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: • KPN | VodafoneZiggo teams up with Telestre for DOCSIS 4.0 rollout • InPost | EVRi renews its contract with Vinted in the UK and Ireland • TomTom | finetunes FY25 outlook to the upper end of its initial guidance</li></ul>

In this edition: • KPN | VodafoneZiggo teams up with Telestre for DOCSIS 4.0 rollout • InPost | EVRi renews its contract with Vinted in the UK and Ireland • TomTom | finetunes FY25 outlook to the upper end of its initial guidance

What's News in Amsterdam - 15 July (KPN | InPost | TomTom)

<ul><li>Contents Summary and Conclusions Acquisition of Sending: a logical strategic move.</li><li>Sending: a bit more background Spanish e-commerce market: large and growing rapidly Market places dominating the landscape Spanish online shoppers still prefer home delivery High quality last mile delivery, yet can be inefficient Favourable environment for OOH and APMs in particular Sending deal is ticking all the boxes Now what does this deal mean financially?</li><li> Why is this so important?</li></ul>

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move.Sending: a bit more background Spanish e-commerce market: large and growing rapidly Market places dominating the landscape Spanish online shoppers still prefer home delivery High quality last mile delivery, yet can be inefficient Favourable environment for OOH and APMs in particular Sending deal is ticking all the boxes Now what does this deal mean financially? Why is this so important?

Research Alert: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Research report: InPost | Growth Outside of Poland Pushed Into a Higher Gear

<ul><li>In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32</li></ul>

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

<ul><li>In today's edition: • ASR Nederland | plans to exit its 50% stake in Amvest • KPN | fiber now ahead of coax in terms of activated lines • InPost | acquires Spanish logistics firm Sending</li></ul>

In today's edition: • ASR Nederland | plans to exit its 50% stake in Amvest • KPN | fiber now ahead of coax in terms of activated lines • InPost | acquires Spanish logistics firm Sending

What's News in Amsterdam - 9 July (a.s.r. Nederland | KPN | InPost)

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 - 15 July (KPN | InPost | TomTom)

In this edition: • KPN | VodafoneZiggo teams up with Telestre for DOCSIS 4.0 rollout • InPost | EVRi renews its contract with Vinted in the UK and...

The IDEA!

Research Alert: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move. Sending: a bit more background Spanish e-commerce market: large...

The IDEA!

Research report: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move. Sending: a bit more background Spanish e-commerce market: large...

The IDEA!

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed...

The IDEA!

What's News in Amsterdam - 9 July (a.s.r. Nederland | KPN | InPost)

In today's edition: • ASR Nederland | plans to exit its 50% stake in Amvest • KPN | fiber now ahead of coax in terms of activated lines • InPost |...

The IDEA!

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