TKO.PA Tikehau Capital Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
19:38
Jan 26
Jan 26
Undervalued European asset manager with growing AUM and sovereignty catalysts.
Author argues Tikehau Capital trades at a discount to its €3.1bn equity (P/B around 0.9 versus roughly €2.8bn market cap), effectively giving investors its €51bn AUM asset-management business for free. Catalysts cited are AUM growth toward €65bn and FRE toward €250m by FY2026, a 5% dividend, aggressive buybacks, and exposure to EU sovereignty, defense/cybersecurity, and private-credit retail trends. Main stated risks are hidden write-downs in real estate and private equity, plus a complex holding-company valuation, though the author believes low private-debt defaults and rising exits mitigate asset-value fears and a rerating will eventually occur.
HIGH
About TKO.PA Investor Commentary
Across the available history and selected sources, Buzzberg tracks TKO.PA (Tikehau Capital) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/Anceradi.