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.

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize/PostNL | Amazon to invest EUR 1.4bn in the Netherlands Dutch financial daily FD reports that Amazon intends to invest EUR 1.4bn in the next three years to strengthen its operations in the Netherlands.</li>
<li>The majority of the funds will support Dutch SMEs selling via Amazon.nl, helping them grow and compete with domestic rival bol.</li>
<li>The investment aligns with Amazon’s broader European expansion, following a EUR 1bn investment in Belgium. </li>
</ul>


Ahold Delhaize/PostNL | Amazon to invest EUR 1.4bn in the Netherlands Dutch financial daily FD reports that Amazon intends to invest EUR 1.4bn in the next three years to strengthen its operations in the Netherlands.
The majority of the funds will support Dutch SMEs selling via Amazon.nl, helping them grow and compete with domestic rival bol.
The investment aligns with Amazon’s broader European expansion, following a EUR 1bn investment in Belgium. 


Equity Bottom-Up

<ul><li>In this edition: • CM.com | despite record high EBITDA, marked downward FY25 outlook adjustment • bpost | expands bbox network with 240 Lockers at Lidl Supermarkets • Dutch politics | coalition of financial organizations speaks out against tax on share buybacks</li></ul>

In this edition: • CM.com | despite record high EBITDA, marked downward FY25 outlook adjustment • bpost | expands bbox network with 240 Lockers at Lidl Supermarkets • Dutch politics | coalition of financial organizations speaks out against tax on share buybacks

What's New(s) in Amsterdam - 21 October (CM.com | bpostgroup | Dutch politics)

<ul><li>In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events</li></ul>

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events

NXP Semiconductors NV - What's News in Amsterdam

<ul><li>In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels</li></ul>

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & Logistics)

International Distributions Services / Equity Bottom-Up

<ul><li>In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch retail sales | up 3.6% YoY in August in value terms, up 1.4% YoY in volume • Dutch CPI | inflation edging up 50 bps when compared to the August figure</li></ul>

In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch retail sales | up 3.6% YoY in August in value terms, up 1.4% YoY in volume • Dutch CPI | inflation edging up 50 bps when compared to the August figure

What's News in Amsterdam - 1 October (InPost / IDS | Arcadis | Dutch retail sales | Dutch CPI)

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Inpost (INPST NA)

What's New(s) in Amsterdam

Ahold Delhaize/PostNL | Amazon to invest EUR 1.4bn in the Netherlands Dutch financial daily FD reports that Amazon intends to invest EUR 1.4bn in...

The IDEA!

What's New(s) in Amsterdam - 21 October (CM.com | bpostgroup | Dutch politics)

In this edition: • CM.com | despite record high EBITDA, marked downward FY25 outlook adjustment • bpost | expands bbox network with 240 Lockers at...

The IDEA!

NXP Semiconductors NV - What's News in Amsterdam

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters;...

The IDEA!

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & Logistics)

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos...

The IDEA!

What's News in Amsterdam - 1 October (InPost / IDS | Arcadis | Dutch retail sales | Dutch CPI)

In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)