rood blauwe elepsis logo Belegger.nl

TKH 2025: re-accelerate

351 Posts
Pagina: «« 1 ... 11 12 13 14 15 ... 18 »» | Laatste | Omlaag ↓
  1. forum rang 8 Hopper58 27 februari 2025 08:50
    Op de blog van De Tijd:

    06:06
    Trump en tarieven: the sequel

    De nieuwscyclus vanuit het Witte Huis blijft in overdrive draaien: Amerikaans president Donald Trump zei gisterenavond dat er invoerrechten van 25 procent op alle Europese producten aankomen.

    Trump had eerder aangekondigd dat er vanaf 12 maart invoerheffingen van 25 procent komen op aluminium en staal - ongeacht de herkomst, maar dus ook uit Europa. Die zouden 28 miljard euro aan Europese producten treffen. Nadien maakte hij gewag van tarieven van 25 procent op de invoer van auto's, halfgeleiders en farmaceutische producten uit de Europese Unie.

    To be confirmed dus.

    "The European Union was formed in order to screw the United States, but now I am president."
  2. forum rang 6 Hans2021 27 februari 2025 13:35
    quote:

    Lekker Truitje schreef op 27 februari 2025 13:30:

    Kan ook hoger staan, of na een dag, alsnog gaan.
    Wat zijn je argumenten om er nu uit te gaan, duurt het te lang of zo ?
    Negatieve ervaringen van de vorige kwartaalcijfers. Werden ook niet goed ontvangen. En de combi HAL plus shorters zou ook zomaar negatieve impact kunnen hebben. Met de nadruk op kunnen, want ik weet het niet ;-). Buiten de windparken : tegenwoordig zit daar een kink in de kabel. Energiebedrijven zijn voorzichtiger met nieuwe investeringen in windparken.
  3. PJ 27 februari 2025 16:18
    Het is wel zo ,dat de aandelen zo matig presteren dat de koersdoelen bijgesteld gaan worden
    Als HAL het overneemt voor bijvoorbeeld 46 euro zou dan een meevaller zijn
  4. SRD 28 februari 2025 10:05
    Je zou toch verwachten met de investeringen in het netwerk voor de elektrifikatie, dat TKH omhoog spuit!
  5. Dreeke 28 februari 2025 10:26
    Gebeuren wel meer rare dingen op het moment door die pipo de clown uit de USA. Die frustreert op dit moment de koersontwikkeling van fondsen die prima presteren onder de huidige omstandigheden. Kijk naar Fugro vandaag. Ook die koers zou omhoog moeten spuiten. Of AMG gisteren met een uitstekende positionering. Dank je wel Mr. Trump, maar wie de bal kaatst kan hem dubbel en dwars terug verwachten.
  6. Contraire Zwartkijker 3 maart 2025 11:00
    Analisten verwachten stabilisering omzet en licht dalend winstniveau.
    Vooral het skippen van het dividend tbv de pensioenvoorziening voor medewerkers zou een nare verassing zijn voor de aandeelhouders.
    De tegenvaller mbt de kosten voor inkoop van koffie op kantoor blijkt helaas structureel.
  7. forum rang 6 kassa! 3 maart 2025 11:15
    quote:

    Dreeke schreef op 28 februari 2025 10:26:

    Gebeuren wel meer rare dingen op het moment door die pipo de clown uit de USA. Die frustreert op dit moment de koersontwikkeling van fondsen die prima presteren onder de huidige omstandigheden. Kijk naar Fugro vandaag. Ook die koers zou omhoog moeten spuiten. Of AMG gisteren met een uitstekende positionering. Dank je wel Mr. Trump, maar wie de bal kaatst kan hem dubbel en dwars terug verwachten.
    Ik denk dat TKH mee gaat profiteren van een nieuw "wirtschaftswunder" bij onze oosterburen.
  8. forum rang 5 Endless 4 maart 2025 07:08
    TKH delivers strong Q4
    Highlights fourth quarter 2024
    Turnover increased 4.7% organically to €452.2 million, with growth in all segments; strong performance in Smart Vision and Smart Manufacturing systems
    Added value increased to 52.4%
    EBITA excluding one-off income and expenses increased 5.1% organically to €66.0 million
    ROS at 14.6%
    Highlights FY 2024
    Turnover decreased by 1.2% organically to €1,712.7 million
    Added value at 51.9%, underlining the market differentiation of our technologies
    EBITA excluding one-off income and expenses decreased by 7.5% organically to €203.9 million, in line with the outlook of €200-€210 million
    ROS at 11.9%
    Adjusted net profit of €98.9 million
    Order intake of €1,911.4 million, resulting in a record order book of €1,135.0 million
    Good progress on ESG targets, improved ratings, SDGs at 71.6% of turnover
    Innovation at 17.6% of turnover
    Dividend of €1.50 proposed for 2024
    Serial production of inter-array cables in Eemshaven expected to commence shortly
    For 2025, we anticipate organic growth in turnover and EBITA excluding one-off income and expenses, with a weak first quarter
    Strategic update leading to next phase of focus and optimization; TKH plans to host a CMD on September 25, 2025

    Key figures (in € million unless otherwise stated)
    FY
    2024
    FY
    2023
    ? in % Organic ? in %
    Turnover 1,712.7 1,847.5 -7.3% -1.2%
    Added value 888.5 919.7 -3.4%
    EBITA excluding one-off income and expenses 1) 203.9 237.0 -14.0% -7.5%
    Adjusted net profit 2) 98.9 130.5 -24.2%
    Net profit 3) 99.5 165.8 -40.0%
    EPS (in €) 2.50 4.07 -38.6%
    ROS 11.9% 12.8%
    ROCE 15.2% 19.8%
    1) One-off net expenses in 2024 amounted to €4.0 million (2023: one-off net expenses of €2.0 million), of which €3.6 million net expenses in H2 2024 (H2 2023: one-off expenses of €3.0 million).
    2) Adjusted net profit is the net profit before amortization of intangible non-current assets related to acquisitions and one-off income and expenses attributable to shareholders. Amortization of intangible non-current assets related to acquisitions (after taxes) in 2024 of €13.1 million (2023: €12.3 million), of which €6.5 million in H2 2024 (H2 2023: €6.5 million).
    3) Includes one-off profits from divestments of €24.2 million in 2024 (2023: €54.8), of which €11.5 million in H2 2024 (€18.6 million in H2 2023). For further details, see the ‘Overview of alternative performance indicators’ included in the appendix to this press release.
    Alexander van der Lof, CEO of technology company TKH: “With Q4 showing growth in all segments, we realized a strong end to the year. Smart Vision systems reported record results in Q4 on the back of the large orders secured earlier in the year, and the robust order book positions us for further growth. Smart Manufacturing and Smart Connectivity systems also contributed to the growth, and ROS for the group in the fourth quarter was a strong 14.6%.
  9. forum rang 5 Endless 4 maart 2025 07:09
    Alexander van der Lof, CEO of technology company TKH: “With Q4 showing growth in all segments, we realized a strong end to the year. Smart Vision systems reported record results in Q4 on the back of the large orders secured earlier in the year, and the robust order book positions us for further growth. Smart Manufacturing and Smart Connectivity systems also contributed to the growth, and ROS for the group in the fourth quarter was a strong 14.6%.
    During the year under review, Smart Connectivity systems showed a weak performance. The strong market headwinds in Digitalization led to a sharp decline in volumes, which we addressed by relocating all fibre optic cable production to Poland to reduce costs. In Electrification, the effects of destocking of onshore cables by the Dutch utility companies continued throughout 2024. Strong progress was made in positioning for growth in Europe. The postponement of the ramp-up of the new inter-array cable factory in Eemshaven resulted in low turnover for offshore inter-array cables and additional start-up and ramp-up costs. Good progress has been made in the past months to remove the bottlenecks enabling us to start serial production shortly.
    In 2024, we concluded our €200 million investment program. We further optimized our portfolio, divesting two large non-core entities in our Smart Manufacturing segment, with a combined turnover of €56 million in 2023. We also acquired three smaller companies with state-of-the-art technologies, two of which in our automation-driven Smart Vision segment.
    In 2025, we will see the full benefits of the €15 million cost-saving measures we implemented. Combined with expected growth in Smart Vision systems and strong growth in Smart Connectivity systems driven by the strong order book, we expect overall organic growth of both turnover and EBITA excluding one-off income and expenses in 2025.
    As this is the last year of our Accelerate 2025 strategy, we have started to review our strategy going forward. We have achieved many of the milestones we defined for this period, but also due to geopolitical developments and resulting market headwinds, we have not realized our full potential within the timeframe. Building on our strong foundations, our strategy for the next phase will focus on Automation and Electrification as guiding global trends. Our leading positions and mature technologies on the back of our innovations and R&D roadmap, will allow us to gain further market share and expand our addressable market. In addition, a combination of cost optimizations, optimized integrations and commercial excellence programs will add to further margin expansion. As part of our strong focus on Automation and Electrification, we will implement a matching divestment program, using the proceeds to further build our core technologies, while returning any excess cash to shareholders. We plan to host a Capital Markets Day on September 25, 2025 to present our fully defined strategy and targets for the next phase.”
    ESG
    TKH made further progress in 2024 on its key sustainability targets as set out in the Accelerate 2025 strategic program. Our net carbon market-based footprint for scopes 1 and 2 decreased by 70.3% in 2024 compared with the reference year 2019 (2023: 64.3%). This excludes acquired carbon offsets and was mainly driven by energy efficiency measures, a higher share of renewable energy and green certificates. In 2024, the percentage of female employees in executive and senior management roles increased to 21.6% from 19.2% in 2023. The percentage of turnover related to the Sustainable Development Goals (SDGs) was 71.6% (2023: 70.2%).
  10. forum rang 5 Endless 4 maart 2025 07:10
    Nominations for reappointments to the Supervisory Board
    At the close of the AGM 2025, to be held on 15 May 2025, the term of Mr. J.M. Kroon and Mrs. C.W. Gorter as member of the Supervisory Board will expire, in accordance with the applicable schedule of retirement. Under the regulations of the Supervisory Board and the articles of association of TKH, both members may be re-appointed for a further period of two years and they have indicated that they are available for re-appointment. TKH will therefore nominate Mr. J.M. Kroon and Mrs. C.W. Gorter for re-appointment as members of the Supervisory Board for a term until the end of the AGM 2027.

    Dividend proposal
    The 2025 General Meeting of Shareholders will be asked to approve the payment of a 2024 cash dividend of €1.50 per (depositary receipt for a) share (2023: €1.70), amounting to a payout ratio of 60.5% of the net profit before amortization and one-off income and expenses attributable to shareholders (2023: 53.0%) and 60.0% of the net profit attributable to shareholders (2023: 41.7%). The dividend will be payable on May 23, 2025.

    As of December 31, 2024, the total (depository receipt of) shares outstanding amounted to 42,198,429 of which 2,325,349 were treasury shares.

    Strategy update: Focus and Optimization
    With our Accelerate 2025 strategy we have created strong foundations with leading positions in markets such as tire building machines, machine vision for factory automation, integrated security systems and energy cable systems. We have expanded our production capacity in this area and have developed state-of-the-art technologies with distinctive USPs.

    In the next strategic phase, we will focus on our activities which bring the best value creation potential, given our market leading positions and proprietary technologies on the back of the global trends

    1) Focus on Automation and Electrification by leveraging our existing footprint and by deploying proprietary technologies
    Within Automation, we will focus on production automation, inspection and security as core activities. In Electrification, we will build on our significantly expanded production capacity for offshore and onshore connectivity and capitalize on the substantial value creation opportunities. Our R&D competences, innovations, smart software, and AI will remain cornerstones to accelerate growth.

    2) Further optimize our operations through integrations and divestments
    Organizational optimization and integration will drive further cost efficiencies in our operations. We will continue to divest non-core business activities that are not related to Automation or Electrification. This includes our Digitalization activities within Smart Connectivity systems.

    3) Capital allocation
    The proceeds of the divestments will be used to further build on our core technologies in Automation and Electrification, while we aim to return excess cash to shareholders through dividends and/or share buybacks.
  11. Mark90 4 maart 2025 07:12
    Ik hoop op een meevallende koersreactie maar qua outlook, ondanks een goed orderboek, weer een zeer matig Q1 icm dividend van €1,50 stemt het me niet geheel gerust
351 Posts
Pagina: «« 1 ... 11 12 13 14 15 ... 18 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Belegger.nl

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.098
AB InBev 2 5.525
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.873
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 10.776
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 192
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.766
Aedifica 3 924
Aegon 3.258 322.972
AFC Ajax 538 7.088
Affimed NV 2 6.298
ageas 5.844 109.896
Agfa-Gevaert 14 2.052
Ahold 3.538 74.343
Air France - KLM 1.025 35.224
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.046
Alfen 16 25.030
Allfunds Group 4 1.511
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 406
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.826
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.837 243.519
AMG 971 134.025
AMS 3 73
Amsterdam Commodities 305 6.738
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 491
Antonov 22.632 153.605
Aperam 92 15.027
Apollo Alternative Assets 1 17
Apple 5 384
Arcadis 252 8.787
Arcelor Mittal 2.034 320.853
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.335
Aroundtown SA 1 220
Arrowhead Research 5 9.749
Ascencio 1 28
ASIT biotech 2 697
ASMI 4.108 39.513
ASML 1.766 108.941
ASR Nederland 21 4.502
ATAI Life Sciences 1 7
Atenor Group 1 521
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.698
Axsome Therapeutics 1 177
Azelis Group 1 66
Azerion 7 3.412