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: • ABN Amro | to assess room for possible share buyback in 2Q25 • Shell | Milieudefensie to start new environmental case • InPost | beating market expectations again despite UK & Ireland • PostNL | additional increase in stamp prices as of 1 July 2025</li></ul>

In this edition: • ABN Amro | to assess room for possible share buyback in 2Q25 • Shell | Milieudefensie to start new environmental case • InPost | beating market expectations again despite UK & Ireland • PostNL | additional increase in stamp prices as of 1 July 2025

What's New(s) in Amsterdam - 14 May (ABN Amro | Shell | InPost | PostNL)

<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>In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend</li></ul>

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend

<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?

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 - 14 May (ABN Amro | Shell | InPost | PostNL)

In this edition: • ABN Amro | to assess room for possible share buyback in 2Q25 • Shell | Milieudefensie to start new environmental case • InPost...

The IDEA!

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!

Allegro.eu SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes...

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!

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