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: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy</li></ul>

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy

Thematic (Sector/Industry)

<ul>
<li>Yesterday, the Court of Appeal of Arnhem-Leeuwarden ruled that online grocery delivery companies like e.g., Picnic and Flink, must comply with the collective labour agreement (CLA) for the supermarket sector.</li>
<li>The court determined that businesses selling supermarket products online and physically handling, sorting, and delivering them to consumers are effectively operating as (virtual) supermarkets.</li>
<li>Therefore, they fall under the same labor regulations as traditional supermarkets.</li>
</ul>


Yesterday, the Court of Appeal of Arnhem-Leeuwarden ruled that online grocery delivery companies like e.g., Picnic and Flink, must comply with the collective labour agreement (CLA) for the supermarket sector.
The court determined that businesses selling supermarket products online and physically handling, sorting, and delivering them to consumers are effectively operating as (virtual) supermarkets.
Therefore, they fall under the same labor regulations as traditional supermarkets.


BE Semiconductor Industries NV / Equity Bottom-Up

<ul><li>In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial targets • Heineken | intends to invest USD 2.75bn in Mexico until 2028 • KPN | VodafoneZiggo secures access to part of Delta Fiber’s network • KPN | CEO denounces ‘populistic discussion’ on high broadband tariffs • InPost | court dismisses motion for injunction against Yodel • DHL | CMA to start DHL/EVRi merger inquiry</li></ul>

In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial targets • Heineken | intends to invest USD 2.75bn in Mexico until 2028 • KPN | VodafoneZiggo secures access to part of Delta Fiber’s network • KPN | CEO denounces ‘populistic discussion’ on high broadband tariffs • InPost | court dismisses motion for injunction against Yodel • DHL | CMA to start DHL/EVRi merger inquiry

<ul><li>In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000</li></ul>

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

<ul>
<li>Ahold Delhaize | company’s online sales growth in the US lagging that of most of its peers In a Dutch equivalent of the Lex Column, Het Financieele Dagblad wrote an analysis on Ahold Delhaize’s online business in the USA.</li>
<li>In contrast to Ahold, most of its US peers try to lock in online shoppers by means of special rewards.</li>
<li>Kroger, America's largest traditional supermarket chain, now offers TV streaming subscriptions— Disney+, Hulu, or ESPN+—as part of a USD 12.99 monthly membership that also includes free grocery delivery and fuel discounts. </li>
</ul>


Ahold Delhaize | company’s online sales growth in the US lagging that of most of its peers In a Dutch equivalent of the Lex Column, Het Financieele Dagblad wrote an analysis on Ahold Delhaize’s online business in the USA.
In contrast to Ahold, most of its US peers try to lock in online shoppers by means of special rewards.
Kroger, America's largest traditional supermarket chain, now offers TV streaming subscriptions— Disney+, Hulu, or ESPN+—as part of a USD 12.99 monthly membership that also includes free grocery delivery and fuel discounts. 


What's News in Amsterdam - 22 May (Ahold Delhaize | AkzoNobel | InPost | Vopak)

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 New(s) in Amsterdam - 30 June (IMCD | Shell | Unilever | Fugro | InPost | TomTom)

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr...

The IDEA!

What's New(s) in Amsterdam

The court determined that businesses selling supermarket products online and physically handling, sorting, and delivering them to consumers are...

The IDEA!

What's News in Amsterdam - 12 June (ABN Amro | Besi | Heineken | KPN | InPost | DHL)

In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial...

The IDEA!

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's...

The IDEA!

What's News in Amsterdam - 22 May (Ahold Delhaize | AkzoNobel | InPost | Vopak)

Ahold Delhaize | company’s online sales growth in the US lagging that of most of its peers In a Dutch equivalent of the Lex Column...

The IDEA!

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