Predictions
Saipem SpA
Start price
Target price
Perf. (%)
€3.69
09.07.22
09.07.22
€1.00
09.07.23
09.07.23
-77.96%
02.08.22
02.08.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
Very little Investments for future growth
Increased challenges to pay loans and raise capital
Voestalpine AG
Start price
Target price
Perf. (%)
€21.22
09.07.22
09.07.22
€25.00
09.07.23
09.07.23
5.18%
01.08.22
01.08.22
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
ROE higher than 10% per year
Growths faster than the competition
TUI AG ADR
Start price
Target price
Perf. (%)
€1.02
11.06.22
11.06.22
€0.70
11.06.23
11.06.23
-26.47%
31.07.22
31.07.22
Revenue decline/stagnation expected
Increased challenges to pay loans and raise capital
Growths slower than the competition
Very high cyclical dependencies
nCino Inc.
Start price
Target price
Perf. (%)
€52.70
31.07.21
31.07.21
€65.00
31.07.22
31.07.22
-40.42%
31.07.22
31.07.22
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Some uniques
Future proof or reliable business model
TeamViewer AG
Start price
Target price
Perf. (%)
€29.21
30.07.21
30.07.21
-
30.07.22
30.07.22
-65.27%
30.07.22
30.07.22
Could be worthwhile Investment >10% per year
Alten S.A.
Start price
Target price
Perf. (%)
€133.10
29.07.21
29.07.21
€126.00
29.07.22
29.07.22
-1.50%
30.07.22
30.07.22
Top 10 in its market
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Peloton Interactive Inc.
Start price
Target price
Perf. (%)
€12.70
10.05.22
10.05.22
€10.00
10.05.23
10.05.23
-28.05%
29.07.22
29.07.22
Probably not worthwhile Investment
Higher risks for its business
Sociedad Quimica y Minera de Chile SA ADR
Start price
Target price
Perf. (%)
€89.00
28.06.22
28.06.22
-
01.12.22
01.12.22
8.99%
29.07.22
29.07.22
Encavis AG
Start price
Target price
Perf. (%)
€15.00
27.07.21
27.07.21
€22.00
27.07.22
27.07.22
34.07%
27.07.22
27.07.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Risky balance sheet
High valuation
TAL Education Group ADR
Start price
Target price
Perf. (%)
€4.60
26.07.21
26.07.21
€1.00
26.07.22
26.07.22
4.35%
27.07.22
27.07.22
Probably not worthwhile Investment
TAL Education Group ADR
Start price
Target price
Perf. (%)
€4.68
26.07.21
26.07.21
-
26.07.22
26.07.22
2.56%
27.07.22
27.07.22
Risky Investment
Bekaert P.s.
Start price
Target price
Perf. (%)
€44.84
12.01.22
12.01.22
€50.00
12.01.23
12.01.23
-30.51%
25.07.22
25.07.22
Could be worthwhile Investment >10% per year
Aroundtown SA
Start price
Target price
Perf. (%)
€3.68
27.06.22
27.06.22
-
27.06.25
27.06.25
-15.87%
25.07.22
25.07.22
Could be worthwhile Investment >10% per year
Peloton Interactive Inc.
Start price
Target price
Perf. (%)
€41.75
27.11.21
27.11.21
€60.00
31.12.23
31.12.23
-77.35%
25.07.22
25.07.22
Could be worthwhile Investment >10% per year
Sartorius AG ST
Start price
Target price
Perf. (%)
€480.00
25.07.21
25.07.21
€550.00
25.07.22
25.07.22
-18.33%
25.07.22
25.07.22
Moderna Inc.
Start price
Target price
Perf. (%)
€299.00
24.07.21
24.07.21
€111.00
24.07.22
24.07.22
-45.65%
25.07.22
25.07.22
Sustainability is little important
Higher risks for its business
Probably not worthwhile Investment
Tilray Inc
Start price
Target price
Perf. (%)
€3.35
18.07.22
18.07.22
€5.00
18.07.23
18.07.23
3.42%
23.07.22
23.07.22
Could be worthwhile Investment >10% per year
Standard Investments for future growth
Some uniques
Differentiated customer and product portfolio