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: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October</li></ul>

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

<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)

<ul><li>In today's edition: • a.s.r. | very strong performance on all fronts in 1H25 • Corbion | to cooperate with KAS developing natural Astaxanthin • SBM Offshore | Petrobras postpones Campos basin FPSO tender</li></ul>

In today's edition: • a.s.r. | very strong performance on all fronts in 1H25 • Corbion | to cooperate with KAS developing natural Astaxanthin • SBM Offshore | Petrobras postpones Campos basin FPSO tender

What's New(s) in Amsterdam - 20 August (a.s.r. Nederland | Corbion | SBM Offshore)

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)

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project...

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!

What's New(s) in Amsterdam - 20 August (a.s.r. Nederland | Corbion | SBM Offshore)

In today's edition: • a.s.r. | very strong performance on all fronts in 1H25 • Corbion | to cooperate with KAS developing natural...

The IDEA!

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