Predictions
Infineon Technologies AG
Start price
Target price
Perf. (%)
€24.03
01.09.22
01.09.22
€35.00
01.10.22
01.10.22
-7.20%
02.10.22
02.10.22
Semiconductor Manufacturing International Corp
Start price
Target price
Perf. (%)
€1.98
30.08.22
30.08.22
€3.50
30.08.23
30.08.23
10.18%
31.08.23
31.08.23
Infineon Technologies AG
Start price
Target price
Perf. (%)
€25.90
26.08.22
26.08.22
€34.00
26.08.23
26.08.23
24.35%
27.08.23
27.08.23
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€52.40
25.08.22
25.08.22
€60.00
25.08.23
25.08.23
6.87%
08.11.22
08.11.22
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€16.69
25.08.22
25.08.22
€14.40
25.02.23
25.02.23
32.00%
25.02.23
25.02.23
Growths faster than the competition
Strong uniques
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Infineon Technologies AG
Start price
Target price
Perf. (%)
€25.33
25.08.22
25.08.22
€36.00
25.08.23
25.08.23
26.33%
25.08.23
25.08.23
Kontron AG
Start price
Target price
Perf. (%)
€15.21
23.08.22
23.08.22
-
23.08.26
23.08.26
39.78%
11.03.24
11.03.24
Probably not worthwhile Investment
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€94.45
22.08.22
22.08.22
-
22.09.22
22.09.22
-5.58%
30.08.22
30.08.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€51.55
22.08.22
22.08.22
€50.00
22.08.23
22.08.23
1.65%
25.08.22
25.08.22
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€54.50
17.08.22
17.08.22
€50.00
17.09.22
17.09.22
-3.76%
18.09.22
18.09.22
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€87.90
17.08.22
17.08.22
€100.00
17.08.23
17.08.23
-16.84%
19.12.22
19.12.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation