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: • AkzoNobel | beats consensus estimates thanks to strong quarter for Deco • ASM International | 26Q1 results clear beat against market consensus – FY26 revenue guidance markedly ahead of market consensus • Basic-Fit | set ROCE goal of low- to mid-teen in the medium term • Corbion | reiterates FY26 guidance on all forecasted metrics • Randstad | records positive organic growth after 12 quarters of decline • Dutch consumer confidence | second largest drop on record since 2020</li></ul>

In this edition: • AkzoNobel | beats consensus estimates thanks to strong quarter for Deco • ASM International | 26Q1 results clear beat against market consensus – FY26 revenue guidance markedly ahead of market consensus • Basic-Fit | set ROCE goal of low- to mid-teen in the medium term • Corbion | reiterates FY26 guidance on all forecasted metrics • Randstad | records positive organic growth after 12 quarters of decline • Dutch consumer confidence | second largest drop on record since 2020

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

Asm International Nv

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