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: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank (TTB) • InPost | EU clearance for the proposed takeover of InPost by the consortium • Alfen | reiterates FY26 as well as FY27 guidance • TomTom | Orbis Maps selected by Cedar Electronics • E-commerce & Logistics | Amazon brings AWD to Europe</li></ul>

In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank (TTB) • InPost | EU clearance for the proposed takeover of InPost by the consortium • Alfen | reiterates FY26 as well as FY27 guidance • TomTom | Orbis Maps selected by Cedar Electronics • E-commerce & Logistics | Amazon brings AWD to Europe

Ctt-Correios De Portugal Sa / Equity Bottom-Up

<ul><li>In this edition: • Bnode | BIPT signals regulatory relief for Bpost on priority mail • E-commerce & Logistics | early evidence of demand shock for Chinese online platforms • Corporate agenda | week 34 - 38</li></ul>

In this edition: • Bnode | BIPT signals regulatory relief for Bpost on priority mail • E-commerce & Logistics | early evidence of demand shock for Chinese online platforms • Corporate agenda | week 34 - 38

What's News in Amsterdam - 17 August (Bnode |  E-commerce & Logistics | Corporate agenda)

<ul><li>In this edition: • Shell | to divest European onshore renewables portfolio to TotalEnergies • Corbion | fish oil prices continue to rise • PostNL | cost control impresses, but the investment case still hinges on restoring volume growth • VodafoneZiggo | Liberty Global completes VodafoneZiggo buyout; creates Ziggo Group • Zalando | growth quality continues to improve despite modest miss • Dutch retail sales | steady growth momentum in June</li></ul>

In this edition: • Shell | to divest European onshore renewables portfolio to TotalEnergies • Corbion | fish oil prices continue to rise • PostNL | cost control impresses, but the investment case still hinges on restoring volume growth • VodafoneZiggo | Liberty Global completes VodafoneZiggo buyout; creates Ziggo Group • Zalando | growth quality continues to improve despite modest miss • Dutch retail sales | steady growth momentum in June

Koninklijke KPN NV - What's News in Amsterdam

<ul><li>In this edition: • ABN Amro | completes acquisition of NIBC • ING | Van Rijswijk: time has come for European banking consolidation • PostNL | weathering the storms better than expected • CTT Correios | EU low-value parcel reform accelerates shift to regional fulfilment • E-commerce & Logistics | EU scrutiny of Temu reinforces tougher stance on Chinese e-commerce • Corporate agenda | week 32 – 36</li></ul>

In this edition: • ABN Amro | completes acquisition of NIBC • ING | Van Rijswijk: time has come for European banking consolidation • PostNL | weathering the storms better than expected • CTT Correios | EU low-value parcel reform accelerates shift to regional fulfilment • E-commerce & Logistics | EU scrutiny of Temu reinforces tougher stance on Chinese e-commerce • Corporate agenda | week 32 – 36

<ul><li>In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance for underlying EBITDA less rent • DHL | DHL eCommerce to strengthen position in the Baltics with Venipak acquisition • E-commerce & Logistics | Shein reports 1Q26 net loss of USD 99m</li></ul>

In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance for underlying EBITDA less rent • DHL | DHL eCommerce to strengthen position in the Baltics with Venipak acquisition • E-commerce & Logistics | Shein reports 1Q26 net loss of USD 99m

What's News in Amsterdam - 28 July (Philips | Basic-Fit | DHL | E-com & Logistics)

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 - 19 August (asr NL | ING | InPost | Alfen | TomTom | E-com & Logistics)

In this edition: • a.s.r. Nederland | solid 1H26; Aegon integration completed, momentum intact • ING | reduces stake in TMBThanachart Bank...

The IDEA!

What's News in Amsterdam - 17 August (Bnode | E-commerce & Logistics | Corporate agenda)

In this edition: • Bnode | BIPT signals regulatory relief for Bpost on priority mail • E-commerce & Logistics | early evidence of demand shock...

The IDEA!

Koninklijke KPN NV - What's News in Amsterdam

In this edition: • Shell | to divest European onshore renewables portfolio to TotalEnergies • Corbion | fish oil prices continue to rise • PostNL...

The IDEA!

ING Groep NV - What's News in Amsterdam

In this edition: • ABN Amro | completes acquisition of NIBC • ING | Van Rijswijk: time has come for European banking consolidation • PostNL |...

The IDEA!

What's News in Amsterdam - 28 July (Philips | Basic-Fit | DHL | E-com & Logistics)

In this edition: • Philips | increases FY26 adjusted EBITA and FCF outlook reflecting US tariff refund benefit • Basic-Fit | updates FY26 guidance...

The IDEA!

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