Professional
Added to YB: 2026-02-27
Pitch date: 2026-02-25
TWEKA.AS [neutral]
TKH Group N.V.
+0.87%
current return
Author Info
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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 1.6B
Pitch Price
EUR 39.30
Price Target
N/A
Dividend
3.83%
EV/EBITDA
12.83
P/E
24.72
EV/Sales
1.32
Sector
Electrical Equipment
Category
special_situation
Pernas Research Passes On: TKH Group N.V.
TWEKA.AS (pass): Dutch industrial tech conglomerate pivoting to focused Automation biz via ~€250M non-core divestitures + Electrification segment ownership review. Machine vision (Allied Vision, LMI) structurally attractive but awaiting divestiture progress & standalone Automation financials. Trading 16x P/E, €1.55B cap.
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