Predictions
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€59.41
22.12.22
22.12.22
-
22.12.23
22.12.23
73.91%
24.08.23
24.08.23
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€73.10
19.12.22
19.12.22
€75.00
19.12.23
19.12.23
13.41%
18.01.23
18.01.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
X-FAB Silicon Foundries
Start price
Target price
Perf. (%)
€6.66
16.12.22
16.12.22
-
16.12.23
16.12.23
55.26%
17.12.23
17.12.23
Elmos Semiconductor AG
Start price
Target price
Perf. (%)
€58.50
16.12.22
16.12.22
-
16.12.23
16.12.23
29.40%
17.12.23
17.12.23
Elmos Semiconductor AG
Start price
Target price
Perf. (%)
€57.00
16.12.22
16.12.22
-
16.12.23
16.12.23
39.12%
06.03.23
06.03.23
X-FAB Silicon Foundries
Start price
Target price
Perf. (%)
€6.55
16.12.22
16.12.22
-
16.12.23
16.12.23
39.08%
06.03.23
06.03.23
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€62.40
15.12.22
15.12.22
-
15.01.23
15.01.23
5.37%
16.01.23
16.01.23
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€66.50
12.12.22
12.12.22
-
08.01.26
08.01.26
15.56%
11.01.23
11.01.23
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€65.01
11.12.22
11.12.22
-
11.01.23
11.01.23
-1.43%
12.01.23
12.01.23
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€66.30
08.12.22
08.12.22
€55.00
08.12.23
08.12.23
80.36%
08.12.23
08.12.23
Infineon Technologies AG
Start price
Target price
Perf. (%)
€31.08
07.12.22
07.12.22
-
07.01.23
07.01.23
1.08%
09.12.22
09.12.22
Could be very worthwhile Investment >20% year
Fair valuation
Leading role in innovation
Very small cyclical dependencies
Apple Inc.
Start price
Target price
Perf. (%)
€135.36
07.12.22
07.12.22
-
07.01.23
07.01.23
-9.94%
08.01.23
08.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€78.50
05.12.22
05.12.22
€100.00
05.12.23
05.12.23
13.50%
24.08.23
24.08.23
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€77.60
02.12.22
02.12.22
€100.00
02.12.23
02.12.23
16.11%
03.12.23
03.12.23