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 | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook / record quarterly FCF • InPost | AliExpress survey shows Polish shoppers are looking for 'engaging experiences'</li></ul>

In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook / record quarterly FCF • InPost | AliExpress survey shows Polish shoppers are looking for 'engaging experiences'

What's New(s) in Amsterdam - 29 January (AkzoNobel | ASML Holding | | InPost)

<ul><li>In this edition: • Ahold Delhaize | Albert Heijn’s market share rose for the 6th consecutive year • DHL / InPost | DHL intends to double its APM footprint in Germany by 2030 • InPost / PostNL | residents of small municipalities champion in returns</li></ul>

In this edition: • Ahold Delhaize | Albert Heijn’s market share rose for the 6th consecutive year • DHL / InPost | DHL intends to double its APM footprint in Germany by 2030 • InPost / PostNL | residents of small municipalities champion in returns

What's News in Amsterdam - 22 January (Ahold Delhaize | InPost | PostNL | DHL)

<ul><li>In this edition: • PostNL | post analyst call comment</li></ul>

In this edition: • PostNL | post analyst call comment

What's News in Amsterdam - 21 January 2025 (PostNL)

<ul><li>In this edition: • KPN | ACM: stricter supervision on information obligations for telecom companies • InPost | plans to invest GBP 600m in the UK between 2025 and 2029 • Ebusco | auctioning part of its inventory • PostNL | FY24 result falls short of guidance; mainly because of Mail</li></ul>

In this edition: • KPN | ACM: stricter supervision on information obligations for telecom companies • InPost | plans to invest GBP 600m in the UK between 2025 and 2029 • Ebusco | auctioning part of its inventory • PostNL | FY24 result falls short of guidance; mainly because of Mail

What's News in Amsterdam - 20 January (KPN | InPost | Ebusco | PostNL)

<ul><li>In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem detected • InPost / Allegro | Temu close to taking over Allegro’s position as market leader in Poland</li></ul>

In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem detected • InPost / Allegro | Temu close to taking over Allegro’s position as market leader in Poland

ALE PW - What's News in Amsterdam - 14 January 2025 (Ahold Delhaize | Philips | InPost / Allegro)

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 New(s) in Amsterdam - 29 January (AkzoNobel | ASML Holding | | InPost)

In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook /...

The IDEA!

What's News in Amsterdam - 22 January (Ahold Delhaize | InPost | PostNL | DHL)

In this edition: • Ahold Delhaize | Albert Heijn’s market share rose for the 6th consecutive year • DHL / InPost | DHL intends to double its APM...

The IDEA!

What's News in Amsterdam - 21 January 2025 (PostNL)

In this edition: • PostNL | post analyst call comment

The IDEA!

What's News in Amsterdam - 20 January (KPN | InPost | Ebusco | PostNL)

In this edition: • KPN | ACM: stricter supervision on information obligations for telecom companies • InPost | plans to invest GBP 600m in the UK...

The IDEA!

ALE PW - What's News in Amsterdam - 14 January 2025 (Ahold Delhaize | Philips | InPost / Allegro)

In this edition: • Ahold Delhaize | agrees to buy Delfood • Philips | another challenging year for Philips’ sales in China; software problem...

The IDEA!

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