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: • ABN Amro / ING | mortgage activity soared in March • Randstad | investigation claims temporary workers were underpaid in the Netherlands • PostNL | D+2 model to be implemented on 12 July • bnode | strikes at bpost on necessary shift in working hours</li></ul>

In this edition: • ABN Amro / ING | mortgage activity soared in March • Randstad | investigation claims temporary workers were underpaid in the Netherlands • PostNL | D+2 model to be implemented on 12 July • bnode | strikes at bpost on necessary shift in working hours

What's News in Amsterdam - 2 April (ABN Amro/ING | Randstad Holding | PostNL | bnode)

<ul><li>In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.</li><li>• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective</li></ul>

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective

<ul><li>In this edition: • ASML | strategic redesign to improve the make the company more agile • ING | another clear beat of consensus; ups 2027 ambitions • dsm-firmenich | deal with CVC on AHN business expected to be announced soon • Unilever | sells its Home Care business in Colombia and Ecuador • BAM Group | acquisition strengthens position in Dutch residential market • Dutch politics | fiscally tight budget policy and no to Eurobonds</li></ul>

In this edition: • ASML | strategic redesign to improve the make the company more agile • ING | another clear beat of consensus; ups 2027 ambitions • dsm-firmenich | deal with CVC on AHN business expected to be announced soon • Unilever | sells its Home Care business in Colombia and Ecuador • BAM Group | acquisition strengthens position in Dutch residential market • Dutch politics | fiscally tight budget policy and no to Eurobonds

ASML Holding NV - What's News in Amsterdam

<ul><li>In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber</li></ul>

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

<ul><li>In this edition: • AkzoNobel | a second Axalta shareholder opposes the proposed merger terms • ING | completes two risk sharing transactions • Fagron | strengthens position in EMEA and granted California license to FSS Boston • bpostgroup | unions call upon their members not to strike at bpost</li></ul>

In this edition: • AkzoNobel | a second Axalta shareholder opposes the proposed merger terms • ING | completes two risk sharing transactions • Fagron | strengthens position in EMEA and granted California license to FSS Boston • bpostgroup | unions call upon their members not to strike at bpost

What's News in Amsterdam - 24 November (AkzoNobel | ING | Fagron | bpostgroup)

Netherlands

ING Groep N.V. offers financial services to individuals, corporations, and other institutions.  The Company offers corporate, investment, and private banking services, asset and portfolio management, treasury services, and insurance.  ING Groep has offices throughout the world.

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ING Groep NV (INGA NA)

What's News in Amsterdam - 2 April (ABN Amro/ING | Randstad Holding | PostNL | bnode)

In this edition: • ABN Amro / ING | mortgage activity soared in March • Randstad | investigation claims temporary workers were underpaid in the...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz...

The IDEA!

ASML Holding NV - What's News in Amsterdam

In this edition: • ASML | strategic redesign to improve the make the company more agile • ING | another clear beat of consensus; ups 2027...

The IDEA!

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative...

The IDEA!

What's News in Amsterdam - 24 November (AkzoNobel | ING | Fagron | bpostgroup)

In this edition: • AkzoNobel | a second Axalta shareholder opposes the proposed merger terms • ING | completes two risk sharing...

The IDEA!

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