Predictions
Apple Inc.
Start price
Target price
Perf. (%)
€202.60
30.07.24
30.07.24
€200.00
30.07.25
30.07.25
0.54%
28.08.24
28.08.24
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€129.74
30.07.24
30.07.24
€125.00
30.07.25
30.07.25
3.18%
31.07.24
31.07.24
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
BAE Systems plc
Start price
Target price
Perf. (%)
€15.26
28.07.24
28.07.24
-
28.07.25
28.07.25
1.47%
22.08.24
22.08.24
Could be worthwhile Investment >10% per year
High dividend yield expected
Good rating
Revenue growth >5% per year expected
Deutsche Telekom AG
Start price
Target price
Perf. (%)
€24.30
27.07.24
27.07.24
€25.00
27.07.25
27.07.25
3.58%
25.08.24
25.08.24
Management is a major shareholder
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
High dividend yield expected
Elbit Systems Ltd
Start price
Target price
Perf. (%)
€172.00
24.07.24
24.07.24
€200.00
24.07.25
24.07.25
4.65%
19.08.24
19.08.24
Could be very worthwhile Investment >20% year
Mira Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€3.46
23.07.24
23.07.24
-
23.07.25
23.07.25
-39.31%
04.08.24
04.08.24
Risky Investment
Super Micro Computer
Start price
Target price
Perf. (%)
€719.70
22.07.24
22.07.24
€1,000.00
22.07.25
22.07.25
-31.22%
03.08.24
03.08.24
Could be very worthwhile Investment >20% year
Higher EBIT margin than peer group
Capable Management
Leading role in innovation
Nagarro SE
Start price
Target price
Perf. (%)
€80.50
22.07.24
22.07.24
€111.00
22.07.25
22.07.25
-5.90%
03.08.24
03.08.24
Could be very worthwhile Investment >20% year
Fair valuation
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Riot Blockchain Inc.
Start price
Target price
Perf. (%)
€11.25
22.07.24
22.07.24
€15.00
22.07.25
22.07.25
-40.89%
03.08.24
03.08.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Sustainability is little important
Fibrogen Inc.
Start price
Target price
Perf. (%)
€1.13
22.07.24
22.07.24
€4.00
31.07.26
31.07.26
-67.41%
11.08.24
11.08.24
Could be very worthwhile Investment >20% year
Pure Biologics S.a.
Start price
Target price
Perf. (%)
€5.24
22.07.24
22.07.24
-
22.07.25
22.07.25
-14.03%
28.08.24
28.08.24
Risky Investment
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€252.00
22.07.24
22.07.24
-
22.07.25
22.07.25
-12.24%
07.08.24
07.08.24
Could be very worthwhile Investment >20% year
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High dividend yield expected
Cellectar BioSciences Inc.
Start price
Target price
Perf. (%)
€2.50
22.07.24
22.07.24
-
22.07.25
22.07.25
-29.60%
02.08.24
02.08.24
Capable Management
Risky Investment
Mira Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€1.41
22.07.24
22.07.24
-
22.07.25
22.07.25
18.44%
22.07.24
22.07.24
Could be worthwhile Investment >10% per year
Capable Management
Good culture
Few uniques
BayWa AG VNA
Start price
Target price
Perf. (%)
€11.00
22.07.24
22.07.24
-
22.07.25
22.07.25
19.82%
24.07.24
24.07.24
Could be worthwhile Investment >10% per year
Capable Management
Few uniques
Adaptimmune Therapeutics PLC ADR
Start price
Target price
Perf. (%)
€1.10
22.07.24
22.07.24
-
22.07.25
22.07.25
-11.82%
18.08.24
18.08.24
Risky Investment
Cementir Holding N.v.
Start price
Target price
Perf. (%)
€10.06
22.07.24
22.07.24
€20.00
22.07.25
22.07.25
-3.58%
19.08.24
19.08.24
Could be very worthwhile Investment >20% year
Citi Trends Inc.
Start price
Target price
Perf. (%)
€17.70
22.07.24
22.07.24
€32.00
22.07.25
22.07.25
-20.34%
19.08.24
19.08.24
Could be very worthwhile Investment >20% year
Cadence Design Systems
Start price
Target price
Perf. (%)
€258.05
21.07.24
21.07.24
€260.00
21.07.25
21.07.25
-1.14%
17.08.24
17.08.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Shop Apotheke Europe NV
Start price
Target price
Perf. (%)
€138.50
21.07.24
21.07.24
€140.00
21.07.25
21.07.25
2.38%
07.08.24
07.08.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
positive Cash Flow expected
Cliq Digital AG
Start price
Target price
Perf. (%)
€6.09
21.07.24
21.07.24
€7.00
21.07.25
21.07.25
6.73%
12.08.24
12.08.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Nike Inc. B
Start price
Target price
Perf. (%)
€67.24
21.07.24
21.07.24
€68.00
21.07.25
21.07.25
12.54%
16.08.24
16.08.24
Standard Investments for future growth
Valuable balance sheet
Medium risks for its business
Capable Management