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

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments</li></ul>

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

<ul><li>In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial compensation request • Dutch politics | VVD and BBB to continue as ‘hull cabinet’</li></ul>

In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial compensation request • Dutch politics | VVD and BBB to continue as ‘hull cabinet’

What's News in Amsterdam - 28 August (Van Lanschot Kempen | PostNL Dutch politics)

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • BAM Group | awarded EUR 600m contract from Enexis and WML • Dutch retail sales | up 3.3% YoY in value terms in 2Q25; up 1.1% in volume terms • Dutch politics | former high-level civil servant recommends an interim cabinet • Dutch politics | latest poll after last Friday’s events</li></ul>

In this edition: • BAM Group | awarded EUR 600m contract from Enexis and WML • Dutch retail sales | up 3.3% YoY in value terms in 2Q25; up 1.1% in volume terms • Dutch politics | former high-level civil servant recommends an interim cabinet • Dutch politics | latest poll after last Friday’s events

What's News in Amsterdam - 26 August (BAM Group | Retail sales | Dutch politics)

International Distribution Services / Equity Bottom-Up

International Distribution Services (IDS LN)

<ul><li>In this edition: • AkzoNobel | Cevian declares an approx. 3% holding in the company • Heineken | Poland intends to increase excise duty on beer by 15% • Corbion | to cooperate with BRAIN Biotech developing novel biobased antimicrobial compounds • JDE Peet’s | agrees on takeover offer of EUR 31.85 per share in cash by Keurig Dr Pepper • PostNL | Royal Mail’s delivery quality still falls short of minimum required targets • Dutch politics | NSC cabinet members have resigned as well; risk of political deadlock • Corporate agenda | week 35 - 39</li></ul>

In this edition: • AkzoNobel | Cevian declares an approx. 3% holding in the company • Heineken | Poland intends to increase excise duty on beer by 15% • Corbion | to cooperate with BRAIN Biotech developing novel biobased antimicrobial compounds • JDE Peet’s | agrees on takeover offer of EUR 31.85 per share in cash by Keurig Dr Pepper • PostNL | Royal Mail’s delivery quality still falls short of minimum required targets • Dutch politics | NSC cabinet members have resigned as well; risk of political deadlock • Corporate agenda | week 35 - 39

International Distributions Services PLC - What's New(s) in Amsterdam

Koninklijke Philips NV / Equity Bottom-Up

<ul><li>In this edition: • Philips | to invest an additional USD 150m in the US • PostNL | regional mail delivery firms are sounding the alarm in proposed changes Postal Act • Corporate Agenda | week 34 – 39</li></ul>

In this edition: • Philips | to invest an additional USD 150m in the US • PostNL | regional mail delivery firms are sounding the alarm in proposed changes Postal Act • Corporate Agenda | week 34 – 39

What's New(s) in Amsterdam - 18 August (Philips | PostNL | corporate agenda)

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)

CTT-Correios de Portugal SA - What's News in Amsterdam - 11 September (e-Commerce and Logistics)

In this edition: • e-Commerce and logistics | Shein under scrutiny in UK over tax payments

The IDEA!

What's News in Amsterdam - 28 August (Van Lanschot Kempen | PostNL Dutch politics)

In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial...

The IDEA!

What's News in Amsterdam - 26 August (BAM Group | Retail sales | Dutch politics)

In this edition: • BAM Group | awarded EUR 600m contract from Enexis and WML • Dutch retail sales | up 3.3% YoY in value terms in 2Q25; up 1.1% in...

The IDEA!

International Distributions Services PLC - What's New(s) in Amsterdam

In this edition: • AkzoNobel | Cevian declares an approx. 3% holding in the company • Heineken | Poland intends to increase excise duty on beer...

The IDEA!

What's New(s) in Amsterdam - 18 August (Philips | PostNL | corporate agenda)

In this edition: • Philips | to invest an additional USD 150m in the US • PostNL | regional mail delivery firms are sounding the alarm in proposed...

The IDEA!

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