Predictions
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.92
12.04.22
12.04.22
€1.00
12.04.23
12.04.23
-20.09%
02.02.23
02.02.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.90
12.04.22
12.04.22
€1.00
12.04.23
12.04.23
1.92%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Solvay S.A. A
Start price
Target price
Perf. (%)
€85.74
11.04.22
11.04.22
€95.00
11.04.23
11.04.23
23.05%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
Skyworks Solutions Inc.
Start price
Target price
Perf. (%)
€112.94
11.04.22
11.04.22
€116.00
11.04.23
11.04.23
-10.20%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
EBIT growth >5% per year expected
Fair valuation
Lower EBIT Margin than peer group
NIO Inc. ADR
Start price
Target price
Perf. (%)
€18.72
08.04.22
08.04.22
€20.00
08.04.23
08.04.23
-55.98%
09.04.23
09.04.23
Could be worthwhile Investment >10% per year
O'Reilly Automotive Inc.
Start price
Target price
Perf. (%)
€668.10
07.04.22
07.04.22
€700.00
07.04.23
07.04.23
19.74%
08.04.23
08.04.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
DTE Energy Corp.
Start price
Target price
Perf. (%)
€126.50
07.04.22
07.04.22
€135.00
07.04.23
07.04.23
-17.79%
08.04.23
08.04.23
Could be worthwhile Investment >10% per year
Capable Management
Significant cyclical dependencies
Pfizer Inc.
Start price
Target price
Perf. (%)
€50.65
07.04.22
07.04.22
€56.00
07.04.23
07.04.23
-24.58%
08.04.23
08.04.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High valuation
Costco Wholesale
Start price
Target price
Perf. (%)
€559.40
07.04.22
07.04.22
€600.00
07.04.23
07.04.23
-19.40%
08.04.23
08.04.23
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.98
07.04.22
07.04.22
€1.00
07.04.23
07.04.23
-7.68%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Daimler Truck Holding AG
Start price
Target price
Perf. (%)
€23.36
07.04.22
07.04.22
€35.00
07.05.22
07.05.22
10.04%
08.05.22
08.05.22
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Vestas Wind Systems A/S
Start price
Target price
Perf. (%)
€28.60
06.04.22
06.04.22
€32.00
06.04.23
06.04.23
-26.68%
03.11.22
03.11.22
Very high dividend yield expected
Management is a major shareholder
Sustainability is important
Top 10 in its market
Apple Inc.
Start price
Target price
Perf. (%)
€157.16
06.04.22
06.04.22
€180.00
06.04.23
06.04.23
-7.27%
10.05.22
10.05.22
Known brand
Could be worthwhile Investment >10% per year
Fair valuation
Innovative
Siemens Energy AG
Start price
Target price
Perf. (%)
€19.86
06.04.22
06.04.22
€30.00
06.04.23
06.04.23
-4.33%
13.04.22
13.04.22
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Innovative
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€152.98
06.04.22
06.04.22
€118.00
06.04.23
06.04.23
-13.60%
29.09.22
29.09.22
Risky Investment
Revenue decline > 20% expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Siemens Energy AG
Start price
Target price
Perf. (%)
€20.72
06.04.22
06.04.22
€30.00
06.04.23
06.04.23
-4.42%
06.04.22
06.04.22
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Innovative
Siemens Energy AG
Start price
Target price
Perf. (%)
€21.25
06.04.22
06.04.22
€30.00
06.04.23
06.04.23
-2.49%
06.04.22
06.04.22
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Innovative