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: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase</li></ul>

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

<ul><li>In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s</li></ul>

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

Thematic (Sector/Industry)

<ul>
<li>Following a review of its asset-based financing (“ABF”) activities, ~ABN Amro has taken the decision to materially reduce the international footprint of its ABF division.</li>
<li>This will be accompanied by an orderly wind down of non-strategic client portfolios, especially in the UK, and a reorganisation in Germany.</li>
<li>This strategic alignment aims to strengthen the position of the bank and ensure long-term profitability. </li>
</ul>


Following a review of its asset-based financing (“ABF”) activities, ~ABN Amro has taken the decision to materially reduce the international footprint of its ABF division.
This will be accompanied by an orderly wind down of non-strategic client portfolios, especially in the UK, and a reorganisation in Germany.
This strategic alignment aims to strengthen the position of the bank and ensure long-term profitability. 


What's News in Amsterdam - 27 November (ABN Amro | Heineken | Unilever | PostNL / retail sector)

Netherlands

Sligro Food Group N.V. encompasses food retail and foodservice companies selling directly and indirectly to the entire Dutch food and beverages market. The Company distributes food, fresh produce, and related non-food products. Sligro serves both general and specialized food retailers, restaurants, and large-scale caterers.

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Sligro Food Group Nv (SLIGR NA)

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in...

The IDEA!

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick...

The IDEA!

What's News in Amsterdam - 27 November (ABN Amro | Heineken | Unilever | PostNL / retail sector)

Following a review of its asset-based financing (“ABF”) activities, ~ABN Amro has taken the decision to materially reduce the international...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)