Predictions
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.79
04.01.21
04.01.21
€1.00
22.75%
18.01.21
18.01.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
NIO Inc. ADR
Start price
Target price
Perf. (%)
€40.90
04.01.21
04.01.21
€55.00
26.65%
12.01.21
12.01.21
Innovative
EBIT growth >5% per year expected
Top 10 in its market
Known brand
Covestro AG
Start price
Target price
Perf. (%)
€50.66
01.01.21
01.01.21
€70.00
01.01.22
01.01.22
8.53%
02.09.21
02.09.21
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Very small cyclical dependencies
Well known brand
Henkel AG & Co. KGaA ST
Start price
Target price
Perf. (%)
€79.30
31.12.20
31.12.20
-
31.12.21
31.12.21
-2.77%
20.08.21
20.08.21
Low dividend yield expected
Revenue decline/stagnation expected
EBIT decline/stagnation expected
L3Harris Technologies Inc.
Start price
Target price
Perf. (%)
€154.00
31.12.20
31.12.20
-
31.12.21
31.12.21
-0.65%
01.03.21
01.03.21
Future proof or reliable business model
Could be very worthwhile Investment >20% year
Top 10 in its market
positive Cash Flow expected
International Business Machines Corp
Start price
Target price
Perf. (%)
€103.15
31.12.20
31.12.20
€125.00
-3.17%
03.02.21
03.02.21
Well known brand
High dividend yield expected
Differentiated customer and product portfolio
Innovative
LVMH Moët Hennessy Louis Vuitton S.A.
Start price
Target price
Perf. (%)
€534.90
31.12.20
31.12.20
€527.00
1.20%
19.02.21
19.02.21
Hologic Inc.
Start price
Target price
Perf. (%)
€60.00
31.12.20
31.12.20
€78.00
31.12.21
31.12.21
10.17%
01.01.22
01.01.22
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Twitter Inc.
Start price
Target price
Perf. (%)
€44.42
30.12.20
30.12.20
-
30.12.21
30.12.21
5.99%
30.04.21
30.04.21
Revenue growth >5% per year expected
Stable Large shareholder and/or long term investor
Very low/no dividend yield expected
NIO Inc. ADR
Start price
Target price
Perf. (%)
€37.10
29.12.20
29.12.20
€41.00
29.12.21
29.12.21
9.97%
04.01.21
04.01.21
Innovative
EBIT growth >5% per year expected
Top 10 in its market
Known brand
NIO Inc. ADR
Start price
Target price
Perf. (%)
€35.80
29.12.20
29.12.20
€41.00
29.12.21
29.12.21
3.63%
29.12.20
29.12.20
Innovative
EBIT growth >5% per year expected
Top 10 in its market
Known brand
Alibaba Group Holding Ltd.
Start price
Target price
Perf. (%)
€23.81
29.12.20
29.12.20
€35.00
16.11.24
16.11.24
-44.60%
04.01.22
04.01.22
Market Leader or Top 3
Small cyclical dependencies
Well known brand
Very Future proof/growth oriented business model
Aegon N.V.
Start price
Target price
Perf. (%)
€3.25
29.12.20
29.12.20
€4.00
29.12.21
29.12.21
35.45%
30.12.21
30.12.21
Could be worthwhile Investment >10% per year
General Electric Co.
Start price
Target price
Perf. (%)
€70.20
28.12.20
28.12.20
€120.00
28.12.21
28.12.21
33.22%
08.11.21
08.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Normal challenges to pay loans and raise capital
Deutsche Post AG
Start price
Target price
Perf. (%)
€40.99
28.12.20
28.12.20
€36.00
5.15%
08.03.21
08.03.21
Strong uniques
Revenue growth >5% per year expected
High dividend yield expected
High valuation
Autozone Inc.
Start price
Target price
Perf. (%)
€987.60
28.12.20
28.12.20
-
28.12.21
28.12.21
23.53%
28.04.21
28.04.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Very low/no dividend yield expected
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€178.40
28.12.20
28.12.20
€270.00
28.12.21
28.12.21
-22.70%
31.08.21
31.08.21
Could be very worthwhile Investment >20% year
Siemens Healthineers AG
Start price
Target price
Perf. (%)
€42.35
28.12.20
28.12.20
€49.00
28.12.21
28.12.21
41.39%
31.08.21
31.08.21
Could be very worthwhile Investment >20% year
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€185.00
28.12.20
28.12.20
€210.00
28.12.21
28.12.21
30.73%
31.08.21
31.08.21
Could be very worthwhile Investment >20% year
Deutsche Post AG
Start price
Target price
Perf. (%)
€40.92
28.12.20
28.12.20
€58.00
28.12.21
28.12.21
35.24%
02.06.21
02.06.21
Probably not worthwhile Investment
Higher risks for its business
Raytheon Technologies Corp.
Start price
Target price
Perf. (%)
€58.00
28.12.20
28.12.20
€90.00
28.12.21
28.12.21
27.55%
21.12.21
21.12.21
Revenue growth >5% per year expected
Undervalued
High dividend yield expected
Capable Management