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 | responds to analyst report following sharp share price drop • Heineken | Artisan Partners and First Eagle Investments prefer outsider as new CEO • ING Group | pioneering AI in Dutch mortgage underwriting • ING Group | appoints Andrea Cesaroni as Chief Risk Officer • KPN | Revolut to enter the Dutch market as a MVNO • M&A regulation | Dutch government proposes to expand foreign investment screening regime</li></ul>

In this edition: • Adyen | responds to analyst report following sharp share price drop • Heineken | Artisan Partners and First Eagle Investments prefer outsider as new CEO • ING Group | pioneering AI in Dutch mortgage underwriting • ING Group | appoints Andrea Cesaroni as Chief Risk Officer • KPN | Revolut to enter the Dutch market as a MVNO • M&A regulation | Dutch government proposes to expand foreign investment screening regime

What's News in Amsterdam - 8 June (Adyen | Heineken | ING | KPN | M&A regulation)

<ul><li>In this edition: • ING | rumoured to the preparing offer on Spanish asset manager Singular Bank • KPN | wins EUR 74m cloud contract from the City of Amsterdam • RELX/Wolters Kluwer | Elsevier strengthens position in CDS with Wellsheet acquisition • Universal Music Group | repurchased 14.2m shares from Pershing Square Funds • SBM Offshore | intends to sell a 45% stake in the SPVs controlling FSO Chalchi</li></ul>

In this edition: • ING | rumoured to the preparing offer on Spanish asset manager Singular Bank • KPN | wins EUR 74m cloud contract from the City of Amsterdam • RELX/Wolters Kluwer | Elsevier strengthens position in CDS with Wellsheet acquisition • Universal Music Group | repurchased 14.2m shares from Pershing Square Funds • SBM Offshore | intends to sell a 45% stake in the SPVs controlling FSO Chalchi

What's New(s) in Amsterdam - 5 June (ING | KPN | RELX/Wolters Kluwer | UMG | SBMO)

<ul><li>In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects broadband churn to end this year • SBM Offshore | partnership with Solstad Offshore for a new installation vessel • Arcadis | awarded EUR 90m design work for high-speed rail train depot in the UK • Bnode | distribution deal with Digi Belgium fits within the strategy for its branches • April retail sales | sharp drop in consumer confidence did not reflect in retail sales • Dutch CPI | up 3.5% YoY in May</li></ul>

In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects broadband churn to end this year • SBM Offshore | partnership with Solstad Offshore for a new installation vessel • Arcadis | awarded EUR 90m design work for high-speed rail train depot in the UK • Bnode | distribution deal with Digi Belgium fits within the strategy for its branches • April retail sales | sharp drop in consumer confidence did not reflect in retail sales • Dutch CPI | up 3.5% YoY in May

<ul><li>In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective</li></ul>

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

<ul><li>In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu</li></ul>

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu

Triodos Bank N.V. - What's News in Amsterdam

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 - 8 June (Adyen | Heineken | ING | KPN | M&A regulation)

In this edition: • Adyen | responds to analyst report following sharp share price drop • Heineken | Artisan Partners and First Eagle Investments...

The IDEA!

What's New(s) in Amsterdam - 5 June (ING | KPN | RELX/Wolters Kluwer | UMG | SBMO)

In this edition: • ING | rumoured to the preparing offer on Spanish asset manager Singular Bank • KPN | wins EUR 74m cloud contract from the City...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • Ahold Delhaize | Food manufacturers appeal to EC on alleged market power large retailers • KPN | CEO Ziggo Group expects...

The IDEA!

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent...

The IDEA!

Triodos Bank N.V. - What's News in Amsterdam

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans...

The IDEA!

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