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.

Thematic (Sector/Industry)

<ul>
<li>In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition of the de minimis rule.</li>
<li>Dutch customs data for July and August show an even bigger drop in non-EU small parcel volumes of 46% versus the prior sixmonth average.</li>
<li>Dutch Customs reports that e-commerce platforms and sellers are increasingly consolidating shipments into containerised bulk imports, storing inventory within the EU, and then dispatching domestic or intra-EU parcels to end consumers. </li>
</ul>


In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition of the de minimis rule.
Dutch customs data for July and August show an even bigger drop in non-EU small parcel volumes of 46% versus the prior sixmonth average.
Dutch Customs reports that e-commerce platforms and sellers are increasingly consolidating shipments into containerised bulk imports, storing inventory within the EU, and then dispatching domestic or intra-EU parcels to end consumers. 


What's News in Amsterdam - 2 September (E-commerce & Logistics)

Equity Bottom-Up

<ul><li>In this edition: • Shell | Raízen crisis challenges Shell’s Brazil operations and clean energy ambitions • Allegro | disposal closes the book on the Mall South segment • Corporate agenda | week 10 – 12</li></ul>

In this edition: • Shell | Raízen crisis challenges Shell’s Brazil operations and clean energy ambitions • Allegro | disposal closes the book on the Mall South segment • Corporate agenda | week 10 – 12

Allegro.eu SA - What's News in Amsterdam - 2 March (Shell | Allegro | Corporate agenda)

<ul><li>In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!</li><li>Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales</li></ul>

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales

<ul><li>We issued a company report (10 pages) featuring InPost.</li><li> Although we support the view that InPost may be better off as a private company, we feel that the proposed EUR 15.60/share all cash offer fundamentally undervalues the company.</li><li>In this report, we will explain why.</li></ul>

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel that the proposed EUR 15.60/share all cash offer fundamentally undervalues the company.In this report, we will explain why.

Research alert: InPost | This (Fed)Exit Deserves A Better Price

<ul><li>In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber</li></ul>

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

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)

What's News in Amsterdam - 2 September (E-commerce & Logistics)

In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition...

The IDEA!

Allegro.eu SA - What's News in Amsterdam - 2 March (Shell | Allegro | Corporate agenda)

In this edition: • Shell | Raízen crisis challenges Shell’s Brazil operations and clean energy ambitions • Allegro | disposal closes the book on...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers |...

The IDEA!

Research alert: InPost | This (Fed)Exit Deserves A Better Price

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel...

The IDEA!

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative...

The IDEA!

Price Gauge

52-week Range

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