Predictions
NVIDIA Corp.
Start price
Target price
Perf. (%)
€0.059
20.02.13
20.02.13
€0.094
11.03.13
11.03.13
4.25%
11.03.13
11.03.13
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.45
19.02.13
19.02.13
€7.50
12.04.13
12.04.13
-7.56%
12.04.13
12.04.13
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€7.00
15.02.13
15.02.13
€9.00
20.05.13
20.05.13
30.62%
20.05.13
20.05.13
Intel Corp.
Start price
Target price
Perf. (%)
€15.89
14.02.13
14.02.13
€19.00
04.06.13
04.06.13
23.07%
04.06.13
04.06.13
Very high dividend yield expected
ROE higher than 15% per year
High Investments for future growth
Very differentiated customer and product portfolio
NXP Semiconductors NV
Start price
Target price
Perf. (%)
€24.48
13.02.13
13.02.13
€26.00
21.02.13
21.02.13
-3.16%
21.02.13
21.02.13
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€21.45
10.02.13
10.02.13
€18.00
27.02.13
27.02.13
-4.59%
27.02.13
27.02.13
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.53
08.02.13
08.02.13
€8.00
01.08.13
01.08.13
6.71%
01.08.13
01.08.13
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€22.12
31.01.13
31.01.13
€25.00
25.07.13
25.07.13
13.02%
25.07.13
25.07.13
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Probably not worthwhile Investment
International Business Machines Corp
Start price
Target price
Perf. (%)
€150.23
31.01.13
31.01.13
€160.00
05.03.13
05.03.13
5.59%
05.03.13
05.03.13
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€13.04
29.01.13
29.01.13
€14.00
15.02.13
15.02.13
5.44%
15.02.13
15.02.13
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Intel Corp.
Start price
Target price
Perf. (%)
€15.66
29.01.13
29.01.13
€18.00
15.02.13
15.02.13
2.43%
15.02.13
15.02.13
Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating