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: • ASR Nederland | Ecolab pension fund buy out deal • Shell | divests South African downstream assets to Adnoc Distribution • Unilever | divestment strategy criticized by Terry Smith • Arcadis | selected by CGA to deliver professional services valued at GBP 250-300m in the UK • DHL Group | raises FY26 guidance on better than expected 2Q26 • Dutch household consumption | growth accelerates to 1.8% in May</li></ul>

In this edition: • ASR Nederland | Ecolab pension fund buy out deal • Shell | divests South African downstream assets to Adnoc Distribution • Unilever | divestment strategy criticized by Terry Smith • Arcadis | selected by CGA to deliver professional services valued at GBP 250-300m in the UK • DHL Group | raises FY26 guidance on better than expected 2Q26 • Dutch household consumption | growth accelerates to 1.8% in May

<ul><li>In this edition: • ING | rolls out global subscription banking model • Arcadis | launches PRICE framework for better adaptation investment funding decisions • Sligro Food Group | Dutch household consumption up 1.0% YoY in April • Dutch banking sector | ASN Bank will remain state-owned for at least another year • Bnode | bpost enters partnership with Colruyt Group to accelerate APM expansion • DHL | FedEx and China Southern Air Logistics sign MoU</li></ul>

In this edition: • ING | rolls out global subscription banking model • Arcadis | launches PRICE framework for better adaptation investment funding decisions • Sligro Food Group | Dutch household consumption up 1.0% YoY in April • Dutch banking sector | ASN Bank will remain state-owned for at least another year • Bnode | bpost enters partnership with Colruyt Group to accelerate APM expansion • DHL | FedEx and China Southern Air Logistics sign MoU

<ul><li>In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8</li></ul>

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition with the Enterprise Chamber • TomTom | CARIAD to use Orbis Maps as core component of its AD systems • November retail sales | up 3.9% YoY in value; up 2.6% in volume terms • Corporate calendar | week 2 – 8

<ul><li>In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October</li></ul>

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project permits • bnode | bpostgroup becomes bnode • Dutch household consumption | up 0.8% YoY in October

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

<ul><li>In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens with EUR 2bn claim • Sligro Food Group | slight moderation of FY25 guidance after uninspiring 3Q25 • bpostgroup | following up on the ‘Night Delivery’ service • E-commerce & Logistics | Temu’s pre-tax profit more than doubled in 2024 • E-commerce & Logistics | Dutch plan for national levy on non-EU low-value parcels imports</li></ul>

In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens with EUR 2bn claim • Sligro Food Group | slight moderation of FY25 guidance after uninspiring 3Q25 • bpostgroup | following up on the ‘Night Delivery’ service • E-commerce & Logistics | Temu’s pre-tax profit more than doubled in 2024 • E-commerce & Logistics | Dutch plan for national levy on non-EU low-value parcels imports

Deutsche Post AG - What's News in Amsterdam

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)

Arcadis NV - What's News in Amsterdam

In this edition: • ASR Nederland | Ecolab pension fund buy out deal • Shell | divests South African downstream assets to Adnoc...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • ING | rolls out global subscription banking model • Arcadis | launches PRICE framework for better adaptation investment funding...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | Council of State issues negative advice on unilateral handling charge • Philips | VEB files petition...

The IDEA!

What's New(s) in Amsterdam - 10 December (Aegon | Sif Holding | bpost | Dutch household consumption)

In this edition: • Aegon | presents new strategy and new mid-term targets • Sif Holding | US judge overturns Trump’s ban on wind energy project...

The IDEA!

Deutsche Post AG - What's News in Amsterdam

In this edition: • ABN Amro | warns for margin pressure impacting its 3Q25 results • BAM Group | Femern Link Contractors joint venture threatens...

The IDEA!

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