Predictions
Serviceware SE
Start price
Target price
Perf. (%)
€6.58
27.01.23
27.01.23
€8.90
27.01.24
27.01.24
82.37%
28.01.24
28.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Capable Management
Lower EBIT Margin than peer group
ServiceNow Inc.
Start price
Target price
Perf. (%)
€423.90
27.01.23
27.01.23
€545.00
27.01.24
27.01.24
67.73%
28.01.24
28.01.24
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
Shop Apotheke Europe NV
Start price
Target price
Perf. (%)
€64.90
27.01.23
27.01.23
-
27.01.24
27.01.24
103.93%
28.01.24
28.01.24
Shinko Electric Industries Co Ltd
Start price
Target price
Perf. (%)
€25.60
26.01.23
26.01.23
€32.00
26.01.24
26.01.24
2.34%
04.02.23
04.02.23
Innovative
Differentiated customer and product portfolio
Growths faster than the competition
Top 10 in its market
Infineon Technologies AG
Start price
Target price
Perf. (%)
€33.35
26.01.23
26.01.23
€39.00
26.01.24
26.01.24
8.16%
04.02.23
04.02.23
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
ASML Holding N.V.
Start price
Target price
Perf. (%)
€620.70
25.01.23
25.01.23
€700.00
25.01.24
25.01.24
26.71%
26.01.24
26.01.24
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€130.14
25.01.23
25.01.23
-
25.02.23
25.02.23
0.40%
26.01.23
26.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Mediantechnologies
Start price
Target price
Perf. (%)
€6.72
24.01.23
24.01.23
€7.50
24.01.24
24.01.24
-42.93%
25.01.24
25.01.24
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€128.90
24.01.23
24.01.23
-
24.02.23
24.02.23
1.09%
25.01.23
25.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Elmos Semiconductor AG
Start price
Target price
Perf. (%)
€62.70
23.01.23
23.01.23
-
23.01.26
23.01.26
17.22%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Qualcomm Inc.
Start price
Target price
Perf. (%)
€115.90
23.01.23
23.01.23
€122.00
23.01.24
23.01.24
3.09%
25.01.23
25.01.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€77.30
23.01.23
23.01.23
€70.00
23.01.24
23.01.24
-36.61%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
LPKF Laser & Electronics AG
Start price
Target price
Perf. (%)
€12.07
23.01.23
23.01.23
€15.00
23.01.24
23.01.24
-15.41%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
positive Cash Flow expected
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€124.40
23.01.23
23.01.23
€105.00
23.01.24
23.01.24
-21.30%
24.01.24
24.01.24
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Allgeier SE
Start price
Target price
Perf. (%)
€31.40
23.01.23
23.01.23
€25.00
23.01.24
23.01.24
-34.08%
24.01.24
24.01.24
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
Microstrateg.a New
Start price
Target price
Perf. (%)
€226.45
22.01.23
22.01.23
€260.00
22.01.24
22.01.24
12.85%
04.02.23
04.02.23
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
High valuation
Risky balance sheet
Adobe Inc.
Start price
Target price
Perf. (%)
€325.55
21.01.23
21.01.23
€330.00
21.01.24
21.01.24
72.02%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year