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: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels</li></ul>

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading the race to buy BASF Coatings • NN Group | settlement on unit-linked insurance products now final • PostNL | minimum delivery quality thresholds for D+2 and D+3 • E-commerce & Logistics | Belgium considering EUR 2 levy on non-EU parcels

Deutsche Post AG - What's News in Amsterdam

<ul><li>In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”</li></ul>

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of HumanTotalCare • BAM Group | HAL to acquire VolkerWessels’ operations in the Netherlands • PostNL | new parcels depot in Belgium • E-commerce/E-com Logistics | EUR 2/item handling fee on low value parcels is “a joke”

ASR Nederland NV - What's News in Amsterdam

<ul><li>In this edition: • Heineken | Femsa exits Heineken after 15 years • InPost | High Court injunction: Yodel acquisition placed on pause • InPost/PostNL/DHL | 22% Dutch online shoppers abandon shopping carts due to delivery concerns • E-commerce/E-commerce logistics | EU to impose EUR 2 tax on low-cost items from China • Consumer confidence | stabilized at 19 months’ low in May</li></ul>

In this edition: • Heineken | Femsa exits Heineken after 15 years • InPost | High Court injunction: Yodel acquisition placed on pause • InPost/PostNL/DHL | 22% Dutch online shoppers abandon shopping carts due to delivery concerns • E-commerce/E-commerce logistics | EU to impose EUR 2 tax on low-cost items from China • Consumer confidence | stabilized at 19 months’ low in May

Germany

Zalando SE provides online sale of fashion accessories. The Company offers clothing, sports products, shoes, bags, and other accessories for men, women, and children. Zalando markets its products worldwide.

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Zalando (ZAL GR)

Deutsche Post AG - What's News in Amsterdam

In this edition: • Ahold Delhaize | Jumbo to largely discontinue collaboration with European buying organisations • AkzoNobel | Carlyle leading...

The IDEA!

ASR Nederland NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | rival Jumbo reports having made good progress in 1H25 • ASR Nederland | to become the sole shareholder of...

The IDEA!

Zalando SE - What's News in Amsterdam

In this edition: • Heineken | Femsa exits Heineken after 15 years • InPost | High Court injunction: Yodel acquisition placed on...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

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