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

Oesterreichische Post Ag / Equity Bottom-Up

<ul><li>In this edition: • Ahold Delhaize | Amazon’s EU active reach softens slightly, albeit not in the Netherlands • PostNL | Křetínský’s total (direct and indirect) stake in PostNL has diluted to 29.64% • Bnode | PPP expands into parcel delivery • Austrian Post | settlement with Republic of Austria removes legacy uncertainty</li></ul>

In this edition: • Ahold Delhaize | Amazon’s EU active reach softens slightly, albeit not in the Netherlands • PostNL | Křetínský’s total (direct and indirect) stake in PostNL has diluted to 29.64% • Bnode | PPP expands into parcel delivery • Austrian Post | settlement with Republic of Austria removes legacy uncertainty

What's News in Amsterdam - 14 September (Ahold Delhaize | PostNL | Bnode | Austrian Post)

<ul><li>In this edition: • Aalberts | strong acceleration of organic revenue growth in 26Q2 • ABN Amro | Dutch state completes reduction of its stake, now at 20.5% • BE Semiconductor Industries | long-term outlook remains strong, well reflected in its share price • InPost | acceptance period extended until 18 September • RELX Group | continues to accelerate underlying growth and margin expansion • Sligro Food Group | interim dividend and share buyback despite poor 1H26 results • Austrian Post | strengthens its SEE parcel platform with Serbian acquisition</li></ul>

In this edition: • Aalberts | strong acceleration of organic revenue growth in 26Q2 • ABN Amro | Dutch state completes reduction of its stake, now at 20.5% • BE Semiconductor Industries | long-term outlook remains strong, well reflected in its share price • InPost | acceptance period extended until 18 September • RELX Group | continues to accelerate underlying growth and margin expansion • Sligro Food Group | interim dividend and share buyback despite poor 1H26 results • Austrian Post | strengthens its SEE parcel platform with Serbian acquisition

Oesterreichische Post AG - What's News in Amsterdam

<ul><li>In this edition: • PostNL | Amazon to deploy APMs at 6 Wereldhave shopping centres • E-commerce & Logistics | Austria threatens to block sale of Ceconomy to JD.com</li></ul>

In this edition: • PostNL | Amazon to deploy APMs at 6 Wereldhave shopping centres • E-commerce & Logistics | Austria threatens to block sale of Ceconomy to JD.com

What's News in Amsterdam - 30 March (PostNL | E-commerce & Logistics)

Thematic (Sector/Industry)

<ul>
<li>In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition of the de minimis rule.</li>
<li>Dutch customs data for July and August show an even bigger drop in non-EU small parcel volumes of 46% versus the prior sixmonth average.</li>
<li>Dutch Customs reports that e-commerce platforms and sellers are increasingly consolidating shipments into containerised bulk imports, storing inventory within the EU, and then dispatching domestic or intra-EU parcels to end consumers. </li>
</ul>


In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition of the de minimis rule.
Dutch customs data for July and August show an even bigger drop in non-EU small parcel volumes of 46% versus the prior sixmonth average.
Dutch Customs reports that e-commerce platforms and sellers are increasingly consolidating shipments into containerised bulk imports, storing inventory within the EU, and then dispatching domestic or intra-EU parcels to end consumers. 


What's News in Amsterdam - 2 September (E-commerce & Logistics)

<ul><li>In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the Netherlands • AkzoNobel/Axalta | EU remedies signal path to Axalta clearance • dsm-firmenich | policy uncertainty increasingly viewed as an investment constraint • Dutch housing market | supply improves; new-build affordability more of a challenge • Dutch household consumption | momentum strengthens, led by durable goods • E-com & Logistics | InPost: AI-driven customer service offers a second wave of efficiency gains</li></ul>

In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the Netherlands • AkzoNobel/Axalta | EU remedies signal path to Axalta clearance • dsm-firmenich | policy uncertainty increasingly viewed as an investment constraint • Dutch housing market | supply improves; new-build affordability more of a challenge • Dutch household consumption | momentum strengthens, led by durable goods • E-com & Logistics | InPost: AI-driven customer service offers a second wave of efficiency gains

Austria

Oesterreichische Post AG offers mail delivery services.  The Company delivers mail and parcels and operates post offices.

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Oesterreichische Post Ag (POST AV)

What's News in Amsterdam - 14 September (Ahold Delhaize | PostNL | Bnode | Austrian Post)

In this edition: • Ahold Delhaize | Amazon’s EU active reach softens slightly, albeit not in the Netherlands • PostNL | Křetínský’s total (direct...

The IDEA!

Oesterreichische Post AG - What's News in Amsterdam

In this edition: • Aalberts | strong acceleration of organic revenue growth in 26Q2 • ABN Amro | Dutch state completes reduction of its stake, now...

The IDEA!

What's News in Amsterdam - 30 March (PostNL | E-commerce & Logistics)

In this edition: • PostNL | Amazon to deploy APMs at 6 Wereldhave shopping centres • E-commerce & Logistics | Austria threatens to block sale...

The IDEA!

What's News in Amsterdam - 2 September (E-commerce & Logistics)

In yesterday’s edition, we cited French customs data showing a 30-40% drop in small parcel volumes coming from China as a result of the abolition...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the...

The IDEA!

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