Predictions
Capstone Turbine Corp.
Start price
Target price
Perf. (%)
€148.80
02.08.10
02.08.10
€300.00
02.02.11
02.02.11
15.05%
02.02.11
02.02.11
Pfeiffer Vacuum
Start price
Target price
Perf. (%)
€61.80
02.08.10
02.08.10
€120.00
02.02.11
02.02.11
37.06%
02.02.11
02.02.11
Revenue growth >5% per year expected
Higher EBIT margin than peer group
EBIT growth >5% per year expected
Fair valuation
SGL Carbon SE
Start price
Target price
Perf. (%)
€24.80
20.07.10
20.07.10
€27.50
20.01.11
20.01.11
18.75%
20.01.11
20.01.11
Could be worthwhile Investment >10% per year
Yaskawa Electric Corp
Start price
Target price
Perf. (%)
€5.98
13.07.10
13.07.10
€8.50
13.01.11
13.01.11
20.64%
13.01.11
13.01.11
Yaskawa Electric Corp
Start price
Target price
Perf. (%)
€5.98
13.07.10
13.07.10
€8.50
13.01.11
13.01.11
20.64%
13.01.11
13.01.11
Yaskawa Electric Corp
Start price
Target price
Perf. (%)
€5.98
13.07.10
13.07.10
€8.50
13.01.11
13.01.11
20.64%
13.01.11
13.01.11
Yaskawa Electric Corp
Start price
Target price
Perf. (%)
€5.98
13.07.10
13.07.10
€8.50
13.01.11
13.01.11
20.64%
13.01.11
13.01.11
Lacroix S.A.
Start price
Target price
Perf. (%)
€19.30
04.01.11
04.01.11
€25.00
12.01.11
12.01.11
5.13%
12.01.11
12.01.11
Could be worthwhile Investment >10% per year
Faiveley Transport S.A.
Start price
Target price
Perf. (%)
€55.00
24.06.10
24.06.10
€68.00
24.12.10
24.12.10
14.91%
24.12.10
24.12.10
Jungheinrich AG VZO
Start price
Target price
Perf. (%)
€6.43
23.06.10
23.06.10
€3.00
23.12.10
23.12.10
52.01%
23.12.10
23.12.10
PVA TePla AG
Start price
Target price
Perf. (%)
€5.35
19.06.10
19.06.10
€5.70
20.12.10
20.12.10
-19.38%
20.12.10
20.12.10
Some uniques
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Future proof or reliable business model
Heidelberger Druckmaschinen AG
Start price
Target price
Perf. (%)
€7.84
15.06.10
15.06.10
€8.50
15.12.10
15.12.10
-23.74%
15.12.10
15.12.10
Nexans Inh.
Start price
Target price
Perf. (%)
€57.48
14.12.10
14.12.10
€61.00
15.12.10
15.12.10
-1.84%
15.12.10
15.12.10
Could be worthwhile Investment >10% per year