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>Wolters Kluwer announced it will accelerate its EUR 1bn 2025 share buyback program while reiterating its full-year outlook.</li>
<li>The company’s Executive Board decided to bring forward the program’s completion to November 3, 2025, two months earlier than planned, citing recent share price developments and confidence in long-term growth.</li>
<li>Management emphasized that this move underlines its commitment to creating sustainable shareholder value.</li>
</ul>


Wolters Kluwer announced it will accelerate its EUR 1bn 2025 share buyback program while reiterating its full-year outlook.
The company’s Executive Board decided to bring forward the program’s completion to November 3, 2025, two months earlier than planned, citing recent share price developments and confidence in long-term growth.
Management emphasized that this move underlines its commitment to creating sustainable shareholder value.


What's New(S) In Amsterdam - 18 September (Wolters Kluwer | B&S Group | Sif Holding | Triodos Bank)

<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)

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>The provided call transcript for Wolters Kluwer's Full Year 2024 results offers an extensive overview of the company's financial and operational performance, strategic directions, and future outlook.</li><li>Here is a neutral analysis highlighting the key positives and negatives: Wolters Kluwer reported robust financial metrics for the year 2024, with a 6% organic revenue growth and an enhanced adjusted operating profit margin, reflecting sound operational management.</li><li>The increase in diluted adjusted earnings per share by 11% in constant currencies and a 9% rise in adjusted free cash flow underscores the company's profitability and cash generation capabilities.</li></ul>

The provided call transcript for Wolters Kluwer's Full Year 2024 results offers an extensive overview of the company's financial and operational performance, strategic directions, and future outlook.Here is a neutral analysis highlighting the key positives and negatives: Wolters Kluwer reported robust financial metrics for the year 2024, with a 6% organic revenue growth and an enhanced adjusted operating profit margin, reflecting sound operational management.The increase in diluted adjusted earnings per share by 11% in constant currencies and a 9% rise in adjusted free cash flow underscores the company's profitability and cash generation capabilities.

Wolters Kluwer: Initiation of Coverage- Why Smart Regulation & GenAI Integration Could Be Game-Changers!

<ul>
<li>Wolters Kluwer | acquires Brightflag for EUR 425m Wolters Kluwer Legal &amp; Regulatory will acquire Brightflag for approximately EUR 425m in cash.</li>
<li>Brightflag is an AI-powered legal operations platform designed to streamline matter management, control legal spend, and enhance collaboration between corporate legal departments and outside counsel.</li>
<li>The company has 155 full-time employees who will join Wolters Kluwer’s Legal &amp; Regulatory division. </li>
</ul>


Wolters Kluwer | acquires Brightflag for EUR 425m Wolters Kluwer Legal &amp; Regulatory will acquire Brightflag for approximately EUR 425m in cash.
Brightflag is an AI-powered legal operations platform designed to streamline matter management, control legal spend, and enhance collaboration between corporate legal departments and outside counsel.
The company has 155 full-time employees who will join Wolters Kluwer’s Legal &amp; Regulatory division. 


What's New(s) in Amsterdam - 29 May (ABN Amro | Wolters Kluwer | Signify)

Thematic (Sector/Industry)

<ul>
<li>Wolters Kluwer Legal &amp; Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for legal professionals, for up to EUR 90m, of which EUR 30m is an upfront payment with the balance being deferred consideration contingent upon reaching certain performance targets.</li>
<li>Libra has developed the Libra AI assistant, an intuitive, best-in-class legal platform designed to help law firms and legal departments streamline broad research, drafting, review, and analytics use cases with accuracy and efficiency in a secure collaboration environment.</li>
<li>Libra serves a substantial and rapidly growing customer base of law firms and corporate legal departments in Germany and other European countries.</li>
</ul>


Wolters Kluwer Legal &amp; Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for legal professionals, for up to EUR 90m, of which EUR 30m is an upfront payment with the balance being deferred consideration contingent upon reaching certain performance targets.
Libra has developed the Libra AI assistant, an intuitive, best-in-class legal platform designed to help law firms and legal departments streamline broad research, drafting, review, and analytics use cases with accuracy and efficiency in a secure collaboration environment.
Libra serves a substantial and rapidly growing customer base of law firms and corporate legal departments in Germany and other European countries.


What's News in Amsterdam - 14 November (Wolters Kluwer | E-commerce & Logistics)

Netherlands

Wolters Kluwer NV provides information services to professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare. The Company provides its customers information-enabled tools and software solutions to manage their business efficiently. Wolters Kluwer operates in over 40 countries in Europe, North America, Asia Pacific and Latin America.

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Wolters Kluwer Nv (WKL NA)

What's New(S) In Amsterdam - 18 September (Wolters Kluwer | B&S Group | Sif Holding | Triodos Bank)

The company’s Executive Board decided to bring forward the program’s completion to November 3, 2025, two months earlier than planned, citing recent...

The IDEA!

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!

Wolters Kluwer: Initiation of Coverage- Why Smart Regulation & GenAI Integration Could Be Game-Changers!

The provided call transcript for Wolters Kluwer's Full Year 2024 results offers an extensive overview of the company's financial and operational...

Baptista Research

What's New(s) in Amsterdam - 29 May (ABN Amro | Wolters Kluwer | Signify)

Wolters Kluwer | acquires Brightflag for EUR 425m Wolters Kluwer Legal & Regulatory will acquire Brightflag for approximately EUR 425m in cash.

The IDEA!

What's News in Amsterdam - 14 November (Wolters Kluwer | E-commerce & Logistics)

Wolters Kluwer Legal & Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for...

The IDEA!

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