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: • Shell | to divest European onshore renewables portfolio to TotalEnergies • Corbion | fish oil prices continue to rise • PostNL | cost control impresses, but the investment case still hinges on restoring volume growth • VodafoneZiggo | Liberty Global completes VodafoneZiggo buyout; creates Ziggo Group • Zalando | growth quality continues to improve despite modest miss • Dutch retail sales | steady growth momentum in June</li></ul>

In this edition: • Shell | to divest European onshore renewables portfolio to TotalEnergies • Corbion | fish oil prices continue to rise • PostNL | cost control impresses, but the investment case still hinges on restoring volume growth • VodafoneZiggo | Liberty Global completes VodafoneZiggo buyout; creates Ziggo Group • Zalando | growth quality continues to improve despite modest miss • Dutch retail sales | steady growth momentum in June

Koninklijke KPN NV - What's News in Amsterdam

<ul><li>In this edition: • Unilever | McCormick provides further details on Unilever Foods integration • Arcadis | receives second unsolicited takeover proposal from WSP • ForFarmers | Twentekanaal shipping ban forces shift to road transport • VodafoneZiggo | returned to net consumer broadband subscribers growth in 2Q26 • Corporate agenda | week 31 – 35</li></ul>

In this edition: • Unilever | McCormick provides further details on Unilever Foods integration • Arcadis | receives second unsolicited takeover proposal from WSP • ForFarmers | Twentekanaal shipping ban forces shift to road transport • VodafoneZiggo | returned to net consumer broadband subscribers growth in 2Q26 • Corporate agenda | week 31 – 35

<ul>
<li>Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic complementarity and approx.</li>
<li>USD 600m in expected synergies. Axalta brings strong automotive coatings expertise, while AkzoNobel adds industrial, marine, and decorative paints (Flexa, Sikkens).</li>
<li>AkzoNobel shareholders would receive 55% of the new NYSE-listed company plus a EUR 2.5bn special dividend; Axalta shareholders get 45%. </li>
</ul>


Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic complementarity and approx.
USD 600m in expected synergies. Axalta brings strong automotive coatings expertise, while AkzoNobel adds industrial, marine, and decorative paints (Flexa, Sikkens).
AkzoNobel shareholders would receive 55% of the new NYSE-listed company plus a EUR 2.5bn special dividend; Axalta shareholders get 45%. 


<ul><li>In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data breach at Odido • Shell | divests Sprng Energy to Aditya Birla Renewables for USD 1.8bn • Allegro | strong momentum continued in 2Q26</li></ul>

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data breach at Odido • Shell | divests Sprng Energy to Aditya Birla Renewables for USD 1.8bn • Allegro | strong momentum continued in 2Q26

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

<ul><li>In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32</li></ul>

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32

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)

Koninklijke KPN NV - What's News in Amsterdam

In this edition: • Shell | to divest European onshore renewables portfolio to TotalEnergies • Corbion | fish oil prices continue to rise • PostNL...

The IDEA!

Arcadis NV - What's News in Amsterdam

In this edition: • Unilever | McCormick provides further details on Unilever Foods integration • Arcadis | receives second unsolicited takeover...

The IDEA!

What's News in Amsterdam

Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic...

The IDEA!

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data...

The IDEA!

Shell PLC - What's News in Amsterdam

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell |...

The IDEA!

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