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: • Unilever | believed to be looking for a buyer for its Graze brand • SBM Offshore | signed an O&M contract for the FPSO GranMorgu • Van Lanschot Kempen | capital return of EIR 1.40 per share on 26 June • PostNL | Postal Act revision not controversial • Sif Holding | KCI the engineers awarded contract to design substructures • E-commerce & logistics | AliExpress risks hefty fine for selling non-compliant products</li></ul>

In this edition: • Unilever | believed to be looking for a buyer for its Graze brand • SBM Offshore | signed an O&M contract for the FPSO GranMorgu • Van Lanschot Kempen | capital return of EIR 1.40 per share on 26 June • PostNL | Postal Act revision not controversial • Sif Holding | KCI the engineers awarded contract to design substructures • E-commerce & logistics | AliExpress risks hefty fine for selling non-compliant products

SBM Offshore NV - What's New(s) in Amsterdam

<ul><li>In this edition: • Heineken | Vietnam’s consumption tax increases: no near-term impact expected • AMG Critical Materials | increases interest in Zinnwald Lithium to 29.6% • PostNL | House committees to meet today on which topics to declare controversial • E-commerce / E-com logistics | online spending in the Netherlands up 4% YoY in 1Q25</li></ul>

In this edition: • Heineken | Vietnam’s consumption tax increases: no near-term impact expected • AMG Critical Materials | increases interest in Zinnwald Lithium to 29.6% • PostNL | House committees to meet today on which topics to declare controversial • E-commerce / E-com logistics | online spending in the Netherlands up 4% YoY in 1Q25

What's New(s) in Amsterdam - 18 June (Heineken | AMG Critical Materials | PostNL | E-com/logistics)

<ul><li>In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000</li></ul>

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

<ul><li>In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces first oil • Fugro | to perform geotechnical surveys at Morgan and Mona offshore wind sites • PostNL | DHL e-Commerce Netherlands buys De Buren</li></ul>

In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces first oil • Fugro | to perform geotechnical surveys at Morgan and Mona offshore wind sites • PostNL | DHL e-Commerce Netherlands buys De Buren

What's New(s) in Amsterdam - 27 May (NN Group | Shell / SBMO | Fugro | PostNL)

Thematic (Sector/Industry)

<ul>
<li>According to an article in the La Lettre website, Ahold Delhaize entered preliminary discussions to acquire all or part of French supermarket chain Carrefour at the end of 2024.</li>
<li>However, talks ended in January 2025 without a deal.</li>
<li>Ahold Delhaize, with a 2024 turnover of EUR 89.4bn and strong U.S. operations, sought expansion into the French market and saw potential synergies, particularly in private-label products and Carrefour’s Brazilian assets. </li>
</ul>


According to an article in the La Lettre website, Ahold Delhaize entered preliminary discussions to acquire all or part of French supermarket chain Carrefour at the end of 2024.
However, talks ended in January 2025 without a deal.
Ahold Delhaize, with a 2024 turnover of EUR 89.4bn and strong U.S. operations, sought expansion into the French market and saw potential synergies, particularly in private-label products and Carrefour’s Brazilian assets. 


What's News in Amsterdam - 26 May (Ahold Delhaize | Heineken | 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.

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Deutsche Post (DHL GR)

SBM Offshore NV - What's New(s) in Amsterdam

In this edition: • Unilever | believed to be looking for a buyer for its Graze brand • SBM Offshore | signed an O&M contract for the FPSO...

The IDEA!

What's New(s) in Amsterdam - 18 June (Heineken | AMG Critical Materials | PostNL | E-com/logistics)

In this edition: • Heineken | Vietnam’s consumption tax increases: no near-term impact expected • AMG Critical Materials | increases interest in...

The IDEA!

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's...

The IDEA!

What's New(s) in Amsterdam - 27 May (NN Group | Shell / SBMO | Fugro | PostNL)

In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces...

The IDEA!

What's News in Amsterdam - 26 May (Ahold Delhaize | Heineken | PostNL)

According to an article in the La Lettre website, Ahold Delhaize entered preliminary discussions to acquire all or part of French supermarket chain...

The IDEA!

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