Predictions
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€106.58
02.04.22
02.04.22
€100.00
02.04.23
02.04.23
-34.48%
03.04.23
03.04.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Standard Investments for future growth
Higher EBIT margin than peer group
Novo Nordisk A/S
Start price
Target price
Perf. (%)
€101.00
02.04.22
02.04.22
€150.00
02.04.23
02.04.23
45.52%
03.04.23
03.04.23
Netease Inc. ADR
Start price
Target price
Perf. (%)
€89.60
02.04.22
02.04.22
€111.00
02.04.23
02.04.23
-8.48%
03.04.23
03.04.23
Nagarro SE
Start price
Target price
Perf. (%)
€147.40
02.04.22
02.04.22
€160.00
02.04.23
02.04.23
-35.85%
03.04.23
03.04.23
Could be very worthwhile Investment >20% year
Fair valuation
Revenue growth >5% per year expected
EBIT growth >5% per year expected
McPhy Energy S.A.
Start price
Target price
Perf. (%)
€19.47
02.04.22
02.04.22
€22.00
02.04.23
02.04.23
-33.21%
03.04.23
03.04.23
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€46.36
02.04.22
02.04.22
€70.00
02.04.23
02.04.23
1.38%
03.04.23
03.04.23
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Infineon Technologies AG
Start price
Target price
Perf. (%)
€31.19
02.04.22
02.04.22
€40.00
02.04.23
02.04.23
20.25%
03.04.23
03.04.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
ROE higher than 10% per year
IVU Traffic Technologies AG
Start price
Target price
Perf. (%)
€18.30
02.04.22
02.04.22
€20.00
02.04.23
02.04.23
-8.96%
03.04.23
03.04.23
Hexagon Composites ASA
Start price
Target price
Perf. (%)
€3.35
02.04.22
02.04.22
€4.00
02.04.23
02.04.23
-12.66%
03.04.23
03.04.23
Ceres Power Holdings
Start price
Target price
Perf. (%)
€8.86
02.04.22
02.04.22
€8.00
02.04.23
02.04.23
-49.39%
03.04.23
03.04.23
Carbios S.A.
Start price
Target price
Perf. (%)
€33.74
02.04.22
02.04.22
€45.00
02.04.23
02.04.23
6.99%
03.04.23
03.04.23
Could be very worthwhile Investment >20% year
Bloom Energy Corp
Start price
Target price
Perf. (%)
€22.50
02.04.22
02.04.22
€30.00
02.04.23
02.04.23
-16.74%
03.04.23
03.04.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
High valuation
BeiGene Ltd ADR
Start price
Target price
Perf. (%)
€184.00
02.04.22
02.04.22
€200.00
02.04.23
02.04.23
-15.22%
16.04.22
16.04.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€134.40
02.04.22
02.04.22
€170.00
02.04.23
02.04.23
-12.50%
16.04.22
16.04.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Amazon.com Inc.
Start price
Target price
Perf. (%)
€148.65
02.04.22
02.04.22
€175.00
02.04.23
02.04.23
-3.82%
16.04.22
16.04.22
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Allkem Ltd.
Start price
Target price
Perf. (%)
€9.00
02.04.22
02.04.22
€12.00
02.04.23
02.04.23
2.22%
16.04.22
16.04.22
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
Allgeier SE
Start price
Target price
Perf. (%)
€45.85
02.04.22
02.04.22
€60.00
02.04.23
02.04.23
2.29%
16.04.22
16.04.22
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
PowerTap Hydrogen Capital Corp.
Start price
Target price
Perf. (%)
€4.19
02.04.22
02.04.22
-
02.05.22
02.05.22
-18.61%
03.05.22
03.05.22
Could be very worthwhile Investment >20% year
