Predictions
Zalando SE
Start price
Target price
Perf. (%)
€27.85
17.07.23
17.07.23
€29.00
17.07.24
17.07.24
4.85%
18.07.23
18.07.23
Revenue growth >5% per year expected
Medium risks for its business
Top 10 in its market
Well known brand
Zalando SE
Start price
Target price
Perf. (%)
€27.00
26.06.23
26.06.23
€28.00
26.06.24
26.06.24
3.15%
17.07.23
17.07.23
Revenue growth >5% per year expected
Medium risks for its business
Top 10 in its market
Well known brand
Trip.com Group Ltd. ADR
Start price
Target price
Perf. (%)
€24.80
09.07.22
09.07.22
-
09.07.23
09.07.23
25.40%
09.07.23
09.07.23
Hermes International S.A.
Start price
Target price
Perf. (%)
€1,055.5
09.07.22
09.07.22
€2,100.0
09.07.23
09.07.23
76.11%
09.07.23
09.07.23
Fielmann AG
Start price
Target price
Perf. (%)
€38.56
05.07.22
05.07.22
€30.00
05.07.23
05.07.23
20.95%
06.07.23
06.07.23
Known brand
Probably not worthwhile Investment
Revenue decline/stagnation expected
Few uniques
Ferrari NV
Start price
Target price
Perf. (%)
€278.40
10.06.23
10.06.23
€300.00
10.06.24
10.06.24
6.29%
04.07.23
04.07.23
Revenue growth > 30% per year expected
Undervalued
Very Future proof/growth oriented business model
Well known brand
Carnival plc ADR
Start price
Target price
Perf. (%)
€13.20
26.06.23
26.06.23
€15.00
26.06.24
26.06.24
18.94%
03.07.23
03.07.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Embracer Group AB
Start price
Target price
Perf. (%)
€1.92
29.05.23
29.05.23
€3.00
29.06.23
29.06.23
22.47%
30.06.23
30.06.23
Revenue growth >5% per year expected
Fair valuation
Standard Investments for future growth
Very low/no dividend yield expected
Thor Industries Inc.
Start price
Target price
Perf. (%)
€72.96
29.06.22
29.06.22
€89.00
29.06.23
29.06.23
29.19%
30.06.23
30.06.23
Low dividend yield expected
ROE lower than 10% per year
Few uniques
Dependend from some customers or products
BYD Co. Ltd
Start price
Target price
Perf. (%)
€38.05
27.06.22
27.06.22
-
27.06.23
27.06.23
-22.55%
27.06.23
27.06.23
Growths much faster than the competition
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Zalando SE
Start price
Target price
Perf. (%)
€24.50
10.06.23
10.06.23
€26.00
10.06.24
10.06.24
10.20%
26.06.23
26.06.23
Revenue growth >5% per year expected
Medium risks for its business
Top 10 in its market
Well known brand
SAF Holland SE
Start price
Target price
Perf. (%)
€7.01
20.06.22
20.06.22
€10.50
20.06.23
20.06.23
63.91%
20.06.23
20.06.23
Could be worthwhile Investment >10% per year
Asics Corp.
Start price
Target price
Perf. (%)
€26.60
18.04.23
18.04.23
€27.00
18.04.24
18.04.24
6.77%
15.06.23
15.06.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Readcrest Capital AG
Start price
Target price
Perf. (%)
€0.68
13.06.22
13.06.22
€0.000
13.06.23
13.06.23
-7.35%
14.06.23
14.06.23
Capable Management
Risky Investment
Business model of the past or high risk