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 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)

<ul><li>In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”</li></ul>

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”

ASR Nederland NV - What's News in Amsterdam

<ul><li>In this edition: • InPost | Advent sold a further 3.5% interest via accelerated placement • JDE Peet’s | sets accelerating medium-term financial targets • PostNL | unions express concerns about mail market proposals to Economic Affairs Minister</li></ul>

In this edition: • InPost | Advent sold a further 3.5% interest via accelerated placement • JDE Peet’s | sets accelerating medium-term financial targets • PostNL | unions express concerns about mail market proposals to Economic Affairs Minister

What's New((s) in Amsterdam - 2 July (InPost | JDE Peet's | PostNL)

<ul><li>In this edition: • ABN Amro | completes the acquisition of Hauck Aufhäuser Lampe • ING | cutting 230 senior roles globally within its Wholesale Banking • InPost | EVRi intends to deploy 10,000 APMs by 2030 • PostNL | proposed changes in postal legislation do not go down well at PostNL • Dutch retail sales | up 2.2% YoY in May; sales volume down 2.2% • Dutch inflation | continued to trend down in June</li></ul>

In this edition: • ABN Amro | completes the acquisition of Hauck Aufhäuser Lampe • ING | cutting 230 senior roles globally within its Wholesale Banking • InPost | EVRi intends to deploy 10,000 APMs by 2030 • PostNL | proposed changes in postal legislation do not go down well at PostNL • Dutch retail sales | up 2.2% YoY in May; sales volume down 2.2% • Dutch inflation | continued to trend down in June

<ul><li>In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy</li></ul>

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy

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 - 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!

ASR Nederland NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of...

The IDEA!

What's New((s) in Amsterdam - 2 July (InPost | JDE Peet's | PostNL)

In this edition: • InPost | Advent sold a further 3.5% interest via accelerated placement • JDE Peet’s | sets accelerating medium-term financial...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • ABN Amro | completes the acquisition of Hauck Aufhäuser Lampe • ING | cutting 230 senior roles globally within its Wholesale...

The IDEA!

What's New(s) in Amsterdam - 30 June (IMCD | Shell | Unilever | Fugro | InPost | TomTom)

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr...

The IDEA!

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