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: • AkzoNobel | rejected offer from Nippon Paints and Sherwin Wiliams • E-commerce & Logistics | potential EC investigation JD.com/Ceconomy deal</li></ul>

In this edition: • AkzoNobel | rejected offer from Nippon Paints and Sherwin Wiliams • E-commerce & Logistics | potential EC investigation JD.com/Ceconomy deal

Zalando SE - What's News in Amsterdam - 27 May (AkzoNobel | E-commerce & Logistics)

<ul><li>In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective</li></ul>

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

<ul><li>In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu</li></ul>

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu

Triodos Bank N.V. - What's News in Amsterdam

<ul><li>In this edition: • InPost / Allegro | e-commerce spending in Poland off to a slow start • Basic-Fit | unauthorized data access to members’ records • PostNL | dwell times in OOH channel: an opportunity for PostNL’s ‘Best Day’ initiative?</li></ul>

In this edition: • InPost / Allegro | e-commerce spending in Poland off to a slow start • Basic-Fit | unauthorized data access to members’ records • PostNL | dwell times in OOH channel: an opportunity for PostNL’s ‘Best Day’ initiative?

What's New(s) in Amsterdam - 14 April (InPost / Allegro | Basic-Fit | PostNL)

Oesterreichische Post Ag / Equity Bottom-Up

<ul><li>In this edition: • PostNL | Amazon to deploy APMs at 6 Wereldhave shopping centres • E-commerce & Logistics | Austria threatens to block sale of Ceconomy to JD.com</li></ul>

In this edition: • PostNL | Amazon to deploy APMs at 6 Wereldhave shopping centres • E-commerce & Logistics | Austria threatens to block sale of Ceconomy to JD.com

What's News in Amsterdam - 30 March (PostNL | E-commerce & Logistics)

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)

Zalando SE - What's News in Amsterdam - 27 May (AkzoNobel | E-commerce & Logistics)

In this edition: • AkzoNobel | rejected offer from Nippon Paints and Sherwin Wiliams • E-commerce & Logistics | potential EC investigation...

The IDEA!

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent...

The IDEA!

Triodos Bank N.V. - What's News in Amsterdam

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans...

The IDEA!

What's New(s) in Amsterdam - 14 April (InPost / Allegro | Basic-Fit | PostNL)

In this edition: • InPost / Allegro | e-commerce spending in Poland off to a slow start • Basic-Fit | unauthorized data access to members’...

The IDEA!

What's News in Amsterdam - 30 March (PostNL | E-commerce & Logistics)

In this edition: • PostNL | Amazon to deploy APMs at 6 Wereldhave shopping centres • E-commerce & Logistics | Austria threatens to block sale...

The IDEA!

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52-week Range

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