Predictions
iRobot Corp.
Start price
Target price
Perf. (%)
€79.90
17.05.21
17.05.21
-
17.05.22
17.05.22
-7.81%
31.07.21
31.07.21
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Power Integrations
Start price
Target price
Perf. (%)
€74.50
22.02.21
22.02.21
€90.00
22.02.22
22.02.22
-6.71%
06.03.21
06.03.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Standard Investments for future growth
Lumentum Holdings Inc
Start price
Target price
Perf. (%)
€72.70
09.02.21
09.02.21
€100.00
09.02.22
09.02.22
13.56%
09.02.22
09.02.22
Could be worthwhile Investment >10% per year
Innovative
Top 10 in its market
Future proof or reliable business model
Lumentum Holdings Inc
Start price
Target price
Perf. (%)
€82.01
27.01.21
27.01.21
€85.00
27.01.22
27.01.22
8.35%
28.01.22
28.01.22
iRobot Corp.
Start price
Target price
Perf. (%)
€71.01
17.01.21
17.01.21
-
17.01.22
17.01.22
42.06%
31.03.21
31.03.21
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Siltronic AG
Start price
Target price
Perf. (%)
€124.25
04.12.20
04.12.20
€130.00
04.12.21
04.12.21
7.89%
05.12.21
05.12.21
Could be worthwhile Investment >10% per year
Siltronic AG
Start price
Target price
Perf. (%)
€124.25
04.12.20
04.12.20
€130.00
04.12.21
04.12.21
7.89%
05.12.21
05.12.21
Could be worthwhile Investment >10% per year
Entegris Inc.
Start price
Target price
Perf. (%)
€79.00
01.12.20
01.12.20
€140.00
23.02.22
23.02.22
43.04%
06.01.22
06.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
positive Cash Flow expected
Small cyclical dependencies
Soitec S.A.
Start price
Target price
Perf. (%)
€139.50
24.11.20
24.11.20
€145.00
3.58%
25.11.20
25.11.20
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Soitec S.A.
Start price
Target price
Perf. (%)
€135.80
13.11.20
13.11.20
€142.00
2.72%
24.11.20
24.11.20
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model