Predictions
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€7.00
15.02.13
15.02.13
€9.00
20.05.13
20.05.13
30.62%
20.05.13
20.05.13
Intel Corp.
Start price
Target price
Perf. (%)
€15.89
14.02.13
14.02.13
€19.00
04.06.13
04.06.13
23.07%
04.06.13
04.06.13
Very high dividend yield expected
ROE higher than 15% per year
High Investments for future growth
Very differentiated customer and product portfolio
NXP Semiconductors NV
Start price
Target price
Perf. (%)
€24.48
13.02.13
13.02.13
€26.00
21.02.13
21.02.13
-3.16%
21.02.13
21.02.13
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.53
08.02.13
08.02.13
€8.00
01.08.13
01.08.13
6.71%
01.08.13
01.08.13
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€13.04
29.01.13
29.01.13
€14.00
15.02.13
15.02.13
5.44%
15.02.13
15.02.13
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Intel Corp.
Start price
Target price
Perf. (%)
€15.66
29.01.13
29.01.13
€18.00
15.02.13
15.02.13
2.43%
15.02.13
15.02.13
Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
Samsung Electronics NV Pfd
Start price
Target price
Perf. (%)
€299.80
21.01.13
21.01.13
€330.00
20.05.13
20.05.13
12.57%
20.05.13
20.05.13
Seagate Technology.Holdings plc
Start price
Target price
Perf. (%)
€25.35
16.01.13
16.01.13
€30.00
25.01.13
25.01.13
9.44%
25.01.13
25.01.13