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: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking for an exclusive telecom partner</li></ul>

In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking for an exclusive telecom partner

What's News in Amsterdam - 13 August (Shell | InPost/DHL | bpostgroup)

<ul><li>In this edition: • InPost | UK online shoppers are increasingly embracing the use of APMs • Just Eat TakeAway.com | Prosus has secured EC competition clearance for JET deal • TKH Group | Smart Connectivity drag on results, not able to be offset by Smart Vision - outlook clearly below consensus</li></ul>

In this edition: • InPost | UK online shoppers are increasingly embracing the use of APMs • Just Eat TakeAway.com | Prosus has secured EC competition clearance for JET deal • TKH Group | Smart Connectivity drag on results, not able to be offset by Smart Vision - outlook clearly below consensus

What's New(s) in Amsterdam - 12 August (InPost | JET / Prosus | TKH Group)

<ul><li>In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in results thanks to costs management and pricing discipline</li></ul>

In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in results thanks to costs management and pricing discipline

What's News in Amsterdam - 5 August (B&S Group | PostNL | DHL)

<ul><li>In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July</li></ul>

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July

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

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>InPost reported its Q1 2025 financial results, showcasing a promising start to the year, but with challenges and opportunities navigating its multiple international markets.</li><li>The company experienced robust year-on-year revenue growth of 22%, and a 29% increase when excluding currency effects.</li><li>The group adjusted EBITDA rose by 24%, indicating improved profitability across all segments.</li></ul>

InPost reported its Q1 2025 financial results, showcasing a promising start to the year, but with challenges and opportunities navigating its multiple international markets.The company experienced robust year-on-year revenue growth of 22%, and a 29% increase when excluding currency effects.The group adjusted EBITDA rose by 24%, indicating improved profitability across all segments.

InPost: Initiation of Coverage- How E-Commerce & AI Magic Can Fuel Its Future Growth!

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 - 13 August (Shell | InPost/DHL | bpostgroup)

In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking...

The IDEA!

What's New(s) in Amsterdam - 12 August (InPost | JET / Prosus | TKH Group)

In this edition: • InPost | UK online shoppers are increasingly embracing the use of APMs • Just Eat TakeAway.com | Prosus has secured EC...

The IDEA!

What's News in Amsterdam - 5 August (B&S Group | PostNL | DHL)

In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in...

The IDEA!

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

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as...

The IDEA!

InPost: Initiation of Coverage- How E-Commerce & AI Magic Can Fuel Its Future Growth!

InPost reported its Q1 2025 financial results, showcasing a promising start to the year, but with challenges and opportunities navigating its...

Baptista Research

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