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

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<li>The four major Dutch fixed internet providers (KPN, Odido, VodafoneZiggo and DELTA) have rejected demands by the Dutch Consumer Association (‘Consumentenbond’) to end differential pricing between new and existing customers.</li>
<li>Consumentenbond highlights that “sleeping” subscribers who signed up from 2020 onward now pay 25–30% more than at inception after successive inflation-linked increases, while aggressive acquisition offers continue to undercut those rates for new joiners.</li>
<li>A concrete illustration: a KPN customer who took the lowest-tier package in early 2022 at EUR 42.50/month now pays EUR 51.86, versus promotional first-year pricing of EUR 35.00 available to new customers in the latest campaign.</li>
</ul>


The four major Dutch fixed internet providers (KPN, Odido, VodafoneZiggo and DELTA) have rejected demands by the Dutch Consumer Association (‘Consumentenbond’) to end differential pricing between new and existing customers.
Consumentenbond highlights that “sleeping” subscribers who signed up from 2020 onward now pay 25–30% more than at inception after successive inflation-linked increases, while aggressive acquisition offers continue to undercut those rates for new joiners.
A concrete illustration: a KPN customer who took the lowest-tier package in early 2022 at EUR 42.50/month now pays EUR 51.86, versus promotional first-year pricing of EUR 35.00 available to new customers in the latest campaign.


What's News in Amsterdam - 26 August (KPN/Ziggo Group | Kendrion)

Koninklijke KPN

What's News in Amsterdam - 26 August (KPN/Ziggo Group | Kendrion)