Independent Investment Research, The IDEA!

The IDEA!

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.

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: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake</li></ul>

In this edition: • Basic-Fit | trading update shows strong trends in 4Q25 and early 2026 • PostNL | Křetínský’s EP Holding makes offer for majority stake in Fnac Darty • Sif Holding | North Sea countries want 100 GW of joint offshore wind projects • Allegro | Polish core retail sales growth at highest level since early 2023 in 2H25 • E-commerce & Logistics | Italy’s unilateral handling fee on non-EU parcels: a costly mistake

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