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

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • Ahold Delhaize | Kaufland launches Dutch marketplace; appears largely undifferentiated • ASML | following up on yesterday’s joint press release on High-NA with TSMC • PostNL | Dutch parcel peak on Monday highlights need for delivery-day choice • Ziggo Group | VodafoneZiggo sells mobile towers for EUR 669m • Dutch construction sector | new-build sales weaken as apartment inventory builds • Domestic household consumption | continued growth, albeit at a decelerating pace</li></ul>

In this edition: • Ahold Delhaize | Kaufland launches Dutch marketplace; appears largely undifferentiated • ASML | following up on yesterday’s joint press release on High-NA with TSMC • PostNL | Dutch parcel peak on Monday highlights need for delivery-day choice • Ziggo Group | VodafoneZiggo sells mobile towers for EUR 669m • Dutch construction sector | new-build sales weaken as apartment inventory builds • Domestic household consumption | continued growth, albeit at a decelerating pace

Koninklijke BAM Groep NV - What's News in Amsterdam