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: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM, acquiring its Technology and Consulting Services business in Europe and Australia • InPost | publishes offer memorandum • Heijmans | presents strong 2030 financial targets at CMD</li></ul>

In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM, acquiring its Technology and Consulting Services business in Europe and Australia • InPost | publishes offer memorandum • Heijmans | presents strong 2030 financial targets at CMD

What's News in Amsterdam - 22 May (MICC/Unilever | Randstad | InPost | Heijmans)

<ul><li>In this edition: • InPost | Google launches Universal Cart, an agentic AI shopping tool • bnode | targets to double its APM locations at Q8 fuel stations by YE26</li></ul>

In this edition: • InPost | Google launches Universal Cart, an agentic AI shopping tool • bnode | targets to double its APM locations at Q8 fuel stations by YE26

Alphabet Inc - What's News in Amsterdam - 20 May (InPost | bnode)

<ul><li>In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu</li></ul>

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu

Triodos Bank N.V. - What's News in Amsterdam

<ul><li>In this edition: • ABN Amro | solid progress in the execution of the new strategy in 1Q26 • InPost | operating statistic strong; FCF strongly negative reflecting costs foreign expansion • Alfen | strong start of the year, driven by timing of revenue recognition • Odido | does not intend to offer blanket compensation to cyber breach victims</li></ul>

In this edition: • ABN Amro | solid progress in the execution of the new strategy in 1Q26 • InPost | operating statistic strong; FCF strongly negative reflecting costs foreign expansion • Alfen | strong start of the year, driven by timing of revenue recognition • Odido | does not intend to offer blanket compensation to cyber breach victims

What's News in Amsterdam - 13 May (ABN Amro | InPost | Alfen | Odido)

<ul><li>In this edition: • E-commerce & Logistics | Amazon plans to invest EUR 15bn in the 2026-2028 period in France</li></ul>

In this edition: • E-commerce & Logistics | Amazon plans to invest EUR 15bn in the 2026-2028 period in France

Amazon.com Inc - What's News in Amsterdam - 11 May (E-commerce & Logistics)

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 - 22 May (MICC/Unilever | Randstad | InPost | Heijmans)

In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM,...

The IDEA!

Alphabet Inc - What's News in Amsterdam - 20 May (InPost | bnode)

In this edition: • InPost | Google launches Universal Cart, an agentic AI shopping tool • bnode | targets to double its APM locations at Q8 fuel...

The IDEA!

Triodos Bank N.V. - What's News in Amsterdam

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans...

The IDEA!

What's News in Amsterdam - 13 May (ABN Amro | InPost | Alfen | Odido)

In this edition: • ABN Amro | solid progress in the execution of the new strategy in 1Q26 • InPost | operating statistic strong; FCF strongly...

The IDEA!

Amazon.com Inc - What's News in Amsterdam - 11 May (E-commerce & Logistics)

In this edition: • E-commerce & Logistics | Amazon plans to invest EUR 15bn in the 2026-2028 period in France

The IDEA!

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