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: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support stock liquidity • InPost | eying a takeover of struggling Yodel?</li><li>• InPost / PostNL / bpost | online marketplaces to be liable for unsafe and illegal goods • Dutch retail sales | up 1.5% YoY in value terms in December and up 2.1% for FY24 • Dutch CPI | up 3.3% YoY in January based on the fast estimate</li></ul>

In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support stock liquidity • InPost | eying a takeover of struggling Yodel?• InPost / PostNL / bpost | online marketplaces to be liable for unsafe and illegal goods • Dutch retail sales | up 1.5% YoY in value terms in December and up 2.1% for FY24 • Dutch CPI | up 3.3% YoY in January based on the fast estimate

<ul><li>In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates</li></ul>

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates

Thematic (Sector/Industry)

<ul>
<li>AkzoNobel NV (“ANNV”) has requested the Board of Directors of Akzo Nobel India Ltd to consider, evaluate and start taking exploratory steps towards a potential sale of the company's powder coatings business and its international research centre (R&amp;D operations) to a separate indirect wholly owned subsidiary of ANNV, the company said in a regulatory filing.</li>
<li>Besides, Akzo Nobel India has asked to explore the potential acquisition of decorative paints intellectual properties owned by ANNV, the company added.</li>
<li>"The Board of Directors of the Akzo Nobel India, at its meeting held on January 6, 2025, took note of the above said and authorized the company's management to commence exploratory steps as may be required to evaluate and examine the aforesaid potential transactions," the filing said.</li>
</ul>


AkzoNobel NV (“ANNV”) has requested the Board of Directors of Akzo Nobel India Ltd to consider, evaluate and start taking exploratory steps towards a potential sale of the company's powder coatings business and its international research centre (R&amp;D operations) to a separate indirect wholly owned subsidiary of ANNV, the company said in a regulatory filing.
Besides, Akzo Nobel India has asked to explore the potential acquisition of decorative paints intellectual properties owned by ANNV, the company added.
"The Board of Directors of the Akzo Nobel India, at its meeting held on January 6, 2025, took note of the above said and authorized the company's management to commence exploratory steps as may be required to evaluate and examine the aforesaid potential transactions," the filing said.


What's News in Amsterdam - 7 January 2025

<ul><li>In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase</li></ul>

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

<ul><li>In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s</li></ul>

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick transformation • Black Friday update | iDEAL transactions on Black Friday lower than last year’s

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

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 New( s)in Amsterdam - 3 February 2025 (Unilever | Basic-Fit | InPost | PostNL / bpostgroup | Retail sales | Dutch CPI)

In this edition: • Unilever | may opt for multiple listing venues for its ice cream unit • Basic-Fit | starts share management program to support...

The IDEA!

What's New(s) in Amsterdam - 13 January (ABN Amro | AkzoNobel | Philips | Sligro Food Group | Triodos Bank | Verisure)

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency...

The IDEA!

What's News in Amsterdam - 7 January 2025

AkzoNobel | intends to maintain active in powder coatings only in India • Heineken | market share in the Netherlands under pressure • Fagron |...

The IDEA!

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in...

The IDEA!

What's News in Amsterdam - 2 December 2024 (Unilever | PostNL / IDS | bpostgroup | Black Friday update)

In this edition: • Unilever | confirms its intention to sell off certain local brands • bpostgroup | CEO stresses sense of urgency for a quick...

The IDEA!

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