Report
Martijn Den Drijver

TKH GROUP NV : Feedback from roadshow

>Raw materials, pricing, energy and supply: reassuring - With regards to the supply of raw materials TKH is indicating that it takes more effort than before but there is a varied supplier base (feedstock is plain vanilla copper) so no disruption has occurred or is foreseen. Prices of raw materials like copper and specialist plastics have increased but the main cable products include clauses for metal and plastic price increases (using an index) so prices adjust autom...
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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