Added to YB: 2025-06-16
Pitch date: 2025-06-12
TWEKA.AS [bullish]
TKH Group N.V.
-1.16%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
TKH Group N.V. develops and delivers smart vision, smart manufacturing, and smart connectivity systems in the Netherlands, rest of Europe, Asia, North America, and internationally.
Market Cap
EUR 1.5B
Pitch Price
EUR 37.88
Price Target
44.28 (+18%)
Dividend
3.91%
EV/EBITDA
12.65
P/E
24.23
EV/Sales
1.30
Sector
Electrical Equipment
Category
value
TKH Group - $TWEKA.AS
TWEKA.AS: Dutch conglomerate ($1.7B rev) in Smart Vision, Manufacturing & Connectivity Systems. Positioned for automation, electrification & defense tech growth. Van der Lof family control via foundation mechanism. Hidden military tech potential undervalued vs pure defense stocks. 7.3% stock CAGR, 7.6% BV CAGR, 4% div yield. 15.3% upside to IV.
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