Predictions
Splunk Inc.
Start price
Target price
Perf. (%)
€132.26
21.12.20
21.12.20
€109.00
21.12.21
21.12.21
-26.25%
20.12.21
20.12.21
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
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€257.00
17.04.21
17.04.21
€500.00
17.04.22
17.04.22
14.18%
18.12.21
18.12.21
Well known brand
Very Future proof/growth oriented business model
Market Leader or Top 3
Square Inc.
Start price
Target price
Perf. (%)
€216.30
28.09.21
28.09.21
€250.00
15.12.21
15.12.21
-30.18%
15.12.21
15.12.21
Very capable Management
Very good company culture
Leading role in innovation
Some uniques
Oracle Corp.
Start price
Target price
Perf. (%)
€76.48
08.08.21
08.08.21
-
08.08.22
08.08.22
16.00%
14.12.21
14.12.21
Market Leader or Top 3
Future proof or reliable business model
Splunk Inc.
Start price
Target price
Perf. (%)
€112.48
29.11.21
29.11.21
-
29.11.22
29.11.22
-12.88%
12.12.21
12.12.21
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€101.10
06.12.21
06.12.21
€113.00
06.12.22
06.12.22
-0.30%
06.12.21
06.12.21
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€134.50
15.09.21
15.09.21
-
15.09.22
15.09.22
-24.91%
05.12.21
05.12.21
Microsoft Corp.
Start price
Target price
Perf. (%)
€210.50
02.04.21
02.04.21
€273.00
02.04.23
02.04.23
38.24%
03.12.21
03.12.21
Could be very worthwhile Investment >20% year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€270.55
02.05.21
02.05.21
€250.00
02.12.21
02.12.21
2.57%
02.12.21
02.12.21
High dividend yield expected
Probably not worthwhile Investment
High valuation
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€137.43
30.05.19
30.05.19
€283.00
29.10.24
29.10.24
-19.30%
01.12.21
01.12.21
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
Splunk Inc.
Start price
Target price
Perf. (%)
€124.24
15.11.21
15.11.21
-
15.11.22
15.11.22
-9.47%
29.11.21
29.11.21
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€141.80
12.10.21
12.10.21
€140.00
12.10.22
12.10.22
-16.93%
26.11.21
26.11.21
Could be worthwhile Investment >10% per year
Just Eat Takeaway.com N.V.
Start price
Target price
Perf. (%)
€69.86
17.10.21
17.10.21
€66.00
17.10.22
17.10.22
-12.57%
26.11.21
26.11.21
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€234.80
11.07.21
11.07.21
€190.00
11.07.22
11.07.22
28.57%
18.11.21
18.11.21
Undervalued
Revenue decline/stagnation expected
Little innovation
Dependend from some customers or products
International Business Machines Corp
Start price
Target price
Perf. (%)
€98.48
13.11.20
13.11.20
€118.00
13.11.21
13.11.21
5.71%
14.11.21
14.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
Cadence Design Systems
Start price
Target price
Perf. (%)
€103.62
05.11.20
05.11.20
€150.00
05.11.21
05.11.21
48.54%
06.11.21
06.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year