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: • Heineken | Vietnam’s consumption tax increases: no near-term impact expected • AMG Critical Materials | increases interest in Zinnwald Lithium to 29.6% • PostNL | House committees to meet today on which topics to declare controversial • E-commerce / E-com logistics | online spending in the Netherlands up 4% YoY in 1Q25</li></ul>

In this edition: • Heineken | Vietnam’s consumption tax increases: no near-term impact expected • AMG Critical Materials | increases interest in Zinnwald Lithium to 29.6% • PostNL | House committees to meet today on which topics to declare controversial • E-commerce / E-com logistics | online spending in the Netherlands up 4% YoY in 1Q25

What's New(s) in Amsterdam - 18 June (Heineken | AMG Critical Materials | PostNL | E-com/logistics)

BE Semiconductor Industries NV / Equity Bottom-Up

<ul><li>In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor technology to China • PostNL | opens up its APM network for FedEx for drop-offs and returns</li></ul>

In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor technology to China • PostNL | opens up its APM network for FedEx for drop-offs and returns

What's New(s) in Amsterdam - 17 June (ASM Int'l | ASML Holding | Besi I | PostNL)

<ul><li>In this edition: • PostNL | total number of APMs in the Netherlands up 70% last year</li></ul>

In this edition: • PostNL | total number of APMs in the Netherlands up 70% last year

What's News in Amsterdam - 16 June 2025 (PostNL)

<ul><li>In this edition: • Randstad Holding | CareerBuilder + Monster weighing sale of firm • PostNL | the fall of the Dutch coalition government as a potential trigger for D+3?</li><li>• Dutch politics | VVD rules our new collaboration with Geert Wilders’ Freedom Party (PVV)</li></ul>

In this edition: • Randstad Holding | CareerBuilder + Monster weighing sale of firm • PostNL | the fall of the Dutch coalition government as a potential trigger for D+3?• Dutch politics | VVD rules our new collaboration with Geert Wilders’ Freedom Party (PVV)

What's News in Amsterdam - 10 June (Randstad Holding | PostNL | Dutch politics)

<ul><li>In this edition: • ABN Amro | launches a new digital bank aimed at younger part Gen-Z segment • PostNL | not clear what Dutch cabinet crisis means for Postal Act revision • Sligro Food Group | acquisition of GEPU extends its delivery proposition • Dutch politics | Wilders pulled the plug on Dutch coalition government</li></ul>

In this edition: • ABN Amro | launches a new digital bank aimed at younger part Gen-Z segment • PostNL | not clear what Dutch cabinet crisis means for Postal Act revision • Sligro Food Group | acquisition of GEPU extends its delivery proposition • Dutch politics | Wilders pulled the plug on Dutch coalition government

What's News in Amsterdam - 4 June (ABN Amro | PostNL | Sligro Food Group | Dutch politics)

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 - 18 June (Heineken | AMG Critical Materials | PostNL | E-com/logistics)

In this edition: • Heineken | Vietnam’s consumption tax increases: no near-term impact expected • AMG Critical Materials | increases interest in...

The IDEA!

What's New(s) in Amsterdam - 17 June (ASM Int'l | ASML Holding | Besi I | PostNL)

In this edition: • ASM International - ASML Holding – BE Semiconductor Industries | US wants further export restrictions of high-end semiconductor...

The IDEA!

What's News in Amsterdam - 16 June 2025 (PostNL)

In this edition: • PostNL | total number of APMs in the Netherlands up 70% last year

The IDEA!

What's News in Amsterdam - 10 June (Randstad Holding | PostNL | Dutch politics)

In this edition: • Randstad Holding | CareerBuilder + Monster weighing sale of firm • PostNL | the fall of the Dutch coalition government as a...

The IDEA!

What's News in Amsterdam - 4 June (ABN Amro | PostNL | Sligro Food Group | Dutch politics)

In this edition: • ABN Amro | launches a new digital bank aimed at younger part Gen-Z segment • PostNL | not clear what Dutch cabinet crisis means...

The IDEA!

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