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/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to impose strict new export restriction to China • Shell | Aramco CEO flags “scarily thin” global oil inventories</li></ul>

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to impose strict new export restriction to China • Shell | Aramco CEO flags “scarily thin” global oil inventories

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

Thematic (Sector/Industry)

<ul>
<li>The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.</li>
<li>According to the court, there are insufficient grounds to believe that the company withheld crucial information or treated complaints lightly.</li>
<li>With this decision, the court rejects a request filed by parties including the Dutch Investors' Association (VEB) and the Belgian litigation funder Deminor. </li>
</ul>


The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.
According to the court, there are insufficient grounds to believe that the company withheld crucial information or treated complaints lightly.
With this decision, the court rejects a request filed by parties including the Dutch Investors' Association (VEB) and the Belgian litigation funder Deminor. 


<ul><li>In this edition: • Adyen | to nominate Niclas Neglen as Chief Financial Officer • ASM International | launches breakthrough Flowable Carbon technology • Heineken | loses UEFA Club Competitions Sponsorship to AB Inbev • InPost | offer declared unconditional • Shell | completes Gulf of America asset sale • Arcadis | WSP Global withdraws proposed offer for the company</li></ul>

In this edition: • Adyen | to nominate Niclas Neglen as Chief Financial Officer • ASM International | launches breakthrough Flowable Carbon technology • Heineken | loses UEFA Club Competitions Sponsorship to AB Inbev • InPost | offer declared unconditional • Shell | completes Gulf of America asset sale • Arcadis | WSP Global withdraws proposed offer for the company

<ul><li>In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount</li></ul>

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

<ul><li>In this edition: • Shell | Locks in scale: ARC closed, Tri Star fully owned soon • E-commerce & Logistics | France raised another hurdle for Chinese ultra-fast fashion imports</li></ul>

In this edition: • Shell | Locks in scale: ARC closed, Tri Star fully owned soon • E-commerce & Logistics | France raised another hurdle for Chinese ultra-fast fashion imports

What's News in Amsterdam - 3 September (Shell | E-commerce & Logistics)

United Kingdom

Shell plc is a British multinational oil and gas company that explores, produces, refines, and markets oil, natural gas, and petroleum products. It also operates in solar and electric power, biofuels, and petrochemicals, with a focus on integrated gas and new energy solutions. The company was formed in 1907 through the merger of Royal Dutch Petroleum Company and The "Shell" Transport and Trading Company and is headquartered in London, England.

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Shell (SHEL LN)

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to...

The IDEA!

What's New(s) in Amsterdam

The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.

The IDEA!

What's New(s) in Amsterdam - 23 September (Adyen | ASM Int'l | Heineken | InPost | Shell | Arcadis)

In this edition: • Adyen | to nominate Niclas Neglen as Chief Financial Officer • ASM International | launches breakthrough Flowable Carbon...

The IDEA!

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power...

The IDEA!

What's News in Amsterdam - 3 September (Shell | E-commerce & Logistics)

In this edition: • Shell | Locks in scale: ARC closed, Tri Star fully owned soon • E-commerce & Logistics | France raised another hurdle for...

The IDEA!

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