Dutch Market Community
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Dutch Investing Ideas
Global Weekly Picks
OCI is not being priced on asset value. That is the opportunity.
OCI looks cheap less because of how much money it’s making today and more because it has been selling pieces of the business for more than they were carried on the books, yet the market still treats it like a messy fertilizer company. The key question is whether more of that already-realized value shows up clearly for investors, or whether gas-linked swings in Europe and deal uncertainty keep the discount in place.Read more
I would buy Wolters Kluwer because it is a high-quality, cash-generative, recurring-revenue business
I would buy Wolters Kluwer because it combines several qualities I like in a long-term investment: a resilient business model, recurring revenues, strong cash generation, and a customer base that depends on its products for mission-critical workflows. What makes it interesting right now is that the market seems worried about AI-driven disruption.Read more
ASML at €725: Geopolitical Risk Priced In, Moat Still Intact
ASML’s story is one of quiet dominance at the heart of global tech. Founded in the Netherlands in 1984, ASML started as a joint venture between Philips and ASM International.Read more
ASML: The Hidden Backbone of the Global AI and Semiconductor Revolution.
ASML Holding is one of the most strategically important companies in the global semiconductor industry. The company specializes in producing advanced lithography machines used to manufacture cutting-edge semiconductor chips.Read more
Basic-Fit: Why the Market Is Mispricing Europe’s Largest Low-Cost Gym Operator
Basic-Fit looks beaten up after years of stop-start disruption in France, but newer gyms are starting to behave more normally and the core low-cost, high-convenience model still draws members. A push to keep more clubs open around the clock could lift sign-ups and profits as extra costs fall, making today’s pessimism worth a closer look.Read more
ASML: Durable Advantage, Limited Margin for Error
ASML builds the rare machines that make the most advanced chips possible, and it sits in the middle of nearly every push for smaller, faster computing. The catch is that expectations are already high, so any slowdown in chip-building spending, export limits, or a pause in chip miniaturization could matter more than usual.Read more
The Company That Powers the World’s Most Advanced Chips
Why I Find It Interesting ASML is the only company in the world that produces extreme ultraviolet (EUV) lithography machines, the critical equipment required to manufacture the most advanced semiconductor chips. Its monopoly position gives it unique pricing power and high margins, while placing it at the very foundation of the global semiconductor supply chain.Read more
After 5 years EXOR is at a bottom, an opportunity
Trading at a 55% discount to net asset value, EXOR has a price target of €115 (68 % upside potential). The group's largest asset is Ferrari (40% of net asset value), with additional significant holdings in CNH (10%), Stellantis (10%) and Philips (9%).Read more
Czechoslovak Group - is it really so hot?
About the author I am an investor from Central Europe, focusing on the European defense industry, defense industry parts suppliers, chemicals, energy, and construction; in short, I am interested in both horizontal and vertical sectors related to European defense and infrastructure. Company introduction If you scroll down the website a little, in the About the Company section, you will find a description of what the company does.Read more
