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: • ABN Amro Bank | NIBC up for sale again • Alfen | Compleo and Plug Me In exit UK EV charging market</li></ul>

In this edition: • ABN Amro Bank | NIBC up for sale again • Alfen | Compleo and Plug Me In exit UK EV charging market

What's New(s) in Amsterdam - 19 September (ABN Amro Bank | Alfen)

<ul><li>In this edition: • Ahold Delhaize | Delhaize aims for market leadership in online groceries in Belgium • ASM International | looking for bolt-on acquisitions • Heineken | row with Jumbo not only on price gap but also on lower discount • InPost | signs contract with ASOS for D+1 OOH delivery in the UK • TKH Group | slow start of the year as expected, reiterates FY25 guidance • Alfen | revises both FY25 revenue and adjusted EBITDA guidance downward • Kendrion | Mobility continues its strong growth, Industrial mixed performance</li></ul>

In this edition: • Ahold Delhaize | Delhaize aims for market leadership in online groceries in Belgium • ASM International | looking for bolt-on acquisitions • Heineken | row with Jumbo not only on price gap but also on lower discount • InPost | signs contract with ASOS for D+1 OOH delivery in the UK • TKH Group | slow start of the year as expected, reiterates FY25 guidance • Alfen | revises both FY25 revenue and adjusted EBITDA guidance downward • Kendrion | Mobility continues its strong growth, Industrial mixed performance

Alfen Beheer BV - What's News in Amsterdam

<ul><li>In this edition: • Alfen | strong demand to develop BESS • E-commerce (logistics) sector | UK government reviewing duty-free exemption threshold</li></ul>

In this edition: • Alfen | strong demand to develop BESS • E-commerce (logistics) sector | UK government reviewing duty-free exemption threshold

What's News in Amsterdam - 29 April (Alfen | e-commerce (logistics) sector)

<ul><li>In this edition: • Randstad Holding | to become a digital-first talent company • Signify | reiterates FY25 outlook • Alfen | to build 100MW/200MWh BESS for Return</li></ul>

In this edition: • Randstad Holding | to become a digital-first talent company • Signify | reiterates FY25 outlook • Alfen | to build 100MW/200MWh BESS for Return

What's New(s) in Amsterdam - 25 April (Randstad Holding | Signify | Alfen)

<ul><li>In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow generation</li></ul>

In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow generation

What's New(s) in Amsterdam 12 March (Alfen | Basic-Fit)

Netherlands

Alfen Beheer B.V. provides energy equipment and solutions. The Company offers transformer substations, energy storage systems, and charging stations for electric vehicles, as well as specializes in grid automation, management and maintenance, and energy solutions. Alfen Beheer serves greenhouse horticulture, grid operators, and energy markets in Europe.

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Alfen (ALFEN NA)

What's New(s) in Amsterdam - 19 September (ABN Amro Bank | Alfen)

In this edition: • ABN Amro Bank | NIBC up for sale again • Alfen | Compleo and Plug Me In exit UK EV charging market

The IDEA!

Alfen Beheer BV - What's News in Amsterdam

In this edition: • Ahold Delhaize | Delhaize aims for market leadership in online groceries in Belgium • ASM International | looking for bolt-on...

The IDEA!

What's News in Amsterdam - 29 April (Alfen | e-commerce (logistics) sector)

In this edition: • Alfen | strong demand to develop BESS • E-commerce (logistics) sector | UK government reviewing duty-free exemption threshold

The IDEA!

What's New(s) in Amsterdam - 25 April (Randstad Holding | Signify | Alfen)

In this edition: • Randstad Holding | to become a digital-first talent company • Signify | reiterates FY25 outlook • Alfen | to build...

The IDEA!

What's New(s) in Amsterdam 12 March (Alfen | Basic-Fit)

In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow...

The IDEA!

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