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: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call</li></ul>

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

<ul><li>In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by Prosus • PostNL | expects FY25 normalised EBIT to be in line with FY24 • PostNL | DHL Netherlands to double APM locations and expands into mail • Corporate agenda | week 9 – 12</li></ul>

In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by Prosus • PostNL | expects FY25 normalised EBIT to be in line with FY24 • PostNL | DHL Netherlands to double APM locations and expands into mail • Corporate agenda | week 9 – 12

What's New(s) in Amsterdam - 24 February (InPost | JET / Prosus | PostNL | DHL | Corporate agenda)

<ul><li>After Poland, Amazon announced it will make Easy Ship available for domestic merchant partners on its Amazon.nl platform.</li><li>The Easy Ship offers the sellers in its platform a simple solution for shipping products at rates from EUR 2.33 per shipment, which is well below the tariffs seen elsewhere on the Dutch market.</li><li>We see this as an attempt to narrow the gap with market leader bol, owned by Ahold Delhaize.</li></ul>

After Poland, Amazon announced it will make Easy Ship available for domestic merchant partners on its Amazon.nl platform.The Easy Ship offers the sellers in its platform a simple solution for shipping products at rates from EUR 2.33 per shipment, which is well below the tariffs seen elsewhere on the Dutch market.We see this as an attempt to narrow the gap with market leader bol, owned by Ahold Delhaize.

Inpost SA - Research report: Ahold Delhaize / PostNL | Amazon: muddying up the waters?

Inpost SA - Research alert: Ahold Delhaize / PostNL | Amazon: muddying up the waters?

<ul><li>In today's edition: • InPost / PostNL / bpostgroup | US Postal Service suspends shipments of parcels from China • Melexis | misses 4Q/FY24 guidance; start of FY25 expected to remain depressed</li></ul>

In today's edition: • InPost / PostNL / bpostgroup | US Postal Service suspends shipments of parcels from China • Melexis | misses 4Q/FY24 guidance; start of FY25 expected to remain depressed

What's News in Amsterdam - 5 February 2025 (InPost / PostNL / bpostgroup | Melexis)

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 - 25 February (AkzoNobel | Unilever | PostNL)

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company...

The IDEA!

What's New(s) in Amsterdam - 24 February (InPost | JET / Prosus | PostNL | DHL | Corporate agenda)

In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by...

The IDEA!

Inpost SA - Research report: Ahold Delhaize / PostNL | Amazon: muddying up the waters?

After Poland, Amazon announced it will make Easy Ship available for domestic merchant partners on its Amazon.nl platform. The Easy Ship offers the...

The IDEA!

Inpost SA - Research alert: Ahold Delhaize / PostNL | Amazon: muddying up the waters?

After Poland, Amazon announced it will make Easy Ship available for domestic merchant partners on its Amazon.nl platform. The Easy Ship offers the...

The IDEA!

What's News in Amsterdam - 5 February 2025 (InPost / PostNL / bpostgroup | Melexis)

In today's edition: • InPost / PostNL / bpostgroup | US Postal Service suspends shipments of parcels from China • Melexis | misses 4Q/FY24...

The IDEA!

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