Predictions
Adobe Inc.
Start price
Target price
Perf. (%)
€536.80
14.12.23
14.12.23
€550.00
14.12.24
14.12.24
5.18%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Apple Inc.
Start price
Target price
Perf. (%)
€169.16
10.01.24
10.01.24
€160.00
10.01.25
10.01.25
4.27%
22.01.24
22.01.24
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Adobe Inc.
Start price
Target price
Perf. (%)
€325.55
21.01.23
21.01.23
€330.00
21.01.24
21.01.24
72.02%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Synopsys Inc.
Start price
Target price
Perf. (%)
€315.65
21.01.23
21.01.23
€330.00
21.01.24
21.01.24
50.99%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€339.10
12.01.24
12.01.24
€340.00
12.01.25
12.01.25
4.39%
20.01.24
20.01.24
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€45.25
19.01.23
19.01.23
-
19.01.24
19.01.24
-32.08%
20.01.24
20.01.24
NVIDIA Corp.
Start price
Target price
Perf. (%)
€48.86
10.01.24
10.01.24
€66.60
10.01.25
10.01.25
12.84%
20.01.24
20.01.24
Future proof or reliable business model
Sustainability is not important
High risks for its business
Lower EBIT Margin than peer group
NVIDIA Corp.
Start price
Target price
Perf. (%)
€40.90
17.07.23
17.07.23
€35.00
17.01.24
17.01.24
26.36%
17.01.24
17.01.24
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
overvalued
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€78.20
12.01.23
12.01.23
€90.00
12.01.24
12.01.24
18.67%
13.01.24
13.01.24
Could be worthwhile Investment >10% per year
Epam Systems Inc.
Start price
Target price
Perf. (%)
€266.10
15.12.23
15.12.23
€270.00
15.12.24
15.12.24
3.34%
12.01.24
12.01.24
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€322.05
20.12.23
20.12.23
€325.00
20.12.24
20.12.24
5.29%
12.01.24
12.01.24
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Salesforce.com
Start price
Target price
Perf. (%)
€239.40
27.12.23
27.12.23
€250.00
27.12.24
27.12.24
3.43%
12.01.24
12.01.24
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Fair valuation
Very Future proof/growth oriented business model
Intel Corp.
Start price
Target price
Perf. (%)
€27.44
03.05.23
03.05.23
-
03.05.28
03.05.28
58.19%
12.01.24
12.01.24
Could be worthwhile Investment >10% per year
Infineon Technologies AG
Start price
Target price
Perf. (%)
€40.67
30.11.21
30.11.21
-
30.11.25
30.11.25
-14.57%
12.01.24
12.01.24
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€164.62
06.01.24
06.01.24
€160.00
06.02.24
06.02.24
2.76%
10.01.24
10.01.24
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
NVIDIA Corp.
Start price
Target price
Perf. (%)
€43.55
03.01.24
03.01.24
€36.60
03.01.25
03.01.25
2.80%
06.01.24
06.01.24
Future proof or reliable business model
Sustainability is not important
High risks for its business
Lower EBIT Margin than peer group
Apple Inc.
Start price
Target price
Perf. (%)
€165.42
05.01.24
05.01.24
-
-0.05%
05.01.24
05.01.24
Could be worthwhile Investment >10% per year
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€39.69
31.12.22
31.12.22
-
31.12.23
31.12.23
-13.09%
01.01.24
01.01.24
Apple Inc.
Start price
Target price
Perf. (%)
€120.32
30.12.22
30.12.22
€175.00
30.12.23
30.12.23
43.88%
31.12.23
31.12.23
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
Qualcomm Inc.
Start price
Target price
Perf. (%)
€126.66
13.12.23
13.12.23
€128.00
13.12.24
13.12.24
3.74%
23.12.23
23.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected