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: • 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

<ul><li>In this edition: • InPost / Allegro | e-commerce spending in Poland off to a slow start • Basic-Fit | unauthorized data access to members’ records • PostNL | dwell times in OOH channel: an opportunity for PostNL’s ‘Best Day’ initiative?</li></ul>

In this edition: • InPost / Allegro | e-commerce spending in Poland off to a slow start • Basic-Fit | unauthorized data access to members’ records • PostNL | dwell times in OOH channel: an opportunity for PostNL’s ‘Best Day’ initiative?

What's New(s) in Amsterdam - 14 April (InPost / Allegro | Basic-Fit | PostNL)

<ul><li>In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data breach • Philips | request to the Enterprise Chamber to investigate role of Management Board in the sleep apnea devices controversy • E-commerce & Logistics | EU to hold platforms liable for safety products</li></ul>

In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data breach • Philips | request to the Enterprise Chamber to investigate role of Management Board in the sleep apnea devices controversy • E-commerce & Logistics | EU to hold platforms liable for safety products

What's New(s) in Amsterdam 27 March (ABN Amro | KPN/Odido | Philips | E-commerce & Logistics)

<ul><li>In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.</li><li>• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective</li></ul>

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective

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 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!

What's New(s) in Amsterdam - 14 April (InPost / Allegro | Basic-Fit | PostNL)

In this edition: • InPost / Allegro | e-commerce spending in Poland off to a slow start • Basic-Fit | unauthorized data access to members’...

The IDEA!

What's New(s) in Amsterdam 27 March (ABN Amro | KPN/Odido | Philips | E-commerce & Logistics)

In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz...

The IDEA!

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