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: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches investigation • PostNL | four largest cities in the Netherlands support the deployment of shared APMs • E-commerce & Logistics | JD.com to roll out its own last mile delivery network in Europe • Corporate agenda | week 8 – 12</li></ul>

In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches investigation • PostNL | four largest cities in the Netherlands support the deployment of shared APMs • E-commerce & Logistics | JD.com to roll out its own last mile delivery network in Europe • Corporate agenda | week 8 – 12

Basic-Fit NV - What's New(s) in Amsterdam

<ul><li>In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!</li><li>Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales</li></ul>

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales

<ul><li>In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on revision rules for night labour • E-commerce & Logistics | EU to Impose 10% Import Duty on Low-Value Chinese Parcels</li></ul>

In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on revision rules for night labour • E-commerce & Logistics | EU to Impose 10% Import Duty on Low-Value Chinese Parcels

What's New(s) in Amsterdam - 12 December (Arcadis | bnode (bpostgroup) | E-commerce & Logistics)

<ul><li>In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL | consortium of Business Post and Spotta has an appetite for the UPD • Triodos Bank | not liable towards DR holders represented by Stichting Triodos Tragedie • E-commerce & Logistics | EU plans to accelerate imposing levy on low-value parcels • Dutch politics | Hans Wijers and Sybrand Buma nominated to lead D66/CDA talks</li></ul>

In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL | consortium of Business Post and Spotta has an appetite for the UPD • Triodos Bank | not liable towards DR holders represented by Stichting Triodos Tragedie • E-commerce & Logistics | EU plans to accelerate imposing levy on low-value parcels • Dutch politics | Hans Wijers and Sybrand Buma nominated to lead D66/CDA talks

Triodos Bank N.V. - What's New(s) in Amsterdam

<ul><li>In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels</li></ul>

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | 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)

Basic-Fit NV - What's New(s) in Amsterdam

In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers |...

The IDEA!

What's New(s) in Amsterdam - 12 December (Arcadis | bnode (bpostgroup) | E-commerce & Logistics)

In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on...

The IDEA!

Triodos Bank N.V. - What's New(s) in Amsterdam

In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL |...

The IDEA!

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & Logistics)

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos...

The IDEA!

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