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: • KPN | more behind the VodafoneZiggo / Delta Fiber access deal than meets the eye?</li><li>• Odido | IPO expected to be postponed until after the summer • Triodos Bank | intends to focus more on the Netherlands</li></ul>

In this edition: • KPN | more behind the VodafoneZiggo / Delta Fiber access deal than meets the eye?• Odido | IPO expected to be postponed until after the summer • Triodos Bank | intends to focus more on the Netherlands

What's New(s) in Amsterdam - 13 June (KPN | Odido | Triodos Bank)

BE Semiconductor Industries NV / Equity Bottom-Up

<ul><li>In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial targets • Heineken | intends to invest USD 2.75bn in Mexico until 2028 • KPN | VodafoneZiggo secures access to part of Delta Fiber’s network • KPN | CEO denounces ‘populistic discussion’ on high broadband tariffs • InPost | court dismisses motion for injunction against Yodel • DHL | CMA to start DHL/EVRi merger inquiry</li></ul>

In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial targets • Heineken | intends to invest USD 2.75bn in Mexico until 2028 • KPN | VodafoneZiggo secures access to part of Delta Fiber’s network • KPN | CEO denounces ‘populistic discussion’ on high broadband tariffs • InPost | court dismisses motion for injunction against Yodel • DHL | CMA to start DHL/EVRi merger inquiry

<ul><li>In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000</li></ul>

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's delivery methods • DHL | Evri plans to increase its number of couriers by 5,000

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

<ul><li>In this edition: • AkzoNobel | believed to be close to a final deal with JSW Paints on Akzo Nobel India • KPN | VodafoneZiggo investigating possible sale of transmission towers • InPost | poor delivery quality in to-door segment damaging to e-commerce growth • Just Eat TakeAway.com (“JET”) | Prosus launches recommended cash offer • Corporate agenda | week 21 - 24</li></ul>

In this edition: • AkzoNobel | believed to be close to a final deal with JSW Paints on Akzo Nobel India • KPN | VodafoneZiggo investigating possible sale of transmission towers • InPost | poor delivery quality in to-door segment damaging to e-commerce growth • Just Eat TakeAway.com (“JET”) | Prosus launches recommended cash offer • Corporate agenda | week 21 - 24

Koninklijke KPN NV - What's News in Amsterdam

<ul><li>In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000 broadband customers in 1Q25 • Corporate agenda | week 19 - 24</li></ul>

In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000 broadband customers in 1Q25 • Corporate agenda | week 19 - 24

What's News in Amsterdam - 5 May (Shell | KPN | Corporate agenda)

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.

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Koninklijke KPN (KPN NA)

What's New(s) in Amsterdam - 13 June (KPN | Odido | Triodos Bank)

In this edition: • KPN | more behind the VodafoneZiggo / Delta Fiber access deal than meets the eye? • Odido | IPO expected to be postponed until...

The IDEA!

What's News in Amsterdam - 12 June (ABN Amro | Besi | Heineken | KPN | InPost | DHL)

In today's edition: • ABN Amro | restructuring within Corporate Banking • BE Semiconductor Industries | increases long-term financial...

The IDEA!

What's News in Amsterdam - 11 June (KPN | InPost / Allegro | DHL)

In today's edition: • KPN | ODF scales back fiber ambitions • InPost / Allegro | antitrust office starts investigation regarding Allegro's...

The IDEA!

Koninklijke KPN NV - What's News in Amsterdam

In this edition: • AkzoNobel | believed to be close to a final deal with JSW Paints on Akzo Nobel India • KPN | VodafoneZiggo investigating...

The IDEA!

What's News in Amsterdam - 5 May (Shell | KPN | Corporate agenda)

In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000...

The IDEA!

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