TKH GROUP N.V

TKH Group creates and supplies Telecom, Building and Industrial Solutions. Telecom Solutions develops, produces and supplies systems ranging from outdoor infrastructure for telecom and CATV networks through to indoor home networking applications. Building Solutions develops, produces and supplies solutions in the field of electro-technology ranging from applications within buildings through to technical systems that - combined with software - provide solutions for the care and security sectors. Industrial Solutions develops, produces and supplies solutions ranging from specialty cable, "plug and play" cable systems through to integrated systems for the production of car and truck tires.
  • TickerTWEKA
  • ISINNL0000852523
  • ExchangeEuronext Amsterdam
  • SectorElectronic & Electrical Equipment
  • CountryNetherlands
Bart Cuypers ...
  • Jason Kalamboussis
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: ACKB BB, AED BB, ASRNL NA, CFEB BB, ELI BB, GIMB BB, HAL NA, HOMI BB, IVA FP, MITRA BB, ROU BB, TWEKA NA

Ackermans: 1Q Trading update Aedifica: 3Q19-20 trading update ASR: Weak 1Q, profit warning. Solid Solvency though. CFE: Soft DEME revenue and strongly impacted FY20 Elia Group: Steady as she goes Gimv: FY19/20 Results imply a large premium Hal Trust: 1Q20 Update Home Invest Belgium: 1Q20 Results show signs of improvement Inventiva: € 10m government-backed loan secured Mithra: Estelle NDS filed in Canada. Potential launch mid-21. Roularta: Qualitative trading update TKH Group: Forward EPS lowered by 25-35%, new TP of € 45

Alan Vandenberghe ...
  • Guy Sips
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: AED BB, BAR BB, BCART BB, COMB BB, OBEL BB, SIP BB, SLIGR NA, TWEKA NA, WKL NA

Aedifica: Liquidity and solvency improved Barco: Happy to have a safe roof! Biocartis: Explosive 1Q20 + COVID-19 test development Bois Sauvage: € 7.80 dividend approved Orange Belgium: OK Q1 / dividend lowered yet little risk for outlook Sipef: 1Q trading update Sligro: Slow path to recovery TKH Group: Covid-19: Q1 sales -2%, Industrial in the hot seat Wolters Kluwer: Interim update - Organic revs. growth of 4% in 1Q20

ING
ING Helpdesk

Benelux Morning Notes

Core Laboratories: 1Q not as bad as feared but challenges remain. Groupe Bruxelles Lambert: Fish or cut bait. Orange Belgium: EBITDal, cable adds reasonable, mobile weak, dividend trimmed Ordina: 1Q20 review - strong quality, nice beat Sligro: Better than feared 1Q, but only a slow and gradual recovery expected in 2H TKH: Covid-19/1Q20 trading update Unilever: Conviction pays dividends

Tkh Group: 1 director sold after exercising options/sold

A director at Tkh Group sold after exercising options/sold 15,912 shares at 37.650EUR and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing ru...

Alan Vandenberghe ...
  • Bart Cuypers
  • Guy Sips
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: BANI BB, BCART BB, BOKA NA, KIN BB, BOLS NA, MTLS US, SIOE BB, TWEKA NA

Banimmo: FY19 results Biocartis: Conservative FY20 cartridge volume guidance Boskalis: Solid 2H19 results with outlook improvement Kinepolis: 007 not immune to COVID-19…but ‘No Time to Die’ Lucas Bols: Appoints new CFO Materialise: Weak 4Q Manufacturing;. COVID-19 will impact 1H20 Sioen: In-line results / Compelling risk-reward jogs upgrade TKH Group: Okay results, challenges ahead in Industrial Various: DTPL: ASMI and VGP in, ING and PostNL out

Tkh Group: 1 director sold after exercising options/sold

A director at Tkh Group sold after exercising options/sold 15,912 shares at 37.650EUR and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing ru...

Bart Cuypers ...
  • Jason Kalamboussis
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: ACKB BB, AED BB, ASRNL NA, CFEB BB, ELI BB, GIMB BB, HAL NA, HOMI BB, IVA FP, MITRA BB, ROU BB, TWEKA NA

Ackermans: 1Q Trading update Aedifica: 3Q19-20 trading update ASR: Weak 1Q, profit warning. Solid Solvency though. CFE: Soft DEME revenue and strongly impacted FY20 Elia Group: Steady as she goes Gimv: FY19/20 Results imply a large premium Hal Trust: 1Q20 Update Home Invest Belgium: 1Q20 Results show signs of improvement Inventiva: € 10m government-backed loan secured Mithra: Estelle NDS filed in Canada. Potential launch mid-21. Roularta: Qualitative trading update TKH Group: Forward EPS lowered by 25-35%, new TP of € 45

Alan Vandenberghe ...
  • Guy Sips
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: AED BB, BAR BB, BCART BB, COMB BB, OBEL BB, SIP BB, SLIGR NA, TWEKA NA, WKL NA

Aedifica: Liquidity and solvency improved Barco: Happy to have a safe roof! Biocartis: Explosive 1Q20 + COVID-19 test development Bois Sauvage: € 7.80 dividend approved Orange Belgium: OK Q1 / dividend lowered yet little risk for outlook Sipef: 1Q trading update Sligro: Slow path to recovery TKH Group: Covid-19: Q1 sales -2%, Industrial in the hot seat Wolters Kluwer: Interim update - Organic revs. growth of 4% in 1Q20

ING
ING Helpdesk

Benelux Morning Notes

Core Laboratories: 1Q not as bad as feared but challenges remain. Groupe Bruxelles Lambert: Fish or cut bait. Orange Belgium: EBITDal, cable adds reasonable, mobile weak, dividend trimmed Ordina: 1Q20 review - strong quality, nice beat Sligro: Better than feared 1Q, but only a slow and gradual recovery expected in 2H TKH: Covid-19/1Q20 trading update Unilever: Conviction pays dividends

Alan Vandenberghe ...
  • Bart Cuypers
  • Guy Sips
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: BANI BB, BCART BB, BOKA NA, KIN BB, BOLS NA, MTLS US, SIOE BB, TWEKA NA

Banimmo: FY19 results Biocartis: Conservative FY20 cartridge volume guidance Boskalis: Solid 2H19 results with outlook improvement Kinepolis: 007 not immune to COVID-19…but ‘No Time to Die’ Lucas Bols: Appoints new CFO Materialise: Weak 4Q Manufacturing;. COVID-19 will impact 1H20 Sioen: In-line results / Compelling risk-reward jogs upgrade TKH Group: Okay results, challenges ahead in Industrial Various: DTPL: ASMI and VGP in, ING and PostNL out

ING
ING Helpdesk

Benelux Morning Notes

D'Ieteren: VW brands registrations up 2.5% in February. TKH Group: Preview - looking at a lot of moving parts. Umicore: Fire incident in Hoboken recycler

TKH GROUP NV DUTCH CERT. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of TKH GROUP NV DUTCH CERT. (NL), active in the Electrical Components & Equipment industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date January 31, 2020, the closing price was EUR 47.84 and its target price was estimated at EUR 40.86.

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Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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