Report
Martijn Den Drijver

TKH GROUP NV : Smart Connectivity outlook improving materially, mainly due to Subsea

>Subsea cable factory visit - Yesterday, we visited the ultramodern/innovative Subsea factory in Eemshaven, the most northern port of the Netherlands. The visit included an hour of presentations by CEO van der Lof, the CFO of the Smart Connectivity unit and the director of R&D who clearly outlined why the TKH Subsea cable is attracting so much demand: dry design versus wet design means less chance of issues in the operating phase, easier to recycle and lower cost of m...
Underlying
TKH Group N.V. Cert

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martijn Den Drijver

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