Predictions
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€63.73
11.01.23
11.01.23
-
11.01.24
11.01.24
0.89%
12.01.23
12.01.23
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€76.70
11.01.23
11.01.23
€85.00
11.01.24
11.01.24
2.80%
12.01.23
12.01.23
Infineon Technologies AG
Start price
Target price
Perf. (%)
€31.14
11.01.23
11.01.23
-
11.02.23
11.02.23
1.67%
13.01.23
13.01.23
Could be very worthwhile Investment >20% year
Fair valuation
Leading role in innovation
Very small cyclical dependencies
Apple Inc.
Start price
Target price
Perf. (%)
€121.38
09.01.23
09.01.23
-
09.02.23
09.02.23
16.34%
10.02.23
10.02.23
Could be very worthwhile Investment >20% year
Jabil Circuit
Start price
Target price
Perf. (%)
€66.45
09.01.23
09.01.23
-
09.02.27
09.02.27
106.77%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€60.68
09.01.23
09.01.23
-
09.02.23
09.02.23
5.03%
11.01.23
11.01.23
Apple Inc.
Start price
Target price
Perf. (%)
€121.66
09.01.23
09.01.23
-
09.02.23
09.02.23
2.04%
12.01.23
12.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
LPKF Laser & Electronics AG
Start price
Target price
Perf. (%)
€11.58
07.01.23
07.01.23
-
07.02.23
07.02.23
4.49%
08.02.23
08.02.23
Qualcomm Inc.
Start price
Target price
Perf. (%)
€108.98
07.01.23
07.01.23
€110.00
07.01.24
07.01.24
6.35%
23.01.23
23.01.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Micron Technology Inc.
Start price
Target price
Perf. (%)
€53.70
07.01.23
07.01.23
€50.00
07.01.24
07.01.24
-2.79%
20.01.23
20.01.23
positive Cash Flow expected
Revenue growth >5% per year expected
High dividend yield expected
Valuable balance sheet
Qualcomm Inc.
Start price
Target price
Perf. (%)
€105.00
06.01.23
06.01.23
€110.00
06.01.24
06.01.24
3.79%
07.01.23
07.01.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Kulicke & Soffa Industries Inc.
Start price
Target price
Perf. (%)
€42.29
06.01.23
06.01.23
€54.00
06.01.24
06.01.24
13.27%
25.05.23
25.05.23
Could be very worthwhile Investment >20% year
Undervalued
Capable Management
Significant cyclical dependencies
BE Semiconductor Industries N.V.
Start price
Target price
Perf. (%)
€60.34
06.01.23
06.01.23
€70.00
06.01.24
06.01.24
3.81%
07.01.23
07.01.23
Could be worthwhile Investment >10% per year
Siltronic AG
Start price
Target price
Perf. (%)
€70.40
06.01.23
06.01.23
€90.00
06.01.24
06.01.24
2.56%
07.01.23
07.01.23
Innovative
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected