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: • Adyen | solid 1Q25 revenue development – reiterates financial objectives • ASM International | better than expected gross margin and cost control resulting in a strong beat in operational profitability • AkzoNobel | PPG beats expectations and reaffirms FY25 guidance • dsm-firmenich | 1Q25 falls slightly short of market expectations; FY25 guidance intact • DHL | 1Q25 shows clear beat of consensus; external environment remains uncertain</li></ul>

In this edition: • Adyen | solid 1Q25 revenue development – reiterates financial objectives • ASM International | better than expected gross margin and cost control resulting in a strong beat in operational profitability • AkzoNobel | PPG beats expectations and reaffirms FY25 guidance • dsm-firmenich | 1Q25 falls slightly short of market expectations; FY25 guidance intact • DHL | 1Q25 shows clear beat of consensus; external environment remains uncertain

What's New(s) in Amsterdam - 30 April (Adyen | AkzoNobel | ASM Int'l | dsm-firmenich | DHL)

<ul><li>In today's edition: • Unilever | to sell The Vegetarian Butcher to Vivera • InPost/Allegro/DHL | DS Smith survey illustrates the importance of the last mile delivery • PostNL | Budbee plans to triple its APM footprint in the Netherlands • Dutch consumer confidence | dropped even further in March</li></ul>

In today's edition: • Unilever | to sell The Vegetarian Butcher to Vivera • InPost/Allegro/DHL | DS Smith survey illustrates the importance of the last mile delivery • PostNL | Budbee plans to triple its APM footprint in the Netherlands • Dutch consumer confidence | dropped even further in March

Deutsche Post AG - What's News in Amsterdam

<ul><li>In this edition: • IDS / PostNL | CAT greenlights GBP 878.5m class action case against Royal Mail • Havas | reiterates guidance; 1 for 10 reverse stock-split; ask for approval share buyback • DHL | better than expected fourth quarter thanks to focus on yield</li></ul>

In this edition: • IDS / PostNL | CAT greenlights GBP 878.5m class action case against Royal Mail • Havas | reiterates guidance; 1 for 10 reverse stock-split; ask for approval share buyback • DHL | better than expected fourth quarter thanks to focus on yield

What's News in Amsterdam - 6 March (Intl. Distribution Services / PostNL | Havas | DHL)

<ul><li>In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by Prosus • PostNL | expects FY25 normalised EBIT to be in line with FY24 • PostNL | DHL Netherlands to double APM locations and expands into mail • Corporate agenda | week 9 – 12</li></ul>

In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by Prosus • PostNL | expects FY25 normalised EBIT to be in line with FY24 • PostNL | DHL Netherlands to double APM locations and expands into mail • Corporate agenda | week 9 – 12

What's New(s) in Amsterdam - 24 February (InPost | JET / Prosus | PostNL | DHL | Corporate agenda)

<ul><li>In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend</li></ul>

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend

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 New(s) in Amsterdam - 30 April (Adyen | AkzoNobel | ASM Int'l | dsm-firmenich | DHL)

In this edition: • Adyen | solid 1Q25 revenue development – reiterates financial objectives • ASM International | better than expected gross...

The IDEA!

Deutsche Post AG - What's News in Amsterdam

In today's edition: • Unilever | to sell The Vegetarian Butcher to Vivera • InPost/Allegro/DHL | DS Smith survey illustrates the importance of the...

The IDEA!

What's News in Amsterdam - 6 March (Intl. Distribution Services / PostNL | Havas | DHL)

In this edition: • IDS / PostNL | CAT greenlights GBP 878.5m class action case against Royal Mail • Havas | reiterates guidance; 1 for 10 reverse...

The IDEA!

What's New(s) in Amsterdam - 24 February (InPost | JET / Prosus | PostNL | DHL | Corporate agenda)

In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes...

The IDEA!

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