Predictions
Apple Inc.
Start price
Target price
Perf. (%)
€164.48
25.09.23
25.09.23
-
25.09.26
25.09.26
5.02%
15.11.23
15.11.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€144.12
14.11.22
14.11.22
€80.00
14.11.23
14.11.23
-24.81%
15.11.23
15.11.23
Risky Investment
Revenue decline > 20% expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
BYD Co. Ltd
Start price
Target price
Perf. (%)
€32.98
15.11.21
15.11.21
€50.00
15.11.23
15.11.23
-10.99%
15.11.23
15.11.23
ROE higher than 10% per year
Small cyclical dependencies
Known brand
Very Future proof/growth oriented business model
Siemens AG
Start price
Target price
Perf. (%)
€124.44
31.10.23
31.10.23
-
31.10.24
31.10.24
6.78%
13.11.23
13.11.23
Future proof or reliable business model
Top 10 in its market
Known brand
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€106.50
07.08.23
07.08.23
€110.00
07.08.24
07.08.24
4.23%
13.11.23
13.11.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Allianz SE VNA
Start price
Target price
Perf. (%)
€229.45
10.11.23
10.11.23
€240.00
10.11.24
10.11.24
-3.25%
13.11.23
13.11.23
Could be worthwhile Investment >10% per year
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€103.34
10.11.23
10.11.23
€120.00
10.11.24
10.11.24
1.14%
13.11.23
13.11.23
Could be worthwhile Investment >10% per year
Canadian National Railway Corp.
Start price
Target price
Perf. (%)
€119.50
12.11.22
12.11.22
€140.00
12.11.23
12.11.23
-12.55%
13.11.23
13.11.23
Could be worthwhile Investment >10% per year
High dividend yield expected
Top 10 in its market
Small cyclical dependencies
Norwegian Cruise Line Hl.
Start price
Target price
Perf. (%)
€14.30
16.10.23
16.10.23
€12.50
30.06.25
30.06.25
-13.32%
12.11.23
12.11.23
Could be very worthwhile Investment >20% year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€294.45
20.10.23
20.10.23
€300.00
20.10.24
20.10.24
3.60%
11.11.23
11.11.23
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Stellantis N.V.
Start price
Target price
Perf. (%)
€13.35
23.12.22
23.12.22
€15.00
10.11.23
10.11.23
35.96%
11.11.23
11.11.23
Could be worthwhile Investment >10% per year
Vonovia SE
Start price
Target price
Perf. (%)
€23.26
10.11.23
10.11.23
€28.00
10.12.23
10.12.23
0.39%
11.11.23
11.11.23
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Top 10 in its market
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€26.25
30.10.23
30.10.23
€40.00
30.10.24
30.10.24
27.81%
11.11.23
11.11.23
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Siemens Energy AG
Start price
Target price
Perf. (%)
€8.70
30.10.23
30.10.23
€7.00
30.10.24
30.10.24
9.40%
11.11.23
11.11.23
Differentiated customer and product portfolio
Risky Investment
Deficits in Management
Siemens Energy AG
Start price
Target price
Perf. (%)
€8.72
30.10.23
30.10.23
-
30.10.24
30.10.24
8.63%
10.11.23
10.11.23
Risky Investment
Credit Agricole Inh.
Start price
Target price
Perf. (%)
€10.89
06.06.23
06.06.23
€9.50
06.12.23
06.12.23
7.07%
10.11.23
10.11.23
Higher EBIT margin than peer group
High dividend yield expected
positive Cash Flow expected
Little innovation
Adyen NV ADR
Start price
Target price
Perf. (%)
€7.15
18.10.23
18.10.23
-
18.11.23
18.11.23
32.17%
10.11.23
10.11.23
Revenue growth >5% per year expected
Valuable balance sheet
Capable Management
Ford Motor Co.
Start price
Target price
Perf. (%)
€9.28
31.10.23
31.10.23
-
31.10.24
31.10.24
4.11%
06.11.23
06.11.23
Well known brand
Future proof or reliable business model
Top 10 in its market
Teva Pharmaceutical Industries Ltd ADR
Start price
Target price
Perf. (%)
€7.68
23.10.23
23.10.23
-
23.10.24
23.10.24
10.16%
06.11.23
06.11.23
Top 10 in its market
Future proof or reliable business model
Airbus Group SE
Start price
Target price
Perf. (%)
€113.96
05.11.22
05.11.22
€130.00
05.11.23
05.11.23
13.11%
06.11.23
06.11.23
Could be worthwhile Investment >10% per year