Predictions
Apple Inc.
Start price
Target price
Perf. (%)
€121.38
09.01.23
09.01.23
-
09.02.23
09.02.23
16.34%
10.02.23
10.02.23
Could be very worthwhile Investment >20% year
NVIDIA Corp.
Start price
Target price
Perf. (%)
€15.90
30.11.22
30.11.22
-
30.11.23
30.11.23
30.03%
07.02.23
07.02.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
ROE higher than 15% per year
Apple Inc.
Start price
Target price
Perf. (%)
€141.90
06.02.23
06.02.23
-
06.03.23
06.03.23
0.34%
07.02.23
07.02.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Infineon Technologies AG
Start price
Target price
Perf. (%)
€35.12
03.02.22
03.02.22
€40.00
03.02.23
03.02.23
2.71%
04.02.23
04.02.23
Could be worthwhile Investment >10% per year
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
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€71.79
21.11.22
21.11.22
€75.00
21.11.23
21.11.23
11.16%
02.02.23
02.02.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.92
12.04.22
12.04.22
€1.00
12.04.23
12.04.23
-20.09%
02.02.23
02.02.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Micron Technology Inc.
Start price
Target price
Perf. (%)
€47.76
03.01.23
03.01.23
€80.00
03.01.24
03.01.24
19.60%
02.02.23
02.02.23
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
Apple Inc.
Start price
Target price
Perf. (%)
€131.88
30.01.23
30.01.23
-
28.02.23
28.02.23
-0.02%
31.01.23
31.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€20.80
30.01.22
30.01.22
€19.50
30.01.23
30.01.23
-15.13%
31.01.23
31.01.23
Strong uniques
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
High Investments for future growth
Apple Inc.
Start price
Target price
Perf. (%)
€153.76
30.01.22
30.01.22
€139.00
30.01.23
30.01.23
-14.23%
31.01.23
31.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Undervalued
High Investments for future growth
Micron Technology Inc.
Start price
Target price
Perf. (%)
€62.10
25.05.22
25.05.22
-
25.05.23
25.05.23
-8.84%
27.01.23
27.01.23
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
Infineon Technologies AG
Start price
Target price
Perf. (%)
€32.19
19.01.23
19.01.23
-
19.02.23
19.02.23
2.52%
26.01.23
26.01.23
Could be very worthwhile Investment >20% year
Fair valuation
Leading role in innovation
Very small cyclical dependencies
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
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
Apple Inc.
Start price
Target price
Perf. (%)
€125.70
18.01.23
18.01.23
-
18.02.23
18.02.23
3.42%
23.01.23
23.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Qualcomm Inc.
Start price
Target price
Perf. (%)
€108.98
07.01.23
07.01.23
€110.00
07.01.24
07.01.24
6.35%
23.01.23
23.01.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€147.40
20.01.22
20.01.22
€200.00
20.01.23
20.01.23
-13.85%
21.01.23
21.01.23
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Micron Technology Inc.
Start price
Target price
Perf. (%)
€52.50
12.01.23
12.01.23
€60.00
12.01.24
12.01.24
1.73%
21.01.23
21.01.23
Undervalued
Standard Investments for future growth
Innovative
Differentiated customer and product portfolio
Micron Technology Inc.
Start price
Target price
Perf. (%)
€53.70
07.01.23
07.01.23
€50.00
07.01.24
07.01.24
-2.79%
20.01.23
20.01.23
positive Cash Flow expected
Revenue growth >5% per year expected
High dividend yield expected
Valuable balance sheet
Apple Inc.
Start price
Target price
Perf. (%)
€151.70
16.01.22
16.01.22
€165.00
16.01.23
16.01.23
-18.06%
17.01.23
17.01.23
Could be worthwhile Investment >10% per year
Good culture
Innovative
Differentiated customer and product portfolio