QM · rank #17 · 2026-10-20

TWEKA

AMSTERDAM · EUR · $2.32B (USD)

SignalBuy1.6strength 1.6 / 10

verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1 Return from 12 months ago to 1 month ago.	+61.89%
ROE TTM Return on equity, trailing 12 months.	+15.0%
Profit margin Net profit margin, trailing 12 months.	+6.9%
Market cap (USD) Size filter: > $300M required (USD-equivalent).	$2.32B
Anchor (recent) Close on 2026-09-18	$53.10
Anchor (far) Close on 2025-09-19	$32.80

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

TKH Group NV develops and manufactures smart vision systems, automated tire-building machinery, and specialized electrification and offshore cable solutions.

Rationale

High 12-1 month momentum (0.6189) and solid ROE (14.96%) are validated by H1 2026 organic revenue growth of 14.0% and organic EBITA expansion of 43.5% backed by a €1.03 billion order book.

Material risks

1Customer investment in competing or internally developed vision and automation capabilities pressing TKH's differentiation in the absence of a sole-source position.
2Order postponements by tire manufacturers in Automated Machinery due to geopolitical conditions, energy costs, and tariff uncertainty.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI

Proceed

Claude

Caution

Gemini

Proceed