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: • KPN | CUIC demands EUR 500 per affected customer in mass claim against Odido • Signify | Fagerhult issues profit warning: 26Q1 weaker results than expected • bnode | strikes continue; union members argue that ‘the plans are too vague' • Dutch economy | coalition government presents EUR 1bn relief package</li></ul>

In this edition: • KPN | CUIC demands EUR 500 per affected customer in mass claim against Odido • Signify | Fagerhult issues profit warning: 26Q1 weaker results than expected • bnode | strikes continue; union members argue that ‘the plans are too vague' • Dutch economy | coalition government presents EUR 1bn relief package

What's News in Amsterdam - 21 April (KPN / Odido | Signify / Fagerhult | bnode | Dutch economy)

<ul><li>In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages Group • KPN | mass claim against Odido in preparation • Philips | issues correction for its Trilogy Evo platform ventilators • bnode | preliminary agreement with the unions • Corporate Agenda | week 17 – 21</li></ul>

In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages Group • KPN | mass claim against Odido in preparation • Philips | issues correction for its Trilogy Evo platform ventilators • bnode | preliminary agreement with the unions • Corporate Agenda | week 17 – 21

<ul><li>In this edition: • Aegon | to sell Aegon UK for GBP 0.75bn cash and a 15.3% stake in Standard Life • ASML Holding | finetunes FY26 net sales outlook to upper end of initial range • bnode | labour dispute reached a new climax yesterday</li></ul>

In this edition: • Aegon | to sell Aegon UK for GBP 0.75bn cash and a 15.3% stake in Standard Life • ASML Holding | finetunes FY26 net sales outlook to upper end of initial range • bnode | labour dispute reached a new climax yesterday

What's News in Amsterdam - 15 April (Aegon | ASML Holding | bnode)

Koninklijke Ahold Delhaize NV / Equity Bottom-Up

<ul>
<li>Ahold Delhaize | Lidl main beneficiary of shift in consumer behaviour on rising fuel costs Accurat’s location-based footfall analysis of the Dutch supermarkets (weeks 6–13) reveals an immediate, measurable shift in consumer behaviour following the first energy-price shock linked to the Iran conflict.</li>
<li>Discount formats have gained ground at the expense of the mid-to-high price segment: Lidl has emerged as the clear national winner in visitor share, Aldi has posted modest gains, and Jumbo has remained stable.</li>
<li>Albert Heijn recorded the sharpest decline, losing the largest number of customers primarily to Lidl, with secondary leakage to Aldi and Jumbo. Plus and Dirk also ceded traffic to Lidl.</li>
</ul>


Ahold Delhaize | Lidl main beneficiary of shift in consumer behaviour on rising fuel costs Accurat’s location-based footfall analysis of the Dutch supermarkets (weeks 6–13) reveals an immediate, measurable shift in consumer behaviour following the first energy-price shock linked to the Iran conflict.
Discount formats have gained ground at the expense of the mid-to-high price segment: Lidl has emerged as the clear national winner in visitor share, Aldi has posted modest gains, and Jumbo has remained stable.
Albert Heijn recorded the sharpest decline, losing the largest number of customers primarily to Lidl, with secondary leakage to Aldi and Jumbo. Plus and Dirk also ceded traffic to Lidl.


<ul><li>In this edition: • ABN Amro / ING | mortgage activity soared in March • Randstad | investigation claims temporary workers were underpaid in the Netherlands • PostNL | D+2 model to be implemented on 12 July • bnode | strikes at bpost on necessary shift in working hours</li></ul>

In this edition: • ABN Amro / ING | mortgage activity soared in March • Randstad | investigation claims temporary workers were underpaid in the Netherlands • PostNL | D+2 model to be implemented on 12 July • bnode | strikes at bpost on necessary shift in working hours

What's News in Amsterdam - 2 April (ABN Amro/ING | Randstad Holding | PostNL | bnode)

Belgium

bpost SA provides postal delivery services. The Company delivers mail, packages, and parcels, as well as offers direct marketing, market surveys, business databases, and document services.

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bpost SA (BPOST BB)

What's News in Amsterdam - 21 April (KPN / Odido | Signify / Fagerhult | bnode | Dutch economy)

In this edition: • KPN | CUIC demands EUR 500 per affected customer in mass claim against Odido • Signify | Fagerhult issues profit warning: 26Q1...

The IDEA!

What's New(s) in Amsterdam 20 April (Ahold Delhaize/InPost/PostNL | AkzoNobel | KPN | Philips | bnode | Corporate agenda)

In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages...

The IDEA!

What's News in Amsterdam - 15 April (Aegon | ASML Holding | bnode)

In this edition: • Aegon | to sell Aegon UK for GBP 0.75bn cash and a 15.3% stake in Standard Life • ASML Holding | finetunes FY26 net sales...

The IDEA!

What's News in Amsterdam

Albert Heijn recorded the sharpest decline, losing the largest number of customers primarily to Lidl, with secondary leakage to Aldi and Jumbo....

The IDEA!

What's News in Amsterdam - 2 April (ABN Amro/ING | Randstad Holding | PostNL | bnode)

In this edition: • ABN Amro / ING | mortgage activity soared in March • Randstad | investigation claims temporary workers were underpaid in the...

The IDEA!

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