Q: Hi, is TVK priced too high right now? Thank you
5i Research Answer:
TVK has a good run, but we take that as a positive sign of momentum and new investor interest rather than a concern. It continues to have a good growth profile and has held up quite well in the recent market/tariff turmoil. About half of its business is in the US, but we would expect some overall tariff impact, even if just through higher prices for its products.