QM · rank #19 · 2026-10-22
TWEKA
AMSTERDAM · EUR · $2.22B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +66.79% |
|---|---|
| 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). | $2.22B |
| Anchor (recent) Close on 2026-09-22 | $55.00 |
| Anchor (far) Close on 2025-09-22 | $32.98 |
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 is a Dutch technology solutions provider operating in Automation (vision technology and tire-building machinery) and Electrification (onshore, offshore, and specialty power cables).
Rationale
Strong 12-1 month momentum (0.67) and high return on equity (~15%) are validated by accelerating execution, featuring H1 2026 organic revenue growth of 14.0%, organic EBITA growth of 43.5%, and a €1.03 billion order book.
Material risks
- 1Customer insourcing or competing investments in machine-vision, automation, and cable capabilities could erode commercial differentiation given TKH's lack of a sole-source patent or bottleneck position.
- 2Cyclical weakness or capital spend postponements by global tire manufacturers expose the Automated Machinery segment to continued order delays following its 5.7% organic decline in H1.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.