Predictions
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€13.53
17.03.13
17.03.13
€15.00
05.04.13
05.04.13
-5.88%
05.04.13
05.04.13
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Cisco Systems Inc.
Start price
Target price
Perf. (%)
€16.88
08.03.13
08.03.13
€20.00
16.05.13
16.05.13
8.91%
16.05.13
16.05.13
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.75
08.03.13
08.03.13
€6.30
20.03.13
20.03.13
-4.77%
20.03.13
20.03.13
Applied Materials Inc.
Start price
Target price
Perf. (%)
€10.32
08.03.13
08.03.13
€9.00
09.09.13
09.09.13
14.49%
09.09.13
09.09.13
Micron Technology Inc.
Start price
Target price
Perf. (%)
€6.39
04.03.13
04.03.13
€6.70
05.03.13
05.03.13
4.93%
05.03.13
05.03.13
Samsung Electronics NV Pfd
Start price
Target price
Perf. (%)
€310.00
01.03.13
01.03.13
€420.00
20.06.13
20.06.13
-12.74%
20.06.13
20.06.13
Western Digital Corp.
Start price
Target price
Perf. (%)
€34.67
23.02.13
23.02.13
€40.00
11.04.13
11.04.13
17.73%
11.04.13
11.04.13
Cisco Systems Inc.
Start price
Target price
Perf. (%)
€16.05
20.02.13
20.02.13
€19.50
15.07.13
15.07.13
25.14%
15.07.13
15.07.13
NVIDIA Corp.
Start price
Target price
Perf. (%)
€0.059
20.02.13
20.02.13
€0.094
11.03.13
11.03.13
4.25%
11.03.13
11.03.13
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.45
19.02.13
19.02.13
€7.50
12.04.13
12.04.13
-7.56%
12.04.13
12.04.13