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: • Heineken | FIFCO’s shareholders approve sale the deal with Heineken • ING | warns for factors adversely impacting its CET1 ratio and operational challenges • Shell | pre-earnings update not as bad as expected • bpostgroup / PostNL | Amazon pledges to invest EUR 1bn in Belgium in the next 2 years</li></ul>

In this edition: • Heineken | FIFCO’s shareholders approve sale the deal with Heineken • ING | warns for factors adversely impacting its CET1 ratio and operational challenges • Shell | pre-earnings update not as bad as expected • bpostgroup / PostNL | Amazon pledges to invest EUR 1bn in Belgium in the next 2 years

What's News in Amsterdam - 8 October (Heineken | ING | Shell | bpostgroup / PostNL)

<ul><li>In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today</li></ul>

In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today

What's New(s) in Amsterdam - 17 September (InPost | PostNL)

<ul><li>In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial compensation request • Dutch politics | VVD and BBB to continue as ‘hull cabinet’</li></ul>

In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial compensation request • Dutch politics | VVD and BBB to continue as ‘hull cabinet’

What's News in Amsterdam - 28 August (Van Lanschot Kempen | PostNL Dutch politics)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.</li>
<li>With roughly 700 stores, the company maintains one of the largest retail networks in the country.</li>
<li>However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. </li>
</ul>


Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.
With roughly 700 stores, the company maintains one of the largest retail networks in the country.
However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. 


<ul>
<li>Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.</li>
<li>At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.</li>
<li>At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects</li>
</ul>


Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.
At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.
At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects


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 - 8 October (Heineken | ING | Shell | bpostgroup / PostNL)

In this edition: • Heineken | FIFCO’s shareholders approve sale the deal with Heineken • ING | warns for factors adversely impacting its CET1...

The IDEA!

What's New(s) in Amsterdam - 17 September (InPost | PostNL)

In this edition: • InPost | Allegro teams up with DPD on delivery program • PostNL | to present 2028 strategy and targets today

The IDEA!

What's News in Amsterdam - 28 August (Van Lanschot Kempen | PostNL Dutch politics)

In this edition: • Van Lanschot Kempen | mixed feelings after a drop in 1H25 results • PostNL | CBB hearing on the back of PostNL’s financial...

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports...

The IDEA!

What's News in Amsterdam

Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)