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: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber</li></ul>

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative proposal for all shares • InPost / Allegro | Allegro Delivery reports high delivery quality score • Fagron | completes acquisition of Purifarma • TomTom | renews partnership with Uber

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

<ul><li>In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market upward but not as strong as WSTS did for the semiconductor market • InPost | survey shows a strong structural shift toward parcel lockers in the UK • KPN | home broadband market expected to grow at a 0.9% CAGR through 2029 • PostNL | CBb annulled fine for not meeting minimum delivery quality in 2019 • Dutch housing market | signs of moderation</li></ul>

In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market upward but not as strong as WSTS did for the semiconductor market • InPost | survey shows a strong structural shift toward parcel lockers in the UK • KPN | home broadband market expected to grow at a 0.9% CAGR through 2029 • PostNL | CBb annulled fine for not meeting minimum delivery quality in 2019 • Dutch housing market | signs of moderation

Koninklijke KPN NV - What's New(s) in Amsterdam

<ul><li>In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026</li></ul>

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

<ul><li>In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on revision rules for night labour • E-commerce & Logistics | EU to Impose 10% Import Duty on Low-Value Chinese Parcels</li></ul>

In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on revision rules for night labour • E-commerce & Logistics | EU to Impose 10% Import Duty on Low-Value Chinese Parcels

What's New(s) in Amsterdam - 12 December (Arcadis | bnode (bpostgroup) | E-commerce & Logistics)

<ul><li>In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with JSW • TKH Group - Alfen | EU presents European Grids Package • E-commerce & Logistics | European Commission has raided the EU offices of Temu • Dutch politics | coalition talks between D66, CDA and VVD with 30 January deadline</li></ul>

In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with JSW • TKH Group - Alfen | EU presents European Grids Package • E-commerce & Logistics | European Commission has raided the EU offices of Temu • Dutch politics | coalition talks between D66, CDA and VVD with 30 January deadline

Alfen Beheer BV - What's New(s) 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)

Allegro.eu SA - What's News in Amsterdam - 6 January (ING | InPost/Allegro | Fagron | TomTom)

In this edition: • ING | determines cash payment per share as part of current EUR 1.6bn distribution • InPost | has received an indicative...

The IDEA!

Koninklijke KPN NV - What's New(s) in Amsterdam

In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market...

The IDEA!

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to...

The IDEA!

What's New(s) in Amsterdam - 12 December (Arcadis | bnode (bpostgroup) | E-commerce & Logistics)

In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on...

The IDEA!

Alfen Beheer BV - What's New(s) in Amsterdam

In this edition: • ABN Amro | significant risk transfer transaction with Blackstone • AkzoNobel | closing of the Akzo Nobel India deal with...

The IDEA!

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