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: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens with EUR 2bn claim • Sligro Food Group | slight moderation of FY25 guidance after uninspiring 3Q25 • bpostgroup | following up on the ‘Night Delivery’ service • E-commerce & Logistics | Temu’s pre-tax profit more than doubled in 2024 • E-commerce & Logistics | Dutch plan for national levy on non-EU low-value parcels imports</li></ul>

In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens with EUR 2bn claim • Sligro Food Group | slight moderation of FY25 guidance after uninspiring 3Q25 • bpostgroup | following up on the ‘Night Delivery’ service • E-commerce & Logistics | Temu’s pre-tax profit more than doubled in 2024 • E-commerce & Logistics | Dutch plan for national levy on non-EU low-value parcels imports

Deutsche Post AG - What's News in Amsterdam

<ul><li>In this edition: • Ahold Delhaize | not Jumbo but Everest ended the collaboration • ASML | US House Committee recommends extending export ban to older technologies • bpostgroup / PostNL | Amazon plans to offer same-day delivery in Belgium</li></ul>

In this edition: • Ahold Delhaize | not Jumbo but Everest ended the collaboration • ASML | US House Committee recommends extending export ban to older technologies • bpostgroup / PostNL | Amazon plans to offer same-day delivery in Belgium

What's News in Amsterdam - 9 October (Ahold Delhaize | ASML | bpostgroup / PostNL)

<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: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels</li></ul>

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels

<ul><li>In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels</li></ul>

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & 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)

Deutsche Post AG - What's News in Amsterdam

In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens...

The IDEA!

What's News in Amsterdam - 9 October (Ahold Delhaize | ASML | bpostgroup / PostNL)

In this edition: • Ahold Delhaize | not Jumbo but Everest ended the collaboration • ASML | US House Committee recommends extending export ban to...

The IDEA!

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!

Deutsche Post AG - What's News in Amsterdam

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading...

The IDEA!

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & Logistics)

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

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