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    Wim Gille

    Research Analyst at ABN AMRO-ODDO

    Wim Gille is Head of Research at ABN AMRO – ODDO BHF, specializing in equity research for Benelux-listed companies including names like Koninklijke Philips NV. Joining ABN AMRO – ODDO BHF in 2021, Gille previously served as Head of Equity Research at ABN AMRO Bank NV and as Head of Research at Royal Bank of Scotland NV, building a reputation for leadership across top investment banks since 2009. Under his direction, ABN AMRO – ODDO BHF was ranked Best Benelux Broker for three consecutive years (2022-2024) in the Institutional Investor survey, with client coverage extending to nearly 700 European stocks and over 700 institutional clients globally. Gille holds a track record of sector leadership and industry recognition, and is aligned with regulatory and professional standards for research analysts in major EU equity markets.

    Wim Gille's questions to KONINKLIJKE PHILIPS (PHG) leadership

    Wim Gille's questions to KONINKLIJKE PHILIPS (PHG) leadership • Q1 2025

    Question

    Wim Gille challenged the CFO's statement that 'nothing changed,' arguing that the guidance implies an underlying performance improvement when accounting for tariffs. He also suggested Personal Health is outperforming expectations and asked for regional exit rates and the impact of any forward buying.

    Answer

    CFO Charlotte Hanneman clarified that the guidance change was driven by two factors: the new tariff impact and the better-than-expected Q1 performance. While pleased with the strong double-digit growth in Personal Health in international regions, she cautioned it is too early to deem the momentum sustainable. She reiterated that China's consumer demand remains subdued and U.S. growth was slight, with the main driver being international markets.

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    Wim Gille's questions to KONINKLIJKE PHILIPS (PHG) leadership • Q4 2024

    Question

    Wim Gille asked for details on the higher-than-expected incidental charges in the Diagnosis & Treatment (D&T) segment, specifically the nature of the restructuring and which modalities were affected by quality actions.

    Answer

    CFO Charlotte Hanneman acknowledged the higher charges and attributed them to two main factors: proactive measures to resolve quality issues as part of the company's plan, and costs associated with footprint changes aimed at creating a leaner, less complex supply chain organization. She declined to provide specific details on which modalities were involved in the quality actions.

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    Wim Gille's questions to Just Eat Takeaway.com (TKAYF) leadership

    Wim Gille's questions to Just Eat Takeaway.com (TKAYF) leadership • Q2 2023

    Question

    Wim Gille from ABN AMRO asked about the profitability uplift from shifting to the Delco delivery model in the UK and questioned when the company might pivot from defending to actively gaining market share.

    Answer

    CEO Jitse Groen explained that the move to the more efficient Delco model provides a significant cost benefit, which is a key driver of the UK's rapidly improving profitability. Regarding market share, he stated that the company is already increasing its investment in the UK. However, he stressed that the primary focus remains on the quality of revenue and building a profitable business, rather than pursuing market share at any cost.

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    Wim Gille's questions to Just Eat Takeaway.com (TKAYF) leadership • Q2 2022

    Question

    Wim Gille of ABN AMRO pointed out that a €187 million increase in gross profit only translated to a €55 million improvement in adjusted EBITDA, implying a large OpEx increase. He asked for a breakdown and the H2 outlook for OpEx.

    Answer

    CFO Brent Wissink attributed the OpEx increase primarily to the annualized cost of staff hired in the previous year to support high growth. He noted that the recently implemented hiring freeze will help control these costs, which are reflected below the 'revenue less order fulfillment cost' line, and that improvements are expected going forward.

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    Wim Gille's questions to Just Eat Takeaway.com (TKAYF) leadership • Q4 2021

    Question

    Wim Gille of ABN AMRO - ODDO BHF B.V. highlighted shareholder desire for accelerated corporate action and asked if discussions with counterparts have increased and if the company is more willing to divest assets.

    Answer

    CEO Jitse Groen gave a diplomatic response, acknowledging awareness of shareholder concerns and increased sector scrutiny. He stated that they are 'taking those things very seriously and we're looking at everything,' with a focus on businesses that can achieve large scale and a strong profitability profile.

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