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 | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu</li></ul>

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu

Triodos Bank N.V. - What's News in Amsterdam

<ul><li>In this edition: • a.s.r. Nederland | additional background information on the Bovemij acquisition • Triodos Bank | presents “Fit for Impact” initiative</li></ul>

In this edition: • a.s.r. Nederland | additional background information on the Bovemij acquisition • Triodos Bank | presents “Fit for Impact” initiative

What's News in Amsterdam - 9 January (a.s.r. Nederland | Triodos Bank)

<ul><li>In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL | consortium of Business Post and Spotta has an appetite for the UPD • Triodos Bank | not liable towards DR holders represented by Stichting Triodos Tragedie • E-commerce & Logistics | EU plans to accelerate imposing levy on low-value parcels • Dutch politics | Hans Wijers and Sybrand Buma nominated to lead D66/CDA talks</li></ul>

In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL | consortium of Business Post and Spotta has an appetite for the UPD • Triodos Bank | not liable towards DR holders represented by Stichting Triodos Tragedie • E-commerce & Logistics | EU plans to accelerate imposing levy on low-value parcels • Dutch politics | Hans Wijers and Sybrand Buma nominated to lead D66/CDA talks

Triodos Bank N.V. - What's New(s) in Amsterdam

<ul>
<li>DNB has set quantitative prudential requirements as part of the SREP 2025 decision for Triodos Bank.</li>
<li>The Total SREP Capital Requirement (TSCR) for Triodos Bank on a consolidated basis is 12.18%.</li>
<li>Consisting of a Pillar 1 Capital Requirement of 8.00% and a Pillar 2 Capital Requirement of 4.18%, a slight decrease from the requirement for 2024 (4.45%).</li>
</ul>


DNB has set quantitative prudential requirements as part of the SREP 2025 decision for Triodos Bank.
The Total SREP Capital Requirement (TSCR) for Triodos Bank on a consolidated basis is 12.18%.
Consisting of a Pillar 1 Capital Requirement of 8.00% and a Pillar 2 Capital Requirement of 4.18%, a slight decrease from the requirement for 2024 (4.45%).


What's News in Amsterdam - 30 September (Triodos Bank | Dutch Economy)

<ul><li>In this edition: • BE Semiconductor Industries | order intake continues to develop strongly • Heineken | solid 1Q26, yet the macro environment increasingly challenging • RELX Group | good start of the year; reiterates FY26 guidance • Fugro | anticipates lower offshore wind activities • Vopak | solid 1Q26 shows resilient (yet not immune) business model • Triodos Bank | DNB removes the bank’s MREL requirements • Bnode | strike about to enter its fourth week</li></ul>

In this edition: • BE Semiconductor Industries | order intake continues to develop strongly • Heineken | solid 1Q26, yet the macro environment increasingly challenging • RELX Group | good start of the year; reiterates FY26 guidance • Fugro | anticipates lower offshore wind activities • Vopak | solid 1Q26 shows resilient (yet not immune) business model • Triodos Bank | DNB removes the bank’s MREL requirements • Bnode | strike about to enter its fourth week

Netherlands

Triodos Bank N.V. operates as a bank. The Company offers banking services, fund management, project development, investment, venture capital funds, business financing and private banking services.Triodos Bank serves as worldwide.

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Triodos Bank (TRIO NA)

Triodos Bank N.V. - What's News in Amsterdam

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans...

The IDEA!

What's News in Amsterdam - 9 January (a.s.r. Nederland | Triodos Bank)

In this edition: • a.s.r. Nederland | additional background information on the Bovemij acquisition • Triodos Bank | presents “Fit for Impact”...

The IDEA!

Triodos Bank N.V. - What's New(s) in Amsterdam

In this edition: • Philips | DRRT and Rubicon are the next ones to go to court • SBM Offshore | raises FY25 directional EBITDA guidance • PostNL |...

The IDEA!

What's News in Amsterdam - 30 September (Triodos Bank | Dutch Economy)

DNB has set quantitative prudential requirements as part of the SREP 2025 decision for Triodos Bank. The Total SREP Capital Requirement (TSCR) for...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • BE Semiconductor Industries | order intake continues to develop strongly • Heineken | solid 1Q26, yet the macro environment...

The IDEA!

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