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

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward again just two months after initial dizzying revision • bnode | lowers FY26 adj. EBIT guidance due to strikes and Paxon • Austrian Post | 1H26 revenue up, earnings down as expected; outlook reaffirmed • E-commerce & Logistics | Cainiao launches ‘Global 3-Day Delivery’ on 15 routes</li></ul>

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward again just two months after initial dizzying revision • bnode | lowers FY26 adj. EBIT guidance due to strikes and Paxon • Austrian Post | 1H26 revenue up, earnings down as expected; outlook reaffirmed • E-commerce & Logistics | Cainiao launches ‘Global 3-Day Delivery’ on 15 routes

CTT-Correios de Portugal SA - What's News in Amsterdam