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: • Unilever/MICC | most of Ben & Jerry’s claims against Unilever dismissed • Arcadis | combined stake friendly foundations edge higher, complicating WSP approach • E-commerce & Logistics | Shein Hong Kong IPO: growth stalls, valuation compressed • Corporate agenda| week 35 - 37</li></ul>

In this edition: • Unilever/MICC | most of Ben & Jerry’s claims against Unilever dismissed • Arcadis | combined stake friendly foundations edge higher, complicating WSP approach • E-commerce & Logistics | Shein Hong Kong IPO: growth stalls, valuation compressed • Corporate agenda| week 35 - 37

WSP Global Inc - What's News in Amsterdam

<ul><li>In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank (TTB) • InPost | EU clearance for the proposed takeover of InPost by the consortium • Alfen | reiterates FY26 as well as FY27 guidance • TomTom | Orbis Maps selected by Cedar Electronics • E-commerce & Logistics | Amazon brings AWD to Europe</li></ul>

In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank (TTB) • InPost | EU clearance for the proposed takeover of InPost by the consortium • Alfen | reiterates FY26 as well as FY27 guidance • TomTom | Orbis Maps selected by Cedar Electronics • E-commerce & Logistics | Amazon brings AWD to Europe

<ul><li>In this edition: • ABN Amro | completes acquisition of NIBC • ING | Van Rijswijk: time has come for European banking consolidation • PostNL | weathering the storms better than expected • CTT Correios | EU low-value parcel reform accelerates shift to regional fulfilment • E-commerce & Logistics | EU scrutiny of Temu reinforces tougher stance on Chinese e-commerce • Corporate agenda | week 32 – 36</li></ul>

In this edition: • ABN Amro | completes acquisition of NIBC • ING | Van Rijswijk: time has come for European banking consolidation • PostNL | weathering the storms better than expected • CTT Correios | EU low-value parcel reform accelerates shift to regional fulfilment • E-commerce & Logistics | EU scrutiny of Temu reinforces tougher stance on Chinese e-commerce • Corporate agenda | week 32 – 36

<ul>
<li>In this edition: • AkzoNobel | Axalta's strong set of 2Q26 results supportive for the proposed merger</li>
<li>AkzoNobel | Sherwin Williams raises FY26 guidance after better than expected 2Q26 </li>
<li>AkzoNobel | PPG’s 2Q26 looks solid, but demand outlook remains the focus </li>
</ul>


In this edition: • AkzoNobel | Axalta's strong set of 2Q26 results supportive for the proposed merger
AkzoNobel | Sherwin Williams raises FY26 guidance after better than expected 2Q26 
AkzoNobel | PPG’s 2Q26 looks solid, but demand outlook remains the focus 


<ul><li>In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance for underlying EBITDA less rent • DHL | DHL eCommerce to strengthen position in the Baltics with Venipak acquisition • E-commerce & Logistics | Shein reports 1Q26 net loss of USD 99m</li></ul>

In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance for underlying EBITDA less rent • DHL | DHL eCommerce to strengthen position in the Baltics with Venipak acquisition • E-commerce & Logistics | Shein reports 1Q26 net loss of USD 99m

What's News in Amsterdam - 28 July (Philips | Basic-Fit | DHL | E-com & Logistics)

Portugal

CTT-Correios de Portugal SA provides commercial services. The Company offers multi-services platform including efficient postal delivery services, and financial services. CTT-Correios delivers letters and packages worldwide.

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Ctt-Correios De Portugal Sa (CTT PL)

WSP Global Inc - What's News in Amsterdam

In this edition: • Unilever/MICC | most of Ben & Jerry’s claims against Unilever dismissed • Arcadis | combined stake friendly foundations...

The IDEA!

What's New(s) in Amsterdam - 19 August (asr NL | ING | InPost | Alfen | TomTom | E-com & Logistics)

In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank...

The IDEA!

ING Groep NV - What's News in Amsterdam

In this edition: • ABN Amro | completes acquisition of NIBC • ING | Van Rijswijk: time has come for European banking consolidation • PostNL |...

The IDEA!

What's News in Amsterdam

In this edition: • AkzoNobel | Axalta's strong set of 2Q26 results supportive for the proposed merger AkzoNobel | Sherwin Williams raises FY26...

The IDEA!

What's News in Amsterdam - 28 July (Philips | Basic-Fit | DHL | E-com & Logistics)

In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance...

The IDEA!

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