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 today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas | ups FY24 guidance • bpostgroup | bpost offers packaging and label-free (L2L) shipping • Triodos Bank | offers a package of measures to its depository receipts (“DR”) holders • Dutch housing market | more homes sold in FY24; average transaction price up 11.5% YoY</li></ul>

In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas | ups FY24 guidance • bpostgroup | bpost offers packaging and label-free (L2L) shipping • Triodos Bank | offers a package of measures to its depository receipts (“DR”) holders • Dutch housing market | more homes sold in FY24; average transaction price up 11.5% YoY

<ul><li>In this edition: • Ahold Delhaize | to commence its EUR 1bn share buyback program • bpostgroup | aims to double number of parcel lockers in 2025</li></ul>

In this edition: • Ahold Delhaize | to commence its EUR 1bn share buyback program • bpostgroup | aims to double number of parcel lockers in 2025

What's New(s) in Amsterdam - 30 December (Ahold Delhaize | bpostgroup)

<ul><li>In this edition: • Ahold Delhaize | regulatory approval for Profi Rom acquisition • Shell | no new offshore wind projects • InPost/PostNL/bpostgroup | EC plans to address problems with Chinese parcels • Black Friday update | again a new all-time high in daily volumes for PostNL</li></ul>

In this edition: • Ahold Delhaize | regulatory approval for Profi Rom acquisition • Shell | no new offshore wind projects • InPost/PostNL/bpostgroup | EC plans to address problems with Chinese parcels • Black Friday update | again a new all-time high in daily volumes for PostNL

What's News in Amsterdam - 5 December (Ahold Delhaize | Shell | InPost/PostNL/bpostgroup | Black Friday update)

<ul><li>In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s</li></ul>

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

<ul>
<li>In this edition: • SBM Offshore | completes project financing of FPSO Jaguar</li>
<li>Kendrion | completes the divestment of its Automotive business in full</li>
<li>bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms</li>
</ul>


In this edition: • SBM Offshore | completes project financing of FPSO Jaguar
Kendrion | completes the divestment of its Automotive business in full
bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms


What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

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 - 10 January (Heineken | NN Group | Havas | bpostgroup | Triodos Bank | Dutch housing market)

In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas...

The IDEA!

What's New(s) in Amsterdam - 30 December (Ahold Delhaize | bpostgroup)

In this edition: • Ahold Delhaize | to commence its EUR 1bn share buyback program • bpostgroup | aims to double number of parcel lockers in 2025

The IDEA!

What's News in Amsterdam - 5 December (Ahold Delhaize | Shell | InPost/PostNL/bpostgroup | Black Friday update)

In this edition: • Ahold Delhaize | regulatory approval for Profi Rom acquisition • Shell | no new offshore wind...

The IDEA!

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick...

The IDEA!

What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

In this edition: • SBM Offshore | completes project financing of FPSO Jaguar • Kendrion | completes the divestment of its Automotive business in...

The IDEA!

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