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 | 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>In this edition: • ABN Amro | launches a new digital bank aimed at younger part Gen-Z segment • PostNL | not clear what Dutch cabinet crisis means for Postal Act revision • Sligro Food Group | acquisition of GEPU extends its delivery proposition • Dutch politics | Wilders pulled the plug on Dutch coalition government</li></ul>

In this edition: • ABN Amro | launches a new digital bank aimed at younger part Gen-Z segment • PostNL | not clear what Dutch cabinet crisis means for Postal Act revision • Sligro Food Group | acquisition of GEPU extends its delivery proposition • Dutch politics | Wilders pulled the plug on Dutch coalition government

What's News in Amsterdam - 4 June (ABN Amro | PostNL | Sligro Food Group | Dutch politics)

<ul><li>In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m RCF • InPost | acquisition of Yodel a real opportunity • Sligro Food Group | modest revenue growth when adjusted for exceptionals</li></ul>

In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m RCF • InPost | acquisition of Yodel a real opportunity • Sligro Food Group | modest revenue growth when adjusted for exceptionals

What's New(s) in Amsterdam - 17 April (Heineken | Basic-Fit | InPost | Sligro Food Group)

<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)

<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

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)

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 - 4 June (ABN Amro | PostNL | Sligro Food Group | Dutch politics)

In this edition: • ABN Amro | launches a new digital bank aimed at younger part Gen-Z segment • PostNL | not clear what Dutch cabinet crisis means...

The IDEA!

What's New(s) in Amsterdam - 17 April (Heineken | Basic-Fit | InPost | Sligro Food Group)

In this edition: • Heineken | main takeaways earnings call • Basic-Fit | solid start of the year – reiterates FY25 guidance – secures EUR 200m...

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!

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!

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