Predictions
Minerva Neurosciences Inc.
Start price
Target price
Perf. (%)
€6.41
20.12.21
20.12.21
€7.20
20.12.22
20.12.22
-15.91%
30.01.22
30.01.22
Standard Investments for future growth
Higher EBIT margin than peer group
Very low/no dividend yield expected
ROE lower than 10% per year
Zoom Video Communications Inc
Start price
Target price
Perf. (%)
€182.72
20.12.21
20.12.21
€162.00
20.12.22
20.12.22
-32.03%
24.01.22
24.01.22
Top 10 in its market
Future proof or reliable business model
negative Cash Flow expected
Significant cyclical dependencies
Canadian Solar Inc.
Start price
Target price
Perf. (%)
€26.94
20.12.21
20.12.21
€18.00
20.12.22
20.12.22
-0.33%
14.03.22
14.03.22
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
High valuation
Splunk Inc.
Start price
Target price
Perf. (%)
€97.54
20.12.21
20.12.21
€89.00
20.12.22
20.12.22
4.57%
02.01.22
02.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Splunk Inc.
Start price
Target price
Perf. (%)
€97.54
20.12.21
20.12.21
€89.00
20.12.22
20.12.22
4.57%
02.01.22
02.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Marathon Digital Holdings
Start price
Target price
Perf. (%)
€29.15
20.12.21
20.12.21
-
20.12.22
20.12.22
-12.35%
10.01.22
10.01.22
Top 10 in its market
Some uniques
Could be worthwhile Investment >10% per year
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€82.90
17.12.21
17.12.21
€94.00
17.12.22
17.12.22
2.41%
25.12.21
25.12.21
Fair valuation
Good rating
Differentiated customer and product portfolio
Higher risks for its business
Novavax Inc.
Start price
Target price
Perf. (%)
€183.96
17.12.21
17.12.21
€240.00
17.12.22
17.12.22
-37.46%
10.01.22
10.01.22
Could be worthwhile Investment >10% per year
Some uniques
Intra-Cellular Therapies Inc.
Start price
Target price
Perf. (%)
€32.60
16.12.21
16.12.21
-
16.12.22
16.12.22
38.19%
25.12.21
25.12.21
Could be worthwhile Investment >10% per year
Kontron AG
Start price
Target price
Perf. (%)
€14.30
16.12.21
16.12.21
-
16.12.22
16.12.22
11.61%
27.12.21
27.12.21
Could be worthwhile Investment >10% per year
Kontron AG
Start price
Target price
Perf. (%)
€14.30
16.12.21
16.12.21
-
16.12.22
16.12.22
11.61%
27.12.21
27.12.21
Could be worthwhile Investment >10% per year
Orange S.A.
Start price
Target price
Perf. (%)
€9.23
16.12.21
16.12.21
€11.20
16.12.22
16.12.22
18.01%
17.02.22
17.02.22
Known brand
Top 10 in its market
Growths slower than the competition
Revenue decline/stagnation expected
Orange S.A.
Start price
Target price
Perf. (%)
€9.23
16.12.21
16.12.21
€11.20
16.12.22
16.12.22
18.01%
17.02.22
17.02.22
Known brand
Top 10 in its market
Growths slower than the competition
Revenue decline/stagnation expected
Valneva SE
Start price
Target price
Perf. (%)
€24.64
16.12.21
16.12.21
€33.00
31.12.23
31.12.23
-67.02%
07.09.22
07.09.22
Could be very worthwhile Investment >20% year
Evonik Industries AG
Start price
Target price
Perf. (%)
€27.88
16.12.21
16.12.21
-
16.12.22
16.12.22
2.51%
24.01.22
24.01.22
Could be worthwhile Investment >10% per year
Delta Air Lines Inc.
Start price
Target price
Perf. (%)
€31.91
15.12.21
15.12.21
-
15.12.22
15.12.22
-2.12%
16.12.22
16.12.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
Sustainability is not important
Growths slower than the competition
