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: • InPost | 4Q25 results impacted by growing pains in the UK • Unilever | said to be exploring spin-off of food business</li></ul>

In this edition: • InPost | 4Q25 results impacted by growing pains in the UK • Unilever | said to be exploring spin-off of food business

What's News in Amsterdam - 18 March (InPost | Unilever)

<ul><li>In this edition: • InPost | launches agentic shopping tool beta test embedded in its App</li></ul>

In this edition: • InPost | launches agentic shopping tool beta test embedded in its App

Allegro.eu SA - What's News in Amsterdam - 17 March (InPost)

<ul><li>In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m new members at its owned clubs • TKH Group | divests Alphatronics • E-commerce and Logistics | Chinese sellers dominate Amazon’s German marketplace</li></ul>

In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m new members at its owned clubs • TKH Group | divests Alphatronics • E-commerce and Logistics | Chinese sellers dominate Amazon’s German marketplace

What's New(s) in Amsterdam - 11 March (KPN | Basic-Fit | TKH Group | E-commerce & Logistics)

<ul><li>In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break down • TKH Group | expects organic revenue and EBITA growth, however, 26Q1 to be weak • DHL Group | 4Q25 results ahead of own guidance, showing resilience</li></ul>

In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break down • TKH Group | expects organic revenue and EBITA growth, however, 26Q1 to be weak • DHL Group | 4Q25 results ahead of own guidance, showing resilience

What's News in Amsterdam - 5 March (InPost | Shell | TKH Group | DHL Group)

<ul><li>In this edition: • InPost | reputation making steady progress in the UK • Arcadis | disappointing 25Q4 performance; to implement restructuring measure and refocus its strategy • Brunel International | intends to propose a super dividend of EUR 0.29 per share, bringing total to EUR 0.35 per share • E-commerce & online banking | a lot of websites use fingerprinting without prior consent</li></ul>

In this edition: • InPost | reputation making steady progress in the UK • Arcadis | disappointing 25Q4 performance; to implement restructuring measure and refocus its strategy • Brunel International | intends to propose a super dividend of EUR 0.29 per share, bringing total to EUR 0.35 per share • E-commerce & online banking | a lot of websites use fingerprinting without prior consent

Hennes & Mauritz AB - 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)

What's News in Amsterdam - 18 March (InPost | Unilever)

In this edition: • InPost | 4Q25 results impacted by growing pains in the UK • Unilever | said to be exploring spin-off of food business

The IDEA!

Allegro.eu SA - What's News in Amsterdam - 17 March (InPost)

In this edition: • InPost | launches agentic shopping tool beta test embedded in its App

The IDEA!

What's New(s) in Amsterdam - 11 March (KPN | Basic-Fit | TKH Group | E-commerce & Logistics)

In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m...

The IDEA!

What's News in Amsterdam - 5 March (InPost | Shell | TKH Group | DHL Group)

In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break...

The IDEA!

Hennes & Mauritz AB - What's News in Amsterdam

In this edition: • InPost | reputation making steady progress in the UK • Arcadis | disappointing 25Q4 performance; to implement restructuring...

The IDEA!

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