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: • Heineken | FIFCO’s shareholders approve sale the deal with Heineken • ING | warns for factors adversely impacting its CET1 ratio and operational challenges • Shell | pre-earnings update not as bad as expected • bpostgroup / PostNL | Amazon pledges to invest EUR 1bn in Belgium in the next 2 years</li></ul>

In this edition: • Heineken | FIFCO’s shareholders approve sale the deal with Heineken • ING | warns for factors adversely impacting its CET1 ratio and operational challenges • Shell | pre-earnings update not as bad as expected • bpostgroup / PostNL | Amazon pledges to invest EUR 1bn in Belgium in the next 2 years

What's News in Amsterdam - 8 October (Heineken | ING | Shell | bpostgroup / PostNL)

<ul><li>In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today</li></ul>

In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today

What's New(s) in Amsterdam - 17 September (InPost | PostNL)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.</li>
<li>With roughly 700 stores, the company maintains one of the largest retail networks in the country.</li>
<li>However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. </li>
</ul>


Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.
With roughly 700 stores, the company maintains one of the largest retail networks in the country.
However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. 


<ul><li>In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial compensation request • Dutch politics | VVD and BBB to continue as ‘hull cabinet’</li></ul>

In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial compensation request • Dutch politics | VVD and BBB to continue as ‘hull cabinet’

What's News in Amsterdam - 28 August (Van Lanschot Kempen | PostNL Dutch politics)

<ul><li>In this edition: • ABN Amro / ING | EC is intensifying its crackdown on national interference in bank mergers • AkzoNobel | said to be the only strategic potential bidder for BASF’s coatings unit • Van Lanschot Kempen | acquires Wilton Family Office • PostNL | Mail division’s head: Dutch postal services could face the same fate as Denmark’s • Corporate calendar | week 30 - 35</li></ul>

In this edition: • ABN Amro / ING | EC is intensifying its crackdown on national interference in bank mergers • AkzoNobel | said to be the only strategic potential bidder for BASF’s coatings unit • Van Lanschot Kempen | acquires Wilton Family Office • PostNL | Mail division’s head: Dutch postal services could face the same fate as Denmark’s • Corporate calendar | week 30 - 35

Netherlands

PostNL NV collects, transports, stores, sorts, and distributes letters, printed matter, parcels, documents, and freight items.  The Company provides mail and logistics services domestically and internationally.

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PostNL NV (PNL NA)

What's News in Amsterdam - 8 October (Heineken | ING | Shell | bpostgroup / PostNL)

In this edition: • Heineken | FIFCO’s shareholders approve sale the deal with Heineken • ING | warns for factors adversely impacting its CET1...

The IDEA!

What's New(s) in Amsterdam - 17 September (InPost | PostNL)

In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports...

The IDEA!

What's News in Amsterdam - 28 August (Van Lanschot Kempen | PostNL Dutch politics)

In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • ABN Amro / ING | EC is intensifying its crackdown on national interference in bank mergers • AkzoNobel | said to be the only...

The IDEA!

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