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.

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize / PostNL | bol sells Cycloon to owner of Intrapost Last Friday, Intrapost, Cycloon and Ahold Delahaize’s online platform bol announced that postal company Cycloon to will be bought by Den Hollander Holding B.V, a holding company with the same controlling shareholder as Intrapost: Mr. V.R. Den Hollander. bol and Cycloon are convinced that this is the best step for all parties with a view to the future.</li>
<li>Cycloon focuses on sorting and delivering letterbox mail.</li>
<li>The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal market and to continue to grow.</li>
</ul>


Ahold Delhaize / PostNL | bol sells Cycloon to owner of Intrapost Last Friday, Intrapost, Cycloon and Ahold Delahaize’s online platform bol announced that postal company Cycloon to will be bought by Den Hollander Holding B.V, a holding company with the same controlling shareholder as Intrapost: Mr. V.R. Den Hollander. bol and Cycloon are convinced that this is the best step for all parties with a view to the future.
Cycloon focuses on sorting and delivering letterbox mail.
The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal market and to continue to grow.


Equity Bottom-Up

<ul><li>In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten seller control and capture tech edge • Dutch housing market | more price cuts signal normalization, not yet falling prices • Dutch wage inflation | FNV pushes for 5.5% plus EUR 80, raising upside risk to labour costs</li></ul>

In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten seller control and capture tech edge • Dutch housing market | more price cuts signal normalization, not yet falling prices • Dutch wage inflation | FNV pushes for 5.5% plus EUR 80, raising upside risk to labour costs

What's News in Amsterdam - 15 September (Arcadis | Allegro | Dutch housing market | Wage inflation)

Oesterreichische Post Ag / Equity Bottom-Up

<ul><li>In this edition: • Ahold Delhaize | Amazon’s EU active reach softens slightly, albeit not in the Netherlands • PostNL | Křetínský’s total (direct and indirect) stake in PostNL has diluted to 29.64% • Bnode | PPP expands into parcel delivery • Austrian Post | settlement with Republic of Austria removes legacy uncertainty</li></ul>

In this edition: • Ahold Delhaize | Amazon’s EU active reach softens slightly, albeit not in the Netherlands • PostNL | Křetínský’s total (direct and indirect) stake in PostNL has diluted to 29.64% • Bnode | PPP expands into parcel delivery • Austrian Post | settlement with Republic of Austria removes legacy uncertainty

What's News in Amsterdam - 14 September (Ahold Delhaize | PostNL | Bnode | Austrian Post)

<ul><li>In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount</li></ul>

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

<ul>
<li>InPost | Allegro signs 5 years’ contract with DHL as an Allegro Delivery service partner</li>
<li>Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place since 2022.</li>
<li>The new agreement covers 1. Deliveries via DHL’s out-of-home network of automated parcel machines (“APMs”) and pickup drop-off points (“PUDOs”)</li>
</ul>


InPost | Allegro signs 5 years’ contract with DHL as an Allegro Delivery service partner
Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place since 2022.
The new agreement covers 1. Deliveries via DHL’s out-of-home network of automated parcel machines (“APMs”) and pickup drop-off points (“PUDOs”)


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

The sales of these activities to Den Hollander Holding B.V, will bring Cycloon in a better position to benefit from the opportunities on the postal...

The IDEA!

What's News in Amsterdam - 15 September (Arcadis | Allegro | Dutch housing market | Wage inflation)

In this edition: • Arcadis | independence backed by employee shareholders amid WSP approaches • Allegro | direct presence in China to tighten...

The IDEA!

What's News in Amsterdam - 14 September (Ahold Delhaize | PostNL | Bnode | Austrian Post)

In this edition: • Ahold Delhaize | Amazon’s EU active reach softens slightly, albeit not in the Netherlands • PostNL | Křetínský’s total (direct...

The IDEA!

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power...

The IDEA!

What's New(S) In Amsterdam - 29 November

Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place...

The IDEA!

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