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: • BE Semiconductor Industries | awarded follow-on order for five TCB Next systems • Philips | adjusts FY25 outlook on back of assumed impact of announced tariiffs • PostNL | 1Q25 broadly in line; FCF deviation mainly due to phasing • Triodos Bank | first ruling by Spanish Supreme Court: Triodos not liable</li></ul>

In this edition: • BE Semiconductor Industries | awarded follow-on order for five TCB Next systems • Philips | adjusts FY25 outlook on back of assumed impact of announced tariiffs • PostNL | 1Q25 broadly in line; FCF deviation mainly due to phasing • Triodos Bank | first ruling by Spanish Supreme Court: Triodos not liable

What's New(s) in Amsterdam - 6 May (BE Semiconductor Industries | Philips | PostNL | Triodos Bank)

Koninklijke Philips NV / Equity Bottom-Up

<ul><li>In this edition: • Philips | large Dutch pension funds refrain from seeking financial compensation in apnea affair • Corporate agenda | week 11 - 15</li></ul>

In this edition: • Philips | large Dutch pension funds refrain from seeking financial compensation in apnea affair • Corporate agenda | week 11 - 15

What's New(s)) in Amsterdam - 10 March (Philips | Corporate agenda)

<ul><li>In this edition: • Philips | recall of its Tack implants • Universal Music Group | independent labels file objections against Downtown Music deal • Arcadis | CFO will step down at the end of May</li></ul>

In this edition: • Philips | recall of its Tack implants • Universal Music Group | independent labels file objections against Downtown Music deal • Arcadis | CFO will step down at the end of May

What's News in Amsterdam - 5 March 2025 (Philips | Universal Music Group | Arcadis)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize / PostNL | bol sells Cycloon to owner of Intrapost Last Friday, Intrapost, Cycloon and Ahold Delahaize’s online platform bol announced that postal company Cycloon to will be bought by Den Hollander Holding B.V, a holding company with the same controlling shareholder as Intrapost: Mr. V.R. Den Hollander. bol and Cycloon are convinced that this is the best step for all parties with a view to the future.</li>
<li>Cycloon focuses on sorting and delivering letterbox mail.</li>
<li>The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal market and to continue to grow.</li>
</ul>


Ahold Delhaize / PostNL | bol sells Cycloon to owner of Intrapost Last Friday, Intrapost, Cycloon and Ahold Delahaize’s online platform bol announced that postal company Cycloon to will be bought by Den Hollander Holding B.V, a holding company with the same controlling shareholder as Intrapost: Mr. V.R. Den Hollander. bol and Cycloon are convinced that this is the best step for all parties with a view to the future.
Cycloon focuses on sorting and delivering letterbox mail.
The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal market and to continue to grow.


<ul><li>In this edition: • AkzoNobel | JSW (backed by TPG) seen as front-runner for buying Akzo Nobel India • Philips | EUR 800m claim from a group of investors • Ferrari Group | IPO already oversubscribed on the first day</li></ul>

In this edition: • AkzoNobel | JSW (backed by TPG) seen as front-runner for buying Akzo Nobel India • Philips | EUR 800m claim from a group of investors • Ferrari Group | IPO already oversubscribed on the first day

What's New(s) in Amsterdam - 7 February 2025 (AkzoNobel | Philips | Ferrari Group)

Netherlands

Koninklijke Philips NV is a health technology company focused on improving people's health across the health continuum from healthy living and prevention, to diagnosis, treatment, and home care. The Company offers products and services in diagnostic imaging, image-guided therapy, patient monitoring and health informatics, as well as in consumer health and home care.

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

Koninklijke Philips NV (PHIA NA)

What's New(s) in Amsterdam - 6 May (BE Semiconductor Industries | Philips | PostNL | Triodos Bank)

In this edition: • BE Semiconductor Industries | awarded follow-on order for five TCB Next systems • Philips | adjusts FY25 outlook on back of...

The IDEA!

What's New(s)) in Amsterdam - 10 March (Philips | Corporate agenda)

In this edition: • Philips | large Dutch pension funds refrain from seeking financial compensation in apnea affair • Corporate agenda | week 11 - 15

The IDEA!

What's News in Amsterdam - 5 March 2025 (Philips | Universal Music Group | Arcadis)

In this edition: • Philips | recall of its Tack implants • Universal Music Group | independent labels file objections against Downtown Music...

The IDEA!

What's News in Amsterdam

The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal...

The IDEA!

What's New(s) in Amsterdam - 7 February 2025 (AkzoNobel | Philips | Ferrari Group)

In this edition: • AkzoNobel | JSW (backed by TPG) seen as front-runner for buying Akzo Nobel India • Philips | EUR 800m claim from a group of...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)