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: • PostNL | signs MoU with Temu</li></ul>

In this edition: • PostNL | signs MoU with Temu

What's New(s) in Amsterdam - 24 December (PostNL)

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • AkzoNobel / Axalta | EU and UK ‘Phase I’ deadlines to expire soon • InPost | Offeror reaches 98.49% after post-acceptance period • Shell | robust downstream margins and upstream volumes offset exploration write-down • Fagron | marginal downward outlook adjustment due to industry wide IV bag recall • BAM Group | acquires A.Hak for EUR 504m, strengthening position in energy and water infrastructure • E-commerce & Logistics | last mile shift towards OOH in the UK accelerates</li></ul>

In this edition: • AkzoNobel / Axalta | EU and UK ‘Phase I’ deadlines to expire soon • InPost | Offeror reaches 98.49% after post-acceptance period • Shell | robust downstream margins and upstream volumes offset exploration write-down • Fagron | marginal downward outlook adjustment due to industry wide IV bag recall • BAM Group | acquires A.Hak for EUR 504m, strengthening position in energy and water infrastructure • E-commerce & Logistics | last mile shift towards OOH in the UK accelerates

Koninklijke BAM Groep NV - What's News in Amsterdam

<ul><li>In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to impose strict new export restriction to China • Shell | Aramco CEO flags “scarily thin” global oil inventories</li></ul>

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to impose strict new export restriction to China • Shell | Aramco CEO flags “scarily thin” global oil inventories

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

Thematic (Sector/Industry)

<ul>
<li>Research by the University of Groningen on (shipping orchestration platform) Wuunder’s GreenChoice shipping initiative indicates that modest delivery delays could materially improve logistics efficiency.</li>
<li>If ~25% of consumers accept slower delivery, parcel carriers could reduce fleet size by ~20.0–20.5%, driven by smoothing peak demand rather than lowering per-trip emissions.</li>
<li>Peak congestion - caused by ~60% of orders being placed over weekends and delivered Tuesday - forces carriers to maintain excess capacity. </li>
</ul>


Research by the University of Groningen on (shipping orchestration platform) Wuunder’s GreenChoice shipping initiative indicates that modest delivery delays could materially improve logistics efficiency.
If ~25% of consumers accept slower delivery, parcel carriers could reduce fleet size by ~20.0–20.5%, driven by smoothing peak demand rather than lowering per-trip emissions.
Peak congestion - caused by ~60% of orders being placed over weekends and delivered Tuesday - forces carriers to maintain excess capacity. 


<ul>
<li>Ahold Delhaize | Albert Heijn Belgium did not violate the law Albert Heijn did not breach competition or consumer protection laws with its high-profile ‘2+5’ discount promotions, according to an investigation ordered by Belgian Consumer Protection Minister Rob Beenders.</li>
<li>The probe found no evidence of selling below cost or misleading promotions despite complaints about empty shelves and unclear conditions.</li>
<li>Authorities will continue monitoring pricing strategies to ensure transparency and prevent cross-subsidization through price increases on other products.</li>
</ul>


Ahold Delhaize | Albert Heijn Belgium did not violate the law Albert Heijn did not breach competition or consumer protection laws with its high-profile ‘2+5’ discount promotions, according to an investigation ordered by Belgian Consumer Protection Minister Rob Beenders.
The probe found no evidence of selling below cost or misleading promotions despite complaints about empty shelves and unclear conditions.
Authorities will continue monitoring pricing strategies to ensure transparency and prevent cross-subsidization through price increases on other products.


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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

PostNL NV (PNL NA)

What's New(s) in Amsterdam - 24 December (PostNL)

In this edition: • PostNL | signs MoU with Temu

The IDEA!

Koninklijke BAM Groep NV - What's News in Amsterdam

In this edition: • AkzoNobel / Axalta | EU and UK ‘Phase I’ deadlines to expire soon • InPost | Offeror reaches 98.49% after post-acceptance...

The IDEA!

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to...

The IDEA!

What's News in Amsterdam

If ~25% of consumers accept slower delivery, parcel carriers could reduce fleet size by ~20.0–20.5%, driven by smoothing peak demand rather than...

The IDEA!

What's News in Amsterdam

Albert Heijn Belgium did not violate the law Albert Heijn did not breach competition or consumer protection laws with its high-profile ‘2+5’...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)