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: • Unilever | rumored to bid for supplement maker Thorne • IMCD | to acquire Merit Solution • Arcadis | enters into a strategic partnership with Stok • SBM Offshore | completes USD 465m financing of FSO Chalchi • Alfen | CFO Onno Krap to step down per 1 July</li></ul>

In this edition: • Unilever | rumored to bid for supplement maker Thorne • IMCD | to acquire Merit Solution • Arcadis | enters into a strategic partnership with Stok • SBM Offshore | completes USD 465m financing of FSO Chalchi • Alfen | CFO Onno Krap to step down per 1 July

What's New(s) in Amsterdam - 29 June (Unilever | IMCD | Arcadis | SBM Offshore | Alfen)

Universal Music Group NV / Equity Bottom-Up

<ul><li>In this edition: • AkzoNobel | Nippon Paint and Sherwin-Williams no longer pursue joint takeover plan • Universal Music Group | Pershing Square plans to divest its stake • Unilever | Fernández robustly defends the deal with McCormick despite upheaval • Dutch housing market | ‘code yellow’ based on early signals TU’s housing market monitor • E-commerce & Logistics | DHL study shows rising share of OOH deliveries</li></ul>

In this edition: • AkzoNobel | Nippon Paint and Sherwin-Williams no longer pursue joint takeover plan • Universal Music Group | Pershing Square plans to divest its stake • Unilever | Fernández robustly defends the deal with McCormick despite upheaval • Dutch housing market | ‘code yellow’ based on early signals TU’s housing market monitor • E-commerce & Logistics | DHL study shows rising share of OOH deliveries

Universal Music Group NV - What's News in Amsterdam

<ul><li>In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM, acquiring its Technology and Consulting Services business in Europe and Australia • InPost | publishes offer memorandum • Heijmans | presents strong 2030 financial targets at CMD</li></ul>

In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM, acquiring its Technology and Consulting Services business in Europe and Australia • InPost | publishes offer memorandum • Heijmans | presents strong 2030 financial targets at CMD

What's News in Amsterdam - 22 May (MICC/Unilever | Randstad | InPost | Heijmans)

<ul><li>In this edition: • Unilever | acquires Grüns; a strategic bolt-on in premium vitamins and minerals • AMG Critical Materials | raises EUR 110.5m selling 3.25m share in accelerated bookbuilding • Bnode | SFPIM endorses new strategic directions at Bnode and Proximus • E-commerce & Logistics | agentic shopping: the proof of the pudding in China?</li></ul>

In this edition: • Unilever | acquires Grüns; a strategic bolt-on in premium vitamins and minerals • AMG Critical Materials | raises EUR 110.5m selling 3.25m share in accelerated bookbuilding • Bnode | SFPIM endorses new strategic directions at Bnode and Proximus • E-commerce & Logistics | agentic shopping: the proof of the pudding in China?

Nigeria

Unilever Nigeria Plc manufactures and markets consumer products primarily in the home, personal care and foods categories. The Company sells products such as Omo washing powder, Key soap, Royco bouillon, Lipton tea, Blue Band margarine, Pears baby care goods, Vaseline petroleum jelly, Lux soap, and Close Up toothpaste.

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Unilever Nigeria (UNILEVER NL)

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!

What's New(s) in Amsterdam - 29 June (Unilever | IMCD | Arcadis | SBM Offshore | Alfen)

In this edition: • Unilever | rumored to bid for supplement maker Thorne • IMCD | to acquire Merit Solution • Arcadis | enters into a strategic...

The IDEA!

Universal Music Group NV - What's News in Amsterdam

In this edition: • AkzoNobel | Nippon Paint and Sherwin-Williams no longer pursue joint takeover plan • Universal Music Group | Pershing Square...

The IDEA!

What's News in Amsterdam - 22 May (MICC/Unilever | Randstad | InPost | Heijmans)

In this edition: • MICC / Unilever | potential fiscal claim if MICC will be acquired before YE27 • Randstad | strategic partnership with LTM,...

The IDEA!

bpost SA - What's New(s) in Amsterdam

In this edition: • Unilever | acquires Grüns; a strategic bolt-on in premium vitamins and minerals • AMG Critical Materials | raises EUR 110.5m...

The IDEA!

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