Predictions
Just Eat Takeaway.com N.V.
Start price
Target price
Perf. (%)
€74.25
11.08.21
11.08.21
€85.00
11.08.22
11.08.22
10.05%
02.09.21
02.09.21
Could be worthwhile Investment >10% per year
Undervalued
Revenue growth >5% per year expected
Future proof or reliable business model
Oracle Corp.
Start price
Target price
Perf. (%)
€76.48
08.08.21
08.08.21
-
08.08.22
08.08.22
16.00%
14.12.21
14.12.21
Market Leader or Top 3
Future proof or reliable business model
Palo Alto Networks
Start price
Target price
Perf. (%)
€113.60
04.08.21
04.08.21
€116.67
04.08.22
04.08.22
50.03%
04.08.22
04.08.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High valuation
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€164.50
04.08.21
04.08.21
€185.00
04.08.22
04.08.22
-42.49%
04.08.22
04.08.22
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€239.60
29.07.21
29.07.21
€300.00
29.07.22
29.07.22
3.26%
08.09.21
08.09.21
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Spotify Technology SA
Start price
Target price
Perf. (%)
€189.65
29.07.21
29.07.21
-
29.07.22
29.07.22
-38.83%
13.03.22
13.03.22
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€49.81
27.07.21
27.07.21
-
27.07.22
27.07.22
-21.36%
13.03.22
13.03.22
Verisk Analytics A
Start price
Target price
Perf. (%)
€155.65
19.07.21
19.07.21
-
19.07.22
19.07.22
-3.49%
16.06.22
16.06.22
EBIT growth >5% per year expected
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Very low/no dividend yield expected
Autodesk Inc.
Start price
Target price
Perf. (%)
€251.70
12.07.21
12.07.21
-
12.07.22
12.07.22
-15.95%
08.02.22
08.02.22
Revenue growth >5% per year expected
EBIT growth > 30% per year expected
Valuable balance sheet
Standard Investments for future growth
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€172.60
12.07.21
12.07.21
€200.00
12.07.22
12.07.22
-55.74%
13.03.22
13.03.22
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€171.10
11.07.21
11.07.21
€155.00
11.07.22
11.07.22
-35.83%
12.07.22
12.07.22
High valuation
Revenue decline/stagnation expected
High risks for its business
Growths slower than the competition
Microsoft Corp.
Start price
Target price
Perf. (%)
€234.80
11.07.21
11.07.21
€190.00
11.07.22
11.07.22
28.57%
18.11.21
18.11.21
Undervalued
Revenue decline/stagnation expected
Little innovation
Dependend from some customers or products
Dassault Systèmes SE
Start price
Target price
Perf. (%)
€42.80
09.07.21
09.07.21
-
16.06.25
16.06.25
-23.15%
11:38
11:38
Could be very worthwhile Investment >20% year
EBIT growth >5% per year expected
Very positive Cash Flow expected
Very Future proof/growth oriented business model