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: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten seller control and capture tech edge • Dutch housing market | more price cuts signal normalization, not yet falling prices • Dutch wage inflation | FNV pushes for 5.5% plus EUR 80, raising upside risk to labour costs</li></ul>

In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten seller control and capture tech edge • Dutch housing market | more price cuts signal normalization, not yet falling prices • Dutch wage inflation | FNV pushes for 5.5% plus EUR 80, raising upside risk to labour costs

What's News in Amsterdam - 15 September (Arcadis | Allegro | Dutch housing market | Wage inflation)

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>In this edition: • ASML/TSMC | launch industry initiative for 12-inch High NA EUV photomasks • Allegro | introducing the next stage of cooperation with PKO Bank • E-commerce & Logistics | EU approves major customs overhaul targeting e-commerce parcel surge</li></ul>

In this edition: • ASML/TSMC | launch industry initiative for 12-inch High NA EUV photomasks • Allegro | introducing the next stage of cooperation with PKO Bank • E-commerce & Logistics | EU approves major customs overhaul targeting e-commerce parcel surge

What's News in Amsterdam - 8 September (ASML/TSMC | Allegro | E-commerce & Logistics)

<ul><li>In this edition: • Fugro | nominates Mr. Emiel Jongerius as new CFO • E-commerce & Logistics | French customs data show 30-40% drop in low-value non-EU parcels • Dutch retail sales | consumer demand remained resilient in July • Dutch CPI | rose to 3.3% YoY in August</li></ul>

In this edition: • Fugro | nominates Mr. Emiel Jongerius as new CFO • E-commerce & Logistics | French customs data show 30-40% drop in low-value non-EU parcels • Dutch retail sales | consumer demand remained resilient in July • Dutch CPI | rose to 3.3% YoY in August

<ul><li>In this edition: • InPost | take-private case strengthens as public-market constraints tighten • Bnode | prioritizes own Bbox network over 3rd party PUDOs in parcel last-mile</li></ul>

In this edition: • InPost | take-private case strengthens as public-market constraints tighten • Bnode | prioritizes own Bbox network over 3rd party PUDOs in parcel last-mile

bpost SA - What's News in Amsterdam - 31 August (InPost | Bnode)

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward again just two months after initial dizzying revision • bnode | lowers FY26 adj. EBIT guidance due to strikes and Paxon • Austrian Post | 1H26 revenue up, earnings down as expected; outlook reaffirmed • E-commerce & Logistics | Cainiao launches ‘Global 3-Day Delivery’ on 15 routes</li></ul>

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward again just two months after initial dizzying revision • bnode | lowers FY26 adj. EBIT guidance due to strikes and Paxon • Austrian Post | 1H26 revenue up, earnings down as expected; outlook reaffirmed • E-commerce & Logistics | Cainiao launches ‘Global 3-Day Delivery’ on 15 routes

CTT-Correios de Portugal SA - What's News in Amsterdam

United States

FedEx Corp. delivers packages and freight to multiple countries and territories through an integrated global network.  The Company provides worldwide express delivery, ground small-parcel delivery, less-than-truckload freight delivery, supply chain management services, customs brokerage services, and trade facilitation and electronic commerce solutions.

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FedEx Corp (FDX US)

What's News in Amsterdam - 15 September (Arcadis | Allegro | Dutch housing market | Wage inflation)

In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten...

The IDEA!

What's News in Amsterdam - 8 September (ASML/TSMC | Allegro | E-commerce & Logistics)

In this edition: • ASML/TSMC | launch industry initiative for 12-inch High NA EUV photomasks • Allegro | introducing the next stage of cooperation...

The IDEA!

Fugro NV - What's News in Amsterdam

In this edition: • Fugro | nominates Mr. Emiel Jongerius as new CFO • E-commerce & Logistics | French customs data show 30-40% drop in...

The IDEA!

bpost SA - What's News in Amsterdam - 31 August (InPost | Bnode)

In this edition: • InPost | take-private case strengthens as public-market constraints tighten • Bnode | prioritizes own Bbox network over 3rd...

The IDEA!

CTT-Correios de Portugal SA - What's News in Amsterdam

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward...

The IDEA!

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