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

Oesterreichische Post Ag / Equity Bottom-Up

<ul><li>In this edition: • Aalberts | strong acceleration of organic revenue growth in 26Q2 • ABN Amro | Dutch state completes reduction of its stake, now at 20.5% • BE Semiconductor Industries | long-term outlook remains strong, well reflected in its share price • InPost | acceptance period extended until 18 September • RELX Group | continues to accelerate underlying growth and margin expansion • Sligro Food Group | interim dividend and share buyback despite poor 1H26 results • Austrian Post | strengthens its SEE parcel platform with Serbian acquisition</li></ul>

In this edition: • Aalberts | strong acceleration of organic revenue growth in 26Q2 • ABN Amro | Dutch state completes reduction of its stake, now at 20.5% • BE Semiconductor Industries | long-term outlook remains strong, well reflected in its share price • InPost | acceptance period extended until 18 September • RELX Group | continues to accelerate underlying growth and margin expansion • Sligro Food Group | interim dividend and share buyback despite poor 1H26 results • Austrian Post | strengthens its SEE parcel platform with Serbian acquisition

Oesterreichische Post AG - What's News in Amsterdam