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: • ABN Amro | anti-trust clearance for acquisition NIBC • AkzoNobel | impacted by cyber incident in December • KPN/Odido | customer appetite for Odido has declined rapidly • Basic-Fit | offers fee for not exercising early redemption option on its convertible bond • Fagron | completes acquisition of Vepakum • Dutch inflation | stable at 2.4% YoY in February</li></ul>

In this edition: • ABN Amro | anti-trust clearance for acquisition NIBC • AkzoNobel | impacted by cyber incident in December • KPN/Odido | customer appetite for Odido has declined rapidly • Basic-Fit | offers fee for not exercising early redemption option on its convertible bond • Fagron | completes acquisition of Vepakum • Dutch inflation | stable at 2.4% YoY in February

Basic-Fit NV - What's New(s) in Amsterdam

<ul><li>In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results holding up better than expected despite disappointing top-line trend • Kendrion | ended the year robust – its financial position offers room for acquisitions • DHL | signs MoU with JD Express and its logistics arm JINGDONG Logistics</li></ul>

In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results holding up better than expected despite disappointing top-line trend • Kendrion | ended the year robust – its financial position offers room for acquisitions • DHL | signs MoU with JD Express and its logistics arm JINGDONG Logistics

What's News in  Amsterdam - 27 February (KPN | Fagron | Fugro | Kendrion | DHL)

<ul><li>In this edition: • ASML Holding | EUV productivity breakthrough • KPN | Odido hackers threaten to auction data; more (former) clients affected • E-commerce & Logistics | bigger than expected spike in returns after peak season</li></ul>

In this edition: • ASML Holding | EUV productivity breakthrough • KPN | Odido hackers threaten to auction data; more (former) clients affected • E-commerce & Logistics | bigger than expected spike in returns after peak season

What's New(s) in Amsterdam - 24 February (ASML Holding | KPN | E-commerce & Logistics)

<ul><li>In this edition: • KPN | flood of complaints at several authorities about Odido • Universal Music Group | completes acquisition of Downtown Music Holding by Virgin Music Group • PostNL | overall picture 4Q25 fairly in line with our expectations • Dutch politics | high coalition spending will increase government debt • Corporate agenda | week 9 – 12</li></ul>

In this edition: • KPN | flood of complaints at several authorities about Odido • Universal Music Group | completes acquisition of Downtown Music Holding by Virgin Music Group • PostNL | overall picture 4Q25 fairly in line with our expectations • Dutch politics | high coalition spending will increase government debt • Corporate agenda | week 9 – 12

<ul><li>In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!</li><li>Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales</li></ul>

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales

Netherlands

Koninklijke KPN NV provides telecommunications services throughout the Netherlands.  The Company provides local, long distance, international, and mobile telecommunications services, voice-mail, call forwarding, ISDN Internet lines, faxing, and communications services for businesses and individuals.  KPN offers mobile telecommunications through E-Plus in Germany and BASE in Belgium.

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

Koninklijke KPN (KPN NA)

Basic-Fit NV - What's New(s) in Amsterdam

In this edition: • ABN Amro | anti-trust clearance for acquisition NIBC • AkzoNobel | impacted by cyber incident in December • KPN/Odido |...

The IDEA!

What's News in Amsterdam - 27 February (KPN | Fagron | Fugro | Kendrion | DHL)

In this edition: • KPN | ShinyHunters has released a first batch of hacked Odido data • Fagron | acquires Pharmavit Europe • Fugro | results...

The IDEA!

What's New(s) in Amsterdam - 24 February (ASML Holding | KPN | E-commerce & Logistics)

In this edition: • ASML Holding | EUV productivity breakthrough • KPN | Odido hackers threaten to auction data; more (former) clients...

The IDEA!

PostNL NV - What's New(s) in Amsterdam

In this edition: • KPN | flood of complaints at several authorities about Odido • Universal Music Group | completes acquisition of Downtown Music...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers |...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)