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: • InPost | 89.81% of all shares have been tendered</li></ul>

In this edition: • InPost | 89.81% of all shares have been tendered

FedEx Corp - Duplicate of What's News in Amsterdam - 31 August (InPost | Bnode)

Thematic (Sector/Industry)

<ul>
<li>Yesterday, the Court of Appeal of Arnhem-Leeuwarden ruled that online grocery delivery companies like e.g., Picnic and Flink, must comply with the collective labour agreement (CLA) for the supermarket sector.</li>
<li>The court determined that businesses selling supermarket products online and physically handling, sorting, and delivering them to consumers are effectively operating as (virtual) supermarkets.</li>
<li>Therefore, they fall under the same labor regulations as traditional supermarkets.</li>
</ul>


Yesterday, the Court of Appeal of Arnhem-Leeuwarden ruled that online grocery delivery companies like e.g., Picnic and Flink, must comply with the collective labour agreement (CLA) for the supermarket sector.
The court determined that businesses selling supermarket products online and physically handling, sorting, and delivering them to consumers are effectively operating as (virtual) supermarkets.
Therefore, they fall under the same labor regulations as traditional supermarkets.


<ul>
<li>Ahold Delhaize | company’s online sales growth in the US lagging that of most of its peers In a Dutch equivalent of the Lex Column, Het Financieele Dagblad wrote an analysis on Ahold Delhaize’s online business in the USA.</li>
<li>In contrast to Ahold, most of its US peers try to lock in online shoppers by means of special rewards.</li>
<li>Kroger, America's largest traditional supermarket chain, now offers TV streaming subscriptions— Disney+, Hulu, or ESPN+—as part of a USD 12.99 monthly membership that also includes free grocery delivery and fuel discounts. </li>
</ul>


Ahold Delhaize | company’s online sales growth in the US lagging that of most of its peers In a Dutch equivalent of the Lex Column, Het Financieele Dagblad wrote an analysis on Ahold Delhaize’s online business in the USA.
In contrast to Ahold, most of its US peers try to lock in online shoppers by means of special rewards.
Kroger, America's largest traditional supermarket chain, now offers TV streaming subscriptions— Disney+, Hulu, or ESPN+—as part of a USD 12.99 monthly membership that also includes free grocery delivery and fuel discounts. 


What's News in Amsterdam - 22 May (Ahold Delhaize | AkzoNobel | InPost | Vopak)

<ul>
<li>AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.</li>
<li>The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.</li>
<li>Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.</li>
</ul>


AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.
The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.
Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.


<ul>
<li>According to Bloomberg, several private equity parties are looking at a possible takeover of dsmfirmenich 's animal feed division.</li>
<li>CVC Capital Partners, Apollo, Bain Capital and Lone Star are among those interested.</li>
<li>dsm-firmenich announced last year that it would be divesting the division.</li>
</ul>


According to Bloomberg, several private equity parties are looking at a possible takeover of dsmfirmenich 's animal feed division.
CVC Capital Partners, Apollo, Bain Capital and Lone Star are among those interested.
dsm-firmenich announced last year that it would be divesting the division.


What's New(s) in Amsterdam - 7 April (dsm-firmenich | Shell | InPost | B&S Group | TomTom)

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)

FedEx Corp - Duplicate of What's News in Amsterdam - 31 August (InPost | Bnode)

In this edition: • InPost | 89.81% of all shares have been tendered

The IDEA!

What's New(s) in Amsterdam

The court determined that businesses selling supermarket products online and physically handling, sorting, and delivering them to consumers are...

The IDEA!

What's News in Amsterdam - 22 May (Ahold Delhaize | AkzoNobel | InPost | Vopak)

Ahold Delhaize | company’s online sales growth in the US lagging that of most of its peers In a Dutch equivalent of the Lex Column...

The IDEA!

What's News in Amsterdam

AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on...

The IDEA!

What's New(s) in Amsterdam - 7 April (dsm-firmenich | Shell | InPost | B&S Group | TomTom)

According to Bloomberg, several private equity parties are looking at a possible takeover of dsmfirmenich 's animal feed division.

The IDEA!

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