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: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m RCF • InPost | acquisition of Yodel a real opportunity • Sligro Food Group | modest revenue growth when adjusted for exceptionals</li></ul>

In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m RCF • InPost | acquisition of Yodel a real opportunity • Sligro Food Group | modest revenue growth when adjusted for exceptionals

What's New(s) in Amsterdam - 17 April (Heineken | Basic-Fit | InPost | Sligro Food Group)

<ul>
<li>In this edition: • InPost | Royal Mail sets sights on becoming the UK’s biggest parcel locker provider • Triodios Bank | IPO likely to be delayed until June • PostNL / IDS | Conservative leader calling for reassessment of IDS takeover approval • Dutch banking sector | strong lobby for a new national investment bank • E-commerce sector | Temu aims for Europe to become its largest market</li>
</ul>


In this edition: • InPost | Royal Mail sets sights on becoming the UK’s biggest parcel locker provider • Triodios Bank | IPO likely to be delayed until June • PostNL / IDS | Conservative leader calling for reassessment of IDS takeover approval • Dutch banking sector | strong lobby for a new national investment bank • E-commerce sector | Temu aims for Europe to become its largest market


ING Groep NV - What's New(s) in Amsterdam

Amsterdam Commodities Nv / Equity Bottom-Up

<ul><li>In this edition: • InPost | Royal Mail to roll out lockers at Sainsbury’s in the UK • Acomo | presents growth and financial strategy at CMD</li></ul>

In this edition: • InPost | Royal Mail to roll out lockers at Sainsbury’s in the UK • Acomo | presents growth and financial strategy at CMD

What's New(s) in Amsterdam - 8 April (InPost | Acomo)

Thematic (Sector/Industry)

<ul>
<li>According to Bloomberg, several private equity parties are looking at a possible takeover of dsmfirmenich 's animal feed division.</li>
<li>CVC Capital Partners, Apollo, Bain Capital and Lone Star are among those interested.</li>
<li>dsm-firmenich announced last year that it would be divesting the division.</li>
</ul>


According to Bloomberg, several private equity parties are looking at a possible takeover of dsmfirmenich 's animal feed division.
CVC Capital Partners, Apollo, Bain Capital and Lone Star are among those interested.
dsm-firmenich announced last year that it would be divesting the division.


What's New(s) in Amsterdam - 7 April (dsm-firmenich | Shell | InPost | B&S Group | TomTom)

<ul><li>In this edition: • Aegon | Supreme court rules in favor in tax dispute • Fugro | incident with one of its geophysical survey vessels • InPost | to take full control of Yodel?</li><li> • Just Eat Takeaway.com | provides update on public offer</li></ul>

In this edition: • Aegon | Supreme court rules in favor in tax dispute • Fugro | incident with one of its geophysical survey vessels • InPost | to take full control of Yodel? • Just Eat Takeaway.com | provides update on public offer

What's New(s) in Amsterdam - 24 March (Aegon | Fugro | InPost | Just Eat Takeaway.com)

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Inpost (INPST NA)

What's New(s) in Amsterdam - 17 April (Heineken | Basic-Fit | InPost | Sligro Food Group)

In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m...

The IDEA!

ING Groep NV - What's New(s) in Amsterdam

In this edition: • InPost | Royal Mail sets sights on becoming the UK’s biggest parcel locker provider • Triodios Bank | IPO likely to be delayed...

The IDEA!

What's New(s) in Amsterdam - 8 April (InPost | Acomo)

In this edition: • InPost | Royal Mail to roll out lockers at Sainsbury’s in the UK • Acomo | presents growth and financial strategy at CMD

The IDEA!

What's New(s) in Amsterdam - 7 April (dsm-firmenich | Shell | InPost | B&S Group | TomTom)

According to Bloomberg, several private equity parties are looking at a possible takeover of dsmfirmenich 's animal feed division.

The IDEA!

What's New(s) in Amsterdam - 24 March (Aegon | Fugro | InPost | Just Eat Takeaway.com)

In this edition: • Aegon | Supreme court rules in favor in tax dispute • Fugro | incident with one of its geophysical survey vessels • InPost |...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)