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 | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR absorbs EUR 105m itself • InPost | post earnings call comment: investment case remains intact • Dutch CPI | consumer prices rose 2.8% YoY in August</li></ul>

In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR absorbs EUR 105m itself • InPost | post earnings call comment: investment case remains intact • Dutch CPI | consumer prices rose 2.8% YoY in August

What's News in Amsterdam - 3 September (ABN Amro | Aegon/ASR | InPost | Dutch CPI)

<ul><li>In this edition: • InPost | solid set of 1H25 numbers; reiterates FY25 guidance • TKH Group | awarded 140km inter-array cable contract for Gennaker offshore wind farm • Dutch retail sales | up 5% YoY in value terms in July; volume up 3.2%</li></ul>

In this edition: • InPost | solid set of 1H25 numbers; reiterates FY25 guidance • TKH Group | awarded 140km inter-array cable contract for Gennaker offshore wind farm • Dutch retail sales | up 5% YoY in value terms in July; volume up 3.2%

What's New(s) in Amsterdam - 2 September (InPost | TKH Group | Dutch retail sales)

<ul><li>In this edition: • ABN Amro / ING | both exposed to UK altnet financing • dsm-firmenich | new Executive Committee role seems to signal appetite for M&A • InPost | buys 20,000 APMs from and a minority stake in Bloq.it • Corporate agenda | week 36 – 39</li></ul>

In this edition: • ABN Amro / ING | both exposed to UK altnet financing • dsm-firmenich | new Executive Committee role seems to signal appetite for M&A • InPost | buys 20,000 APMs from and a minority stake in Bloq.it • Corporate agenda | week 36 – 39

What's News in Amsterdam - 1 September (ABN Amro/ING | dsm-firmenich | InPost | Corporate calendar)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.</li>
<li>With roughly 700 stores, the company maintains one of the largest retail networks in the country.</li>
<li>However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. </li>
</ul>


Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.
With roughly 700 stores, the company maintains one of the largest retail networks in the country.
However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. 


<ul>
<li>Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.</li>
<li>At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.</li>
<li>At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects</li>
</ul>


Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.
At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.
At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects


Luxembourg

InPost S.A. is an e-commerce enablement platform. InPost provides delivery services through its network of automated parcel machines, including those in the UK, as well as to-door couriers and fulfillment services to e-commerce merchants.

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Inpost (INPST NA)

What's News in Amsterdam - 3 September (ABN Amro | Aegon/ASR | InPost | Dutch CPI)

In this edition: • ABN Amro | launches a neobank alternative aimed at youngsters • Aegon / a.s.r. Nederland | Aegon reduced its stake in ASR; ASR...

The IDEA!

What's New(s) in Amsterdam - 2 September (InPost | TKH Group | Dutch retail sales)

In this edition: • InPost | solid set of 1H25 numbers; reiterates FY25 guidance • TKH Group | awarded 140km inter-array cable contract for...

The IDEA!

What's News in Amsterdam - 1 September (ABN Amro/ING | dsm-firmenich | InPost | Corporate calendar)

In this edition: • ABN Amro / ING | both exposed to UK altnet financing • dsm-firmenich | new Executive Committee role seems to signal appetite...

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports...

The IDEA!

What's News in Amsterdam

Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)