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: • CM.com | despite record high EBITDA, marked downward FY25 outlook adjustment • bpost | expands bbox network with 240 Lockers at Lidl Supermarkets • Dutch politics | coalition of financial organizations speaks out against tax on share buybacks</li></ul>

In this edition: • CM.com | despite record high EBITDA, marked downward FY25 outlook adjustment • bpost | expands bbox network with 240 Lockers at Lidl Supermarkets • Dutch politics | coalition of financial organizations speaks out against tax on share buybacks

What's New(s) in Amsterdam - 21 October (CM.com | bpostgroup | Dutch politics)

<ul><li>In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47</li></ul>

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU low-value parcels “is illegal” • Dutch politics | D66 clearly benefits from first TV debate • Corporate Agenda | week 43 - 47

<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

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | clear market leader in online in the Netherlands Yesterday, Twinkle – an online platform on e-commerce – published its annual list of the 10 largest online sellers in the Netherlands.</li>
<li>Like last year, Ahold Delhaize’s bol and Albert Heijn ranked #1 and #2 on this list and even managed to extend their lead over the companies occupying the next three ranks.</li>
<li>Most remarkable is the almost 17% drop in Amazon’s revenues. </li>
</ul>


Ahold Delhaize | clear market leader in online in the Netherlands Yesterday, Twinkle – an online platform on e-commerce – published its annual list of the 10 largest online sellers in the Netherlands.
Like last year, Ahold Delhaize’s bol and Albert Heijn ranked #1 and #2 on this list and even managed to extend their lead over the companies occupying the next three ranks.
Most remarkable is the almost 17% drop in Amazon’s revenues. 


<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)

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 - 21 October (CM.com | bpostgroup | Dutch politics)

In this edition: • CM.com | despite record high EBITDA, marked downward FY25 outlook adjustment • bpost | expands bbox network with 240 Lockers at...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • Nexperia | Chinese management ordered to follow Chinese law • E-commerce & Logistics | national surcharge on non-EU...

The IDEA!

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

Like last year, Ahold Delhaize’s bol and Albert Heijn ranked #1 and #2 on this list and even managed to extend their lead over the companies...

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!

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