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 EUR 227m share buyback today • BE Semiconductor Industries | records strong order intake in 25Q4 • Heineken | Dolf van den Brink to step down as CEO at the end of May • Wolters Kluwer | acquires StandardFusion for EUR 32m • Fagron | completes acquisition of University Compounding Pharmacy • TomTom | 4Q25 new car registrations expected to increase mid-single digit in Europe • Odido | revives plan for IPO in Amsterdam; possibly already this month • Dutch politics | the Netherlands heading for a minority coalition?</li><li>• Webinar | 𝗜𝗻𝗣𝗼𝘀𝘁 𝗨𝗻𝗱𝗲𝗿 𝘁𝗵𝗲 𝗠𝗶𝗰𝗿𝗼𝘀𝗰𝗼𝗽𝗲: 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗥𝗲𝗮𝗹𝗹𝘆 𝗕𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗧𝗮𝗸𝗲𝗼𝘃𝗲𝗿 𝗕𝗶𝗱?</li><li>• Corporate agenda | week 3 – 8</li></ul>

In this edition: • Aegon | starts EUR 227m share buyback today • BE Semiconductor Industries | records strong order intake in 25Q4 • Heineken | Dolf van den Brink to step down as CEO at the end of May • Wolters Kluwer | acquires StandardFusion for EUR 32m • Fagron | completes acquisition of University Compounding Pharmacy • TomTom | 4Q25 new car registrations expected to increase mid-single digit in Europe • Odido | revives plan for IPO in Amsterdam; possibly already this month • Dutch politics | the Netherlands heading for a minority coalition?• Webinar | 𝗜𝗻𝗣𝗼𝘀𝘁 𝗨𝗻𝗱𝗲𝗿 𝘁𝗵𝗲 𝗠𝗶𝗰𝗿𝗼𝘀𝗰𝗼𝗽𝗲: 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗥𝗲𝗮𝗹𝗹𝘆 𝗕𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗧𝗮𝗸𝗲𝗼𝘃𝗲𝗿 𝗕𝗶𝗱?• Corporate agenda | week 3 – 8

<ul><li>In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026</li></ul>

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

<ul><li>In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October</li></ul>

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

<ul><li>In this edition: • Aegon | rumoured to be considering divesting part or all of its non-US operations • Ferrari Group | no real surprises in 3Q25; reiterates FY25 guidance • bpostgroup | signs MoU to expand collaboration with Temu in Belgium and Canada • Black Friday | spike in online transactions on Tuesday; November MTD volumes +32% • E-commerce & Logistics | France takes legal action against AliExpress and Joom</li></ul>

In this edition: • Aegon | rumoured to be considering divesting part or all of its non-US operations • Ferrari Group | no real surprises in 3Q25; reiterates FY25 guidance • bpostgroup | signs MoU to expand collaboration with Temu in Belgium and Canada • Black Friday | spike in online transactions on Tuesday; November MTD volumes +32% • E-commerce & Logistics | France takes legal action against AliExpress and Joom

<ul><li>In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR absorbs EUR 105m itself • InPost | post earnings call comment: investment case remains intact • Dutch CPI | consumer prices rose 2.8% YoY in August</li></ul>

In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR absorbs EUR 105m itself • InPost | post earnings call comment: investment case remains intact • Dutch CPI | consumer prices rose 2.8% YoY in August

What's News in Amsterdam - 3 September (ABN Amro | Aegon/ASR | InPost | Dutch CPI)

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)

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

In this edition: • Aegon | starts EUR 227m share buyback today • BE Semiconductor Industries | records strong order intake in 25Q4 • Heineken |...

The IDEA!

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to...

The IDEA!

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • Aegon | rumoured to be considering divesting part or all of its non-US operations • Ferrari Group | no real surprises in 3Q25;...

The IDEA!

What's News in Amsterdam - 3 September (ABN Amro | Aegon/ASR | InPost | Dutch CPI)

In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR...

The IDEA!

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