Predictions
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.90
12.04.22
12.04.22
€1.00
12.04.23
12.04.23
1.92%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Skyworks Solutions Inc.
Start price
Target price
Perf. (%)
€112.94
11.04.22
11.04.22
€116.00
11.04.23
11.04.23
-10.20%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
EBIT growth >5% per year expected
Fair valuation
Lower EBIT Margin than peer group
Alteryx Inc
Start price
Target price
Perf. (%)
€65.85
11.04.22
11.04.22
€56.00
11.04.23
11.04.23
-26.12%
12.04.23
12.04.23
Stable Large shareholder and/or long term investor
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Risky balance sheet
UMC Electronics Co Ltd
Start price
Target price
Perf. (%)
€2.84
08.04.22
08.04.22
€4.00
08.04.23
08.04.23
10.56%
09.04.23
09.04.23
Could be worthwhile Investment >10% per year
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.98
07.04.22
07.04.22
€1.00
07.04.23
07.04.23
-7.68%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Siltronic AG
Start price
Target price
Perf. (%)
€87.10
06.04.22
06.04.22
€120.00
06.04.23
06.04.23
3.73%
16.04.22
16.04.22
Innovative
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€157.16
06.04.22
06.04.22
€180.00
06.04.23
06.04.23
-7.27%
10.05.22
10.05.22
Known brand
Could be worthwhile Investment >10% per year
Fair valuation
Innovative
NXP Semiconductors NV
Start price
Target price
Perf. (%)
€160.00
06.04.22
06.04.22
€190.00
06.04.23
06.04.23
10.94%
02.02.23
02.02.23
Could be worthwhile Investment >10% per year
High dividend yield expected
Known brand
Alpha+omega Semiconductor
Start price
Target price
Perf. (%)
€45.31
05.04.22
05.04.22
€55.00
05.04.23
05.04.23
-7.37%
28.04.22
28.04.22
Could be worthwhile Investment >10% per year
Shop Apotheke Europe NV
Start price
Target price
Perf. (%)
€86.20
05.04.22
05.04.22
€100.00
01.09.22
01.09.22
19.37%
31.05.22
31.05.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
positive Cash Flow expected
Infineon Technologies AG
Start price
Target price
Perf. (%)
€30.61
04.04.22
04.04.22
-
04.04.25
04.04.25
18.23%
17.04.23
17.04.23
Could be very worthwhile Investment >20% year
Twitter Inc.
Start price
Target price
Perf. (%)
€43.64
04.04.22
04.04.22
-
04.04.23
04.04.23
-0.50%
12.05.22
12.05.22
Probably not worthwhile Investment
IVU Traffic Technologies AG
Start price
Target price
Perf. (%)
€18.80
04.04.22
04.04.22
-
04.04.23
04.04.23
-10.11%
05.04.23
05.04.23
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€109.14
04.04.22
04.04.22
€100.00
04.04.23
04.04.23
-34.13%
09.07.22
09.07.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€106.68
04.04.22
04.04.22
€130.00
31.07.22
31.07.22
-21.14%
31.07.22
31.07.22
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
NVIDIA Corp.
Start price
Target price
Perf. (%)
€24.26
04.04.22
04.04.22
€30.00
04.04.23
04.04.23
-15.34%
16.04.22
16.04.22
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Austria Microsystems AG
Start price
Target price
Perf. (%)
€13.94
04.04.22
04.04.22
€20.00
04.04.23
04.04.23
-15.50%
16.04.22
16.04.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
21Vianet Group Inc. ADR
Start price
Target price
Perf. (%)
€5.55
03.04.22
03.04.22
-
03.04.23
03.04.23
-31.53%
04.04.23
04.04.23
Probably not worthwhile Investment