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: • ASML Holding | awarded KRW 11.95tr order from SK Hynix • SBM Offshore | secures new FEED contracts for Guyana’s Longtail project • Allegro | re-commerce as a new core growth pillar • Dutch consumer confidence | steepest drop in 4 years</li></ul>

In this edition: • ASML Holding | awarded KRW 11.95tr order from SK Hynix • SBM Offshore | secures new FEED contracts for Guyana’s Longtail project • Allegro | re-commerce as a new core growth pillar • Dutch consumer confidence | steepest drop in 4 years

Sligro Food Group NV - What's News in Amsterdam

<ul><li>In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.</li><li>• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective</li></ul>

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective

<ul><li>In this edition: • ASR Nederland | Vereniging Aegon as a new cornerstone investor?</li><li>• BAM Group | completes acquisition of Gebroeders Blokland • Sif Holding | ends year strong, outlook FY26 reiterated but what about FY27?</li><li>• Zalando | post earnings call comment</li></ul>

In this edition: • ASR Nederland | Vereniging Aegon as a new cornerstone investor?• BAM Group | completes acquisition of Gebroeders Blokland • Sif Holding | ends year strong, outlook FY26 reiterated but what about FY27?• Zalando | post earnings call comment

What's News in Amsterdam - 13 March (ASR Nederland | BAM Group | Sif Holding | Zalando)

Aalberts Industries Nv / Equity Bottom-Up

<ul><li>In this edition: • dsm-firmenich | presents new mid-term targets; new EUR 540m share buyback • Aalberts | completes divestment of Broen • Triodos Bank | FY25 results reflect a transition year • Allegro | 4Q25 results broadly in line with consensus; PLN 1.6bn share buyback</li></ul>

In this edition: • dsm-firmenich | presents new mid-term targets; new EUR 540m share buyback • Aalberts | completes divestment of Broen • Triodos Bank | FY25 results reflect a transition year • Allegro | 4Q25 results broadly in line with consensus; PLN 1.6bn share buyback

What's New(s) in Amsterdam - 12 March (dsm-firmenich | Aalberts | Triodos Bank | Allegro)

<ul><li>In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m new members at its owned clubs • TKH Group | divests Alphatronics • E-commerce and Logistics | Chinese sellers dominate Amazon’s German marketplace</li></ul>

In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m new members at its owned clubs • TKH Group | divests Alphatronics • E-commerce and Logistics | Chinese sellers dominate Amazon’s German marketplace

What's New(s) in Amsterdam - 11 March (KPN | Basic-Fit | TKH Group | 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)

Sligro Food Group NV - What's News in Amsterdam

In this edition: • ASML Holding | awarded KRW 11.95tr order from SK Hynix • SBM Offshore | secures new FEED contracts for Guyana’s Longtail...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz...

The IDEA!

What's News in Amsterdam - 13 March (ASR Nederland | BAM Group | Sif Holding | Zalando)

In this edition: • ASR Nederland | Vereniging Aegon as a new cornerstone investor? • BAM Group | completes acquisition of Gebroeders...

The IDEA!

What's New(s) in Amsterdam - 12 March (dsm-firmenich | Aalberts | Triodos Bank | Allegro)

In this edition: • dsm-firmenich | presents new mid-term targets; new EUR 540m share buyback • Aalberts | completes divestment of Broen...

The IDEA!

What's New(s) in Amsterdam - 11 March (KPN | Basic-Fit | TKH Group | E-commerce & Logistics)

In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m...

The IDEA!

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