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: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32</li></ul>

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32

<ul><li>In this edition: • Aegon | starts new EUR 200m share buyback today • AkzoNobel | Axalta EGM scheduled for 5 August • InPost / CTT Correos | Colis Privé intends to buy the Iberian and French operations of Paack • Shell | LNG market outlook: resilience amid ST shocks; strong LT fundamentals • Shell | divests Gulf of America assets for USD 1.7bn • Basic-Fit | intends to acquire wellyou • Alfen | appoints Bart Meussen as interim CFO • Dutch retail sales | up 2.9% YoY in value; up 2.3% YoY in volume terms in May • E-commerce & Logistics | France to introduce progressive surcharge on ultrafast fashion</li></ul>

In this edition: • Aegon | starts new EUR 200m share buyback today • AkzoNobel | Axalta EGM scheduled for 5 August • InPost / CTT Correos | Colis Privé intends to buy the Iberian and French operations of Paack • Shell | LNG market outlook: resilience amid ST shocks; strong LT fundamentals • Shell | divests Gulf of America assets for USD 1.7bn • Basic-Fit | intends to acquire wellyou • Alfen | appoints Bart Meussen as interim CFO • Dutch retail sales | up 2.9% YoY in value; up 2.3% YoY in volume terms in May • E-commerce & Logistics | France to introduce progressive surcharge on ultrafast fashion

Sligro Food Group NV - What's News in Amsterdam

<ul><li>In this edition: • InPost | all resolutions approved during yesterday’s EGM</li></ul>

In this edition: • InPost | all resolutions approved during yesterday’s EGM

FedEx Corp - What's News in Amsterdam - 30 June (InPost)

Axalta Coating Systems / Equity Bottom-Up

<ul><li>In this edition: • AkzoNobel | new remuneration proposals provoke criticism; Axalta rejected offer too • PostNL | FY25 net loss on the USO at EUR 35m is higher than initially expected • PostNL | new tariffs for urgent (D+1) deliveries after migration to D+2 for USO mail • Bnode | agreement on new CLA for bpost • E-commerce & Logistics | EC imposes EUR 200m fine on Temu</li></ul>

In this edition: • AkzoNobel | new remuneration proposals provoke criticism; Axalta rejected offer too • PostNL | FY25 net loss on the USO at EUR 35m is higher than initially expected • PostNL | new tariffs for urgent (D+1) deliveries after migration to D+2 for USO mail • Bnode | agreement on new CLA for bpost • E-commerce & Logistics | EC imposes EUR 200m fine on Temu

AXTA US - What's News in Amsterdam - 29 May (AkzoNobel | PostNL | Bnode | E-commerce & Logistics)

<ul><li>In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM, acquiring its Technology and Consulting Services business in Europe and Australia • InPost | publishes offer memorandum • Heijmans | presents strong 2030 financial targets at CMD</li></ul>

In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM, acquiring its Technology and Consulting Services business in Europe and Australia • InPost | publishes offer memorandum • Heijmans | presents strong 2030 financial targets at CMD

What's News in Amsterdam - 22 May (MICC/Unilever | Randstad | InPost | Heijmans)

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)

Shell PLC - What's News in Amsterdam

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell |...

The IDEA!

Sligro Food Group NV - What's News in Amsterdam

In this edition: • Aegon | starts new EUR 200m share buyback today • AkzoNobel | Axalta EGM scheduled for 5 August • InPost / CTT Correos | Colis...

The IDEA!

FedEx Corp - What's News in Amsterdam - 30 June (InPost)

In this edition: • InPost | all resolutions approved during yesterday’s EGM

The IDEA!

AXTA US - What's News in Amsterdam - 29 May (AkzoNobel | PostNL | Bnode | E-commerce & Logistics)

In this edition: • AkzoNobel | new remuneration proposals provoke criticism; Axalta rejected offer too • PostNL | FY25 net loss on the USO at EUR...

The IDEA!

What's News in Amsterdam - 22 May (MICC/Unilever | Randstad | InPost | Heijmans)

In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM,...

The IDEA!

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