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: • dsm-firmenich | completes sale of its stake in Feed Enzymes Alliance • Arcadis | awarded digital asset management contract with the City of Calgary • Fugro | awarded major order to perform a site characterisation programme for a deepwater gas field development in Southeast Asia • Dutch CPI | consumer prices increased by 3.3% YoY in May, down from 4.1% in April • Dutch politics | coalition government may fall later today</li></ul>

In this edition: • dsm-firmenich | completes sale of its stake in Feed Enzymes Alliance • Arcadis | awarded digital asset management contract with the City of Calgary • Fugro | awarded major order to perform a site characterisation programme for a deepwater gas field development in Southeast Asia • Dutch CPI | consumer prices increased by 3.3% YoY in May, down from 4.1% in April • Dutch politics | coalition government may fall later today

What's News in Amsterdam - 3 June (dsm-firmenich | Arcadis| Fugro | Dutch CPI | Dutch politics)

<ul><li>In this edition: • Ahold Delhaize | clear beat of consensus in 1Q25 • Arcadis | soft start of the year (as expected) – mid-term organic net revenue targets still realistic?</li><li>• Van Lanschot Kempen (“VLK”) | 1Q25 trading update shows strong momentum • Triodos Bank | additional rulings by Spanish Supreme Court on Depository Receipts</li></ul>

In this edition: • Ahold Delhaize | clear beat of consensus in 1Q25 • Arcadis | soft start of the year (as expected) – mid-term organic net revenue targets still realistic?• Van Lanschot Kempen (“VLK”) | 1Q25 trading update shows strong momentum • Triodos Bank | additional rulings by Spanish Supreme Court on Depository Receipts

What's News in Amsterdam - 7 May (Ahold Delhaize | Arcadis | Van Lanschot Kempen | Triodos Bank)

<ul><li>In this edition: • KPN | Liberty Global hints on acquiring optical fibre network in the Netherlands • Arcadis | awarded major rail project contract in the UK</li></ul>

In this edition: • KPN | Liberty Global hints on acquiring optical fibre network in the Netherlands • Arcadis | awarded major rail project contract in the UK

What's New(s) in Amsterdam - 31 March (KPN | Arcadis)

<ul><li>In this edition: • Arcadis | awarded US Air Force Multiple Award Task Order Contract • Sligro Food Group | no recovery yet in Belgium – start of the year will be challenging</li></ul>

In this edition: • Arcadis | awarded US Air Force Multiple Award Task Order Contract • Sligro Food Group | no recovery yet in Belgium – start of the year will be challenging

What's New(s) in Amsterdam - 27 March (Arcadis | Sligro Food Group)

<ul><li>In this edition: • Arcadis | completes acquisition of KUA Group</li></ul>

In this edition: • Arcadis | completes acquisition of KUA Group

What's New(s) in Amsterdam - 25 March (Arcadis)

Netherlands

Arcadis N.V. offers consulting and engineering services worldwide.  The Company performs feasibility studies, develops projects, offers financial and legal consulting services, assists in the permitting process, and offers design and maintenance services.

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Arcadis NV (ARCAD NA)

What's News in Amsterdam - 3 June (dsm-firmenich | Arcadis| Fugro | Dutch CPI | Dutch politics)

In this edition: • dsm-firmenich | completes sale of its stake in Feed Enzymes Alliance • Arcadis | awarded digital asset management contract with...

The IDEA!

What's News in Amsterdam - 7 May (Ahold Delhaize | Arcadis | Van Lanschot Kempen | Triodos Bank)

In this edition: • Ahold Delhaize | clear beat of consensus in 1Q25 • Arcadis | soft start of the year (as expected) – mid-term organic net...

The IDEA!

What's New(s) in Amsterdam - 31 March (KPN | Arcadis)

In this edition: • KPN | Liberty Global hints on acquiring optical fibre network in the Netherlands • Arcadis | awarded major rail project...

The IDEA!

What's New(s) in Amsterdam - 27 March (Arcadis | Sligro Food Group)

In this edition: • Arcadis | awarded US Air Force Multiple Award Task Order Contract • Sligro Food Group | no recovery yet in Belgium – start of...

The IDEA!

What's New(s) in Amsterdam - 25 March (Arcadis)

In this edition: • Arcadis | completes acquisition of KUA Group

The IDEA!

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