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>A summary of InPost’s FY24 results against consensus estimates and last year’s full year is presented in the table below.</li>
<li>InPost expects revenue to grow n the high-teens to low twenties range, and will surpass market volume growth in all our geographies, just like it did last year.</li>
<li>Adjusted EBITDA is foreseen to increase in the low to mid-twenties. </li>
</ul>


A summary of InPost’s FY24 results against consensus estimates and last year’s full year is presented in the table below.
InPost expects revenue to grow n the high-teens to low twenties range, and will surpass market volume growth in all our geographies, just like it did last year.
Adjusted EBITDA is foreseen to increase in the low to mid-twenties. 


What's New(s) in Amsterdam - 28 March (InPost | Signify)

<ul><li>In today's edition: • InPost | Allegro Delivery initiative: a valid concern?</li></ul>

In today's edition: • InPost | Allegro Delivery initiative: a valid concern?

What's News in Amsterdam - 14 March 2025 (InPost)

<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?

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

Hive Box Holdings / Equity Capital Markets

<ul>
<li>In this insight we compare Hive Box to InPost, a smart locker specialist</li>
<li>The firms play in different geographies, making apples:apples comps tough</li>
<li>In the absence of better comps, comparing Hive Box to InPost still useful</li>
</ul>


In this insight we compare Hive Box to InPost, a smart locker specialist
The firms play in different geographies, making apples:apples comps tough
In the absence of better comps, comparing Hive Box to InPost still useful


Hive Box Holdings Pre-IPO, Part 3: Hive Box Vs InPost Group: Similarities & (BIG) Differences

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 - 28 March (InPost | Signify)

InPost expects revenue to grow n the high-teens to low twenties range, and will surpass market volume growth in all our geographies, just like it...

The IDEA!

What's News in Amsterdam - 14 March 2025 (InPost)

In today's edition: • InPost | Allegro Delivery initiative: a valid concern?

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!

Hive Box Holdings Pre-IPO, Part 3: Hive Box Vs InPost Group: Similarities & (BIG) Differences

In this insight we compare Hive Box to InPost, a publicly-traded smart locker and e-comm fulfillment specialist based in Poland. It's not a perfect...

Tracking Traffic

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)