Predictions
Elmos Semiconductor AG
Start price
Target price
Perf. (%)
€62.70
23.01.23
23.01.23
-
23.01.26
23.01.26
17.22%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Qualcomm Inc.
Start price
Target price
Perf. (%)
€115.90
23.01.23
23.01.23
€122.00
23.01.24
23.01.24
3.09%
25.01.23
25.01.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€76.80
23.01.23
23.01.23
-
23.02.23
23.02.23
0.52%
23.01.23
23.01.23
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€84.10
23.01.23
23.01.23
€120.00
23.01.24
23.01.24
4.04%
04.02.23
04.02.23
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€77.30
23.01.23
23.01.23
€70.00
23.01.24
23.01.24
-36.61%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
LPKF Laser & Electronics AG
Start price
Target price
Perf. (%)
€12.07
23.01.23
23.01.23
€15.00
23.01.24
23.01.24
-15.41%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
positive Cash Flow expected
L3Harris Technologies Inc.
Start price
Target price
Perf. (%)
€175.06
21.01.23
21.01.23
€185.00
21.01.24
21.01.24
8.08%
22.01.24
22.01.24
Spirent Communications plc
Start price
Target price
Perf. (%)
€2.54
21.01.23
21.01.23
€1.00
21.01.24
21.01.24
-1.57%
04.02.23
04.02.23
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€77.60
20.01.23
20.01.23
-
20.02.23
20.02.23
0.58%
20.01.23
20.01.23
Infineon Technologies AG
Start price
Target price
Perf. (%)
€32.19
19.01.23
19.01.23
-
19.02.23
19.02.23
2.52%
26.01.23
26.01.23
Could be very worthwhile Investment >20% year
Fair valuation
Leading role in innovation
Very small cyclical dependencies
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€65.72
18.01.23
18.01.23
-
18.02.23
18.02.23
5.89%
23.01.23
23.01.23
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€82.90
18.01.23
18.01.23
€88.00
18.01.24
18.01.24
4.83%
07.02.23
07.02.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation