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: • ABN Amro | anti-trust clearance for acquisition NIBC • AkzoNobel | impacted by cyber incident in December • KPN/Odido | customer appetite for Odido has declined rapidly • Basic-Fit | offers fee for not exercising early redemption option on its convertible bond • Fagron | completes acquisition of Vepakum • Dutch inflation | stable at 2.4% YoY in February</li></ul>

In this edition: • ABN Amro | anti-trust clearance for acquisition NIBC • AkzoNobel | impacted by cyber incident in December • KPN/Odido | customer appetite for Odido has declined rapidly • Basic-Fit | offers fee for not exercising early redemption option on its convertible bond • Fagron | completes acquisition of Vepakum • Dutch inflation | stable at 2.4% YoY in February

Basic-Fit NV - What's New(s) in Amsterdam

<ul><li>In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches investigation • PostNL | four largest cities in the Netherlands support the deployment of shared APMs • E-commerce & Logistics | JD.com to roll out its own last mile delivery network in Europe • Corporate agenda | week 8 – 12</li></ul>

In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches investigation • PostNL | four largest cities in the Netherlands support the deployment of shared APMs • E-commerce & Logistics | JD.com to roll out its own last mile delivery network in Europe • Corporate agenda | week 8 – 12

<ul><li>In this edition: • Heineken | European brewers are absorbing part of the effects of the higher import duties • Basic-Fit | VAT increase in Belgium possibly to cost EUR 15m • Black Friday sales | Monta reports 32% growth in online order volumes • E-commerce & Logistics | Royal Mail to partner with Temu</li></ul>

In this edition: • Heineken | European brewers are absorbing part of the effects of the higher import duties • Basic-Fit | VAT increase in Belgium possibly to cost EUR 15m • Black Friday sales | Monta reports 32% growth in online order volumes • E-commerce & Logistics | Royal Mail to partner with Temu

Thematic (Sector/Industry)

<ul>
<li>Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.</li>
<li>At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.</li>
<li>At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects</li>
</ul>


Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.
At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.
At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects


<ul>
<li>Ahold Delhaize/PostNL | Amazon to invest EUR 1.4bn in the Netherlands Dutch financial daily FD reports that Amazon intends to invest EUR 1.4bn in the next three years to strengthen its operations in the Netherlands.</li>
<li>The majority of the funds will support Dutch SMEs selling via Amazon.nl, helping them grow and compete with domestic rival bol.</li>
<li>The investment aligns with Amazon’s broader European expansion, following a EUR 1bn investment in Belgium. </li>
</ul>


Ahold Delhaize/PostNL | Amazon to invest EUR 1.4bn in the Netherlands Dutch financial daily FD reports that Amazon intends to invest EUR 1.4bn in the next three years to strengthen its operations in the Netherlands.
The majority of the funds will support Dutch SMEs selling via Amazon.nl, helping them grow and compete with domestic rival bol.
The investment aligns with Amazon’s broader European expansion, following a EUR 1bn investment in Belgium. 


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)

Basic-Fit NV - What's New(s) in Amsterdam

In this edition: • ABN Amro | anti-trust clearance for acquisition NIBC • AkzoNobel | impacted by cyber incident in December • KPN/Odido |...

The IDEA!

Basic-Fit NV - What's New(s) in Amsterdam

In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches...

The IDEA!

Basic-Fit NV - What's New(s) in Amsterdam

In this edition: • Heineken | European brewers are absorbing part of the effects of the higher import duties • Basic-Fit | VAT increase in Belgium...

The IDEA!

What's News in Amsterdam

Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed...

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize/PostNL | Amazon to invest EUR 1.4bn in the Netherlands Dutch financial daily FD reports that Amazon intends to invest EUR 1.4bn in...

The IDEA!

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