Diversified Financials Dutch Community
Our community narratives are driven by numbers and valuation.
Diversified Financials Dutch Investing Ideas
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
Adyen’s next debate is not about payments growth, but whether its new layers actually become cash flow
Adyen is trying to move beyond simply processing payments by adding tools that help merchants handle things like identity checks, promotions, billing, and moving money. The key question is whether these add-ons turn into real cash over time—or end up being a nice story that doesn’t change the business much.Read more
Digital Payment Expansion Will Unlock New Global Merchant Channels
Adyen is trying to grow by selling more services to the same big merchants and by winning new large customers that need one payments setup across many countries. The upside hinges on those add‑on products catching on and scale lifting profits, while competition, regulation, and a weaker economy could blunt growth.Read more
VLK: Revenue Momentum And Margin Expansion Will Support Fair Valuation Outlook
Van Lanschot Kempen is leaning on steady client inflows, new investment products, and a bigger focus on wealthy clients to keep growth going even when markets are bumpy. The key question is whether its push into digital tools and select acquisitions can lift profitability fast enough to offset fee pressure, rising costs, and growing fintech competition.Read more
Europe's Wealth Transfer Will Fuel Digital And ESG Expansion
Van Lanschot Kempen could be a quiet winner as more European family wealth changes hands, feeding demand for private banking and long-term investing advice. But shifting customers to cheaper digital options and pressure on fees and costs could test whether its traditional model can keep up.Read more
Digital And Mobile Payment Trends Will Reshape Global Commerce
Adyen could keep growing faster than many expect as more big merchants deepen their relationship with its payment platform and new customers ramp up quickly. But tightening rules, rising costs, new payment methods, and heavy reliance on a few major clients could still knock that story off course.Read more
Digital Asset Reversals And Higher Expenses Will Erode Future Profits
Flow Traders is leaning into digital assets and new markets, but that bet could backfire if those markets swing the other way and paper gains turn into losses. At the same time, heavier spending on people and technology may squeeze profits and dividends just as competition heats up.Read more
Stronger Fee Reliability And Execution Will Offset Earnings Margin Pressures Ahead
CVC Capital Partners leans on strong fundraising and new pushes into private wealth and insurance to make its fee income more steady, even as profitability comes under pressure. But a slower deal market, tougher exits, and global uncertainty could still shake results more than many expect.Read more
Asia And Digital Transformation Will Redefine Fund Distribution
Allfunds sits in the middle of how investment funds get sold, and big shifts like the rise of newer fund types, more cross-border investing in Asia, and banks outsourcing back-office work could help it grow faster than many expect. But if rivals and big asset managers move distribution in-house or the company falls behind on new product rollouts, its growth and pricing power could be at risk.Read more
