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: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake</li></ul>

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake

Deutsche Post AG - What's News in Amsterdam

<ul><li>In this edition: • AkzoNobel | PPG reiterates FY25 guidance; strong quarter Performance Coatings • Wolters Kluwer | clear beat of market expectations • Basic-Fit | front-loaded cost impacting 25H1 results - reiterates FY24 outlook • JDE Peet’s | results strongly impact by price increases and FX – FY25outlook adjusted upwards</li></ul>

In this edition: • AkzoNobel | PPG reiterates FY25 guidance; strong quarter Performance Coatings • Wolters Kluwer | clear beat of market expectations • Basic-Fit | front-loaded cost impacting 25H1 results - reiterates FY24 outlook • JDE Peet’s | results strongly impact by price increases and FX – FY25outlook adjusted upwards

What's New(s) in Amsterdam - 30 July (AkzoNobel | Wolters Kluwer | JDE Peet's | Basic-Fit)

<ul><li>In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m RCF • InPost | acquisition of Yodel a real opportunity • Sligro Food Group | modest revenue growth when adjusted for exceptionals</li></ul>

In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m RCF • InPost | acquisition of Yodel a real opportunity • Sligro Food Group | modest revenue growth when adjusted for exceptionals

What's New(s) in Amsterdam - 17 April (Heineken | Basic-Fit | InPost | Sligro Food Group)

<ul><li>In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow generation</li></ul>

In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow generation

What's New(s) in Amsterdam 12 March (Alfen | Basic-Fit)

<ul><li>In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support stock liquidity • InPost | eying a takeover of struggling Yodel?</li><li>• InPost / PostNL / bpost | online marketplaces to be liable for unsafe and illegal goods • Dutch retail sales | up 1.5% YoY in value terms in December and up 2.1% for FY24 • Dutch CPI | up 3.3% YoY in January based on the fast estimate</li></ul>

In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support stock liquidity • InPost | eying a takeover of struggling Yodel?• InPost / PostNL / bpost | online marketplaces to be liable for unsafe and illegal goods • Dutch retail sales | up 1.5% YoY in value terms in December and up 2.1% for FY24 • Dutch CPI | up 3.3% YoY in January based on the fast estimate

Netherlands

Basic-Fit N.V. operates health and fitness clubs. The Company offers gyms, spa, group lessons, and health counseling services. Basic-Fit conducts business in the Netherlands, Belgium, Luxembourg, France, and Spain.

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Basic-Fit (BFIT NA)

Deutsche Post AG - What's News in Amsterdam

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for...

The IDEA!

What's New(s) in Amsterdam - 30 July (AkzoNobel | Wolters Kluwer | JDE Peet's | Basic-Fit)

In this edition: • AkzoNobel | PPG reiterates FY25 guidance; strong quarter Performance Coatings • Wolters Kluwer | clear beat of market...

The IDEA!

What's New(s) in Amsterdam - 17 April (Heineken | Basic-Fit | InPost | Sligro Food Group)

In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m...

The IDEA!

What's New(s) in Amsterdam 12 March (Alfen | Basic-Fit)

In this edition: • Alfen | CCO Michelle Lesh to step down • Basic-Fit | adjusting its strategy to a better balance between growth and cash flow...

The IDEA!

What's New( s)in Amsterdam - 3 February 2025 (Unilever | Basic-Fit | InPost | PostNL / bpostgroup | Retail sales | Dutch CPI)

In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support...

The IDEA!

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