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>Contents Summary and Conclusions Acquisition of Sending: a logical strategic move.</li><li>Sending: a bit more background Spanish e-commerce market: large and growing rapidly Market places dominating the landscape Spanish online shoppers still prefer home delivery High quality last mile delivery, yet can be inefficient Favourable environment for OOH and APMs in particular Sending deal is ticking all the boxes Now what does this deal mean financially?</li><li> Why is this so important?</li></ul>

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move.Sending: a bit more background Spanish e-commerce market: large and growing rapidly Market places dominating the landscape Spanish online shoppers still prefer home delivery High quality last mile delivery, yet can be inefficient Favourable environment for OOH and APMs in particular Sending deal is ticking all the boxes Now what does this deal mean financially? Why is this so important?

Research Alert: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Inpost

Research Alert: InPost | Growth Outside of Poland Pushed Into a Higher Gear