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 | PPG reiterates FY25 guidance; strong quarter Performance Coatings • Wolters Kluwer | clear beat of market expectations • Basic-Fit | front-loaded cost impacting 25H1 results - reiterates FY24 outlook • JDE Peet’s | results strongly impact by price increases and FX – FY25outlook adjusted upwards</li></ul>

In this edition: • AkzoNobel | PPG reiterates FY25 guidance; strong quarter Performance Coatings • Wolters Kluwer | clear beat of market expectations • Basic-Fit | front-loaded cost impacting 25H1 results - reiterates FY24 outlook • JDE Peet’s | results strongly impact by price increases and FX – FY25outlook adjusted upwards

What's New(s) in Amsterdam - 30 July (AkzoNobel | Wolters Kluwer | JDE Peet's | Basic-Fit)

<ul><li>In this edition: • Adyen | solid 1Q25 revenue development – reiterates financial objectives • ASM International | better than expected gross margin and cost control resulting in a strong beat in operational profitability • AkzoNobel | PPG beats expectations and reaffirms FY25 guidance • dsm-firmenich | 1Q25 falls slightly short of market expectations; FY25 guidance intact • DHL | 1Q25 shows clear beat of consensus; external environment remains uncertain</li></ul>

In this edition: • Adyen | solid 1Q25 revenue development – reiterates financial objectives • ASM International | better than expected gross margin and cost control resulting in a strong beat in operational profitability • AkzoNobel | PPG beats expectations and reaffirms FY25 guidance • dsm-firmenich | 1Q25 falls slightly short of market expectations; FY25 guidance intact • DHL | 1Q25 shows clear beat of consensus; external environment remains uncertain

What's New(s) in Amsterdam - 30 April (Adyen | AkzoNobel | ASM Int'l | dsm-firmenich | DHL)

United States

PPG Industries, Inc. supplies products for the manufacturing, construction, automotive, chemical processing, and other industries worldwide.  The Company makes protective and decorative coatings, flat glass, fabricated glass products, continuous-strand fiber glass products, and industrial and specialty chemicals.

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Ppg Industries (PPG US)

What's New(s) in Amsterdam - 30 July (AkzoNobel | Wolters Kluwer | JDE Peet's | Basic-Fit)

In this edition: • AkzoNobel | PPG reiterates FY25 guidance; strong quarter Performance Coatings • Wolters Kluwer | clear beat of market...

The IDEA!

What's New(s) in Amsterdam - 30 April (Adyen | AkzoNobel | ASM Int'l | dsm-firmenich | DHL)

In this edition: • Adyen | solid 1Q25 revenue development – reiterates financial objectives • ASM International | better than expected gross...

The IDEA!

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