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 / ING | AI can save thousands of jobs at AML departments Unilever | Magnum Ice Cream Company will be listed on 10 November E-commerce & Logistics | Temu has entered top 5 of largest marketplaces in Germany</li></ul>

In this edition: ABN Amro / ING | AI can save thousands of jobs at AML departments Unilever | Magnum Ice Cream Company will be listed on 10 November E-commerce & Logistics | Temu has entered top 5 of largest marketplaces in Germany

What's News in Amsterdam - 3 October (ABN Amro/ING | Unilever | E-commerce & Logistics)

<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)

Koninklijke Philips NV / Equity Bottom-Up

<ul><li>In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to divest Smart Connectivity systems as a whole • bpostgroup/DHL/ InPost/PostNL | APMs the preferred OOH delivery alternative • DHL | EC clears deal with EVRi</li></ul>

In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to divest Smart Connectivity systems as a whole • bpostgroup/DHL/ InPost/PostNL | APMs the preferred OOH delivery alternative • DHL | EC clears deal with EVRi

What's New(s) in Amsterdam - 25 September (Philips | Fagron | TKH Group | bpost/DHL/InPost/PostNL)

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments</li></ul>

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

<ul><li>In this edition: • DHL | DHL e-Commerce UK / Evri merger receives unconditional approval • e-Commerce and Logistics | Shein fined EUR 150m for breaching European privacy rules</li></ul>

In this edition: • DHL | DHL e-Commerce UK / Evri merger receives unconditional approval • e-Commerce and Logistics | Shein fined EUR 150m for breaching European privacy rules

What's New(s) in Amsterdam - 5 September (DHL / Evri | e-Commerce & Logistics)

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.

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Deutsche Post (DHL GR)

What's News in Amsterdam - 3 October (ABN Amro/ING | Unilever | E-commerce & Logistics)

In this edition: ABN Amro / ING | AI can save thousands of jobs at AML departments Unilever | Magnum Ice Cream Company will be listed on 10...

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!

What's New(s) in Amsterdam - 25 September (Philips | Fagron | TKH Group | bpost/DHL/InPost/PostNL)

In this edition: • Philips | taken to court by VEB in connection with apnea affair • Fagron | to acquire UCP in North America • TKH Group | to...

The IDEA!

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

The IDEA!

What's New(s) in Amsterdam - 5 September (DHL / Evri | e-Commerce & Logistics)

In this edition: • DHL | DHL e-Commerce UK / Evri merger receives unconditional approval • e-Commerce and Logistics | Shein fined EUR 150m for...

The IDEA!

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