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)

Thematic (Sector/Industry)

<ul>
<li>Vopak | Vopak Terquimsa divests Barcelona terminal Vopak Terquimsa, (a joint venture in which Vopak has a 50% share) has divested its Barcelona terminal to Tradebe Port Services.</li>
<li>The Barcelona terminal is mainly used for the storage of petroleum products, chemicals and vegetable oils.</li>
<li>The Barcelona terminal is for Vopak less strategically attractive, Vopak remains a 50% shareholder in Vopak Terquimsa Tarragona, this terminal is located within the industrial cluster of Tarragona, Spain.</li>
</ul>


Vopak | Vopak Terquimsa divests Barcelona terminal Vopak Terquimsa, (a joint venture in which Vopak has a 50% share) has divested its Barcelona terminal to Tradebe Port Services.
The Barcelona terminal is mainly used for the storage of petroleum products, chemicals and vegetable oils.
The Barcelona terminal is for Vopak less strategically attractive, Vopak remains a 50% shareholder in Vopak Terquimsa Tarragona, this terminal is located within the industrial cluster of Tarragona, Spain.


What's News in Amsterdam - 8 September (Vopak | PostNL | TomTom | Dutch politics | Corporate agenda)

<ul>
<li>Ahold Delhaize | expands collaboration with Instacart Supermarket News reports that Ahold Delhaize USA is expanding its partnership with Instacart by adopting the FoodStorm order management system across select banners, including Food Lion, Giant and Martin’s.</li>
<li>The platform streamlines ordering for made-to-order items such as bakery platters, deli trays, desserts, and floral arrangements, offering customers flexible options to order online, by phone, or in-store.</li>
<li>FoodStorm’s self-service tools and purchase history access improve convenience and personalization, while creating efficiencies for store teams.</li>
</ul>


Ahold Delhaize | expands collaboration with Instacart Supermarket News reports that Ahold Delhaize USA is expanding its partnership with Instacart by adopting the FoodStorm order management system across select banners, including Food Lion, Giant and Martin’s.
The platform streamlines ordering for made-to-order items such as bakery platters, deli trays, desserts, and floral arrangements, offering customers flexible options to order online, by phone, or in-store.
FoodStorm’s self-service tools and purchase history access improve convenience and personalization, while creating efficiencies for store teams.


What's New(S) In Amsterdam - 29 August (Ahold Delhaize | BAM Group | VLK | PostNL | Sif Holding)

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 Distributions Services / Equity Bottom-Up

<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

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 - 8 September (Vopak | PostNL | TomTom | Dutch politics | Corporate agenda)

Vopak will report an exceptional gain in the third quarter of 2025. The impact of this divestment is not material for Vopak's 2025 outlook.

The IDEA!

What's New(S) In Amsterdam - 29 August (Ahold Delhaize | BAM Group | VLK | PostNL | Sif Holding)

FoodStorm’s self-service tools and purchase history access improve convenience and personalization, while creating efficiencies for store teams.

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!

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