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

Koninklijke Bam Groep Nv / Equity Bottom-Up

<ul><li>In this edition: • BAM Group | awarded EUR 600m contract from Enexis and WML • Dutch retail sales | up 3.3% YoY in value terms in 2Q25; up 1.1% in volume terms • Dutch politics | former high-level civil servant recommends an interim cabinet • Dutch politics | latest poll after last Friday’s events</li></ul>

In this edition: • BAM Group | awarded EUR 600m contract from Enexis and WML • Dutch retail sales | up 3.3% YoY in value terms in 2Q25; up 1.1% in volume terms • Dutch politics | former high-level civil servant recommends an interim cabinet • Dutch politics | latest poll after last Friday’s events

What's News in Amsterdam - 26 August (BAM Group | Retail sales | Dutch politics)

Thematic (Sector/Industry)

<ul>
<li>Aalberts | acquires Geo-Flo in the US Aalberts has reached an agreement to acquire Geo-Flo Corporation, based in the US, generating an annual revenue of approx.</li>
<li>USD 15m with over 25 employees. Geo-Flo designs and manufactures pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications.</li>
<li>As market leader in its segment, Geo-Flo is known for its design expertise and production capabilities. </li>
</ul>


Aalberts | acquires Geo-Flo in the US Aalberts has reached an agreement to acquire Geo-Flo Corporation, based in the US, generating an annual revenue of approx.
USD 15m with over 25 employees. Geo-Flo designs and manufactures pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications.
As market leader in its segment, Geo-Flo is known for its design expertise and production capabilities. 


What's New(s) in Amsterdam - 17 July (Aalberts | TKH Group | Sif Holding | Sligro Food Group)

<ul><li>In this edition: • ABN Amro | completes the acquisition of Hauck Aufhäuser Lampe • ING | cutting 230 senior roles globally within its Wholesale Banking • InPost | EVRi intends to deploy 10,000 APMs by 2030 • PostNL | proposed changes in postal legislation do not go down well at PostNL • Dutch retail sales | up 2.2% YoY in May; sales volume down 2.2% • Dutch inflation | continued to trend down in June</li></ul>

In this edition: • ABN Amro | completes the acquisition of Hauck Aufhäuser Lampe • ING | cutting 230 senior roles globally within its Wholesale Banking • InPost | EVRi intends to deploy 10,000 APMs by 2030 • PostNL | proposed changes in postal legislation do not go down well at PostNL • Dutch retail sales | up 2.2% YoY in May; sales volume down 2.2% • Dutch inflation | continued to trend down in June

<ul>
<li>AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.</li>
<li>The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.</li>
<li>Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.</li>
</ul>


AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.
The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.
Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.


<ul><li>In this edition: • Arcadis | awarded US Air Force Multiple Award Task Order Contract • Sligro Food Group | no recovery yet in Belgium – start of the year will be challenging</li></ul>

In this edition: • Arcadis | awarded US Air Force Multiple Award Task Order Contract • Sligro Food Group | no recovery yet in Belgium – start of the year will be challenging

What's New(s) in Amsterdam - 27 March (Arcadis | Sligro Food Group)

Netherlands

Sligro Food Group N.V. encompasses food retail and foodservice companies selling directly and indirectly to the entire Dutch food and beverages market. The Company distributes food, fresh produce, and related non-food products. Sligro serves both general and specialized food retailers, restaurants, and large-scale caterers.

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Sligro Food Group Nv (SLIGR NA)

What's News in Amsterdam - 26 August (BAM Group | Retail sales | Dutch politics)

In this edition: • BAM Group | awarded EUR 600m contract from Enexis and WML • Dutch retail sales | up 3.3% YoY in value terms in 2Q25; up 1.1% in...

The IDEA!

What's New(s) in Amsterdam - 17 July (Aalberts | TKH Group | Sif Holding | Sligro Food Group)

Aalberts | acquires Geo-Flo in the US Aalberts has reached an agreement to acquire Geo-Flo Corporation, based in the US, generating an annual...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • ABN Amro | completes the acquisition of Hauck Aufhäuser Lampe • ING | cutting 230 senior roles globally within its Wholesale...

The IDEA!

What's News in Amsterdam

AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on...

The IDEA!

What's New(s) in Amsterdam - 27 March (Arcadis | Sligro Food Group)

In this edition: • Arcadis | awarded US Air Force Multiple Award Task Order Contract • Sligro Food Group | no recovery yet in Belgium – start of...

The IDEA!

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