Independent Investment Research, The IDEA!

The IDEA!

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: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow generation</li></ul>

In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow generation

What's New(s) in Amsterdam 12 March (Alfen | Basic-Fit)

<ul><li>In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post earnings call comment</li></ul>

In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post earnings call comment

What's New(s) in Amsterdam - 7 March 2025 (Alfen | PostNL | DHL)

<ul><li>In this edition: • ING | to sell its business in Russia to Global Development JSC • Alfen | signs agreement to build the largest battery energy storage project in the Netherlands • ForFarmers | buys German compound feed facility • Ferrari Group Plc | shares to be listed on Euronext Amsterdam</li></ul>

In this edition: • ING | to sell its business in Russia to Global Development JSC • Alfen | signs agreement to build the largest battery energy storage project in the Netherlands • ForFarmers | buys German compound feed facility • Ferrari Group Plc | shares to be listed on Euronext Amsterdam

What's News in Amsterdam - 28 January 2025 (ING | Alfen | ForFarmers | Ferrari Group)

<ul><li>In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with JSW • TKH Group - Alfen | EU presents European Grids Package • E-commerce & Logistics | European Commission has raided the EU offices of Temu • Dutch politics | coalition talks between D66, CDA and VVD with 30 January deadline</li></ul>

In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with JSW • TKH Group - Alfen | EU presents European Grids Package • E-commerce & Logistics | European Commission has raided the EU offices of Temu • Dutch politics | coalition talks between D66, CDA and VVD with 30 January deadline

Alfen Beheer BV - What's New(s) in Amsterdam

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize’s results came in a bit better than expected, whereby especially the margin development in the US was the main (positive) surprise.</li>
<li>The margin in Europe was flat. Also impressive was the growth in online sales, both in Europe and the US.</li>
<li>The company reiterated its guidance for FY25 and announced a new EUR 1bn share buyback for 2026.</li>
</ul>


Ahold Delhaize’s results came in a bit better than expected, whereby especially the margin development in the US was the main (positive) surprise.
The margin in Europe was flat. Also impressive was the growth in online sales, both in Europe and the US.
The company reiterated its guidance for FY25 and announced a new EUR 1bn share buyback for 2026.


Netherlands

Alfen Beheer B.V. provides energy equipment and solutions. The Company offers transformer substations, energy storage systems, and charging stations for electric vehicles, as well as specializes in grid automation, management and maintenance, and energy solutions. Alfen Beheer serves greenhouse horticulture, grid operators, and energy markets in Europe.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Alfen (ALFEN NA)

What's New(s) in Amsterdam 12 March (Alfen | Basic-Fit)

In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow...

The IDEA!

What's New(s) in Amsterdam - 7 March 2025 (Alfen | PostNL | DHL)

In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post...

The IDEA!

What's News in Amsterdam - 28 January 2025 (ING | Alfen | ForFarmers | Ferrari Group)

In this edition: • ING | to sell its business in Russia to Global Development JSC • Alfen | signs agreement to build the largest battery energy...

The IDEA!

Alfen Beheer BV - What's New(s) in Amsterdam

In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with...

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize’s results came in a bit better than expected, whereby especially the margin development in the US was the main (positive) surprise.

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)