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>We issued a company report (10 pages) featuring InPost.</li><li> Although we support the view that InPost may be better off as a private company, we feel that the proposed EUR 15.60/share all cash offer fundamentally undervalues the company.</li><li>In this report, we will explain why.</li></ul>

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel that the proposed EUR 15.60/share all cash offer fundamentally undervalues the company.In this report, we will explain why.

Research alert: InPost | This (Fed)Exit Deserves A Better Price

<ul><li>In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost | This (Fed)Exit Deserves A Better Price • Odido | shelves IPO plans • E-commerce & Logistics | France to take even tougher stance towards Chinese online platforms</li></ul>

In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost | This (Fed)Exit Deserves A Better Price • Odido | shelves IPO plans • E-commerce & Logistics | France to take even tougher stance towards Chinese online platforms

KPN NA - What's News in Amsterdam - 10 February (Philips | InPost | Odido | E-commerce & Logistics)

<ul><li>In today's edition: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in FY25 • E-commerce & logistics | Italy plans to abandon plan for unilateral handling charge • Corporate agenda | week 6 - 10</li></ul>

In today's edition: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in FY25 • E-commerce & logistics | Italy plans to abandon plan for unilateral handling charge • Corporate agenda | week 6 - 10

Sligro Food Group NV - What's News in Amsterdam

<ul><li>In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost | Orlen Paczka doubled its volume in FY25 • Corporate Agenda | week 4 – 10</li></ul>

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost | Orlen Paczka doubled its volume in FY25 • Corporate Agenda | week 4 – 10

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Index Rebalance

<ul>
<li>Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,100+ insights published on Smartkarma.</li>
<li>In this cut, we examine the exodus of capital from Indonesia, a web of corporate actions in the delivery sector, and the structural hurdles to a Glencore/Rio Tinto merger. </li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,100+ insights published on Smartkarma.
In this cut, we examine the exodus of capital from Indonesia, a web of corporate actions in the delivery sector, and the structural hurdles to a Glencore/Rio Tinto merger. 
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.


Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

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)

Research alert: InPost | This (Fed)Exit Deserves A Better Price

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel...

The IDEA!

KPN NA - What's News in Amsterdam - 10 February (Philips | InPost | Odido | E-commerce & Logistics)

In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost...

The IDEA!

Sligro Food Group NV - What's News in Amsterdam

In today's edition: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in...

The IDEA!

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost |...

The IDEA!

Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

This Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...

Pranav Rao

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Research alert: InPost | This (Fed)Exit Deserves A Better Price

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel...

The IDEA!

KPN NA - What's News in Amsterdam - 10 February (Philips | InPost | Odido | E-commerce & Logistics)

In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost...

The IDEA!

Sligro Food Group NV - What's News in Amsterdam

In today's edition: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in...

The IDEA!

What's News in Amsterdam - 19 January (ASM Int'l | InPost | Corporate Agenda)

In this edition: • ASM International | 25Q4 revenue and bookings well ahead of its guidance – guides for healthy revenue growth in 26Q1 • InPost |...

The IDEA!

Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

This ​Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...

Pranav Rao

This Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...