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: • 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

<ul><li>In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market upward but not as strong as WSTS did for the semiconductor market • InPost | survey shows a strong structural shift toward parcel lockers in the UK • KPN | home broadband market expected to grow at a 0.9% CAGR through 2029 • PostNL | CBb annulled fine for not meeting minimum delivery quality in 2019 • Dutch housing market | signs of moderation</li></ul>

In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market upward but not as strong as WSTS did for the semiconductor market • InPost | survey shows a strong structural shift toward parcel lockers in the UK • KPN | home broadband market expected to grow at a 0.9% CAGR through 2029 • PostNL | CBb annulled fine for not meeting minimum delivery quality in 2019 • Dutch housing market | signs of moderation

Koninklijke KPN NV - What's New(s) in Amsterdam

<ul><li>In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026</li></ul>

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

<ul><li>In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on revision rules for night labour • E-commerce & Logistics | EU to Impose 10% Import Duty on Low-Value Chinese Parcels</li></ul>

In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on revision rules for night labour • E-commerce & Logistics | EU to Impose 10% Import Duty on Low-Value Chinese Parcels

What's New(s) in Amsterdam - 12 December (Arcadis | bnode (bpostgroup) | E-commerce & Logistics)

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)

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!

Koninklijke KPN NV - What's New(s) in Amsterdam

In this edition: • ASM International/ASML/BE Semiconductor Industries | SEMI revises its outlook for worldwide semiconductor equipment market...

The IDEA!

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to...

The IDEA!

What's New(s) in Amsterdam - 12 December (Arcadis | bnode (bpostgroup) | E-commerce & Logistics)

In this edition: • Arcadis | Ms Heather Polinsky to take over Mr Alan Brookes as CEO • bnode (bpostgroup) | Belgian federal government agrees on...

The IDEA!

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