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: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the Netherlands • AkzoNobel/Axalta | EU remedies signal path to Axalta clearance • dsm-firmenich | policy uncertainty increasingly viewed as an investment constraint • Dutch housing market | supply improves; new-build affordability more of a challenge • Dutch household consumption | momentum strengthens, led by durable goods • E-com & Logistics | InPost: AI-driven customer service offers a second wave of efficiency gains</li></ul>

In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the Netherlands • AkzoNobel/Axalta | EU remedies signal path to Axalta clearance • dsm-firmenich | policy uncertainty increasingly viewed as an investment constraint • Dutch housing market | supply improves; new-build affordability more of a challenge • Dutch household consumption | momentum strengthens, led by durable goods • E-com & Logistics | InPost: AI-driven customer service offers a second wave of efficiency gains

<ul><li>In this edition: • Van Lanschot Kempen | 1H26 underlying net result up 33%; record AuM inflow • Dutch banks | EUR 3–4.5bn of capital relief when DNB scraps mortgage risk floor • Dutch retail sales | up 3.1% in 2Q26; online sales up 6.2% YoY</li></ul>

In this edition: • Van Lanschot Kempen | 1H26 underlying net result up 33%; record AuM inflow • Dutch banks | EUR 3–4.5bn of capital relief when DNB scraps mortgage risk floor • Dutch retail sales | up 3.1% in 2Q26; online sales up 6.2% YoY

What's News in Amsterdam - 27 August (Van Lanschot Kempen | Dutch banks | Dutch retail sales)

Thematic (Sector/Industry)

<ul>
<li>Amazon is expanding same-day delivery across the Randstad-area, with customers now able to order until 15:00 and receive eligible products between 18:00 and 22:00.</li>
<li>The service is enabled by a new fulfilment center in Waddinxveen, operated by logistics provider Dragonfly.</li>
<li>More than 25,000 products are available for same-day delivery, while ordering earlier in the day provides access to hundreds of thousands of products.</li>
</ul>


Amazon is expanding same-day delivery across the Randstad-area, with customers now able to order until 15:00 and receive eligible products between 18:00 and 22:00.
The service is enabled by a new fulfilment center in Waddinxveen, operated by logistics provider Dragonfly.
More than 25,000 products are available for same-day delivery, while ordering earlier in the day provides access to hundreds of thousands of products.


<ul><li>In this edition: • Ahold Delhaize | FT highlights emerging headwinds for US retailers • PostNL | Tax Administration withdraws mail tender; files complaint against PostNL • E-commerce & Logistics | GLS bolsters position in France with Relais Colis acquisition</li></ul>

In this edition: • Ahold Delhaize | FT highlights emerging headwinds for US retailers • PostNL | Tax Administration withdraws mail tender; files complaint against PostNL • E-commerce & Logistics | GLS bolsters position in France with Relais Colis acquisition

What's News in Amsterdam - 26 May (Ahold Delhaize | PostNL | E-commerce & Logistics)

<ul><li>In this edition: • TKH Group | strong start of the year, contrary to its guidance • TKH Group | awarded 162km inter-array cable order from Vattenfall and CIP • Kendrion | continues its revenue momentum into 2026 – solid profitability improvement • Brunel International | sets updated medium-term targets at CMD • PostNL | EUR 7m fine for failing to meet minimum delivery quality in 2023 • Dutch business confidence | steepest drop since 2022</li></ul>

In this edition: • TKH Group | strong start of the year, contrary to its guidance • TKH Group | awarded 162km inter-array cable order from Vattenfall and CIP • Kendrion | continues its revenue momentum into 2026 – solid profitability improvement • Brunel International | sets updated medium-term targets at CMD • PostNL | EUR 7m fine for failing to meet minimum delivery quality in 2023 • Dutch business confidence | steepest drop since 2022

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)

PostNL NV - What's News in Amsterdam

In this edition: • Aegon | EGM Clears Path to US Redomiciliation • Ahold Delhaize | still holding the top-2 positions in e-commerce in the...

The IDEA!

What's News in Amsterdam - 27 August (Van Lanschot Kempen | Dutch banks | Dutch retail sales)

In this edition: • Van Lanschot Kempen | 1H26 underlying net result up 33%; record AuM inflow • Dutch banks | EUR 3–4.5bn of capital relief when...

The IDEA!

What's News in Amsterdam

Amazon is expanding same-day delivery across the Randstad-area, with customers now able to order until 15:00 and receive eligible products between...

The IDEA!

What's News in Amsterdam - 26 May (Ahold Delhaize | PostNL | E-commerce & Logistics)

In this edition: • Ahold Delhaize | FT highlights emerging headwinds for US retailers • PostNL | Tax Administration withdraws mail tender; files...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • TKH Group | strong start of the year, contrary to its guidance • TKH Group | awarded 162km inter-array cable order from...

The IDEA!

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