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: • TKH Group | strong start of the year, contrary to its guidance • TKH Group | awarded 162km inter-array cable order from Vattenfall and CIP • Kendrion | continues its revenue momentum into 2026 – solid profitability improvement • Brunel International | sets updated medium-term targets at CMD • PostNL | EUR 7m fine for failing to meet minimum delivery quality in 2023 • Dutch business confidence | steepest drop since 2022</li></ul>

In this edition: • TKH Group | strong start of the year, contrary to its guidance • TKH Group | awarded 162km inter-array cable order from Vattenfall and CIP • Kendrion | continues its revenue momentum into 2026 – solid profitability improvement • Brunel International | sets updated medium-term targets at CMD • PostNL | EUR 7m fine for failing to meet minimum delivery quality in 2023 • Dutch business confidence | steepest drop since 2022

PostNL NV

PostNL NV - What's News in Amsterdam