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.

Thematic (Sector/Industry)

<ul>
<li>In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition of the de minimis rule.</li>
<li>Dutch customs data for July and August show an even bigger drop in non-EU small parcel volumes of 46% versus the prior sixmonth average.</li>
<li>Dutch Customs reports that e-commerce platforms and sellers are increasingly consolidating shipments into containerised bulk imports, storing inventory within the EU, and then dispatching domestic or intra-EU parcels to end consumers. </li>
</ul>


In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition of the de minimis rule.
Dutch customs data for July and August show an even bigger drop in non-EU small parcel volumes of 46% versus the prior sixmonth average.
Dutch Customs reports that e-commerce platforms and sellers are increasingly consolidating shipments into containerised bulk imports, storing inventory within the EU, and then dispatching domestic or intra-EU parcels to end consumers. 


What's News in Amsterdam - 2 September (E-commerce & Logistics)

Equity Bottom-Up

<ul><li>In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results holding up better than expected despite disappointing top-line trend • Kendrion | ended the year robust – its financial position offers room for acquisitions • DHL | signs MoU with JD Express and its logistics arm JINGDONG Logistics</li></ul>

In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results holding up better than expected despite disappointing top-line trend • Kendrion | ended the year robust – its financial position offers room for acquisitions • DHL | signs MoU with JD Express and its logistics arm JINGDONG Logistics

What's News in  Amsterdam - 27 February (KPN | Fagron | Fugro | Kendrion | DHL)

<ul><li>In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake</li></ul>

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake

Deutsche Post AG - What's News in Amsterdam

<ul>
<li>Ahold Delhaize | demonstrated its resilience in 2Q26</li>
<li>Heineken | 1H26 results in broadly in line with consensus; momentum improving</li>
<li>Wolters Kluwer | solid first half year; reiterates FY26 guidance. TKH Group | two inter-array cable orders pending after Vattenfall’s award wins</li>
</ul>


Ahold Delhaize | demonstrated its resilience in 2Q26
Heineken | 1H26 results in broadly in line with consensus; momentum improving
Wolters Kluwer | solid first half year; reiterates FY26 guidance. TKH Group | two inter-array cable orders pending after Vattenfall’s award wins


<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

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 - 2 September (E-commerce & Logistics)

In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition...

The IDEA!

What's News in Amsterdam - 27 February (KPN | Fagron | Fugro | Kendrion | DHL)

In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results...

The IDEA!

Deutsche Post AG - What's News in Amsterdam

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for...

The IDEA!

What's News in Amsterdam

Ahold Delhaize | demonstrated its resilience in 2Q26 Heineken | 1H26 results in broadly in line with consensus; momentum improving Wolters Kluwer...

The IDEA!

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!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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