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: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem detected • InPost / Allegro | Temu close to taking over Allegro’s position as market leader in Poland</li></ul>

In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem detected • InPost / Allegro | Temu close to taking over Allegro’s position as market leader in Poland

ALE PW - What's News in Amsterdam - 14 January 2025 (Ahold Delhaize | Philips | InPost / Allegro)

<ul><li>In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000</li></ul>

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

<ul><li>In this edition: • Heineken | Femsa exits Heineken after 15 years • InPost | High Court injunction: Yodel acquisition placed on pause • InPost/PostNL/DHL | 22% Dutch online shoppers abandon shopping carts due to delivery concerns • E-commerce/E-commerce logistics | EU to impose EUR 2 tax on low-cost items from China • Consumer confidence | stabilized at 19 months’ low in May</li></ul>

In this edition: • Heineken | Femsa exits Heineken after 15 years • InPost | High Court injunction: Yodel acquisition placed on pause • InPost/PostNL/DHL | 22% Dutch online shoppers abandon shopping carts due to delivery concerns • E-commerce/E-commerce logistics | EU to impose EUR 2 tax on low-cost items from China • Consumer confidence | stabilized at 19 months’ low in May

<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)

Poland

Allegro.eu SA operates shopping e-commerce platform. The Company offers products in categories such as automotive, fashion, home and garden, electronics, books and collectibles, and health and beauty. Allegro.eu serves customers in Europe.

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Allegro.eu (ALE PW)

ALE PW - What's News in Amsterdam - 14 January 2025 (Ahold Delhaize | Philips | InPost / Allegro)

In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem...

The IDEA!

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • Heineken | Femsa exits Heineken after 15 years • InPost | High Court injunction: Yodel acquisition placed 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!

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