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: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in FY25 • E-commerce & logistics | Italy plans to abandon plan for unilateral handling charge • Corporate agenda | week 6 - 10</li></ul>

In today's edition: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in FY25 • E-commerce & logistics | Italy plans to abandon plan for unilateral handling charge • Corporate agenda | week 6 - 10

Sligro Food Group NV - What's News in Amsterdam

<ul><li>In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share buyback • KPN | solid 4Q25 with no real surprises, as it should be • Dutch politics | D66, VVD and CDA reach framework agreement for new coalition</li></ul>

In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share buyback • KPN | solid 4Q25 with no real surprises, as it should be • Dutch politics | D66, VVD and CDA reach framework agreement for new coalition

What's News in Amsterdam - 28 January (AkzoNobel | ASML | KPN | Dutch politics)

<ul><li>In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake</li></ul>

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake

Deutsche Post AG - What's News in Amsterdam

<ul><li>In today's edition: • a.s.r. Nederland | buys all insurance activities of Bovemij for EUR 185m • Shell | pre-closing update suggests mixed 4Q25 • Sligro Food Group | achieves revenue growth in Belgium in 25Q4 • Ebusco | BVG withdraws e-buses over frame cracks • Dutch household consumption | up 0.5% YoY in November • E-commerce & logistics | price still the main trigger to shop on Asian online platforms</li></ul>

In today's edition: • a.s.r. Nederland | buys all insurance activities of Bovemij for EUR 185m • Shell | pre-closing update suggests mixed 4Q25 • Sligro Food Group | achieves revenue growth in Belgium in 25Q4 • Ebusco | BVG withdraws e-buses over frame cracks • Dutch household consumption | up 0.5% YoY in November • E-commerce & logistics | price still the main trigger to shop on Asian online platforms

Sligro Food Group NV - What's New(s) in Amsterdam

<ul><li>In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8</li></ul>

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

PostNL NV (PNL NA)

Sligro Food Group NV - What's News in Amsterdam

In today's edition: • Dutch politics | D66, VVD and CDA present coalition agreement • Dutch retail sales | up 3.0% YoY in December and up 3.6% in...

The IDEA!

What's News in Amsterdam - 28 January (AkzoNobel | ASML | KPN | Dutch politics)

In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share...

The IDEA!

Deutsche Post AG - What's News in Amsterdam

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for...

The IDEA!

Sligro Food Group NV - What's New(s) in Amsterdam

In today's edition: • a.s.r. Nederland | buys all insurance activities of Bovemij for EUR 185m • Shell | pre-closing update suggests mixed...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)