Predictions
Marriott International Inc.
Start price
Target price
Perf. (%)
€214.00
18.09.24
18.09.24
€239.98
18.09.25
18.09.25
4.84%
26.09.24
26.09.24
Marriott Vacations Worldwide Corp.
Start price
Target price
Perf. (%)
€65.00
18.09.24
18.09.24
€55.73
18.09.25
18.09.25
1.05%
18.09.24
18.09.24
Osi Systems Inc.
Start price
Target price
Perf. (%)
€132.00
18.09.24
18.09.24
€152.80
18.09.25
18.09.25
0.00%
19.09.24
19.09.24
Bank of America Corp.
Start price
Target price
Perf. (%)
€35.69
18.09.24
18.09.24
€40.50
18.09.25
18.09.25
-0.94%
26.09.24
26.09.24
Monolithic Power Systems
Start price
Target price
Perf. (%)
€776.80
18.09.24
18.09.24
€950.00
18.09.25
18.09.25
8.78%
26.09.24
26.09.24
Commerzbank AG
Start price
Target price
Perf. (%)
€15.98
18.09.24
18.09.24
€16.00
18.09.25
18.09.25
3.10%
26.09.24
26.09.24
Standard Investments for future growth
Normal challenges to pay loans and raise capital
Capable Management
Differentiated customer and product portfolio
Analog Devices Inc.
Start price
Target price
Perf. (%)
€204.25
18.09.24
18.09.24
€225.00
18.09.25
18.09.25
1.84%
26.09.24
26.09.24
United Parcel Service Inc.
Start price
Target price
Perf. (%)
€117.86
18.09.24
18.09.24
€140.50
18.09.25
18.09.25
1.20%
26.09.24
26.09.24
Bayer AG ADR
Start price
Target price
Perf. (%)
€6.85
18.09.24
18.09.24
€5.00
18.09.25
18.09.25
2.92%
20.09.24
20.09.24
High valuation
Low dividend yield expected
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Under Armour Inc. C
Start price
Target price
Perf. (%)
€6.54
18.09.24
18.09.24
€8.00
18.09.25
18.09.25
0.28%
20.09.24
20.09.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Turk Hava Yollari A.s.
Start price
Target price
Perf. (%)
€72.50
18.09.24
18.09.24
€75.00
18.09.25
18.09.25
0.00%
26.09.24
26.09.24
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
GAIL India Ltd. ADR
Start price
Target price
Perf. (%)
€13.60
18.09.24
18.09.24
€16.00
18.09.25
18.09.25
0.74%
20.09.24
20.09.24
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
Fair valuation
High dividend yield expected
Turk Telekomunikasyon As
Start price
Target price
Perf. (%)
€2.14
18.09.24
18.09.24
€2.00
18.09.25
18.09.25
3.74%
20.09.24
20.09.24
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
Peloton Interactive Inc.
Start price
Target price
Perf. (%)
€4.12
18.09.24
18.09.24
-
18.09.25
18.09.25
3.81%
19.09.24
19.09.24
High dividend yield expected
positive Cash Flow expected
Good rating
Standard Investments for future growth
D-wave Quantum Inc.
Start price
Target price
Perf. (%)
€0.86
18.09.24
18.09.24
€1.00
18.09.25
18.09.25
4.86%
19.09.24
19.09.24
Fair valuation
Small cyclical dependencies
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Delivery Hero SE
Start price
Target price
Perf. (%)
€29.59
18.09.24
18.09.24
€31.00
18.09.25
18.09.25
2.87%
20.09.24
20.09.24
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Technip Energies N.v.
Start price
Target price
Perf. (%)
€22.30
18.09.24
18.09.24
€45.00
-
18.09.24
18.09.24
Could be very worthwhile Investment >20% year
Prospect Capital Corp.
Start price
Target price
Perf. (%)
€4.98
18.09.24
18.09.24
€10.00
18.09.25
18.09.25
-4.07%
26.09.24
26.09.24
Could be very worthwhile Investment >20% year
Occidental Petroleum Corp.
Start price
Target price
Perf. (%)
€46.77
18.09.24
18.09.24
€70.00
18.09.25
18.09.25
-4.58%
26.09.24
26.09.24
Could be very worthwhile Investment >20% year
Vertex Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€431.80
18.09.24
18.09.24
€520.50
18.09.25
18.09.25
-4.03%
26.09.24
26.09.24
