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: • ABN Amro | NLFI to further reduce stake to approx. 20% • Ahold Delhaize | Delhaize to open 7 new supermarkets by early 2026 • ASML Holding | invests EUR 1.3bn in Mistral AI • X-FAB | presents its long-term financial ambition at its CMD • Household consumption | up 1.3% YoY in July</li></ul>

In this edition: • ABN Amro | NLFI to further reduce stake to approx. 20% • Ahold Delhaize | Delhaize to open 7 new supermarkets by early 2026 • ASML Holding | invests EUR 1.3bn in Mistral AI • X-FAB | presents its long-term financial ambition at its CMD • Household consumption | up 1.3% YoY in July

Sligro Food Group NV - What's New(s) in Amsterdam

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)

<ul><li>In this edition: • Ahold Delhaize | Walmart sees costs increase each week • Consumer confidence | no major changes in underlying trends in August</li></ul>

In this edition: • Ahold Delhaize | Walmart sees costs increase each week • Consumer confidence | no major changes in underlying trends in August

Sligro Food Group NV - What's News in Amsterdam - 22 August (Ahold Delhaize | Consumer confidence)

<ul><li>In this edition: • Sligro Food Group | post analyst meeting comment</li></ul>

In this edition: • Sligro Food Group | post analyst meeting comment

What's New(s) in Amsterdam - 18 July (Sligro Food Group)

<ul><li>In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34</li></ul>

In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34

SLIGR NA - What's News in Amsterdam - 8 July (Shell | Household consumption | Corporate agenda)

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)

Sligro Food Group NV - What's New(s) in Amsterdam

In this edition: • ABN Amro | NLFI to further reduce stake to approx. 20% • Ahold Delhaize | Delhaize to open 7 new supermarkets by early...

The IDEA!

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!

Sligro Food Group NV - What's News in Amsterdam - 22 August (Ahold Delhaize | Consumer confidence)

In this edition: • Ahold Delhaize | Walmart sees costs increase each week • Consumer confidence | no major changes in underlying trends in August

The IDEA!

What's New(s) in Amsterdam - 18 July (Sligro Food Group)

In this edition: • Sligro Food Group | post analyst meeting comment

The IDEA!

SLIGR NA - What's News in Amsterdam - 8 July (Shell | Household consumption | Corporate agenda)

In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34

The IDEA!

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