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: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance framework • Ahold Delhaize | TikTok to launch social commerce in Belgium • KPN | announces strategic alliance with STACKIT in sovereign cloud services • Universal Music Group | Bolloré rejects takeover attempt of Pershing Square • Bnode | bpost and the unions appear close long-awaited collective labour agreement • E-commerce & Logistics | Ceconomy deal investigation based on consumer data protection</li></ul>

In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance framework • Ahold Delhaize | TikTok to launch social commerce in Belgium • KPN | announces strategic alliance with STACKIT in sovereign cloud services • Universal Music Group | Bolloré rejects takeover attempt of Pershing Square • Bnode | bpost and the unions appear close long-awaited collective labour agreement • E-commerce & Logistics | Ceconomy deal investigation based on consumer data protection

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<li>In this edition: • KPN | solid growth in FY25; uncertainty on proposed deal with Delta Fiber remains • Ferrari Group | revenue growth accelerated sequentially in 1Q26</li>
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In this edition: • KPN | solid growth in FY25; uncertainty on proposed deal with Delta Fiber remains • Ferrari Group | revenue growth accelerated sequentially in 1Q26


What's News in Amsterdam - 19 May (KPN | Ferrari Group)

<ul><li>In this edition: • KPN | CUIC demands EUR 500 per affected customer in mass claim against Odido • Signify | Fagerhult issues profit warning: 26Q1 weaker results than expected • bnode | strikes continue; union members argue that ‘the plans are too vague' • Dutch economy | coalition government presents EUR 1bn relief package</li></ul>

In this edition: • KPN | CUIC demands EUR 500 per affected customer in mass claim against Odido • Signify | Fagerhult issues profit warning: 26Q1 weaker results than expected • bnode | strikes continue; union members argue that ‘the plans are too vague' • Dutch economy | coalition government presents EUR 1bn relief package

What's News in Amsterdam - 21 April (KPN / Odido | Signify / Fagerhult | bnode | Dutch economy)

<ul><li>In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages Group • KPN | mass claim against Odido in preparation • Philips | issues correction for its Trilogy Evo platform ventilators • bnode | preliminary agreement with the unions • Corporate Agenda | week 17 – 21</li></ul>

In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages Group • KPN | mass claim against Odido in preparation • Philips | issues correction for its Trilogy Evo platform ventilators • bnode | preliminary agreement with the unions • Corporate Agenda | week 17 – 21

<ul><li>In this edition: • Ahold Delhaize | CEO Ahold Delhaize USA to leave the company • KPN | Dutch FttH market is approaching saturation • PostNL | Křetínský heard in British Parliament on Royal Mail’s delivery quality shortfall • Dutch economy | predicts lower growth and higher inflation due to Middle East conflict</li></ul>

In this edition: • Ahold Delhaize | CEO Ahold Delhaize USA to leave the company • KPN | Dutch FttH market is approaching saturation • PostNL | Křetínský heard in British Parliament on Royal Mail’s delivery quality shortfall • Dutch economy | predicts lower growth and higher inflation due to Middle East conflict

What's News in Amsterdam - 25 March (Ahold Delhaize | KPN | PostNL | Dutch economy)

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 28 May (Adyen | Aegon | Ahold Delhaize | KPN | Universal Media Group | Bnode | E-commerce & Logistics)

In this edition: • Adyen | CFO Ethan Tandowsky to step down • Aegon | agreement with Vereniging Aegon; proposal for US-aligned governance...

The IDEA!

What's News in Amsterdam - 19 May (KPN | Ferrari Group)

In this edition: • KPN | solid growth in FY25; uncertainty on proposed deal with Delta Fiber remains • Ferrari Group | revenue growth accelerated...

The IDEA!

What's News in Amsterdam - 21 April (KPN / Odido | Signify / Fagerhult | bnode | Dutch economy)

In this edition: • KPN | CUIC demands EUR 500 per affected customer in mass claim against Odido • Signify | Fagerhult issues profit warning: 26Q1...

The IDEA!

What's New(s) in Amsterdam 20 April (Ahold Delhaize/InPost/PostNL | AkzoNobel | KPN | Philips | bnode | Corporate agenda)

In this edition: • Ahold Delhaize / InPost / PostNL | logistics costs are on the rise • AkzoNobel | to sell AkzoNobel Pakistan to the Packages...

The IDEA!

What's News in Amsterdam - 25 March (Ahold Delhaize | KPN | PostNL | Dutch economy)

In this edition: • Ahold Delhaize | CEO Ahold Delhaize USA to leave the company • KPN | Dutch FttH market is approaching saturation • PostNL |...

The IDEA!

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