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: • Aegon | starts new EUR 200m share buyback today • AkzoNobel | Axalta EGM scheduled for 5 August • InPost / CTT Correos | Colis Privé intends to buy the Iberian and French operations of Paack • Shell | LNG market outlook: resilience amid ST shocks; strong LT fundamentals • Shell | divests Gulf of America assets for USD 1.7bn • Basic-Fit | intends to acquire wellyou • Alfen | appoints Bart Meussen as interim CFO • Dutch retail sales | up 2.9% YoY in value; up 2.3% YoY in volume terms in May • E-commerce & Logistics | France to introduce progressive surcharge on ultrafast fashion</li></ul>

In this edition: • Aegon | starts new EUR 200m share buyback today • AkzoNobel | Axalta EGM scheduled for 5 August • InPost / CTT Correos | Colis Privé intends to buy the Iberian and French operations of Paack • Shell | LNG market outlook: resilience amid ST shocks; strong LT fundamentals • Shell | divests Gulf of America assets for USD 1.7bn • Basic-Fit | intends to acquire wellyou • Alfen | appoints Bart Meussen as interim CFO • Dutch retail sales | up 2.9% YoY in value; up 2.3% YoY in volume terms in May • E-commerce & Logistics | France to introduce progressive surcharge on ultrafast fashion

Sligro Food Group NV - What's News in Amsterdam

<ul><li>In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance framework • Ahold Delhaize | TikTok to launch social commerce in Belgium • KPN | announces strategic alliance with STACKIT in sovereign cloud services • Universal Music Group | Bolloré rejects takeover attempt of Pershing Square • Bnode | bpost and the unions appear close long-awaited collective labour agreement • E-commerce & Logistics | Ceconomy deal investigation based on consumer data protection</li></ul>

In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance framework • Ahold Delhaize | TikTok to launch social commerce in Belgium • KPN | announces strategic alliance with STACKIT in sovereign cloud services • Universal Music Group | Bolloré rejects takeover attempt of Pershing Square • Bnode | bpost and the unions appear close long-awaited collective labour agreement • E-commerce & Logistics | Ceconomy deal investigation based on consumer data protection

<ul><li>In this edition: • Aegon | to sell Aegon UK for GBP 0.75bn cash and a 15.3% stake in Standard Life • ASML Holding | finetunes FY26 net sales outlook to upper end of initial range • bnode | labour dispute reached a new climax yesterday</li></ul>

In this edition: • Aegon | to sell Aegon UK for GBP 0.75bn cash and a 15.3% stake in Standard Life • ASML Holding | finetunes FY26 net sales outlook to upper end of initial range • bnode | labour dispute reached a new climax yesterday

What's News in Amsterdam - 15 April (Aegon | ASML Holding | bnode)

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased debt in many countries, including a good number in the European Union, whose debt levels are masked by accounting procedures.</p>

High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased debt in many countries, including a good number in the European Union, whose debt levels are masked by accounting procedures.

The Potential for National Financial Default

<ul><li>In this edition: • Aegon | healthy appetite for its UK business • MICC / Unilever | six of eight independent directors exit Ben & Jerry’s board • Dutch consumer confidence | down 2 points at -/-23 in January</li></ul>

In this edition: • Aegon | healthy appetite for its UK business • MICC / Unilever | six of eight independent directors exit Ben & Jerry’s board • Dutch consumer confidence | down 2 points at -/-23 in January

What's News in Amsterdam - 23 January (Aegon | MICC / Unilever | Consumer confidence)

Netherlands

AEGON N.V. offers life and health insurance, and related pension, savings, and investment products in Europe and North America.  The Company also offers property and casualty insurance in the Netherlands, Spain, and Hungary, and financial services including banking, equipment lease financing, and mortgage lending.

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Aegon NV (AGN NA)

Sligro Food Group NV - What's News in Amsterdam

In this edition: • Aegon | starts new EUR 200m share buyback today • AkzoNobel | Axalta EGM scheduled for 5 August • InPost / CTT Correos | Colis...

The IDEA!

What's New(s) in Amsterdam 28 May (Adyen | Aegon | Ahold Delhaize | KPN | Universal Media Group | Bnode | E-commerce & Logistics)

In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance...

The IDEA!

What's News in Amsterdam - 15 April (Aegon | ASML Holding | bnode)

In this edition: • Aegon | to sell Aegon UK for GBP 0.75bn cash and a 15.3% stake in Standard Life • ASML Holding | finetunes FY26 net sales...

The IDEA!

The Potential for National Financial Default

High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...

Bixmoor

What's News in Amsterdam - 23 January (Aegon | MICC / Unilever | Consumer confidence)

In this edition: • Aegon | healthy appetite for its UK business • MICC / Unilever | six of eight independent directors exit Ben & Jerry’s...

The IDEA!

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