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: • Van Lanschot Kempen | 1H26 underlying net result up 33%; record AuM inflow • Dutch banks | EUR 3–4.5bn of capital relief when DNB scraps mortgage risk floor • Dutch retail sales | up 3.1% in 2Q26; online sales up 6.2% YoY</li></ul>

In this edition: • Van Lanschot Kempen | 1H26 underlying net result up 33%; record AuM inflow • Dutch banks | EUR 3–4.5bn of capital relief when DNB scraps mortgage risk floor • Dutch retail sales | up 3.1% in 2Q26; online sales up 6.2% YoY

What's News in Amsterdam - 27 August (Van Lanschot Kempen | Dutch banks | Dutch retail sales)

Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.</li>
<li>With the base date on 31st August 2026, we expect six ADDs and six DELs. The rankings are tight and even small price swings could shake things up.</li>
<li>We can expect the results to be announced after market close on 1st September 2026. </li>
</ul>


The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.
With the base date on 31st August 2026, we expect six ADDs and six DELs. The rankings are tight and even small price swings could shake things up.
We can expect the results to be announced after market close on 1st September 2026. 


Quiddity Leaderboard SE600 Sep26: Six ADDs and Six DELs Expected; Borderline Names to Be Monitored

<ul>
<li>The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.</li>
<li>In this insight, we consider potential index changes that could take place in the September 2026 rebal, along with a few M&amp;A deals that could have consequences for index changes.</li>
<li>We expect four intra-review index changes <em>before</em> the regular rebal and seven changes during the September 2026 rebal.</li>
</ul>


The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.
In this insight, we consider potential index changes that could take place in the September 2026 rebal, along with a few M&amp;A deals that could have consequences for index changes.
We expect four intra-review index changes before the regular rebal and seven changes during the September 2026 rebal.


Quiddity Leaderboard SE600 Sep26: Seven Regular ADDs/DELs Likely; Four M&A Deals Coming Up

<ul>
<li>The SE600 index is one of the most widely followed benchmark indices in Europe. It is not highly tracked, but we can expect many index changes during its quarterly review.</li>
<li>Our latest estimates suggest there could be 14 ADDs/DELs for SE600 in the June 2026 rebal.</li>
<li>The final rankings will be based on the float market caps as of the close of trading on 29th May 2026.</li>
</ul>


The SE600 index is one of the most widely followed benchmark indices in Europe. It is not highly tracked, but we can expect many index changes during its quarterly review.
Our latest estimates suggest there could be 14 ADDs/DELs for SE600 in the June 2026 rebal.
The final rankings will be based on the float market caps as of the close of trading on 29th May 2026.


Quiddity Leaderboard SE600 Jun26: Base Date This Week; Many Changes Incoming

Netherlands

Van Lanschot Kempen N.V. provides banking and financial services. The Company offers private banking, investment, finance, mortgages, insurance, equity management, and charity services. Van Lanschot Kempen serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Van Lanschot Kempen (VLK NA)

What's News in Amsterdam - 27 August (Van Lanschot Kempen | Dutch banks | Dutch retail sales)

In this edition: • Van Lanschot Kempen | 1H26 underlying net result up 33%; record AuM inflow • Dutch banks | EUR 3–4.5bn of capital relief when...

The IDEA!

Quiddity Leaderboard SE600 Sep26: Six ADDs and Six DELs Expected; Borderline Names to Be Monitored

Expected ADDs Alior Bank and Vontobel could see 3x ADV to buy. Expected DELs Wihlborgs Fastigheter, Kemira and Bucher could see more than 2x ADV to...

Afridi Reyal

Quiddity Leaderboard SE600 Sep26: Seven Regular ADDs/DELs Likely; Four M&A Deals Coming Up

Early predictions for the September 2026 rebal show four intra-review changes before the rebalance and seven regular changes during September.

Afridi Reyal

Quiddity Leaderboard SE600 Jun26: Base Date This Week; Many Changes Incoming

The final rankings for the June 2026 rebal will be based on data as of 29th May 2026. The ADDs/DELs will be announced on 1st June 2026. Bank...

Afridi Reyal

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)