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Predictions

buy
Apple Inc.

Start price
Target price
Perf. (%)
€51.54
05.10.19
-
07.12.19
18.77%
07.12.19

buy
Advanced Micro Devices Inc.

Start price
Target price
Perf. (%)
€26.30
04.10.19
-
08.12.19
36.75%
08.12.19

buy
Corning Inc.

Start price
Target price
Perf. (%)
€25.06
02.10.19
€31.00
24.08.20
11.51%
24.08.20

buy
Ciena Corp.

Start price
Target price
Perf. (%)
€33.57
02.10.19
-
13.12.19
10.84%
13.12.19

buy
Lumentum Holdings Inc

Start price
Target price
Perf. (%)
€46.46
01.10.19
-
03.12.19
38.40%
03.12.19

buy
Cisco Systems Inc.

Start price
Target price
Perf. (%)
€45.53
01.10.19
-
02.12.19
-9.63%
02.12.19

Fair valuation
High dividend yield expected
Higher risks for its business
buy
Universal Display Corp.

Start price
Target price
Perf. (%)
€154.00
30.09.19
-
06.12.19
14.23%
06.12.19

buy
Advanced Micro Devices Inc.

Start price
Target price
Perf. (%)
€26.65
30.09.19
€32.00
21.05.20
88.26%
21.05.20

buy
Infineon Technologies AG

Start price
Target price
Perf. (%)
€16.47
30.09.19
-
11.12.19
22.39%
11.12.19

buy
Aixtron SE

Start price
Target price
Perf. (%)
€9.26
30.09.19
€13.00
05.07.20
18.79%
05.07.20

buy
NVIDIA Corp.

Start price
Target price
Perf. (%)
€0.99
30.09.19
€1.13
31.10.19
14.54%
31.10.19

buy
ADVA Optical Networking SE

Start price
Target price
Perf. (%)
€6.30
30.09.19
€7.00
13.10.19
-2.22%
13.10.19

buy
Artec Technologies

Start price
Target price
Perf. (%)
€3.85
30.09.19
€5.00
04.11.21
-18.70%
05.11.21

buy
ASML Holding N.V.

Start price
Target price
Perf. (%)
€223.00
28.09.19
-
05.12.19
10.20%
05.12.19

Basler AG

Start price
Target price
Perf. (%)
€43.40
28.09.19
-
29.11.19
24.88%
29.11.19

buy
Infineon Technologies AG

Start price
Target price
Perf. (%)
€16.50
28.09.19
€18.00
03.10.19
-3.45%
03.10.19

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
buy
NXP Semiconductors NV

Start price
Target price
Perf. (%)
€98.00
27.09.19
-
04.11.21
83.67%
03.04.21

buy
Infineon Technologies AG

Start price
Target price
Perf. (%)
€16.35
27.09.19
€20.00
24.08.20
36.16%
24.08.20

buy
Kontron AG

Start price
Target price
Perf. (%)
€18.52
27.09.19
€21.00
24.08.20
30.45%
24.08.20

buy
Jabil Circuit

Start price
Target price
Perf. (%)
€32.20
27.09.19
€47.00
04.11.21
72.39%
05.11.21

Could be worthwhile Investment >10% per year
buy
Kontron AG

Start price
Target price
Perf. (%)
€18.24
26.09.19
€21.00
21.08.20
34.32%
21.08.20

Intel Corp.

Start price
Target price
Perf. (%)
€46.84
26.09.19
-
26.11.19
14.25%
26.11.19

buy
3D Systems Corp.

Start price
Target price
Perf. (%)
€7.56
26.09.19
€12.00
04.11.21
266.62%
05.11.21

buy
Apple Inc.

Start price
Target price
Perf. (%)
€50.55
26.09.19
€58.75
08.02.20
44.66%
08.02.20

buy
NVIDIA Corp.

Start price
Target price
Perf. (%)
€1.02
26.09.19
€1.25
08.02.20
41.95%
08.02.20