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 | 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)

<ul><li>In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages Group • KPN | mass claim against Odido in preparation • Philips | issues correction for its Trilogy Evo platform ventilators • bnode | preliminary agreement with the unions • Corporate Agenda | week 17 – 21</li></ul>

In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages Group • KPN | mass claim against Odido in preparation • Philips | issues correction for its Trilogy Evo platform ventilators • bnode | preliminary agreement with the unions • Corporate Agenda | week 17 – 21

<ul><li>In this edition: • ING | aiming for a more active role on the insurance market • SBM Offshore | selected to construct two SEAP FPSOs under the BOT model by Petrobras • InPost / PostNL | Nova Post enters partnership with Vinted in the Netherlands • Basic-Fit | raises of EUR 307.6m offering convertible bonds due 2031 • D’Ieteren / Belron | Belron preparing for IPO in Amsterdam • Dutch economy | CPB reduces GDP growth forecast and increases inflation estimates • Dutch housing market | average selling price existing home down 2.7% QoQ but up 2.7% YoY</li></ul>

In this edition: • ING | aiming for a more active role on the insurance market • SBM Offshore | selected to construct two SEAP FPSOs under the BOT model by Petrobras • InPost / PostNL | Nova Post enters partnership with Vinted in the Netherlands • Basic-Fit | raises of EUR 307.6m offering convertible bonds due 2031 • D’Ieteren / Belron | Belron preparing for IPO in Amsterdam • Dutch economy | CPB reduces GDP growth forecast and increases inflation estimates • Dutch housing market | average selling price existing home down 2.7% QoQ but up 2.7% YoY

Sligro Food Group NV - What's News in Amsterdam

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)

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!

What's New(s) in Amsterdam 20 April (Ahold Delhaize/InPost/PostNL | AkzoNobel | KPN | Philips | bnode | Corporate agenda)

In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages...

The IDEA!

Sligro Food Group NV - What's News in Amsterdam

In this edition: • ING | aiming for a more active role on the insurance market • SBM Offshore | selected to construct two SEAP FPSOs under the BOT...

The IDEA!

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