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: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens with EUR 2bn claim • Sligro Food Group | slight moderation of FY25 guidance after uninspiring 3Q25 • bpostgroup | following up on the ‘Night Delivery’ service • E-commerce & Logistics | Temu’s pre-tax profit more than doubled in 2024 • E-commerce & Logistics | Dutch plan for national levy on non-EU low-value parcels imports</li></ul>

In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens with EUR 2bn claim • Sligro Food Group | slight moderation of FY25 guidance after uninspiring 3Q25 • bpostgroup | following up on the ‘Night Delivery’ service • E-commerce & Logistics | Temu’s pre-tax profit more than doubled in 2024 • E-commerce & Logistics | Dutch plan for national levy on non-EU low-value parcels imports

Deutsche Post AG - What's News in Amsterdam

<ul><li>In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels</li></ul>

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels

<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)

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul>
<li>DHL Group, a leading global logistics provider, recently shared its Q2 2025 earnings call, highlighting several key operational and financial aspects.</li>
<li>The company's performance reflected the challenges and opportunities within the current global trade environment.</li>
<li>During Q2 2025, DHL Group faced the impact of lower global trade volumes, though it navigated this volatility effectively.</li>
</ul>


DHL Group, a leading global logistics provider, recently shared its Q2 2025 earnings call, highlighting several key operational and financial aspects.
The company's performance reflected the challenges and opportunities within the current global trade environment.
During Q2 2025, DHL Group faced the impact of lower global trade volumes, though it navigated this volatility effectively.


Deutsche Post: Demand Surcharge Strategy As A Vital Tool For Growth!

<ul><li>In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in results thanks to costs management and pricing discipline</li></ul>

In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in results thanks to costs management and pricing discipline

What's News in Amsterdam - 5 August (B&S Group | PostNL | DHL)

Germany

Deutsche Post AG provides mail delivery and other services to the public and businesses. The Company offers domestic mail delivery, international parcel and mail delivery services, and freight delivery and logistics services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Deutsche Post (DHL GR)

Deutsche Post AG - What's News in Amsterdam

In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens...

The IDEA!

Deutsche Post AG - What's News in Amsterdam

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading...

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!

Deutsche Post: Demand Surcharge Strategy As A Vital Tool For Growth!

DHL Group, a leading global logistics provider, recently shared its Q2 2025 earnings call, highlighting several key operational and financial aspects.

Baptista Research

What's News in Amsterdam - 5 August (B&S Group | PostNL | DHL)

In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)