Predictions
Apple Inc.
Start price
Target price
Perf. (%)
€11.83
16.01.12
16.01.12
€14.29
14.02.12
14.02.12
15.60%
14.02.12
14.02.12
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.14
09.01.12
09.01.12
€5.80
17.01.12
17.01.12
7.20%
17.01.12
17.01.12
STMicroelectronics N.V. ADR
Start price
Target price
Perf. (%)
€4.69
05.01.12
05.01.12
€6.00
02.02.12
02.02.12
11.87%
02.02.12
02.02.12
Could be worthwhile Investment >10% per year
STMicroelectronics N.V.
Start price
Target price
Perf. (%)
€4.79
05.01.12
05.01.12
€5.50
01.02.12
01.02.12
10.26%
01.02.12
01.02.12
Could be worthwhile Investment >10% per year
Nokia Corp.
Start price
Target price
Perf. (%)
€4.17
05.01.12
05.01.12
€6.00
05.07.12
05.07.12
-56.17%
05.07.12
05.07.12
Could be worthwhile Investment >10% per year
Infineon Technologies AG
Start price
Target price
Perf. (%)
€6.12
04.01.12
04.01.12
€5.10
04.07.12
04.07.12
-10.56%
04.07.12
04.07.12
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
Samsung Electronics GDR
Start price
Target price
Perf. (%)
€368.09
03.01.12
03.01.12
€400.00
17.02.12
17.02.12
7.79%
17.02.12
17.02.12
Alcatel-Lucent S.A.
Start price
Target price
Perf. (%)
€1.29
02.01.12
02.01.12
€2.00
13.02.12
13.02.12
33.93%
13.02.12
13.02.12
Dialog Semiconductor plc
Start price
Target price
Perf. (%)
€12.16
29.12.11
29.12.11
€15.50
29.06.12
29.06.12
12.50%
29.06.12
29.06.12
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€10.39
29.12.11
29.12.11
€18.00
29.06.12
29.06.12
-17.30%
29.06.12
29.06.12
Intel Corp.
Start price
Target price
Perf. (%)
€18.68
28.12.11
28.12.11
€24.00
06.01.12
06.01.12
6.67%
06.01.12
06.01.12
Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
Viavi Solutions Inc
Start price
Target price
Perf. (%)
€7.89
23.12.11
23.12.11
€15.00
14.05.12
14.05.12
3.41%
14.05.12
14.05.12
Micron Technology Inc.
Start price
Target price
Perf. (%)
€4.91
22.12.11
22.12.11
€6.00
13.02.12
13.02.12
21.75%
13.02.12
13.02.12
ADVA Optical Networking SE
Start price
Target price
Perf. (%)
€3.51
21.12.11
21.12.11
€4.20
04.01.12
04.01.12
14.05%
04.01.12
04.01.12