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

Koninklijke Philips NV / Equity Bottom-Up

<ul><li>In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to divest Smart Connectivity systems as a whole • bpostgroup/DHL/ InPost/PostNL | APMs the preferred OOH delivery alternative • DHL | EC clears deal with EVRi</li></ul>

In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to divest Smart Connectivity systems as a whole • bpostgroup/DHL/ InPost/PostNL | APMs the preferred OOH delivery alternative • DHL | EC clears deal with EVRi

What's New(s) in Amsterdam - 25 September (Philips | Fagron | TKH Group | bpost/DHL/InPost/PostNL)

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments</li></ul>

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

<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 this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking for an exclusive telecom partner</li></ul>

In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking for an exclusive telecom partner

What's News in Amsterdam - 13 August (Shell | InPost/DHL | bpostgroup)

<ul><li>In this edition: • NN Group | OGC beats consensus; S-II ratio above 150-200% comfort range • SBM Offshore | guidance up, share price down • ForFarmers | post earnings call comment • bpostgroup | 2Q25 beats consensus thanks to strong performance 3PL and Cross-border</li></ul>

In this edition: • NN Group | OGC beats consensus; S-II ratio above 150-200% comfort range • SBM Offshore | guidance up, share price down • ForFarmers | post earnings call comment • bpostgroup | 2Q25 beats consensus thanks to strong performance 3PL and Cross-border

What's News in Amsterdam - 8 August 2025 (NN Group | SBMO | ForFarmers | bpostgroup)

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 New(s) in Amsterdam - 25 September (Philips | Fagron | TKH Group | bpost/DHL/InPost/PostNL)

In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to...

The IDEA!

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

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 News in Amsterdam - 13 August (Shell | InPost/DHL | bpostgroup)

In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking...

The IDEA!

What's News in Amsterdam - 8 August 2025 (NN Group | SBMO | ForFarmers | bpostgroup)

In this edition: • NN Group | OGC beats consensus; S-II ratio above 150-200% comfort range • SBM Offshore | guidance up, share price...

The IDEA!

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