Predictions
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€255.50
11.10.20
11.10.20
-
04.11.21
04.11.21
-27.28%
07.01.21
07.01.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
Groupe Open
Start price
Target price
Perf. (%)
€14.82
11.10.20
11.10.20
€18.00
04.11.21
04.11.21
29.22%
07.09.21
07.09.21
Could be worthwhile Investment >10% per year
International Business Machines Corp
Start price
Target price
Perf. (%)
€109.20
09.10.20
09.10.20
€129.00
28.10.20
28.10.20
-17.40%
28.10.20
28.10.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
Evolution Gaming Group AB
Start price
Target price
Perf. (%)
€70.08
09.10.20
09.10.20
€150.00
04.11.21
04.11.21
96.29%
17.05.21
17.05.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year
Could be worthwhile Investment >10% per year
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€73.91
07.10.20
07.10.20
€100.00
04.11.21
04.11.21
37.74%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Twitter Inc.
Start price
Target price
Perf. (%)
€39.31
05.10.20
05.10.20
-
04.11.21
04.11.21
18.64%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Netease Inc. ADR
Start price
Target price
Perf. (%)
€78.54
04.10.20
04.10.20
€120.00
04.11.21
04.11.21
11.28%
05.11.21
05.11.21
EBIT growth >5% per year expected
Undervalued
positive Cash Flow expected
Small challenges to pay loans and raise capital
Microsoft Corp.
Start price
Target price
Perf. (%)
€176.54
03.10.20
03.10.20
€170.00
04.11.21
04.11.21
65.06%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
EBIT growth > 30% per year expected
Rising EBIT margin expected
Very high dividend yield expected
Hello Group Inc. ADR
Start price
Target price
Perf. (%)
€12.55
03.10.20
03.10.20
€15.00
04.11.21
04.11.21
-11.55%
05.11.21
05.11.21
Standard Investments for future growth
Small cyclical dependencies
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€38.36
03.10.20
03.10.20
€55.00
04.11.21
04.11.21
10.84%
05.11.21
05.11.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Eastman Kodak
Start price
Target price
Perf. (%)
€7.66
02.10.20
02.10.20
-
13.10.20
13.10.20
7.65%
13.10.20
13.10.20
Risky Investment
Realtech AG
Start price
Target price
Perf. (%)
€0.71
29.09.20
29.09.20
€0.000
04.11.21
04.11.21
91.55%
03.06.21
03.06.21
Risky Investment
EBIT decline/stagnation expected
Revenue decline/stagnation expected
Lower EBIT Margin than peer group
Broadcom Ltd.
Start price
Target price
Perf. (%)
€310.85
28.09.20
28.09.20
€295.00
04.11.21
04.11.21
28.33%
29.06.21
29.06.21
Could be worthwhile Investment >10% per year
Intel Corp.
Start price
Target price
Perf. (%)
€43.20
26.09.20
26.09.20
-
04.11.21
04.11.21
-4.42%
08.12.20
08.12.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Innovative
Netflix Inc.
Start price
Target price
Perf. (%)
€404.25
25.09.20
25.09.20
€450.00
12.10.20
12.10.20
13.84%
12.10.20
12.10.20
Fair valuation
Standard Investments for future growth
Innovative
Differentiated customer and product portfolio
SemiLEDs Corp.
Start price
Target price
Perf. (%)
€2.36
24.09.20
24.09.20
€18.00
04.11.21
04.11.21
209.32%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Salesforce.com
Start price
Target price
Perf. (%)
€207.85
21.09.20
21.09.20
-
04.11.21
04.11.21
-6.17%
01.12.20
01.12.20
Could be worthwhile Investment >10% per year
Very capable Management
Market Leader or Top 3
Very Future proof/growth oriented business model