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

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward again just two months after initial dizzying revision • bnode | lowers FY26 adj. EBIT guidance due to strikes and Paxon • Austrian Post | 1H26 revenue up, earnings down as expected; outlook reaffirmed • E-commerce & Logistics | Cainiao launches ‘Global 3-Day Delivery’ on 15 routes</li></ul>

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward again just two months after initial dizzying revision • bnode | lowers FY26 adj. EBIT guidance due to strikes and Paxon • Austrian Post | 1H26 revenue up, earnings down as expected; outlook reaffirmed • E-commerce & Logistics | Cainiao launches ‘Global 3-Day Delivery’ on 15 routes

CTT-Correios de Portugal SA - What's News in Amsterdam

<ul><li>In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance for underlying EBITDA less rent • DHL | DHL eCommerce to strengthen position in the Baltics with Venipak acquisition • E-commerce & Logistics | Shein reports 1Q26 net loss of USD 99m</li></ul>

In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance for underlying EBITDA less rent • DHL | DHL eCommerce to strengthen position in the Baltics with Venipak acquisition • E-commerce & Logistics | Shein reports 1Q26 net loss of USD 99m

What's News in Amsterdam - 28 July (Philips | Basic-Fit | DHL | E-com & Logistics)

<ul><li>In this edition: • Ahold Delhaize | U.S. grocery demand weakens as volume declines outweigh inflation • E-commerce & Logistics | Chinese platforms facing increasing legal & regulatory risks • Corporate Agenda | week 30 - 33</li></ul>

In this edition: • Ahold Delhaize | U.S. grocery demand weakens as volume declines outweigh inflation • E-commerce & Logistics | Chinese platforms facing increasing legal & regulatory risks • Corporate Agenda | week 30 - 33

What's News in Amsterdam - 20 July (Ahold Delhaize | E-commerce & Logistics | Corporate agenda)

<ul><li>In this edition: • AkzoNobel | impairment on Russian assets looks inevitable • ASML Holding | strongly raises FY26 net sales and gross margin outlook • ASML Holding / ASM Int’l / Besi | SEMI strongly increases global semiconductor equipment sales forecast • TomTom | reiterates FY26 outlook as well as return to revenue growth from 2027 onwards • Bnode | political deadlock over proposed savings on management contract with bpost • Bnode | bpost launches personal locker rentals via its Bbox network • E-commerce and Logistics | MediaMarkt partners with Wolt for flash delivery in Germany</li></ul>

In this edition: • AkzoNobel | impairment on Russian assets looks inevitable • ASML Holding | strongly raises FY26 net sales and gross margin outlook • ASML Holding / ASM Int’l / Besi | SEMI strongly increases global semiconductor equipment sales forecast • TomTom | reiterates FY26 outlook as well as return to revenue growth from 2027 onwards • Bnode | political deadlock over proposed savings on management contract with bpost • Bnode | bpost launches personal locker rentals via its Bbox network • E-commerce and Logistics | MediaMarkt partners with Wolt for flash delivery in Germany

<ul><li>In this edition: • ABN Amro | Dutch housing market shows further cooling amid persistent supply constraints • Adyen | closes Talon.One and Orb acquisitions • Ahold Delhaize | Kroger acquires Giant Eagle for USD 1.65bn • Vopak | completes acquisition majority stake in GES and makes FID on battery storage project • TomTom | to partner with Transit Technologies • Austrian Post | accelerates e-commerce logistics expansion through euShipments.com • Bnode | partnership with Verisure expands post office service strategy • Bnode | CMA CGM targets acquisition of FedEx Supply Chain activities • Dutch Inflation | falls below 3% in June</li></ul>

In this edition: • ABN Amro | Dutch housing market shows further cooling amid persistent supply constraints • Adyen | closes Talon.One and Orb acquisitions • Ahold Delhaize | Kroger acquires Giant Eagle for USD 1.65bn • Vopak | completes acquisition majority stake in GES and makes FID on battery storage project • TomTom | to partner with Transit Technologies • Austrian Post | accelerates e-commerce logistics expansion through euShipments.com • Bnode | partnership with Verisure expands post office service strategy • Bnode | CMA CGM targets acquisition of FedEx Supply Chain activities • Dutch Inflation | falls below 3% in June

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)

CTT-Correios de Portugal SA - What's News in Amsterdam

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises worldwide semiconductor market outlook upward...

The IDEA!

What's News in Amsterdam - 28 July (Philips | Basic-Fit | DHL | E-com & Logistics)

In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance...

The IDEA!

What's News in Amsterdam - 20 July (Ahold Delhaize | E-commerce & Logistics | Corporate agenda)

In this edition: • Ahold Delhaize | U.S. grocery demand weakens as volume declines outweigh inflation • E-commerce & Logistics | Chinese...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • AkzoNobel | impairment on Russian assets looks inevitable • ASML Holding | strongly raises FY26 net sales and gross margin...

The IDEA!

FedEx Corp - What's News in Amsterdam

In this edition: • ABN Amro | Dutch housing market shows further cooling amid persistent supply constraints • Adyen | closes Talon.One and Orb...

The IDEA!

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