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.

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


Equity Bottom-Up

<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: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD 3.5bn share buyback • Unilever | CEO pledges to accelerate the execution of the company’s strategy • Aalberts | tough start of the year – building shows first signs of recovery • Aalberts | completes acquisition of Paulo Products Company • March retail sales | +3.4% YoY in value and +1.0% YoY in volume terms • Dutch CPI | +4.1% in April • e-Commerce (logistics) sector | France considering imposing tax on small Chinese parcels</li></ul>

In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD 3.5bn share buyback • Unilever | CEO pledges to accelerate the execution of the company’s strategy • Aalberts | tough start of the year – building shows first signs of recovery • Aalberts | completes acquisition of Paulo Products Company • March retail sales | +3.4% YoY in value and +1.0% YoY in volume terms • Dutch CPI | +4.1% in April • e-Commerce (logistics) sector | France considering imposing tax on small Chinese parcels

<ul><li>In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend</li></ul>

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend

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

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 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!

bpost SA - What's New(s) in Amsterdam

In this edition: • ING | no real surprises in 1Q25; new EUR 2.0bn share buyback • Shell | clear beat of consensus almost across the board; new USD...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes...

The IDEA!

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