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: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”</li></ul>

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”

ASR Nederland NV - What's News in Amsterdam

Thematic (Sector/Industry)

<ul>
<li>The Supervisory Board of a.s.r. intends to appoint Ingrid de Swart as CEO and Chair of the Executive Board, succeeding Jos Baeten, whose term ends at the AGM on 20 May 2026.</li>
<li>De Swart, currently COO/CTO and Executive Board member since 2019, has extensive experience in financial services and has led the integration of Aegon Nederland.</li>
<li>The Board highlights her strong leadership, strategic continuity, and focus on sustainable growth. </li>
</ul>


The Supervisory Board of a.s.r. intends to appoint Ingrid de Swart as CEO and Chair of the Executive Board, succeeding Jos Baeten, whose term ends at the AGM on 20 May 2026.
De Swart, currently COO/CTO and Executive Board member since 2019, has extensive experience in financial services and has led the integration of Aegon Nederland.
The Board highlights her strong leadership, strategic continuity, and focus on sustainable growth. 


<ul><li>In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage market continues to show healthy growth</li></ul>

In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage market continues to show healthy growth

What's News in Amsterdam - 12 September (SBMO | Dutch financials)

<ul><li>In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR absorbs EUR 105m itself • InPost | post earnings call comment: investment case remains intact • Dutch CPI | consumer prices rose 2.8% YoY in August</li></ul>

In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR absorbs EUR 105m itself • InPost | post earnings call comment: investment case remains intact • Dutch CPI | consumer prices rose 2.8% YoY in August

What's News in Amsterdam - 3 September (ABN Amro | Aegon/ASR | InPost | Dutch CPI)

<ul><li>In today's edition: • Aegon | 1H25 OCG looks a bit light; review to relocate legal domicile and head office to US • a.s.r. Nederland | post earnings call comment • dsm-firmenich | in exclusive talks with CVC on its AHN division; may keep minority stake • Alfen | reiterates FY25 guidance, however, revises FY26 ambition downward • bpostgroup | temporarily suspends individual parcel shipments to the US</li></ul>

In today's edition: • Aegon | 1H25 OCG looks a bit light; review to relocate legal domicile and head office to US • a.s.r. Nederland | post earnings call comment • dsm-firmenich | in exclusive talks with CVC on its AHN division; may keep minority stake • Alfen | reiterates FY25 guidance, however, revises FY26 ambition downward • bpostgroup | temporarily suspends individual parcel shipments to the US

What's News in Amsterdam - 21 August (Aegon | a.s.r. Nederland | dsm-firmenich | Alfen | bpostgroup)

Netherlands

ASR Nederland N.V. is one of the largest insurance companies in the Netherlands. The Company offers a wide range of financial products such as corporate and individual pensions and life, health, travel and leisure and funeral insurance. In addition, ASR Nederland offers savings and investment banking products and actively invest in property management and development.

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Asr Nederland Nv (ASRNL NA)

ASR Nederland NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of...

The IDEA!

What's News in Amsterdam

The Supervisory Board of a.s.r. intends to appoint Ingrid de Swart as CEO and Chair of the Executive Board, succeeding Jos Baeten, whose term ends...

The IDEA!

What's News in Amsterdam - 12 September (SBMO | Dutch financials)

In today's edition: • SBM Offshore | ABS grants approval in principle to SBMO for blue ammonia concept • Dutch banks/insurers | Dutch mortgage...

The IDEA!

What's News in Amsterdam - 3 September (ABN Amro | Aegon/ASR | InPost | Dutch CPI)

In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR...

The IDEA!

What's News in Amsterdam - 21 August (Aegon | a.s.r. Nederland | dsm-firmenich | Alfen | bpostgroup)

In today's edition: • Aegon | 1H25 OCG looks a bit light; review to relocate legal domicile and head office to US • a.s.r. Nederland | post...

The IDEA!

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