Predictions
Twitter Inc.
Start price
Target price
Perf. (%)
€39.83
27.08.22
27.08.22
€21.00
27.08.23
27.08.23
-2.84%
04.09.22
04.09.22
Fair valuation
Low dividend yield expected
Deficits in Management
Very bad culture
Twitter Inc.
Start price
Target price
Perf. (%)
€39.83
27.08.22
27.08.22
€20.00
27.08.23
27.08.23
-2.84%
04.09.22
04.09.22
Could be very worthwhile Investment >20% 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
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€134.20
23.08.22
23.08.22
€150.00
23.08.23
23.08.23
4.32%
03.09.22
03.09.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
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
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€101.20
16.08.22
16.08.22
-
16.09.22
16.09.22
-7.11%
17.09.22
17.09.22
Could be very worthwhile Investment >20% year
Top 10 in its market
Future proof or reliable business model
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€57.55
16.08.22
16.08.22
-
16.08.23
16.08.23
31.54%
17.08.23
17.08.23
Zebra Technologies A
Start price
Target price
Perf. (%)
€329.50
12.08.22
12.08.22
€380.00
12.08.23
12.08.23
-26.86%
13.08.23
13.08.23
Intel Corp.
Start price
Target price
Perf. (%)
€34.50
11.08.22
11.08.22
-
11.08.25
11.08.25
0.64%
26.08.22
26.08.22
Could be worthwhile Investment >10% per year
Fortec Elektronik AG
Start price
Target price
Perf. (%)
€24.40
10.08.22
10.08.22
€28.00
10.08.23
10.08.23
2.46%
20.08.22
20.08.22
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Good rating
Mercadolibre Inc
Start price
Target price
Perf. (%)
€975.70
09.08.22
09.08.22
€810.00
09.08.23
09.08.23
1.56%
12.09.22
12.09.22
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Very low/no dividend yield expected
Applied Materials Inc.
Start price
Target price
Perf. (%)
€97.63
09.08.22
09.08.22
€82.00
09.08.23
09.08.23
-17.38%
13.10.22
13.10.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Apple Inc.
Start price
Target price
Perf. (%)
€161.62
08.08.22
08.08.22
-
08.08.26
08.08.26
-3.25%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year