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: • ASR Nederland | Ecolab pension fund buy out deal • Shell | divests South African downstream assets to Adnoc Distribution • Unilever | divestment strategy criticized by Terry Smith • Arcadis | selected by CGA to deliver professional services valued at GBP 250-300m in the UK • DHL Group | raises FY26 guidance on better than expected 2Q26 • Dutch household consumption | growth accelerates to 1.8% in May</li></ul>

In this edition: • ASR Nederland | Ecolab pension fund buy out deal • Shell | divests South African downstream assets to Adnoc Distribution • Unilever | divestment strategy criticized by Terry Smith • Arcadis | selected by CGA to deliver professional services valued at GBP 250-300m in the UK • DHL Group | raises FY26 guidance on better than expected 2Q26 • Dutch household consumption | growth accelerates to 1.8% in May

<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: • 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)

Arcadis NV - What's News in Amsterdam

In this edition: • ASR Nederland | Ecolab pension fund buy out deal • Shell | divests South African downstream assets to Adnoc...

The IDEA!

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!

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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