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: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.</li><li>• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective</li></ul>

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz on potential merger food and condiments units • Van Lanschot Kempen | strategic review of its listed (“liquid”) investment strategies.• CTT Correios | solid performance in FY25; upbeat for FY26 despite geopolitical environment • E-commerce & Logistics | experts say abolition of EU de minimis rule will not be effective

<ul><li>In this edition: • ASML | strategic redesign to improve the make the company more agile • ING | another clear beat of consensus; ups 2027 ambitions • dsm-firmenich | deal with CVC on AHN business expected to be announced soon • Unilever | sells its Home Care business in Colombia and Ecuador • BAM Group | acquisition strengthens position in Dutch residential market • Dutch politics | fiscally tight budget policy and no to Eurobonds</li></ul>

In this edition: • ASML | strategic redesign to improve the make the company more agile • ING | another clear beat of consensus; ups 2027 ambitions • dsm-firmenich | deal with CVC on AHN business expected to be announced soon • Unilever | sells its Home Care business in Colombia and Ecuador • BAM Group | acquisition strengthens position in Dutch residential market • Dutch politics | fiscally tight budget policy and no to Eurobonds

ASML Holding NV - What's News in Amsterdam

<ul><li>In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026</li></ul>

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to acquire SpectraWAVE • PostNL / bpost | EU plans EUR 3 levy on non-EU parcels as of 1 July 2026

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

BE Semiconductor Industries NV / Equity Bottom-Up

<ul><li>In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market strongly upward • Magnum Ice Cream Company | more details on upcoming listing • PostNL / Ahold Delhaize | EUR 2 levy on non-EU parcels effective as of 1 January 2026</li></ul>

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market strongly upward • Magnum Ice Cream Company | more details on upcoming listing • PostNL / Ahold Delhaize | EUR 2 levy on non-EU parcels effective as of 1 January 2026

What's New(s) in Amsterdam - 4 December (ASM Int'l | ASML | Besi | MICC | PostNL/Ahold Delhaize)

<ul><li>In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend</li></ul>

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes International • CM.com | clients are offered migration program to switch to Bird • Black Friday week sales | online transactions up by approx. 5% YoY • Dutch retail sales | up 3.1% YoY in October; no meaningful change in the growth trend

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)

Zalando SE - What's News in Amsterdam

In this edition: • ING | to cut ~1,250 full-time roles as part of an AI-driven efficiency program • Unilever | held discussions with Kraft Heinz...

The IDEA!

ASML Holding NV - What's News in Amsterdam

In this edition: • ASML | strategic redesign to improve the make the company more agile • ING | another clear beat of consensus; ups 2027...

The IDEA!

What's News in Amsterdam - 15 December (Aegon | MICC | Philips | PostNL/bpost)

In this edition: • Aegon | healthy appetite for Aegon UK • Magnum Ice Cream Co. | Ben Cohen: conflict with MICC is intensifying • Philips | to...

The IDEA!

What's New(s) in Amsterdam - 4 December (ASM Int'l | ASML | Besi | MICC | PostNL/Ahold Delhaize)

In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...

The IDEA!

Allegro.eu SA - What's News in Amsterdam

In this edition: • Ahold Delhaize / PostNL | EUR 2/parcel levy on non-EU parcels as of 1 January 2026 • Unilever | sells Graze to Katjes...

The IDEA!

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