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: • Shell | attracts healthy appetite for its US Chemicals assets • Unilever/MICC | Ben & Jerry’s dispute remains an overhang • PostNL/InPost | MyPup targets 1,000 indoor APMs by YE27 • TomTom | Traffic selected by Cofiroute • Triodos Bank | CEO Belgium leaves to join PMC’s ExCo</li></ul>

In this edition: • Shell | attracts healthy appetite for its US Chemicals assets • Unilever/MICC | Ben & Jerry’s dispute remains an overhang • PostNL/InPost | MyPup targets 1,000 indoor APMs by YE27 • TomTom | Traffic selected by Cofiroute • Triodos Bank | CEO Belgium leaves to join PMC’s ExCo

What's News in Amsterdam - 25 August (Shell | Unilever/MICC | PostNL/InPost | TomTom | Triodos Bank)

<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: • 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

Aalberts Industries Nv / Equity Bottom-Up

<ul><li>In this edition: • dsm-firmenich | presents new mid-term targets; new EUR 540m share buyback • Aalberts | completes divestment of Broen • Triodos Bank | FY25 results reflect a transition year • Allegro | 4Q25 results broadly in line with consensus; PLN 1.6bn share buyback</li></ul>

In this edition: • dsm-firmenich | presents new mid-term targets; new EUR 540m share buyback • Aalberts | completes divestment of Broen • Triodos Bank | FY25 results reflect a transition year • Allegro | 4Q25 results broadly in line with consensus; PLN 1.6bn share buyback

What's New(s) in Amsterdam - 12 March (dsm-firmenich | Aalberts | Triodos Bank | Allegro)

<ul><li>In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels</li></ul>

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos Bank | closed proposed settlement deal with 82.4% of its depository receipt holders • DHL | buys out its APM partner in Poland • E-commerce & Logistics | Greek e-com association calls for levy on Chinese parcels

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & Logistics)

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)

What's News in Amsterdam - 25 August (Shell | Unilever/MICC | PostNL/InPost | TomTom | Triodos Bank)

In this edition: • Shell | attracts healthy appetite for its US Chemicals assets • Unilever/MICC | Ben & Jerry’s dispute remains an...

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

The IDEA!

What's New(s) in Amsterdam - 12 March (dsm-firmenich | Aalberts | Triodos Bank | Allegro)

In this edition: • dsm-firmenich | presents new mid-term targets; new EUR 540m share buyback • Aalberts | completes divestment of Broen...

The IDEA!

What's News in Amsterdam - 2 October (JET/Prosus | TomTom | Triodos Bank | DHL | E-com & Logistics)

In this edition: • Just Eat TakeAway.com | Prosus declares offer unconditional • TomTom | expands its partnership with Hyundai AutoEver • Triodos...

The IDEA!

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