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: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”</li></ul>

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”

ASR Nederland NV - What's News in Amsterdam

<ul><li>In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in Invesis to PGGM • Sif Holding | CFO Mr. Ben Meijer to resign at AGM • Avantium | replaces CFO and other changes to its Management Board</li></ul>

In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in Invesis to PGGM • Sif Holding | CFO Mr. Ben Meijer to resign at AGM • Avantium | replaces CFO and other changes to its Management Board

What's New(s) in Amsterdam - 26 March (Shell | BAM Group | Sif Holding | Avantium)

<ul><li>In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas | ups FY24 guidance • bpostgroup | bpost offers packaging and label-free (L2L) shipping • Triodos Bank | offers a package of measures to its depository receipts (“DR”) holders • Dutch housing market | more homes sold in FY24; average transaction price up 11.5% YoY</li></ul>

In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas | ups FY24 guidance • bpostgroup | bpost offers packaging and label-free (L2L) shipping • Triodos Bank | offers a package of measures to its depository receipts (“DR”) holders • Dutch housing market | more homes sold in FY24; average transaction price up 11.5% YoY

<ul><li>In this edition: • Shell | gas joint venture with Equinor in the UK • InPost | Yodel hit by festive capacity crisis • BAM Group | awarded contracts for HS2 in the UK • Black Friday update | Cyber Monday was the busiest day for the parcel logistics providers</li></ul>

In this edition: • Shell | gas joint venture with Equinor in the UK • InPost | Yodel hit by festive capacity crisis • BAM Group | awarded contracts for HS2 in the UK • Black Friday update | Cyber Monday was the busiest day for the parcel logistics providers

What's New(s) in Amsterdam - 6 December (Shell | InPost | BAM Group | Black Friday update)

<ul>
<li>In this edition: • SBM Offshore | completes project financing of FPSO Jaguar</li>
<li>Kendrion | completes the divestment of its Automotive business in full</li>
<li>bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms</li>
</ul>


In this edition: • SBM Offshore | completes project financing of FPSO Jaguar
Kendrion | completes the divestment of its Automotive business in full
bpostgroup / PostNL / InPost / retail sector | Comeos calls for measures against Chinese platforms


What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

Netherlands

Koninklijke BAM Groep N.V. offers residential and non-residential construction services.  The Company offers property development, civil construction, cable and pipe systems, road, and mechanical and electrical systems construction services.  BAM operates primarily in the Netherlands and Belgium.

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Koninklijke Bam Groep Nv (BAMNB NA)

ASR Nederland NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of...

The IDEA!

What's New(s) in Amsterdam - 26 March (Shell | BAM Group | Sif Holding | Avantium)

In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in...

The IDEA!

What's News in Amsterdam - 10 January (Heineken | NN Group | Havas | bpostgroup | Triodos Bank | Dutch housing market)

In today's edition: • Heineken | stops selling beer in the Indian state of Telangana • NN Group | completes sale of its Turkish operations • Havas...

The IDEA!

What's New(s) in Amsterdam - 6 December (Shell | InPost | BAM Group | Black Friday update)

In this edition: • Shell | gas joint venture with Equinor in the UK • InPost | Yodel hit by festive capacity crisis • BAM Group | awarded...

The IDEA!

What's New(S) In Amsterdam - 22 November (SBM Offshore | Kendrion | Bpostgroup / PostNL)

In this edition: • SBM Offshore | completes project financing of FPSO Jaguar • Kendrion | completes the divestment of its Automotive business in...

The IDEA!

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52-week Range

Market Cap (USDm)

P/E

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