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

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments</li></ul>

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

<ul><li>In this edition: • InPost | The APC doubles its UK OOH footprint by expanding its collaboration with Parcelly • Magnum Ice Cream Company | EUR 500m initiative to boost growth and its EBITDA margin • Dutch politics | taxation on private equity managers’ income to be increased • AEX Index reshuffle | Amsterdam’s main index will be expanded to 30 stocks</li></ul>

In this edition: • InPost | The APC doubles its UK OOH footprint by expanding its collaboration with Parcelly • Magnum Ice Cream Company | EUR 500m initiative to boost growth and its EBITDA margin • Dutch politics | taxation on private equity managers’ income to be increased • AEX Index reshuffle | Amsterdam’s main index will be expanded to 30 stocks

What's News in Amsterdam - 10 September (InPost | Magnum Ice Cream Co. | Dutch politics | AEX Ind

<ul><li>In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking for an exclusive telecom partner</li></ul>

In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking for an exclusive telecom partner

What's News in Amsterdam - 13 August (Shell | InPost/DHL | bpostgroup)

<ul><li>In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in results thanks to costs management and pricing discipline</li></ul>

In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in results thanks to costs management and pricing discipline

What's News in Amsterdam - 5 August (B&S Group | PostNL | DHL)

<ul><li>In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July</li></ul>

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as CFO at 2026 AGM • KPN | post earnings call comment • RELX Group | another strong half year; solid outlook for 2H25 • Aalberts | lowers FY25 organic revenue growth and EBITA-margin outlook • e-Commerce and Logistics | pressure building on Chinese platforms selling unsafe goods • Consumer confidence | Dutch consumers less negative in July

Koninklijke KPN NV - What's New(s) in Amsterdam

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)

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

The IDEA!

What's News in Amsterdam - 10 September (InPost | Magnum Ice Cream Co. | Dutch politics | AEX Ind

In this edition: • InPost | The APC doubles its UK OOH footprint by expanding its collaboration with Parcelly • Magnum Ice Cream Company | EUR...

The IDEA!

What's News in Amsterdam - 13 August (Shell | InPost/DHL | bpostgroup)

In this edition: • Shell | loses arbitration case against Venture Global • InPost / DHL | DHL now has 7,000 APMs in Poland • bpostgroup | looking...

The IDEA!

What's News in Amsterdam - 5 August (B&S Group | PostNL | DHL)

In this edition: • B&S Group | strong cash flow performance • PostNL | too early to adopt a more positive stance • DHL Group | clear beat in...

The IDEA!

Koninklijke KPN NV - What's New(s) in Amsterdam

In this edition: • BE Semiconductor Industries | expects order intake to increase significantly in 25Q3 • ING | Tanate Phutrakul to step down as...

The IDEA!

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