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

Koninklijke KPN NV provides telecommunications services throughout the Netherlands.  The Company provides local, long distance, international, and mobile telecommunications services, voice-mail, call forwarding, ISDN Internet lines, faxing, and communications services for businesses and individuals.  KPN offers mobile telecommunications through E-Plus in Germany and BASE in Belgium.

<ul><li>In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current distribution • PostNL / IDS | termination Russian gas transit: no material impact on Křetínský’s financial flex • TomTom | to partner with Esri delivering advanced location analytics • Dutch housing market | first signs of a normalisation?</li><li>• Corporate Agenda week 2</li></ul>

In this edition: • Ahold Delhaize | formal closing of Profi deal • ING | determines cash payment per share as part of current distribution • PostNL / IDS | termination Russian gas transit: no material impact on Křetínský’s financial flex • TomTom | to partner with Esri delivering advanced location analytics • Dutch housing market | first signs of a normalisation?• Corporate Agenda week 2

Ebusco Holding N.V. operates as an electric automobile company. The Company designs and manufactures electric buses and related auto parts. Ebusco Holding serves customers worldwide.

<ul><li>In this edition: • Ebusco | to execute major restructuring in 25Q1</li></ul>

In this edition: • Ebusco | to execute major restructuring in 25Q1

What's New(s) in Amsterdam - 31 December (Ebusco)

bpost SA provides postal delivery services. The Company delivers mail, packages, and parcels, as well as offers direct marketing, market surveys, business databases, and document services.

<ul><li>In this edition: • Ahold Delhaize | to commence its EUR 1bn share buyback program • bpostgroup | aims to double number of parcel lockers in 2025</li></ul>

In this edition: • Ahold Delhaize | to commence its EUR 1bn share buyback program • bpostgroup | aims to double number of parcel lockers in 2025

What's New(s) in Amsterdam - 30 December (Ahold Delhaize | bpostgroup)

Aalberts Industries Nv / Equity Bottom-Up

Aalberts N.V. operates as an aluminum precision extrusion company. The Company offers integrated piping and multilayer systems, heat and surface treatment, hydronic flow and fluid control, advance mechatronics, and other related products. Aalberts serves customers worldwide.

<ul><li>In this edition: • Aalberts | to acquire Paulo Products Company</li></ul>

In this edition: • Aalberts | to acquire Paulo Products Company

What's New(s) in Amsterdam - 27 December (Aalberts)

Deutsche Post AG provides mail delivery and other services to the public and businesses. The Company offers domestic mail delivery, international parcel and mail delivery services, and freight delivery and logistics services.

<ul><li>In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m</li></ul>

In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m

What's New(s) in Amsterdam - 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)