Predictions
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€92.50
15.05.21
15.05.21
€110.00
15.05.22
15.05.22
-5.84%
16.05.22
16.05.22
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
High dividend yield expected
Very good company culture
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.04
27.05.21
27.05.21
€1.50
27.05.22
27.05.22
-6.92%
13.05.22
13.05.22
Could be worthwhile Investment >10% per year
ASML Holding N.V.
Start price
Target price
Perf. (%)
€536.50
10.05.21
10.05.21
€600.00
10.05.22
10.05.22
-7.63%
11.05.22
11.05.22
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€157.16
06.04.22
06.04.22
€180.00
06.04.23
06.04.23
-7.27%
10.05.22
10.05.22
Known brand
Could be worthwhile Investment >10% per year
Fair valuation
Innovative
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€97.00
08.05.21
08.05.21
€150.00
08.05.22
08.05.22
-11.65%
08.05.22
08.05.22
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
High Investments for future growth
NVIDIA Corp.
Start price
Target price
Perf. (%)
€20.54
18.04.22
18.04.22
€24.00
18.04.23
18.04.23
-14.78%
30.04.22
30.04.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
High Investments for future growth
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€105.38
22.03.22
22.03.22
€110.00
22.03.23
22.03.23
-20.05%
25.04.22
25.04.22
Could be worthwhile Investment >10% per year
Hewlett Packard Enterprise Co
Start price
Target price
Perf. (%)
€13.27
19.04.21
19.04.21
-
19.04.22
19.04.22
12.97%
20.04.22
20.04.22
Top 10 in its market
Well known brand
Revenue decline/stagnation expected
EBIT decline/stagnation expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€24.26
04.04.22
04.04.22
€30.00
04.04.23
04.04.23
-15.34%
16.04.22
16.04.22
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.90
12.04.22
12.04.22
€1.00
12.04.23
12.04.23
1.92%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.98
07.04.22
07.04.22
€1.00
07.04.23
07.04.23
-7.68%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Infineon Technologies AG
Start price
Target price
Perf. (%)
€31.47
27.07.21
27.07.21
-
27.07.25
27.07.25
-2.73%
04.04.22
04.04.22
Could be very worthwhile Investment >20% year
Texas Instruments Inc.
Start price
Target price
Perf. (%)
€157.72
20.08.21
20.08.21
-
20.08.22
20.08.22
6.59%
30.03.22
30.03.22
High dividend yield expected
Apple Inc.
Start price
Target price
Perf. (%)
€158.88
25.03.22
25.03.22
-
25.03.23
25.03.23
1.57%
30.03.22
30.03.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Infineon Technologies AG
Start price
Target price
Perf. (%)
€31.49
28.03.22
28.03.22
-
28.03.23
28.03.23
3.86%
30.03.22
30.03.22
Could be very worthwhile Investment >20% year
Fair valuation
Leading role in innovation
Very small cyclical dependencies
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€101.20
08.07.21
08.07.21
-
08.07.22
08.07.22
-3.95%
29.03.22
29.03.22
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.99
24.03.22
24.03.22
€1.25
24.03.23
24.03.23
-1.20%
28.03.22
28.03.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Infineon Technologies AG
Start price
Target price
Perf. (%)
€30.68
01.03.22
01.03.22
-
01.03.23
01.03.23
2.27%
25.03.22
25.03.22
Could be very worthwhile Investment >20% year
Fair valuation
Leading role in innovation
Very small cyclical dependencies
Apple Inc.
Start price
Target price
Perf. (%)
€150.24
03.03.22
03.03.22
-
03.03.23
03.03.23
4.83%
25.03.22
25.03.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.00
25.02.22
25.02.22
€1.25
25.02.23
25.02.23
-1.35%
24.03.22
24.03.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
ASML Holding N.V.
Start price
Target price
Perf. (%)
€461.00
21.03.21
21.03.21
-
21.03.22
21.03.22
34.25%
22.03.22
22.03.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model