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: • Fugro | nominates Mr. Emiel Jongerius as new CFO • E-commerce & Logistics | French customs data show 30-40% drop in low-value non-EU parcels • Dutch retail sales | consumer demand remained resilient in July • Dutch CPI | rose to 3.3% YoY in August</li></ul>

In this edition: • Fugro | nominates Mr. Emiel Jongerius as new CFO • E-commerce & Logistics | French customs data show 30-40% drop in low-value non-EU parcels • Dutch retail sales | consumer demand remained resilient in July • Dutch CPI | rose to 3.3% YoY in August

<ul><li>In this edition: • Unilever/MICC | most of Ben & Jerry’s claims against Unilever dismissed • Arcadis | combined stake friendly foundations edge higher, complicating WSP approach • E-commerce & Logistics | Shein Hong Kong IPO: growth stalls, valuation compressed • Corporate agenda| week 35 - 37</li></ul>

In this edition: • Unilever/MICC | most of Ben & Jerry’s claims against Unilever dismissed • Arcadis | combined stake friendly foundations edge higher, complicating WSP approach • E-commerce & Logistics | Shein Hong Kong IPO: growth stalls, valuation compressed • Corporate agenda| week 35 - 37

WSP Global Inc - What's News in Amsterdam

<ul><li>In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank (TTB) • InPost | EU clearance for the proposed takeover of InPost by the consortium • Alfen | reiterates FY26 as well as FY27 guidance • TomTom | Orbis Maps selected by Cedar Electronics • E-commerce & Logistics | Amazon brings AWD to Europe</li></ul>

In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank (TTB) • InPost | EU clearance for the proposed takeover of InPost by the consortium • Alfen | reiterates FY26 as well as FY27 guidance • TomTom | Orbis Maps selected by Cedar Electronics • E-commerce & Logistics | Amazon brings AWD to Europe

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • Bnode | BIPT signals regulatory relief for Bpost on priority mail • E-commerce & Logistics | early evidence of demand shock for Chinese online platforms • Corporate agenda | week 34 - 38</li></ul>

In this edition: • Bnode | BIPT signals regulatory relief for Bpost on priority mail • E-commerce & Logistics | early evidence of demand shock for Chinese online platforms • Corporate agenda | week 34 - 38

What's News in Amsterdam - 17 August (Bnode |  E-commerce & Logistics | Corporate agenda)

<ul><li>In this edition: • TKH Group | strong performance by to be divested businesses – reiterates FY26 outlook • PostNL | Monday concentration remains a structural drag • Austrian Post | expands e-commerce footprint to Slovakia via FHB Group acquisition • E-commerce & Logistics | Shein IPO: sub-USD 30bn pitch reflects structural headwinds</li></ul>

In this edition: • TKH Group | strong performance by to be divested businesses – reiterates FY26 outlook • PostNL | Monday concentration remains a structural drag • Austrian Post | expands e-commerce footprint to Slovakia via FHB Group acquisition • E-commerce & Logistics | Shein IPO: sub-USD 30bn pitch reflects structural headwinds

What's News in Amsterdam - 11 August (TKH Group | PostNL | Austrian Post | E-com & Logistics)

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)

Fugro NV - What's News in Amsterdam

In this edition: • Fugro | nominates Mr. Emiel Jongerius as new CFO • E-commerce & Logistics | French customs data show 30-40% drop in...

The IDEA!

WSP Global Inc - What's News in Amsterdam

In this edition: • Unilever/MICC | most of Ben & Jerry’s claims against Unilever dismissed • Arcadis | combined stake friendly foundations...

The IDEA!

What's New(s) in Amsterdam - 19 August (asr NL | ING | InPost | Alfen | TomTom | E-com & Logistics)

In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank...

The IDEA!

What's News in Amsterdam - 17 August (Bnode | E-commerce & Logistics | Corporate agenda)

In this edition: • Bnode | BIPT signals regulatory relief for Bpost on priority mail • E-commerce & Logistics | early evidence of demand shock...

The IDEA!

What's News in Amsterdam - 11 August (TKH Group | PostNL | Austrian Post | E-com & Logistics)

In this edition: • TKH Group | strong performance by to be divested businesses – reiterates FY26 outlook • PostNL | Monday concentration remains a...

The IDEA!

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