Predictions
Yum! Brands Inc.
Start price
Target price
Perf. (%)
€120.10
29.01.24
29.01.24
€151.34
29.01.25
29.01.25
4.15%
02.08.24
02.08.24
Levi Strauss & Co.
Start price
Target price
Perf. (%)
€15.10
29.01.24
29.01.24
€21.27
29.01.25
29.01.25
6.24%
02.08.24
02.08.24
Builders Firstsource
Start price
Target price
Perf. (%)
€160.90
29.01.24
29.01.24
€184.80
29.01.25
29.01.25
-13.30%
02.08.24
02.08.24
Dollar Tree Inc.
Start price
Target price
Perf. (%)
€123.60
29.01.24
29.01.24
€145.07
29.01.25
29.01.25
-26.20%
02.08.24
02.08.24
Choice Hotels Internatl.
Start price
Target price
Perf. (%)
€111.00
29.01.24
29.01.24
€105.34
29.01.25
29.01.25
5.23%
01.08.24
01.08.24
Dollar General Corp.
Start price
Target price
Perf. (%)
€123.40
29.01.24
29.01.24
€110.88
29.01.25
29.01.25
-8.81%
02.08.24
02.08.24
fiveBelow Inc.
Start price
Target price
Perf. (%)
€171.90
29.01.24
29.01.24
€205.13
29.01.25
29.01.25
-62.56%
02.08.24
02.08.24
LVMH Moët Hennessy Louis Vuitton S.A.
Start price
Target price
Perf. (%)
€774.90
29.01.24
29.01.24
€780.00
29.01.25
29.01.25
4.28%
09.02.24
09.02.24
Carnival plc ADR
Start price
Target price
Perf. (%)
€13.50
29.01.24
29.01.24
€15.00
29.01.25
29.01.25
2.96%
03.02.24
03.02.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
American Superconductor Corp
Start price
Target price
Perf. (%)
€13.20
26.01.24
26.01.24
€13.80
26.01.25
26.01.25
48.83%
02.08.24
02.08.24
Zalando SE
Start price
Target price
Perf. (%)
€19.09
26.01.24
26.01.24
€20.00
26.01.25
26.01.25
2.07%
14.02.24
14.02.24
Revenue growth >5% per year expected
Medium risks for its business
Top 10 in its market
Well known brand
Levi Strauss & Co.
Start price
Target price
Perf. (%)
€14.75
26.01.24
26.01.24
€16.55
26.01.25
26.01.25
8.76%
02.08.24
02.08.24
Tractor Supply Company
Start price
Target price
Perf. (%)
€208.00
26.01.24
26.01.24
€225.30
26.01.25
26.01.25
12.39%
02.08.24
02.08.24
LVMH Moët Hennessy Louis Vuitton S.A.
Start price
Target price
Perf. (%)
€767.00
26.01.24
26.01.24
€870.00
28.10.24
28.10.24
-16.32%
02.08.24
02.08.24
EBIT growth >5% per year expected
positive Cash Flow expected
ROE higher than 15% per year
Sustainability is important
BYD Co. Ltd
Start price
Target price
Perf. (%)
€22.65
26.01.24
26.01.24
€30.00
26.01.25
26.01.25
14.30%
30.05.24
30.05.24
Revenue growth > 30% per year expected
Undervalued
Small Risks for its business
Significant cyclical dependencies
Rheinmetall AG
Start price
Target price
Perf. (%)
€323.60
26.01.24
26.01.24
€260.00
08.06.24
08.06.24
63.84%
09.06.24
09.06.24
Top 10 in its market
Stable Large shareholder and/or long term investor
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Deckers Outdoor
Start price
Target price
Perf. (%)
€706.00
25.01.24
25.01.24
€875.71
25.01.25
25.01.25
12.35%
02.08.24
02.08.24
Deckers Outdoor
Start price
Target price
Perf. (%)
€706.00
25.01.24
25.01.24
€875.71
25.01.25
25.01.25
12.35%
02.08.24
02.08.24