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: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47</li></ul>

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<ul>
<li>Despite a few pockets of improved demand, key Transpacific trade remains weak</li>
<li>Most carriers reported low (48% - 68%) but stable cargo load factors in August</li>
<li>For carriers, still lots of empty space to sell; macro view shows no "snap-back"</li>
</ul>


Despite a few pockets of improved demand, key Transpacific trade remains weak
Most carriers reported low (48% - 68%) but stable cargo load factors in August
For carriers, still lots of empty space to sell; macro view shows no "snap-back"


Monthly Air Cargo Tracker | August Shows Pockets of Growth | But LF, Pricing Both Still Very Weak

<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)

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)

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)

Zalando SE - What's News in Amsterdam

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU...

The IDEA!

Monthly Air Cargo Tracker | August Shows Pockets of Growth | But LF, Pricing Both Still Very Weak

August air cargo data from a range of carriers and cargo gateways around the Pacific Rim show uneven demand, but still-low utilization and weak...

Tracking Traffic

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 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!

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