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: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects broadband churn to end this year • SBM Offshore | partnership with Solstad Offshore for a new installation vessel • Arcadis | awarded EUR 90m design work for high-speed rail train depot in the UK • Bnode | distribution deal with Digi Belgium fits within the strategy for its branches • April retail sales | sharp drop in consumer confidence did not reflect in retail sales • Dutch CPI | up 3.5% YoY in May</li></ul>

In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects broadband churn to end this year • SBM Offshore | partnership with Solstad Offshore for a new installation vessel • Arcadis | awarded EUR 90m design work for high-speed rail train depot in the UK • Bnode | distribution deal with Digi Belgium fits within the strategy for its branches • April retail sales | sharp drop in consumer confidence did not reflect in retail sales • Dutch CPI | up 3.5% YoY in May

bpost SA

bpost SA - What's News in Amsterdam