Predictions
Softline AG
Start price
Target price
Perf. (%)
€9.20
29.11.21
29.11.21
-
29.11.26
29.11.26
-90.49%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Allegion plc
Start price
Target price
Perf. (%)
€117.00
29.11.21
29.11.21
€120.00
29.11.22
29.11.22
-7.69%
29.11.22
29.11.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Standard Investments for future growth
High valuation
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€210.70
29.11.21
29.11.21
€225.00
29.11.22
29.11.22
-48.75%
30.11.22
30.11.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Future proof or reliable business model
Some uniques
B+S Banksysteme AG
Start price
Target price
Perf. (%)
€3.36
29.11.21
29.11.21
-
29.11.22
29.11.22
-8.93%
12.12.21
12.12.21
Could be worthwhile Investment >10% per year
Secunet Security AG
Start price
Target price
Perf. (%)
€405.00
29.11.21
29.11.21
-
29.11.22
29.11.22
-4.81%
12.12.21
12.12.21
Could be worthwhile Investment >10% per year
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
GFT Technologies AG
Start price
Target price
Perf. (%)
€36.25
28.11.21
28.11.21
€39.00
28.02.22
28.02.22
9.79%
28.02.22
28.02.22
Risky Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Low dividend yield expected
IVU Traffic Technologies AG
Start price
Target price
Perf. (%)
€20.05
27.11.21
27.11.21
-
27.11.22
27.11.22
-19.60%
28.11.22
28.11.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Umt United Mobility Tech. AG
Start price
Target price
Perf. (%)
€7.64
27.11.21
27.11.21
€7.00
27.11.22
27.11.22
16.23%
02.01.22
02.01.22
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
Zynga Inc.
Start price
Target price
Perf. (%)
€5.74
27.11.21
27.11.21
€4.80
27.11.22
27.11.22
39.69%
14.03.22
14.03.22
Capable Management
Very low/no dividend yield expected
Risky balance sheet
Few uniques
Delivery Hero SE
Start price
Target price
Perf. (%)
€115.00
25.11.21
25.11.21
-
25.11.22
25.11.22
-64.95%
26.11.22
26.11.22
Lower EBIT Margin than peer group
Probably not worthwhile Investment
Revenue decline/stagnation expected
overvalued
Infineon Technologies AG
Start price
Target price
Perf. (%)
€41.43
23.11.21
23.11.21
€45.00
23.11.22
23.11.22
-7.76%
19.01.22
19.01.22
Known brand
Future proof or reliable business model
Risky Investment
Low dividend yield expected
Asm Pacific Technology
Start price
Target price
Perf. (%)
€9.75
22.11.21
22.11.21
€13.00
22.11.22
22.11.22
-25.13%
23.11.22
23.11.22
Delivery Hero SE
Start price
Target price
Perf. (%)
€127.40
22.11.21
22.11.21
€195.00
22.11.22
22.11.22
-14.48%
09.12.21
09.12.21
Could be worthwhile Investment >10% per year
NAGA Group
Start price
Target price
Perf. (%)
€8.17
22.11.21
22.11.21
€11.00
22.11.22
22.11.22
-84.53%
23.11.22
23.11.22
Could be worthwhile Investment >10% per year
Intuit Inc.
Start price
Target price
Perf. (%)
€603.90
19.11.21
19.11.21
€660.00
19.09.24
19.09.24
-2.93%
09.08.24
09.08.24
Revenue growth >5% per year expected
ROE higher than 15% per year
EBIT growth >5% per year expected
Could be worthwhile Investment >10% per year
