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>Following a review, Just Eat TakeAway.com (“JET”) has decided to delist its shares from the London Stock Exchange (LSE).</li>
<li>This in order to reduce administrative complexity, costs, and address low liquidity and trading volumes.</li>
<li>The company has requested the FCA to cancel its LSE listing and the LSE to remove the shares from trading.</li>
</ul>


Following a review, Just Eat TakeAway.com (“JET”) has decided to delist its shares from the London Stock Exchange (LSE).
This in order to reduce administrative complexity, costs, and address low liquidity and trading volumes.
The company has requested the FCA to cancel its LSE listing and the LSE to remove the shares from trading.


Equity Bottom-Up

International Distribution Services / Equity Bottom-Up

International Distribution Services (IDS LN)

<ul><li>In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch retail sales | up 3.6% YoY in August in value terms, up 1.4% YoY in volume • Dutch CPI | inflation edging up 50 bps when compared to the August figure</li></ul>

In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch retail sales | up 3.6% YoY in August in value terms, up 1.4% YoY in volume • Dutch CPI | inflation edging up 50 bps when compared to the August figure

What's News in Amsterdam - 1 October (InPost / IDS | Arcadis | Dutch retail sales | Dutch CPI)

<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

<ul>
<li>In this edition: • InPost | Royal Mail sets sights on becoming the UK’s biggest parcel locker provider • Triodios Bank | IPO likely to be delayed until June • PostNL / IDS | Conservative leader calling for reassessment of IDS takeover approval • Dutch banking sector | strong lobby for a new national investment bank • E-commerce sector | Temu aims for Europe to become its largest market</li>
</ul>


In this edition: • InPost | Royal Mail sets sights on becoming the UK’s biggest parcel locker provider • Triodios Bank | IPO likely to be delayed until June • PostNL / IDS | Conservative leader calling for reassessment of IDS takeover approval • Dutch banking sector | strong lobby for a new national investment bank • E-commerce sector | Temu aims for Europe to become its largest market


ING Groep NV - What's New(s) in Amsterdam

<ul><li>In today's edition: • KPN | fiber revenues continue to grow, partly at the cost of cable and copper • PostNL / IDS | UK government approves IDS takeover by Křetínský • Sif Holding | production not in danger despite Moselle blockage</li></ul>

In today's edition: • KPN | fiber revenues continue to grow, partly at the cost of cable and copper • PostNL / IDS | UK government approves IDS takeover by Křetínský • Sif Holding | production not in danger despite Moselle blockage

What's News in Amsterdam - 16 December (KPN | PostNL / IDS | Sif Holding)

United Kingdom

International Distribution Services plc is a British holding company providing postal and courier services globally. It operates primarily through its subsidiaries, Royal Mail and Parcelforce Worldwide in the UK, and General Logistics Systems (GLS) internationally, offering collection, sorting, and delivery of letters and parcels. The company is headquartered in London, England, and was founded in 2013 as a holding company for Royal Mail.

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International Distribution Services (IDS LN)

What's News in Amsterdam - 28 November

Following a review, Just Eat TakeAway.com (“JET”) has decided to delist its shares from the London Stock Exchange (LSE). This in order to reduce...

The IDEA!

What's News in Amsterdam - 1 October (InPost / IDS | Arcadis | Dutch retail sales | Dutch CPI)

In this edition: • InPost / IDS | Royal Mail’s parent IDS buys 49% stake in Collect+ • Arcadis | announces EUR 175m share buyback program • Dutch...

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!

ING Groep NV - What's New(s) in Amsterdam

In this edition: • InPost | Royal Mail sets sights on becoming the UK’s biggest parcel locker provider • Triodios Bank | IPO likely to be delayed...

The IDEA!

What's News in Amsterdam - 16 December (KPN | PostNL / IDS | Sif Holding)

In today's edition: • KPN | fiber revenues continue to grow, partly at the cost of cable and copper • PostNL / IDS | UK government approves IDS...

The IDEA!

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