Predictions
International Business Machines Corp
Start price
Target price
Perf. (%)
€90.20
28.10.20
28.10.20
€89.00
04.11.21
04.11.21
9.18%
13.11.20
13.11.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
Marin Software
Start price
Target price
Perf. (%)
€2.90
23.10.20
23.10.20
-
04.11.21
04.11.21
72.41%
17.09.21
17.09.21
Risky Investment
Marin Software
Start price
Target price
Perf. (%)
€2.94
21.10.20
21.10.20
€1.00
04.11.21
04.11.21
76.87%
05.11.21
05.11.21
Risky Investment
Microsoft Corp.
Start price
Target price
Perf. (%)
€183.54
20.10.20
20.10.20
€200.00
04.11.21
04.11.21
4.24%
07.11.20
07.11.20
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Match Group Inc old
Start price
Target price
Perf. (%)
€94.85
20.10.20
20.10.20
€100.00
04.11.20
04.11.20
-
04.11.20
04.11.20
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Strong uniques
Shop Apotheke Europe NV
Start price
Target price
Perf. (%)
€162.60
16.10.20
16.10.20
€175.00
04.11.21
04.11.21
8.86%
20.01.21
20.01.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
positive Cash Flow expected
Cliq Digital AG
Start price
Target price
Perf. (%)
€16.10
13.10.20
13.10.20
€20.00
04.11.21
04.11.21
13.66%
05.11.20
05.11.20
Undervalued
ROE higher than 15% per year
Revenue growth > 30% per year expected
Small Risks for its business
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€255.50
11.10.20
11.10.20
-
04.11.21
04.11.21
-27.28%
07.01.21
07.01.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
Groupe Open
Start price
Target price
Perf. (%)
€14.82
11.10.20
11.10.20
€18.00
04.11.21
04.11.21
29.22%
07.09.21
07.09.21
Could be worthwhile Investment >10% per year
International Business Machines Corp
Start price
Target price
Perf. (%)
€109.20
09.10.20
09.10.20
€129.00
28.10.20
28.10.20
-17.40%
28.10.20
28.10.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
Evolution Gaming Group AB
Start price
Target price
Perf. (%)
€70.08
09.10.20
09.10.20
€150.00
04.11.21
04.11.21
96.29%
17.05.21
17.05.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year
Could be worthwhile Investment >10% per year
Twitter Inc.
Start price
Target price
Perf. (%)
€39.31
05.10.20
05.10.20
-
04.11.21
04.11.21
18.64%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Netease Inc. ADR
Start price
Target price
Perf. (%)
€78.54
04.10.20
04.10.20
€120.00
04.11.21
04.11.21
11.28%
05.11.21
05.11.21
EBIT growth >5% per year expected
Undervalued
positive Cash Flow expected
Small challenges to pay loans and raise capital
Microsoft Corp.
Start price
Target price
Perf. (%)
€176.54
03.10.20
03.10.20
€170.00
04.11.21
04.11.21
65.06%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
EBIT growth > 30% per year expected
Rising EBIT margin expected
Very high dividend yield expected
Hello Group Inc. ADR
Start price
Target price
Perf. (%)
€12.55
03.10.20
03.10.20
€15.00
04.11.21
04.11.21
-11.55%
05.11.21
05.11.21
Standard Investments for future growth
Small cyclical dependencies
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Realtech AG
Start price
Target price
Perf. (%)
€0.71
29.09.20
29.09.20
€0.000
04.11.21
04.11.21
91.55%
03.06.21
03.06.21
Risky Investment
EBIT decline/stagnation expected
Revenue decline/stagnation expected
Lower EBIT Margin than peer group
Netflix Inc.
Start price
Target price
Perf. (%)
€404.25
25.09.20
25.09.20
€450.00
12.10.20
12.10.20
13.84%
12.10.20
12.10.20
Fair valuation
Standard Investments for future growth
Innovative
Differentiated customer and product portfolio