Predictions
Salesforce.com
Start price
Target price
Perf. (%)
€193.98
02.12.20
02.12.20
-
02.12.21
02.12.21
6.12%
17.02.21
17.02.21
Could be worthwhile Investment >10% per year
Very capable Management
Market Leader or Top 3
Very Future proof/growth oriented business model
MSCI Inc. A
Start price
Target price
Perf. (%)
€343.60
01.12.20
01.12.20
-
01.12.21
01.12.21
1.83%
06.03.21
06.03.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Low dividend yield expected
Mccormick & Comp.
Start price
Target price
Perf. (%)
€80.99
01.12.20
01.12.20
€95.00
01.12.21
01.12.21
-4.16%
02.12.21
02.12.21
positive Cash Flow expected
Could be very worthwhile Investment >20% year
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Waste Management Inc.
Start price
Target price
Perf. (%)
€100.34
01.12.20
01.12.20
€105.00
01.12.21
01.12.21
42.22%
02.12.21
02.12.21
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Increased challenges to pay loans and raise capital
Allianz SE VNA
Start price
Target price
Perf. (%)
€200.90
01.12.20
01.12.20
€230.00
01.12.21
01.12.21
-1.67%
02.12.21
02.12.21
Could be worthwhile Investment >10% per year
Very capable Management
Good culture
Innovative
Amazon.com Inc.
Start price
Target price
Perf. (%)
€131.90
30.11.20
30.11.20
€150.00
30.11.21
30.11.21
19.41%
01.12.21
01.12.21
Could be worthwhile Investment >10% per year
Pfizer Inc.
Start price
Target price
Perf. (%)
€31.50
30.11.20
30.11.20
€38.00
30.11.21
30.11.21
18.40%
02.08.21
02.08.21
Could be worthwhile Investment >10% per year
Very high dividend yield expected
Fair valuation
Higher EBIT margin than peer group
Micron Technology Inc.
Start price
Target price
Perf. (%)
€53.55
29.11.20
29.11.20
€65.00
29.11.21
29.11.21
41.46%
30.11.21
30.11.21
Could be worthwhile Investment >10% per year
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€62.21
29.11.20
29.11.20
€75.00
29.11.21
29.11.21
-16.67%
30.11.21
30.11.21
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Xiaomi Corp.
Start price
Target price
Perf. (%)
€2.87
29.11.20
29.11.20
€6.00
29.11.21
29.11.21
-2.09%
29.07.21
29.07.21
Could be very worthwhile Investment >20% year
Palo Alto Networks
Start price
Target price
Perf. (%)
€80.85
28.11.20
28.11.20
-
28.11.21
28.11.21
18.53%
11.03.21
11.03.21
Could be worthwhile Investment >10% per year
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€61.00
28.11.20
28.11.20
-
28.11.21
28.11.21
-25.16%
11.12.20
11.12.20
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Very Future proof/growth oriented business model
Well known brand
Veeva Systems A
Start price
Target price
Perf. (%)
€230.05
28.11.20
28.11.20
-
28.11.21
28.11.21
12.50%
29.11.21
29.11.21
Could be worthwhile Investment >10% per year
Differentiated customer and product portfolio
Medium risks for its business
Datadog Inc.
Start price
Target price
Perf. (%)
€82.00
28.11.20
28.11.20
-
28.11.21
28.11.21
95.12%
29.11.21
29.11.21
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€60.50
27.11.20
27.11.20
€69.00
27.05.21
27.05.21
-51.54%
27.05.21
27.05.21
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Could be worthwhile Investment >10% per year
Normal challenges to pay loans and raise capital
Dollar Tree Inc.
Start price
Target price
Perf. (%)
€91.70
27.11.20
27.11.20
-
27.11.21
27.11.21
-3.59%
06.02.21
06.02.21
Revenue growth >5% per year expected
Fair valuation
Very low/no dividend yield expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€2.79
27.11.20
27.11.20
-
27.11.21
27.11.21
45.75%
28.07.21
28.07.21
Could be worthwhile Investment >10% per year
HF Sinclair Corp.
Start price
Target price
Perf. (%)
€21.00
26.11.20
26.11.20
-
26.11.21
26.11.21
49.52%
22.02.21
22.02.21
Probably not worthwhile Investment
EBIT decline/stagnation expected
Revenue decline/stagnation expected
Palantir Technologies Inc.
Start price
Target price
Perf. (%)
€26.80
26.11.20
26.11.20
€32.00
26.11.21
26.11.21
-30.90%
27.11.21
27.11.21