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

Aalberts Industries Nv / Equity Bottom-Up

<ul><li>In this edition: • ABN Amro | court dismisses mass claim regarding overcharging on variable-rate loans • Aalberts | to acquire Grand Venture Technology • Volksbank | to remain state-owned for at least another year</li></ul>

In this edition: • ABN Amro | court dismisses mass claim regarding overcharging on variable-rate loans • Aalberts | to acquire Grand Venture Technology • Volksbank | to remain state-owned for at least another year

What's New(s) in Amsterdam - 10 July (ABN Amro | Aalberts | Volksbank)

<ul><li>In this edition: • Aalberts | to acquire Paulo Products Company</li></ul>

In this edition: • Aalberts | to acquire Paulo Products Company

What's New(s) in Amsterdam - 27 December (Aalberts)

<ul><li>In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD 3.5bn share buyback • Unilever | CEO pledges to accelerate the execution of the company’s strategy • Aalberts | tough start of the year – building shows first signs of recovery • Aalberts | completes acquisition of Paulo Products Company • March retail sales | +3.4% YoY in value and +1.0% YoY in volume terms • Dutch CPI | +4.1% in April • e-Commerce (logistics) sector | France considering imposing tax on small Chinese parcels</li></ul>

In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD 3.5bn share buyback • Unilever | CEO pledges to accelerate the execution of the company’s strategy • Aalberts | tough start of the year – building shows first signs of recovery • Aalberts | completes acquisition of Paulo Products Company • March retail sales | +3.4% YoY in value and +1.0% YoY in volume terms • Dutch CPI | +4.1% in April • e-Commerce (logistics) sector | France considering imposing tax on small Chinese parcels

<ul><li>In this edition: • Aalberts | takes large restructuring charge to improve profitability • AMG Critical Materials | increases its FY25 adjusted outlook to more than USD 150m • Corbion | expects FY25 organic EBITDA growth of more than 25% • Van Lanschot Kempen | solid FY24; EUR 1.40/share excess cash return on top of dividend</li></ul>

In this edition: • Aalberts | takes large restructuring charge to improve profitability • AMG Critical Materials | increases its FY25 adjusted outlook to more than USD 150m • Corbion | expects FY25 organic EBITDA growth of more than 25% • Van Lanschot Kempen | solid FY24; EUR 1.40/share excess cash return on top of dividend

<ul><li>In this edition: • Universal Music Group | secondary listing in the US after Ackman exercises his right • AEX Index | likely to be increased to 30 companies; Aalberts, Arcadis and CVC likely to be included</li></ul>

In this edition: • Universal Music Group | secondary listing in the US after Ackman exercises his right • AEX Index | likely to be increased to 30 companies; Aalberts, Arcadis and CVC likely to be included

Arcadis NV - What's News in Amsterdam - 16 January 2025 (Universal Music Group | AEX Index)

Netherlands

Aalberts N.V. operates as an aluminum precision extrusion company. The Company offers integrated piping and multilayer systems, heat and surface treatment, hydronic flow and fluid control, advance mechatronics, and other related products. Aalberts serves customers worldwide.

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Aalberts Industries Nv (AALB NA)

What's New(s) in Amsterdam - 10 July (ABN Amro | Aalberts | Volksbank)

In this edition: • ABN Amro | court dismisses mass claim regarding overcharging on variable-rate loans • Aalberts | to acquire Grand Venture...

The IDEA!

What's New(s) in Amsterdam - 27 December (Aalberts)

In this edition: • Aalberts | to acquire Paulo Products Company

The IDEA!

bpost SA - What's New(s) in Amsterdam

In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD...

The IDEA!

Corbion NV - What's New(s) in Amsterdam

In this edition: • Aalberts | takes large restructuring charge to improve profitability • AMG Critical Materials | increases its FY25 adjusted...

The IDEA!

Arcadis NV - What's News in Amsterdam - 16 January 2025 (Universal Music Group | AEX Index)

In this edition: • Universal Music Group | secondary listing in the US after Ackman exercises his right • AEX Index | likely to be increased to 30...

The IDEA!

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