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: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8</li></ul>

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8

<ul><li>In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026</li></ul>

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

<ul><li>In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October</li></ul>

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

<ul><li>In this edition: • Aegon | rumoured to be considering divesting part or all of its non-US operations • Ferrari Group | no real surprises in 3Q25; reiterates FY25 guidance • bpostgroup | signs MoU to expand collaboration with Temu in Belgium and Canada • Black Friday | spike in online transactions on Tuesday; November MTD volumes +32% • E-commerce & Logistics | France takes legal action against AliExpress and Joom</li></ul>

In this edition: • Aegon | rumoured to be considering divesting part or all of its non-US operations • Ferrari Group | no real surprises in 3Q25; reiterates FY25 guidance • bpostgroup | signs MoU to expand collaboration with Temu in Belgium and Canada • Black Friday | spike in online transactions on Tuesday; November MTD volumes +32% • E-commerce & Logistics | France takes legal action against AliExpress and Joom

<ul><li>In this edition: • AkzoNobel | a second Axalta shareholder opposes the proposed merger terms • ING | completes two risk sharing transactions • Fagron | strengthens position in EMEA and granted California license to FSS Boston • bpostgroup | unions call upon their members not to strike at bpost</li></ul>

In this edition: • AkzoNobel | a second Axalta shareholder opposes the proposed merger terms • ING | completes two risk sharing transactions • Fagron | strengthens position in EMEA and granted California license to FSS Boston • bpostgroup | unions call upon their members not to strike at bpost

What's News in Amsterdam - 24 November (AkzoNobel | ING | Fagron | 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)

bpost SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition...

The IDEA!

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to...

The IDEA!

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • Aegon | rumoured to be considering divesting part or all of its non-US operations • Ferrari Group | no real surprises in 3Q25;...

The IDEA!

What's News in Amsterdam - 24 November (AkzoNobel | ING | Fagron | bpostgroup)

In this edition: • AkzoNobel | a second Axalta shareholder opposes the proposed merger terms • ING | completes two risk sharing...

The IDEA!

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