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: • ASML Holding | EUV productivity breakthrough • KPN | Odido hackers threaten to auction data; more (former) clients affected • E-commerce & Logistics | bigger than expected spike in returns after peak season</li></ul>

In this edition: • ASML Holding | EUV productivity breakthrough • KPN | Odido hackers threaten to auction data; more (former) clients affected • E-commerce & Logistics | bigger than expected spike in returns after peak season

What's New(s) in Amsterdam - 24 February (ASML Holding | KPN | E-commerce & Logistics)

<ul><li>In this edition: • asr Nederland | clear beat of street estimates; EUR 175m share buyback • IMCD | experienced a tough 25Q4, trading at an attractive FCF yield of 6.8% • E-commerce and Logistics | EC launches formal investigation against Shein</li></ul>

In this edition: • asr Nederland | clear beat of street estimates; EUR 175m share buyback • IMCD | experienced a tough 25Q4, trading at an attractive FCF yield of 6.8% • E-commerce and Logistics | EC launches formal investigation against Shein

What's News in Amsterdam - 18 February (asr Nederland | IMCD | E-commerce & Logistics)

<ul><li>In this edition: • Ahold Delhaize/PostNL/Allegro | JD.com’s initiative to become active on the Dutch market • KPN | higher churn among Odido’s broadband clients after data breach</li></ul>

In this edition: • Ahold Delhaize/PostNL/Allegro | JD.com’s initiative to become active on the Dutch market • KPN | higher churn among Odido’s broadband clients after data breach

What's News in Amsterdam - 17 February (Ahold Delhaize/PostNL/Allegro | KPN)

<ul><li>In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches investigation • PostNL | four largest cities in the Netherlands support the deployment of shared APMs • E-commerce & Logistics | JD.com to roll out its own last mile delivery network in Europe • Corporate agenda | week 8 – 12</li></ul>

In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches investigation • PostNL | four largest cities in the Netherlands support the deployment of shared APMs • E-commerce & Logistics | JD.com to roll out its own last mile delivery network in Europe • Corporate agenda | week 8 – 12

Basic-Fit NV - What's New(s) in Amsterdam

<ul><li>In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!</li><li>Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales</li></ul>

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers | “an engagement is the trailer; marriage is the full series” • Allegro | moves to a single order threshold for free delivery for Smart!Users • E-commerce & Logistics | EU Council approves customs duty on small e-commerce parcels • E-commerce & Logistics | Benelux webshops excel in delivery speed; not in aftersales

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 New(s) in Amsterdam - 24 February (ASML Holding | KPN | E-commerce & Logistics)

In this edition: • ASML Holding | EUV productivity breakthrough • KPN | Odido hackers threaten to auction data; more (former) clients...

The IDEA!

What's News in Amsterdam - 18 February (asr Nederland | IMCD | E-commerce & Logistics)

In this edition: • asr Nederland | clear beat of street estimates; EUR 175m share buyback • IMCD | experienced a tough 25Q4, trading at an...

The IDEA!

What's News in Amsterdam - 17 February (Ahold Delhaize/PostNL/Allegro | KPN)

In this edition: • Ahold Delhaize/PostNL/Allegro | JD.com’s initiative to become active on the Dutch market • KPN | higher churn among Odido’s...

The IDEA!

Basic-Fit NV - What's New(s) in Amsterdam

In this edition: • Basic-Fit | Belgium to postpone VAT increase on sports • PostNL | secures D+2 and D+3 permission; ACM launches...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • KPN / Odido | major data breach at Odido • CM.com | anticipates at least 30% increase in FY26 adjusted EBITDA • ForFarmers |...

The IDEA!

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