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 | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence that China cracked the EUV puzzle • KPN | continued to deliver on its promises in 1Q25 • Fugro | 1Q25 trading update does not really contain much news • SBM Offshore | completes EUR 130m share buyback; starts new program of EUR 141m • Triodos Bank | facing new setback in its attempts to settle claims</li></ul>

In this edition: • ABN Amro | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence that China cracked the EUV puzzle • KPN | continued to deliver on its promises in 1Q25 • Fugro | 1Q25 trading update does not really contain much news • SBM Offshore | completes EUR 130m share buyback; starts new program of EUR 141m • Triodos Bank | facing new setback in its attempts to settle claims

<ul><li>In this edition: • KPN | Liberty Global hints on acquiring optical fibre network in the Netherlands • Arcadis | awarded major rail project contract in the UK</li></ul>

In this edition: • KPN | Liberty Global hints on acquiring optical fibre network in the Netherlands • Arcadis | awarded major rail project contract in the UK

What's New(s) in Amsterdam - 31 March (KPN | Arcadis)

<ul><li>In this edition: • KPN | has overtaken VodafoneZiggo as the largest consumer broadband provider • Unilever | ice cream division to be named The Magnum Ice Cream Company • Arcadis | acquires WSP Infrastructure Engineering – at current share price trading at highly attractive level</li></ul>

In this edition: • KPN | has overtaken VodafoneZiggo as the largest consumer broadband provider • Unilever | ice cream division to be named The Magnum Ice Cream Company • Arcadis | acquires WSP Infrastructure Engineering – at current share price trading at highly attractive level

What's New(s) in Amsterdam - 20 March (KPN | Unilever | Arcadis)

<ul><li>In this edition: • KPN | Liberty Global in talks on full ownership of VodafoneZiggo joint venture • Agenda | week 12 – 15</li></ul>

In this edition: • KPN | Liberty Global in talks on full ownership of VodafoneZiggo joint venture • Agenda | week 12 – 15

What's News in Amsterdam - 17 March (KPN | Corporate agenda)

<ul><li>In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs</li></ul>

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

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 News in Amsterdam - 24 April (ABN Amro | ASML | KPN | Fugro | SBM Offshore | Triodos Bank)

In this edition: • ABN Amro | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence...

The IDEA!

What's New(s) in Amsterdam - 31 March (KPN | Arcadis)

In this edition: • KPN | Liberty Global hints on acquiring optical fibre network in the Netherlands • Arcadis | awarded major rail project...

The IDEA!

What's New(s) in Amsterdam - 20 March (KPN | Unilever | Arcadis)

In this edition: • KPN | has overtaken VodafoneZiggo as the largest consumer broadband provider • Unilever | ice cream division to be named The...

The IDEA!

What's News in Amsterdam - 17 March (KPN | Corporate agenda)

In this edition: • KPN | Liberty Global in talks on full ownership of VodafoneZiggo joint venture • Agenda | week 12 – 15

The IDEA!

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical...

The IDEA!

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