Predictions
Apple Inc.
Start price
Target price
Perf. (%)
€176.38
22.01.24
22.01.24
€180.00
22.01.25
22.01.25
-6.23%
14.04.24
14.04.24
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Western Digital Corp.
Start price
Target price
Perf. (%)
€53.01
22.01.24
22.01.24
€66.99
22.01.25
22.01.25
7.73%
22:26
22:26
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€105.00
20.01.24
20.01.24
€110.00
20.01.25
20.01.25
2.86%
03.02.24
03.02.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Nippon Electric Glass Co Ltd
Start price
Target price
Perf. (%)
€19.20
20.01.24
20.01.24
-
20.01.25
20.01.25
13.54%
03.02.24
03.02.24
Western Digital Corp.
Start price
Target price
Perf. (%)
€50.00
19.01.24
19.01.24
€55.12
19.01.25
19.01.25
14.23%
22:26
22:26
Micron Technology Inc.
Start price
Target price
Perf. (%)
€79.02
19.01.24
19.01.24
€91.87
19.01.25
19.01.25
1.80%
22:26
22:26
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€63.63
19.01.24
19.01.24
€71.66
19.01.25
19.01.25
-0.14%
22:26
22:26
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€153.36
19.01.24
19.01.24
€174.55
19.01.25
19.01.25
-19.08%
22:26
22:26
Lam Research Corp.
Start price
Target price
Perf. (%)
€737.50
19.01.24
19.01.24
€780.90
19.01.25
19.01.25
-5.45%
22:26
22:26
ASML Holding N.V. ADR
Start price
Target price
Perf. (%)
€690.00
19.01.24
19.01.24
€780.90
19.01.25
19.01.25
11.67%
22:26
22:26
Applied Materials Inc.
Start price
Target price
Perf. (%)
€150.40
19.01.24
19.01.24
€165.37
19.01.25
19.01.25
11.12%
22:26
22:26
Telefonaktiebolaget LM Ericsson B ADR
Start price
Target price
Perf. (%)
€5.35
19.01.24
19.01.24
-
19.01.25
19.01.25
26.53%
02.09.24
02.09.24
Motorola Solutions
Start price
Target price
Perf. (%)
€296.80
19.01.24
19.01.24
€321.65
19.01.25
19.01.25
34.94%
22:26
22:26