for the parcel logistics providers

What's New(s) in Amsterdam - 6 December (Shell | InPost | BAM Group | Black Friday update)

Netherlands

PostNL NV collects, transports, stores, sorts, and distributes letters, printed matter, parcels, documents, and freight items.  The Company provides mail and logistics services domestically and internationally.

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PostNL NV (PNL NA)

What's News in Amsterdam - 6 January (Ahold Delhaize | ING | KPN | PostNL / IDS | TomTom | Dutch housing market | Corporate agenda)

In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current...

The IDEA!

What's New(s) in Amsterdam - 18 December (ASM Int'l / ASML Holding / Besi | Ahold Delhaize | Unilever | IMCD | Fugro | InPost | Ebusco | PostNL)

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...

The IDEA!

What's News in Amsterdam - 16 December (KPN | PostNL / IDS | Sif Holding)

In today's edition: • KPN | fiber revenues continue to grow, partly at the cost of cable and copper • PostNL / IDS | UK government approves IDS...

The IDEA!

What's New(s) in Amsterdam - 9 December (ASM International | ASML Holding | BE Semiconductor Industries | Black Friday/Sinterklaas update)

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | brightened outlook for semiconductor equipment sales • Black...

The IDEA!

What's New(s) in Amsterdam - 6 December (Shell | InPost | BAM Group | Black Friday update)

In this edition: • Shell | gas joint venture with Equinor in the UK • InPost | Yodel hit by festive capacity crisis • BAM Group | awarded...

The IDEA!

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