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: • BE Semiconductor Industries | order intake continues to develop strongly • Heineken | solid 1Q26, yet the macro environment increasingly challenging • RELX Group | good start of the year; reiterates FY26 guidance • Fugro | anticipates lower offshore wind activities • Vopak | solid 1Q26 shows resilient (yet not immune) business model • Triodos Bank | DNB removes the bank’s MREL requirements • Bnode | strike about to enter its fourth week</li></ul>

In this edition: • BE Semiconductor Industries | order intake continues to develop strongly • Heineken | solid 1Q26, yet the macro environment increasingly challenging • RELX Group | good start of the year; reiterates FY26 guidance • Fugro | anticipates lower offshore wind activities • Vopak | solid 1Q26 shows resilient (yet not immune) business model • Triodos Bank | DNB removes the bank’s MREL requirements • Bnode | strike about to enter its fourth week

<ul><li>In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results holding up better than expected despite disappointing top-line trend • Kendrion | ended the year robust – its financial position offers room for acquisitions • DHL | signs MoU with JD Express and its logistics arm JINGDONG Logistics</li></ul>

In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results holding up better than expected despite disappointing top-line trend • Kendrion | ended the year robust – its financial position offers room for acquisitions • DHL | signs MoU with JD Express and its logistics arm JINGDONG Logistics

What's News in  Amsterdam - 27 February (KPN | Fagron | Fugro | Kendrion | DHL)

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • BAM Group | Fehmarnbelt tunnel delayed 18 months • Fugro | withdraws financial guidance for 2025</li></ul>

In this edition: • BAM Group | Fehmarnbelt tunnel delayed 18 months • Fugro | withdraws financial guidance for 2025

What's New(s) in Amsterdam - 22 September (BAM Groep | Fugro)

<ul><li>In this edition: • Unilever | to appoint Srinivas Phatak as its new CFO • Fugro | awarded contract for sewerage infrastructure renewal program</li></ul>

In this edition: • Unilever | to appoint Srinivas Phatak as its new CFO • Fugro | awarded contract for sewerage infrastructure renewal program

What's New(s) in Amsterdam - 16 September (Unilever | Fugro)

<ul><li>In this edition: • Shell | decided not to resume construction of its biofuels facility in Rotterdam • Unilever | plans major shake-up of top-200 management • Fugro | awarded two contracts to support Brazil’s offshore energy expansion</li></ul>

In this edition: • Shell | decided not to resume construction of its biofuels facility in Rotterdam • Unilever | plans major shake-up of top-200 management • Fugro | awarded two contracts to support Brazil’s offshore energy expansion

What's New(s) in Amsterdam - 4 September (Shell | Unilever | Fugro)

Netherlands

Fugro N.V. collects, processes, and interprets geological data.  The Company collects data at sea, on land, and from the air of land areas and the sea bed. The data is used in building offshore oil platforms, tunnels, roads, pipelines, factories, and communications cables, and to explore for oil, gas, and minerals. The Company operates worldwide.

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Fugro NV (FUR NA)

bpost SA - What's News in Amsterdam

In this edition: • BE Semiconductor Industries | order intake continues to develop strongly • Heineken | solid 1Q26, yet the macro environment...

The IDEA!

What's News in Amsterdam - 27 February (KPN | Fagron | Fugro | Kendrion | DHL)

In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results...

The IDEA!

What's New(s) in Amsterdam - 22 September (BAM Groep | Fugro)

In this edition: • BAM Group | Fehmarnbelt tunnel delayed 18 months • Fugro | withdraws financial guidance for 2025

The IDEA!

What's New(s) in Amsterdam - 16 September (Unilever | Fugro)

In this edition: • Unilever | to appoint Srinivas Phatak as its new CFO • Fugro | awarded contract for sewerage infrastructure renewal program

The IDEA!

What's New(s) in Amsterdam - 4 September (Shell | Unilever | Fugro)

In this edition: • Shell | decided not to resume construction of its biofuels facility in Rotterdam • Unilever | plans major shake-up of top-200...

The IDEA!

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