Added to YB: 2026-09-10
Pitch date: 2026-09-08
TWEKA.AS [bullish]
TKH Group N.V.
+0.58%
current return
Author Info
No bio for this author
Company Info
TKH Group N.V. engages un the automation and electrification business. in the Netherlands, rest of Europe, Asia, North America, and internationally.
Market Cap
EUR 2.1B
Pitch Price
EUR 51.60
Price Target
N/A
Dividend
2.62%
EV/EBITDA
11.32
P/E
16.02
EV/Sales
1.43
Sector
Electrical Equipment
Category
special_situation
KEDM Lite Vol. 28 - TKH Group N.V.
TWEKA.AS (quick overview): TKH’s reset combines a major divestment program with increasingly supportive ownership: HAL has crossed 10% as Janus Henderson exits, raising the possibility of further stake-building or an eventual takeout. Shareholders approved the Electrification separation, currently dual-track, and a new CEO starts January 1. Planned disposals could generate €600-700 million, mostly for buybacks, while further HAL action remains an assumption.
Read full article (1 min)