Predictions
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€25.10
04.09.18
04.09.18
€36.08
04.09.18
04.09.18
0.00%
04.09.18
04.09.18
Netflix Inc.
Start price
Target price
Perf. (%)
€283.07
18.08.18
18.08.18
€360.80
04.09.18
04.09.18
15.91%
04.09.18
04.09.18
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€11.51
29.09.17
29.09.17
€22.55
04.09.18
04.09.18
100.86%
04.09.18
04.09.18
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
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€126.37
13.04.17
13.04.17
€199.34
29.08.18
29.08.18
25.84%
29.08.18
29.08.18
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€17.33
06.08.18
06.08.18
€27.06
28.08.18
28.08.18
25.67%
28.08.18
28.08.18
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
NortonLifeLock Inc.
Start price
Target price
Perf. (%)
€17.30
04.08.18
04.08.18
€16.24
28.08.18
28.08.18
5.01%
28.08.18
28.08.18
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€15.32
18.06.18
18.06.18
€22.55
27.08.18
27.08.18
49.29%
27.08.18
27.08.18
Broadcom Ltd.
Start price
Target price
Perf. (%)
€227.70
26.02.18
26.02.18
€270.60
27.08.18
27.08.18
-15.82%
27.08.18
27.08.18
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€166.49
24.02.18
24.02.18
€211.97
24.08.18
24.08.18
-5.86%
24.08.18
24.08.18
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Fair valuation
Small challenges to pay loans and raise capital
Arista Networks
Start price
Target price
Perf. (%)
€231.35
18.04.18
18.04.18
€270.60
24.08.18
24.08.18
18.08%
24.08.18
24.08.18
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€15.44
18.06.18
18.06.18
€36.08
23.08.18
23.08.18
28.00%
23.08.18
23.08.18
Apple Inc.
Start price
Target price
Perf. (%)
€33.69
03.05.17
03.05.17
€55.00
22.08.18
22.08.18
39.54%
22.08.18
22.08.18
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Applied Materials Inc.
Start price
Target price
Perf. (%)
€39.76
21.08.18
21.08.18
€39.69
21.08.18
21.08.18
-0.16%
21.08.18
21.08.18
Skyworks Solutions Inc.
Start price
Target price
Perf. (%)
€89.28
11.07.18
11.07.18
€95.61
20.08.18
20.08.18
-6.76%
20.08.18
20.08.18
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€156.02
15.08.18
15.08.18
€188.00
17.08.18
17.08.18
-2.81%
17.08.18
17.08.18
Western Digital Corp.
Start price
Target price
Perf. (%)
€75.89
13.12.17
13.12.17
€110.50
16.08.18
16.08.18
-21.68%
16.08.18
16.08.18
Netflix Inc.
Start price
Target price
Perf. (%)
€307.28
31.07.18
31.07.18
€360.80
14.08.18
14.08.18
-0.46%
14.08.18
14.08.18
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Western Digital Corp.
Start price
Target price
Perf. (%)
€70.55
10.05.18
10.05.18
€82.98
10.08.18
10.08.18
-15.60%
10.08.18
10.08.18
NVIDIA Corp.
Start price
Target price
Perf. (%)
€1.18
09.02.18
09.02.18
€1.97
09.08.18
09.08.18
18.52%
09.08.18
09.08.18
Strong uniques
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
High Investments for future growth