Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul>
<li>On September 25, TKH will host its Capital Market Day to update its strategy and financial targets.</li>
<li>Regarding its strategy, the company gave a sneak preview when presenting its FY24 results.</li>
<li>It stated that in the upcoming strategic phase, the company will focus on Automation and Electrification.</li>
</ul>


On September 25, TKH will host its Capital Market Day to update its strategy and financial targets.
Regarding its strategy, the company gave a sneak preview when presenting its FY24 results.
It stated that in the upcoming strategic phase, the company will focus on Automation and Electrification.


[research alert] TKH Group | besides a set of attractive financial targets

<ul>
<li>Germany’s defense ministry is openly flagging concerns over the use of Chinese kit in German offshore wind farms and reportedly could halt construction of the Waterkant project, which developer Luxcara is planning to build with turbines from Ming Yang.</li>
<li>The policy of the defense ministry is to balance the goal of climate neutrality with the goals of military security and the operational capability of the Bundeswehr [German Army].</li>
<li>Comment | At the start of 25Q2 TKH’s subsidiary TKF signed cable supply contract with Luxcara for offshore wind park Waterkant</li>
</ul>


Germany’s defense ministry is openly flagging concerns over the use of Chinese kit in German offshore wind farms and reportedly could halt construction of the Waterkant project, which developer Luxcara is planning to build with turbines from Ming Yang.
The policy of the defense ministry is to balance the goal of climate neutrality with the goals of military security and the operational capability of the Bundeswehr [German Army].
Comment | At the start of 25Q2 TKH’s subsidiary TKF signed cable supply contract with Luxcara for offshore wind park Waterkant


What's News in Amsterdam - 28 May 2025 (TKH Group | ForFarmers | Dutch Economy)

Netherlands

TKH Group N.V. operates as a technology company. The Company focuses on vision and security, communication, connectivity, and manufacturing technology. TKH Group offers integrated systems for telecommunication, building, and industrial solutions. TKH Group serves clients in Europe, North America, and Asia.

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TKH Group NV (TWEKA NA)

[research alert] TKH Group | besides a set of attractive financial targets

On September 25, TKH will host its Capital Market Day to update its strategy and financial targets.Regarding its strategy, the company gave a sneak...

The IDEA!

What's News in Amsterdam - 28 May 2025 (TKH Group | ForFarmers | Dutch Economy)

Germany’s defense ministry is openly flagging concerns over the use of Chinese kit in German offshore wind farms and reportedly could halt...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)