Predictions
BYD Co. Ltd
Start price
Target price
Perf. (%)
€27.04
12.01.21
12.01.21
€40.00
12.01.22
12.01.22
7.29%
13.01.22
13.01.22
Could be very worthwhile Investment >20% year
Capable Management
Innovative
Good culture
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€191.40
06.01.21
06.01.21
€300.00
06.01.22
06.01.22
0.99%
22.04.21
22.04.21
Could be worthwhile Investment >10% per year
Small cyclical dependencies
Known brand
Top 10 in its market
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.79
04.01.21
04.01.21
€1.00
22.75%
18.01.21
18.01.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
BAIC Motor Corp Ltd
Start price
Target price
Perf. (%)
€0.32
28.12.20
28.12.20
€0.65
28.12.21
28.12.21
-4.69%
08.11.21
08.11.21
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€178.40
28.12.20
28.12.20
€270.00
28.12.21
28.12.21
-22.70%
31.08.21
31.08.21
Could be very worthwhile Investment >20% year
SPI Energy Co Ltd ADR
Start price
Target price
Perf. (%)
€6.65
22.12.20
22.12.20
€9.90
22.12.21
22.12.21
-24.03%
19.04.21
19.04.21
Valuable balance sheet
Capable Management
Sustainability is not important
ROE lower than 10% per year
BYD Co. Ltd
Start price
Target price
Perf. (%)
€21.43
21.12.20
21.12.20
€26.00
03.02.22
03.02.22
-5.69%
10.03.21
10.03.21
Revenue growth > 30% per year expected
Undervalued
Small Risks for its business
Significant cyclical dependencies
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.72
17.12.20
17.12.20
€1.00
9.75%
04.01.21
04.01.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.71
15.12.20
15.12.20
€1.00
2.04%
17.12.20
17.12.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.68
14.12.20
14.12.20
€1.00
4.41%
15.12.20
15.12.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
SPI Energy Co Ltd ADR
Start price
Target price
Perf. (%)
€6.65
10.12.20
10.12.20
€6.00
10.12.21
10.12.21
0.00%
22.12.20
22.12.20
Valuable balance sheet
Capable Management
Sustainability is not important
ROE lower than 10% per year
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€47.60
07.12.20
07.12.20
€80.00
07.12.21
07.12.21
-13.03%
09.10.21
09.10.21
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Ever-Glory International
Start price
Target price
Perf. (%)
€6.05
03.12.20
03.12.20
-
-55.70%
10.12.20
10.12.20
Risky Investment
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€62.21
29.11.20
29.11.20
€75.00
29.11.21
29.11.21
-16.67%
30.11.21
30.11.21
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€116.80
28.11.20
28.11.20
-
28.11.21
28.11.21
115.33%
19.02.21
19.02.21
ROE higher than 15% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€61.00
28.11.20
28.11.20
-
28.11.21
28.11.21
-25.16%
11.12.20
11.12.20
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Very Future proof/growth oriented business model
Well known brand
Shanghai Fosun Pharmaceutical Group Co Ltd
Start price
Target price
Perf. (%)
€3.58
28.11.20
28.11.20
-
28.11.21
28.11.21
29.47%
29.11.21
29.11.21
Could be worthwhile Investment >10% per year
Known brand
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€60.50
27.11.20
27.11.20
€69.00
27.05.21
27.05.21
-51.54%
27.05.21
27.05.21
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Could be worthwhile Investment >10% per year
Normal challenges to pay loans and raise capital
BYD Electronic Corp. Ltd.
Start price
Target price
Perf. (%)
€4.16
26.11.20
26.11.20
€5.00
26.11.21
26.11.21
-12.50%
27.11.21
27.11.21
SPI Energy Co Ltd ADR
Start price
Target price
Perf. (%)
€10.00
24.11.20
24.11.20
€12.00
2.00%
26.11.20
26.11.20
negative Cash Flow expected
Low dividend yield expected
Increased challenges to pay loans and raise capital
Bad rating
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.63
23.11.20
23.11.20
€0.000
8.60%
14.12.20
14.12.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
SPI Energy Co Ltd ADR
Start price
Target price
Perf. (%)
€9.20
20.11.20
20.11.20
€11.00
20.11.21
20.11.21
-27.72%
10.12.20
10.12.20
Valuable balance sheet
Capable Management
Sustainability is not important
ROE lower than 10% per year
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€63.68
19.11.20
19.11.20
-
19.11.21
19.11.21
-6.71%
19.07.21
19.07.21
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
BYD Co. Ltd
Start price
Target price
Perf. (%)
€19.52
18.11.20
18.11.20
€30.00
18.05.21
18.05.21
-18.98%
18.05.21
18.05.21
Could be very worthwhile Investment >20% year
Very Future proof/growth oriented business model
Top 10 in its market
Known brand
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.59
18.11.20
18.11.20
€0.000
5.72%
23.11.20
23.11.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation