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>AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.</li>
<li>The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.</li>
<li>Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.</li>
</ul>


AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.
The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.
Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.


Equity Bottom-Up

<ul><li>In this edition: • Alfen | strong demand to develop BESS • E-commerce (logistics) sector | UK government reviewing duty-free exemption threshold</li></ul>

In this edition: • Alfen | strong demand to develop BESS • E-commerce (logistics) sector | UK government reviewing duty-free exemption threshold

What's News in Amsterdam - 29 April (Alfen | e-commerce (logistics) sector)

<ul><li>In today's edition: • AkzoNobel | no major surprises, yet slightly improving underlying trends • BE Semiconductor Industries | order intake remains depressed • Randstad | modest beat of consensus – valuation at attractive level due to share price decline • Corbion | strongly beating consensus – reiterates FY25 guidance • Corbion | another letter from Inclusive Capital • InPost | signs multi-year contact with Vinted • Just Eat TakeAway.com | reiterates FY25 guidance, expects offer to commence in 2Q25 • PostNL/DHL | DHL deploys first APMs at Praxis DIY stores • Corporate agenda | week 17 - 21</li></ul>

In today's edition: • AkzoNobel | no major surprises, yet slightly improving underlying trends • BE Semiconductor Industries | order intake remains depressed • Randstad | modest beat of consensus – valuation at attractive level due to share price decline • Corbion | strongly beating consensus – reiterates FY25 guidance • Corbion | another letter from Inclusive Capital • InPost | signs multi-year contact with Vinted • Just Eat TakeAway.com | reiterates FY25 guidance, expects offer to commence in 2Q25 • PostNL/DHL | DHL deploys first APMs at Praxis DIY stores • Corporate agenda | week 17 - 21

<ul><li>In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post earnings call comment</li></ul>

In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post earnings call comment

What's New(s) in Amsterdam - 7 March 2025 (Alfen | PostNL | DHL)

<ul><li>In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call</li></ul>

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

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)

What's News in Amsterdam

AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on...

The IDEA!

What's News in Amsterdam - 29 April (Alfen | e-commerce (logistics) sector)

In this edition: • Alfen | strong demand to develop BESS • E-commerce (logistics) sector | UK government reviewing duty-free exemption threshold

The IDEA!

Akzo Nobel NV - What's News in Amsterdam

In today's edition: • AkzoNobel | no major surprises, yet slightly improving underlying trends • BE Semiconductor Industries | order intake...

The IDEA!

What's New(s) in Amsterdam - 7 March 2025 (Alfen | PostNL | DHL)

In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post...

The IDEA!

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)