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 | PPG’s 1Q26 results beat market expectations • KPN | modest beat of consensus; reiterates FY27 guidance and MT targets • Arcadis | appoints leadership at core focus growth areas</li></ul>

In this edition: • AkzoNobel | PPG’s 1Q26 results beat market expectations • KPN | modest beat of consensus; reiterates FY27 guidance and MT targets • Arcadis | appoints leadership at core focus growth areas

What's New(s) in Amsterdam 29 April (AkzoNobel | KPN | Arcadis)

<ul><li>In this edition: • Shell | divestment of Jiffy Lube International (JLI) and Premium Velocity Auto • Arcadis | awarded two project wins in Los Angeles • Dutch household consumption | flat YoY in January</li></ul>

In this edition: • Shell | divestment of Jiffy Lube International (JLI) and Premium Velocity Auto • Arcadis | awarded two project wins in Los Angeles • Dutch household consumption | flat YoY in January

What's news in Amsterdam - 10 March (Shell | Arcadis | Dutch household consumption)

<ul><li>In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects broadband churn to end this year • SBM Offshore | partnership with Solstad Offshore for a new installation vessel • Arcadis | awarded EUR 90m design work for high-speed rail train depot in the UK • Bnode | distribution deal with Digi Belgium fits within the strategy for its branches • April retail sales | sharp drop in consumer confidence did not reflect in retail sales • Dutch CPI | up 3.5% YoY in May</li></ul>

In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects broadband churn to end this year • SBM Offshore | partnership with Solstad Offshore for a new installation vessel • Arcadis | awarded EUR 90m design work for high-speed rail train depot in the UK • Bnode | distribution deal with Digi Belgium fits within the strategy for its branches • April retail sales | sharp drop in consumer confidence did not reflect in retail sales • Dutch CPI | up 3.5% YoY in May

<ul><li>In this edition: • Arcadis | completes its EUR 175m share buyback program – all eyes on upcoming FY25 results announcement • Van Lanschot Kempen | SPW selects VLK as new fiduciary manager • bnode | dialogue with Belgian trade federations to explore a cooperation agreement</li></ul>

In this edition: • Arcadis | completes its EUR 175m share buyback program – all eyes on upcoming FY25 results announcement • Van Lanschot Kempen | SPW selects VLK as new fiduciary manager • bnode | dialogue with Belgian trade federations to explore a cooperation agreement

What's News in Amsterdam - 20 January (Arcadis | Van Lanschot Kempen | bnode)

<ul><li>In this edition: • Universal Music Group | acquisition of Downtown Music likely to be blocked • Arcadis | enters into new 5-year framework agreement with Shell • PostNL | ACM raises concerns on proposed amendments Postal Act • E-commerce & Logistics | strong increase in peak season parcel volumes expected • Havas | denies being in talks with WPP on a possible takeover</li></ul>

In this edition: • Universal Music Group | acquisition of Downtown Music likely to be blocked • Arcadis | enters into new 5-year framework agreement with Shell • PostNL | ACM raises concerns on proposed amendments Postal Act • E-commerce & Logistics | strong increase in peak season parcel volumes expected • Havas | denies being in talks with WPP on a possible takeover

What's News in Amsterdam - 19 November (UMG | Arcadis | PostNL | Havas | E-commerce & Logistics)

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 New(s) in Amsterdam 29 April (AkzoNobel | KPN | Arcadis)

In this edition: • AkzoNobel | PPG’s 1Q26 results beat market expectations • KPN | modest beat of consensus; reiterates FY27 guidance and MT...

The IDEA!

What's news in Amsterdam - 10 March (Shell | Arcadis | Dutch household consumption)

In this edition: • Shell | divestment of Jiffy Lube International (JLI) and Premium Velocity Auto • Arcadis | awarded two project wins in Los...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects...

The IDEA!

What's News in Amsterdam - 20 January (Arcadis | Van Lanschot Kempen | bnode)

In this edition: • Arcadis | completes its EUR 175m share buyback program – all eyes on upcoming FY25 results announcement • Van Lanschot Kempen |...

The IDEA!

What's News in Amsterdam - 19 November (UMG | Arcadis | PostNL | Havas | E-commerce & Logistics)

In this edition: • Universal Music Group | acquisition of Downtown Music likely to be blocked • Arcadis | enters into new 5-year framework...

The IDEA!

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