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: • Arcadis | foundations circle the wagons as WSP deadline approaches • Ferrari Group | resilient 1H26; FY26 guidance range tightened • Kendrion | raises 2027-30 targets on secular industrial growth • Allegro | raises FY26 guidance following continued strong momentum in 3Q26</li></ul>

In this edition: • Arcadis | foundations circle the wagons as WSP deadline approaches • Ferrari Group | resilient 1H26; FY26 guidance range tightened • Kendrion | raises 2027-30 targets on secular industrial growth • Allegro | raises FY26 guidance following continued strong momentum in 3Q26

What's News in Amsterdam - 17 September (Arcadis | Ferrari Group | Kendrion | Allegro)

<ul><li>In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten seller control and capture tech edge • Dutch housing market | more price cuts signal normalization, not yet falling prices • Dutch wage inflation | FNV pushes for 5.5% plus EUR 80, raising upside risk to labour costs</li></ul>

In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten seller control and capture tech edge • Dutch housing market | more price cuts signal normalization, not yet falling prices • Dutch wage inflation | FNV pushes for 5.5% plus EUR 80, raising upside risk to labour costs

What's News in Amsterdam - 15 September (Arcadis | Allegro | Dutch housing market | Wage inflation)

<ul><li>In this edition: • Unilever | seeks to divest Colman’s Mustard ahead of McCormick food deal • Arcadis | VEB sends letter regarding non-binding proposal by WSP Global • Ziggo Group | VodafoneZiggo to replace 11,000 modems after technical problems</li></ul>

In this edition: • Unilever | seeks to divest Colman’s Mustard ahead of McCormick food deal • Arcadis | VEB sends letter regarding non-binding proposal by WSP Global • Ziggo Group | VodafoneZiggo to replace 11,000 modems after technical problems

What's News in Amsterdam - 28 August (Unilever | Arcadis | Ziggo Group)

Thematic (Sector/Industry)

<ul>
<li>Amazon is expanding same-day delivery across the Randstad-area, with customers now able to order until 15:00 and receive eligible products between 18:00 and 22:00.</li>
<li>The service is enabled by a new fulfilment center in Waddinxveen, operated by logistics provider Dragonfly.</li>
<li>More than 25,000 products are available for same-day delivery, while ordering earlier in the day provides access to hundreds of thousands of products.</li>
</ul>


Amazon is expanding same-day delivery across the Randstad-area, with customers now able to order until 15:00 and receive eligible products between 18:00 and 22:00.
The service is enabled by a new fulfilment center in Waddinxveen, operated by logistics provider Dragonfly.
More than 25,000 products are available for same-day delivery, while ordering earlier in the day provides access to hundreds of thousands of products.


<ul><li>In this edition: • Unilever | McCormick provides further details on Unilever Foods integration • Arcadis | receives second unsolicited takeover proposal from WSP • ForFarmers | Twentekanaal shipping ban forces shift to road transport • VodafoneZiggo | returned to net consumer broadband subscribers growth in 2Q26 • Corporate agenda | week 31 – 35</li></ul>

In this edition: • Unilever | McCormick provides further details on Unilever Foods integration • Arcadis | receives second unsolicited takeover proposal from WSP • ForFarmers | Twentekanaal shipping ban forces shift to road transport • VodafoneZiggo | returned to net consumer broadband subscribers growth in 2Q26 • Corporate agenda | week 31 – 35

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 - 17 September (Arcadis | Ferrari Group | Kendrion | Allegro)

In this edition: • Arcadis | foundations circle the wagons as WSP deadline approaches • Ferrari Group | resilient 1H26; FY26 guidance range...

The IDEA!

What's News in Amsterdam - 15 September (Arcadis | Allegro | Dutch housing market | Wage inflation)

In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten...

The IDEA!

What's News in Amsterdam - 28 August (Unilever | Arcadis | Ziggo Group)

In this edition: • Unilever | seeks to divest Colman’s Mustard ahead of McCormick food deal • Arcadis | VEB sends letter regarding non-binding...

The IDEA!

What's News in Amsterdam

Amazon is expanding same-day delivery across the Randstad-area, with customers now able to order until 15:00 and receive eligible products between...

The IDEA!

Arcadis NV - What's News in Amsterdam

In this edition: • Unilever | McCormick provides further details on Unilever Foods integration • Arcadis | receives second unsolicited takeover...

The IDEA!

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