Independent Investment Research, The IDEA!

The IDEA!

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.

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: • Adyen | strong net revenue growth and take rate, both ahead of expectations • ASM International | clearly better than expected 25Q3 results, however, order intake well below consensus • InPost | High Court to rule on legal ownership dispute regarding Yodel • Philips | received warning letter from FDA after inspection at three facilities • Corbion | solid 25Q3 results – reiterates FY25 outlook guidance • PostNL/DHL/InPost | reliability of parcel delivery in the Netherlands is deteriorating • Dutch banking sector | Argenta believed to be interested in buying NIBC • Dutch General Elections | polls are predicting a close finish</li></ul>

In this edition: • Adyen | strong net revenue growth and take rate, both ahead of expectations • ASM International | clearly better than expected 25Q3 results, however, order intake well below consensus • InPost | High Court to rule on legal ownership dispute regarding Yodel • Philips | received warning letter from FDA after inspection at three facilities • Corbion | solid 25Q3 results – reiterates FY25 outlook guidance • PostNL/DHL/InPost | reliability of parcel delivery in the Netherlands is deteriorating • Dutch banking sector | Argenta believed to be interested in buying NIBC • Dutch General Elections | polls are predicting a close finish

ASM International NV - What's New(s) in Amsterdam

Asm International Nv

ASM International NV - What's New(s) in Amsterdam