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: • 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: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data breach • Philips | request to the Enterprise Chamber to investigate role of Management Board in the sleep apnea devices controversy • E-commerce & Logistics | EU to hold platforms liable for safety products</li></ul>

In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data breach • Philips | request to the Enterprise Chamber to investigate role of Management Board in the sleep apnea devices controversy • E-commerce & Logistics | EU to hold platforms liable for safety products

What's New(s) in Amsterdam 27 March (ABN Amro | KPN/Odido | Philips | E-commerce & Logistics)

<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: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8</li></ul>

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8

<ul><li>In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026</li></ul>

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

Netherlands

Koninklijke Philips NV is a health technology company focused on improving people's health across the health continuum from healthy living and prevention, to diagnosis, treatment, and home care. The Company offers products and services in diagnostic imaging, image-guided therapy, patient monitoring and health informatics, as well as in consumer health and home care.

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Koninklijke Philips NV (PHIA NA)

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 New(s) in Amsterdam 27 March (ABN Amro | KPN/Odido | Philips | E-commerce & Logistics)

In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data...

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!

bpost SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition...

The IDEA!

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to...

The IDEA!

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