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: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs</li></ul>

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

<ul><li>In this edition: • Ahold Delhaize | Jumbo has found an interim CEO • KPN | Ziggo to increase the download speed for all broadband subscribers • Unilever | former owners believed to be interested in buying back Ben & Jerry’s • InPost / PostNL | Vinted Go to roll out APMs in the Netherlands and Belgium • Van Lanschot Kempen | some post-earnings call remarks • Kendrion | sets itself a challenging FY25 EBITDA-margin goal of at least 15%</li></ul>

In this edition: • Ahold Delhaize | Jumbo has found an interim CEO • KPN | Ziggo to increase the download speed for all broadband subscribers • Unilever | former owners believed to be interested in buying back Ben & Jerry’s • InPost / PostNL | Vinted Go to roll out APMs in the Netherlands and Belgium • Van Lanschot Kempen | some post-earnings call remarks • Kendrion | sets itself a challenging FY25 EBITDA-margin goal of at least 15%

<ul><li>In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call</li></ul>

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

<ul><li>In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by Prosus • PostNL | expects FY25 normalised EBIT to be in line with FY24 • PostNL | DHL Netherlands to double APM locations and expands into mail • Corporate agenda | week 9 – 12</li></ul>

In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by Prosus • PostNL | expects FY25 normalised EBIT to be in line with FY24 • PostNL | DHL Netherlands to double APM locations and expands into mail • Corporate agenda | week 9 – 12

What's New(s) in Amsterdam - 24 February (InPost | JET / Prosus | PostNL | DHL | Corporate agenda)

Brunel International Nv / Equity Bottom-Up

<ul><li>In this edition: • SBM Offshore | main takeaways earnings call • Brunel International | strong FY24 free cash flow – optimism for FY25 a bit tempered?</li><li>• PostNL | reiterates its urgent appeal for a financial contribution from the Dutch state</li></ul>

In this edition: • SBM Offshore | main takeaways earnings call • Brunel International | strong FY24 free cash flow – optimism for FY25 a bit tempered?• PostNL | reiterates its urgent appeal for a financial contribution from the Dutch state

What's New(s) in Amsterdam - 21 February (SBM Offshore | Brunel Int'l | PostNL)

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 News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | Jumbo has found an interim CEO • KPN | Ziggo to increase the download speed for all broadband...

The IDEA!

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company...

The IDEA!

What's New(s) in Amsterdam - 24 February (InPost | JET / Prosus | PostNL | DHL | Corporate agenda)

In today's edition: • InPost | launches end-to-end C2X parcels service in the UK • Just Eat Takeaway.com | agrees on EUR 20.30 per share offer by...

The IDEA!

What's New(s) in Amsterdam - 21 February (SBM Offshore | Brunel Int'l | PostNL)

In this edition: • SBM Offshore | main takeaways earnings call • Brunel International | strong FY24 free cash flow – optimism for FY25 a bit...

The IDEA!

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