Predictions
Lumentum Holdings Inc
Start price
Target price
Perf. (%)
€67.13
16.10.22
16.10.22
-
16.10.23
16.10.23
-24.92%
08.03.23
08.03.23
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€57.82
16.10.22
16.10.22
-
16.10.23
16.10.23
31.27%
03.03.23
03.03.23
Austria Microsystems AG
Start price
Target price
Perf. (%)
€5.69
16.10.22
16.10.22
-
16.10.23
16.10.23
32.00%
06.03.23
06.03.23
Schweizer Electronic NA
Start price
Target price
Perf. (%)
€3.91
15.10.22
15.10.22
-
15.10.23
15.10.23
83.63%
16.10.23
16.10.23
Applied Materials Inc.
Start price
Target price
Perf. (%)
€80.66
13.10.22
13.10.22
€140.00
13.10.23
13.10.23
66.23%
14.10.23
14.10.23
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
L3Harris Technologies Inc.
Start price
Target price
Perf. (%)
€238.35
11.10.22
11.10.22
-
11.10.23
11.10.23
-21.21%
10.01.23
10.01.23
Infineon Technologies AG
Start price
Target price
Perf. (%)
€24.01
10.10.22
10.10.22
€25.00
10.10.23
10.10.23
5.64%
18.10.22
18.10.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Digi Intl Inc.
Start price
Target price
Perf. (%)
€38.20
04.10.22
04.10.22
-
04.10.23
04.10.23
-1.05%
08.11.22
08.11.22
Significant cyclical dependencies
Infineon Technologies AG
Start price
Target price
Perf. (%)
€23.60
04.10.22
04.10.22
€40.00
04.10.23
04.10.23
38.24%
05.10.23
05.10.23
Intel Corp.
Start price
Target price
Perf. (%)
€27.70
04.10.22
04.10.22
€38.00
04.10.23
04.10.23
23.03%
05.10.23
05.10.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Well known brand
Future proof or reliable business model
T-Mobile US Inc.
Start price
Target price
Perf. (%)
€140.20
03.10.22
03.10.22
€200.00
31.12.25
31.12.25
-8.76%
05.05.23
05.05.23
Could be very worthwhile Investment >20% year
Infineon Technologies AG
Start price
Target price
Perf. (%)
€22.40
03.10.22
03.10.22
€33.00
03.11.22
03.11.22
10.85%
04.11.22
04.11.22
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€71.00
01.10.22
01.10.22
-
01.10.23
01.10.23
0.00%
02.01.23
02.01.23