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: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate agenda | week 33 - 36</li></ul>

In this edition: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate agenda | week 33 - 36

What's New(s) in Amsterdam - 10 August (ASM Int'l | Ebusco | Corporate agenda)

<ul><li>In today's edition: • a.s.r. Nederland | buys all insurance activities of Bovemij for EUR 185m • Shell | pre-closing update suggests mixed 4Q25 • Sligro Food Group | achieves revenue growth in Belgium in 25Q4 • Ebusco | BVG withdraws e-buses over frame cracks • Dutch household consumption | up 0.5% YoY in November • E-commerce & logistics | price still the main trigger to shop on Asian online platforms</li></ul>

In today's edition: • a.s.r. Nederland | buys all insurance activities of Bovemij for EUR 185m • Shell | pre-closing update suggests mixed 4Q25 • Sligro Food Group | achieves revenue growth in Belgium in 25Q4 • Ebusco | BVG withdraws e-buses over frame cracks • Dutch household consumption | up 0.5% YoY in November • E-commerce & logistics | price still the main trigger to shop on Asian online platforms

Sligro Food Group NV - What's New(s) in Amsterdam

<ul><li>In this edition: • KPN | ACM: stricter supervision on information obligations for telecom companies • InPost | plans to invest GBP 600m in the UK between 2025 and 2029 • Ebusco | auctioning part of its inventory • PostNL | FY24 result falls short of guidance; mainly because of Mail</li></ul>

In this edition: • KPN | ACM: stricter supervision on information obligations for telecom companies • InPost | plans to invest GBP 600m in the UK between 2025 and 2029 • Ebusco | auctioning part of its inventory • PostNL | FY24 result falls short of guidance; mainly because of Mail

What's News in Amsterdam - 20 January (KPN | InPost | Ebusco | PostNL)

<ul><li>In this edition: • Ebusco | to execute major restructuring in 25Q1</li></ul>

In this edition: • Ebusco | to execute major restructuring in 25Q1

What's New(s) in Amsterdam - 31 December (Ebusco)

Netherlands

Ebusco Holding N.V. operates as an electric automobile company. The Company designs and manufactures electric buses and related auto parts. Ebusco Holding serves customers worldwide.

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Ebusco Holding NV (EBUS NA)

What's New(s) in Amsterdam - 10 August (ASM Int'l | Ebusco | Corporate agenda)

In this edition: • ASM International | starts its EUR 150m share buyback program • Ebusco | ViP cancels order for 23 electric buses • Corporate...

The IDEA!

Sligro Food Group NV - What's New(s) in Amsterdam

In today's edition: • a.s.r. Nederland | buys all insurance activities of Bovemij for EUR 185m • Shell | pre-closing update suggests mixed...

The IDEA!

What's News in Amsterdam - 20 January (KPN | InPost | Ebusco | PostNL)

In this edition: • KPN | ACM: stricter supervision on information obligations for telecom companies • InPost | plans to invest GBP 600m in the UK...

The IDEA!

What's New(s) in Amsterdam - 31 December (Ebusco)

In this edition: • Ebusco | to execute major restructuring in 25Q1

The IDEA!

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