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 today's edition: • Unilever | to sell The Vegetarian Butcher to Vivera • InPost/Allegro/DHL | DS Smith survey illustrates the importance of the last mile delivery • PostNL | Budbee plans to triple its APM footprint in the Netherlands • Dutch consumer confidence | dropped even further in March</li></ul>

In today's edition: • Unilever | to sell The Vegetarian Butcher to Vivera • InPost/Allegro/DHL | DS Smith survey illustrates the importance of the last mile delivery • PostNL | Budbee plans to triple its APM footprint in the Netherlands • Dutch consumer confidence | dropped even further in March

Deutsche Post AG - What's News in Amsterdam

<ul><li>In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post earnings call comment</li></ul>

In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post earnings call comment

What's New(s) in Amsterdam - 7 March 2025 (Alfen | PostNL | DHL)

<ul><li>In this edition: • IDS / PostNL | CAT greenlights GBP 878.5m class action case against Royal Mail • Havas | reiterates guidance; 1 for 10 reverse stock-split; ask for approval share buyback • DHL | better than expected fourth quarter thanks to focus on yield</li></ul>

In this edition: • IDS / PostNL | CAT greenlights GBP 878.5m class action case against Royal Mail • Havas | reiterates guidance; 1 for 10 reverse stock-split; ask for approval share buyback • DHL | better than expected fourth quarter thanks to focus on yield

What's News in Amsterdam - 6 March (Intl. Distribution Services / PostNL | Havas | DHL)

<ul><li>In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs</li></ul>

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize / PostNL | bol sells Cycloon to owner of Intrapost Last Friday, Intrapost, Cycloon and Ahold Delahaize’s online platform bol announced that postal company Cycloon to will be bought by Den Hollander Holding B.V, a holding company with the same controlling shareholder as Intrapost: Mr. V.R. Den Hollander. bol and Cycloon are convinced that this is the best step for all parties with a view to the future.</li>
<li>Cycloon focuses on sorting and delivering letterbox mail.</li>
<li>The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal market and to continue to grow.</li>
</ul>


Ahold Delhaize / PostNL | bol sells Cycloon to owner of Intrapost Last Friday, Intrapost, Cycloon and Ahold Delahaize’s online platform bol announced that postal company Cycloon to will be bought by Den Hollander Holding B.V, a holding company with the same controlling shareholder as Intrapost: Mr. V.R. Den Hollander. bol and Cycloon are convinced that this is the best step for all parties with a view to the future.
Cycloon focuses on sorting and delivering letterbox mail.
The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal market and to continue to grow.


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)

Deutsche Post AG - What's News in Amsterdam

In today's edition: • Unilever | to sell The Vegetarian Butcher to Vivera • InPost/Allegro/DHL | DS Smith survey illustrates the importance of the...

The IDEA!

What's New(s) in Amsterdam - 7 March 2025 (Alfen | PostNL | DHL)

In this edition: • Alfen | awarded 20MW/40MWh BESS from E-Connection • PostNL | PostNord Denmark to stop the delivery of mail by YE25 • DHL | post...

The IDEA!

What's News in Amsterdam - 6 March (Intl. Distribution Services / PostNL | Havas | DHL)

In this edition: • IDS / PostNL | CAT greenlights GBP 878.5m class action case against Royal Mail • Havas | reiterates guidance; 1 for 10 reverse...

The IDEA!

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical...

The IDEA!

What's News in Amsterdam

The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal...

The IDEA!

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