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

Axalta Coating Systems / Equity Bottom-Up

<ul><li>In this edition: • AkzoNobel | agreement to sell SE Asian Deco business to Nippon Paints • Ziggo Group | Antwerp court tightens rules around Telenet’s “fiber” marketing • Corporate agenda | week 41 - 46</li></ul>

In this edition: • AkzoNobel | agreement to sell SE Asian Deco business to Nippon Paints • Ziggo Group | Antwerp court tightens rules around Telenet’s “fiber” marketing • Corporate agenda | week 41 - 46

AXTA US - What's News in Amsterdam - 5 October (AkzoNobel | Ziggo Group | Corporate agenda)

<ul><li>In this edition: • AkzoNobel | UK antitrust authority launches phase 1 investigation re proposed merger • a.s.r. Nederland / NN Group | Athora: EUR 5.7bn in pension buy-outs so far this year • Unilever | sells Zwitsal to Royal Sanders • Dutch telcos | DELTA Fiber opens new growth avenue through Open Dutch Fiber • Allegro | post earnings call comment</li></ul>

In this edition: • AkzoNobel | UK antitrust authority launches phase 1 investigation re proposed merger • a.s.r. Nederland / NN Group | Athora: EUR 5.7bn in pension buy-outs so far this year • Unilever | sells Zwitsal to Royal Sanders • Dutch telcos | DELTA Fiber opens new growth avenue through Open Dutch Fiber • Allegro | post earnings call comment

Axalta Coating Systems Ltd - What's News in Amsterdam

<ul><li>AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from Nippon Paint Holdings.</li><li>At the same time, management continues to recommend the proposed merger of equals with Axalta, citing stronger long-term industrial benefits.</li><li> The situation reflects broader consolidation themes in the global coatings sector, with additional interest from Sherwin-Williams in select businesses forming part of the backdrop.</li></ul>

AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from Nippon Paint Holdings.At the same time, management continues to recommend the proposed merger of equals with Axalta, citing stronger long-term industrial benefits. The situation reflects broader consolidation themes in the global coatings sector, with additional interest from Sherwin-Williams in select businesses forming part of the backdrop.

In-depth report: AkzoNobel | The Axalta deal just lost its gloss

<ul><li>In this edition: • AkzoNobel | new remuneration proposals provoke criticism; Axalta rejected offer too • PostNL | FY25 net loss on the USO at EUR 35m is higher than initially expected • PostNL | new tariffs for urgent (D+1) deliveries after migration to D+2 for USO mail • Bnode | agreement on new CLA for bpost • E-commerce & Logistics | EC imposes EUR 200m fine on Temu</li></ul>

In this edition: • AkzoNobel | new remuneration proposals provoke criticism; Axalta rejected offer too • PostNL | FY25 net loss on the USO at EUR 35m is higher than initially expected • PostNL | new tariffs for urgent (D+1) deliveries after migration to D+2 for USO mail • Bnode | agreement on new CLA for bpost • E-commerce & Logistics | EC imposes EUR 200m fine on Temu

AXTA US - What's News in Amsterdam - 29 May (AkzoNobel | PostNL | Bnode | E-commerce & Logistics)

<ul><li>In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta merger • InPost | enters cross-border deal with Austrian Post for business customers • Unilever | said to be exploring the sale of three UK heritage brands • Corbion | targets adjusted EBITDA of approx. EUR 300m by 2028 • bpostgroup | renews contract with Amazon for 5 years</li></ul>

In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta merger • InPost | enters cross-border deal with Austrian Post for business customers • Unilever | said to be exploring the sale of three UK heritage brands • Corbion | targets adjusted EBITDA of approx. EUR 300m by 2028 • bpostgroup | renews contract with Amazon for 5 years

United States

Axalta Coating Systems Ltd. manufactures, markets and distributes coatings systems. The Company offers products and services which includes paint, color matching tools, application technologies, and customer  training and business management systems. Axalta Coating Systems serves automotive, transportation,  general industrial, and architectural and decorative sectors.

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Axalta Coating Systems (AXTA US)

AXTA US - What's News in Amsterdam - 5 October (AkzoNobel | Ziggo Group | Corporate agenda)

In this edition: • AkzoNobel | agreement to sell SE Asian Deco business to Nippon Paints • Ziggo Group | Antwerp court tightens rules around...

The IDEA!

Axalta Coating Systems Ltd - What's News in Amsterdam

In this edition: • AkzoNobel | UK antitrust authority launches phase 1 investigation re proposed merger • a.s.r. Nederland / NN Group | Athora:...

The IDEA!

In-depth report: AkzoNobel | The Axalta deal just lost its gloss

AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from...

The IDEA!

AXTA US - What's News in Amsterdam - 29 May (AkzoNobel | PostNL | Bnode | E-commerce & Logistics)

In this edition: • AkzoNobel | new remuneration proposals provoke criticism; Axalta rejected offer too • PostNL | FY25 net loss on the USO at EUR...

The IDEA!

Axalta Coating Systems Ltd - What's News in Amsterdam

In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta...

The IDEA!

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