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 | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m new members at its owned clubs • TKH Group | divests Alphatronics • E-commerce and Logistics | Chinese sellers dominate Amazon’s German marketplace</li></ul>

In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m new members at its owned clubs • TKH Group | divests Alphatronics • E-commerce and Logistics | Chinese sellers dominate Amazon’s German marketplace

What's New(s) in Amsterdam - 11 March (KPN | Basic-Fit | TKH Group | E-commerce & Logistics)

<ul><li>In this edition: • BE Semiconductor Industries | results in line with trading update, recovery started • KPN | Liberty Global acquires full ownership of VodafoneZiggo; merges it with Telenet • BAM Group | FY26 outlook clearly more similar to FY27 market consensus than FY26 • ForFarmers | favorable market environment, good strategy, excellent execution</li></ul>

In this edition: • BE Semiconductor Industries | results in line with trading update, recovery started • KPN | Liberty Global acquires full ownership of VodafoneZiggo; merges it with Telenet • BAM Group | FY26 outlook clearly more similar to FY27 market consensus than FY26 • ForFarmers | favorable market environment, good strategy, excellent execution

What's News in Amsterdam - 19 February (BE Semiconductor Industries | KPN | BAM Group | ForFarmers)

<ul><li>In this edition: • Ahold Delhaize/PostNL/Allegro | JD.com’s initiative to become active on the Dutch market • KPN | higher churn among Odido’s broadband clients after data breach</li></ul>

In this edition: • Ahold Delhaize/PostNL/Allegro | JD.com’s initiative to become active on the Dutch market • KPN | higher churn among Odido’s broadband clients after data breach

What's News in Amsterdam - 17 February (Ahold Delhaize/PostNL/Allegro | KPN)

<ul><li>In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost | This (Fed)Exit Deserves A Better Price • Odido | shelves IPO plans • E-commerce & Logistics | France to take even tougher stance towards Chinese online platforms</li></ul>

In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost | This (Fed)Exit Deserves A Better Price • Odido | shelves IPO plans • E-commerce & Logistics | France to take even tougher stance towards Chinese online platforms

KPN NA - What's News in Amsterdam - 10 February (Philips | InPost | Odido | E-commerce & Logistics)

<ul><li>In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share buyback • KPN | solid 4Q25 with no real surprises, as it should be • Dutch politics | D66, VVD and CDA reach framework agreement for new coalition</li></ul>

In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share buyback • KPN | solid 4Q25 with no real surprises, as it should be • Dutch politics | D66, VVD and CDA reach framework agreement for new coalition

What's News in Amsterdam - 28 January (AkzoNobel | ASML | KPN | Dutch politics)

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)

What's New(s) in Amsterdam - 11 March (KPN | Basic-Fit | TKH Group | E-commerce & Logistics)

In this edition: • KPN | Odido shared customers’ hardware data with U.S. AI company Lifemote • Basic-Fit | strong start of the year adding 0.2m...

The IDEA!

What's News in Amsterdam - 19 February (BE Semiconductor Industries | KPN | BAM Group | ForFarmers)

In this edition: • BE Semiconductor Industries | results in line with trading update, recovery started • KPN | Liberty Global acquires full...

The IDEA!

What's News in Amsterdam - 17 February (Ahold Delhaize/PostNL/Allegro | KPN)

In this edition: • Ahold Delhaize/PostNL/Allegro | JD.com’s initiative to become active on the Dutch market • KPN | higher churn among Odido’s...

The IDEA!

KPN NA - What's News in Amsterdam - 10 February (Philips | InPost | Odido | E-commerce & Logistics)

In this edition: • Philips | ends the year strong – sets FY26 outlook as well as mid-term targets for 2026-2028 ahead of market consensus • InPost...

The IDEA!

What's News in Amsterdam - 28 January (AkzoNobel | ASML | KPN | Dutch politics)

In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)