Predictions
Clearfield Inc.
Start price
Target price
Perf. (%)
€112.00
18.11.22
18.11.22
€136.00
18.11.23
18.11.23
-33.48%
12.01.23
12.01.23
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€78.90
17.11.22
17.11.22
€110.00
17.11.25
17.11.25
8.24%
16.02.23
16.02.23
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Very Future proof/growth oriented business model
Higher risks for its business
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€77.70
15.11.22
15.11.22
€92.00
15.11.23
15.11.23
9.27%
15.02.23
15.02.23
Himax Technologies Inc. ADR
Start price
Target price
Perf. (%)
€7.12
15.11.22
15.11.22
€8.00
15.11.23
15.11.23
-22.05%
16.11.23
16.11.23
STMicroelectronics N.V.
Start price
Target price
Perf. (%)
€36.70
14.11.22
14.11.22
-
14.11.23
14.11.23
10.15%
15.11.23
15.11.23
Digi Intl Inc.
Start price
Target price
Perf. (%)
€40.20
14.11.22
14.11.22
-
14.11.23
14.11.23
0.50%
28.11.22
28.11.22
Significant cyclical dependencies
Elmos Semiconductor AG
Start price
Target price
Perf. (%)
€52.90
13.11.22
13.11.22
-
16.08.23
16.08.23
30.62%
25.06.23
25.06.23
Intica Systems AG
Start price
Target price
Perf. (%)
€8.25
13.11.22
13.11.22
€10.00
13.11.23
13.11.23
3.03%
26.11.22
26.11.22
Could be very worthwhile Investment >20% year
Strong uniques
Future proof or reliable business model
Very small cyclical dependencies
Texas Instruments Inc.
Start price
Target price
Perf. (%)
€173.30
12.11.22
12.11.22
€195.00
17.11.23
17.11.23
-18.98%
17.11.23
17.11.23
Uzabase Inc
Start price
Target price
Perf. (%)
€10.10
12.11.22
12.11.22
€4.00
12.11.23
12.11.23
0.99%
26.11.22
26.11.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
Lower EBIT Margin than peer group
EBIT decline/stagnation expected
Seagate Technology.Holdings plc
Start price
Target price
Perf. (%)
€55.33
12.11.22
12.11.22
-
12.11.23
12.11.23
-6.00%
26.11.22
26.11.22
ASML Holding N.V.
Start price
Target price
Perf. (%)
€546.00
11.11.22
11.11.22
€700.00
01.04.24
01.04.24
4.95%
19.11.22
19.11.22
Voxeljet AG ADR
Start price
Target price
Perf. (%)
€2.48
11.11.22
11.11.22
€4.00
11.11.23
11.11.23
16.53%
11.11.22
11.11.22
Could be worthwhile Investment >10% per year