Predictions
Intel Corp.
Start price
Target price
Perf. (%)
€27.70
04.10.22
04.10.22
€38.00
04.10.23
04.10.23
23.03%
05.10.23
05.10.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Well known brand
Future proof or reliable business model
Netflix Inc.
Start price
Target price
Perf. (%)
€328.90
01.02.23
01.02.23
€200.00
01.02.25
01.02.25
8.77%
04.10.23
04.10.23
Market Leader or Top 3
Probably not worthwhile Investment
Deficits in Management
Little innovation
Mercadolibre Inc
Start price
Target price
Perf. (%)
€848.00
03.10.22
03.10.22
€1,300.0
03.10.23
03.10.23
37.38%
04.10.23
04.10.23
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Very low/no dividend yield expected
Splunk Inc.
Start price
Target price
Perf. (%)
€110.20
31.08.23
31.08.23
€150.00
31.12.25
31.12.25
26.50%
01.10.23
01.10.23
Could be very worthwhile Investment >20% year
NVIDIA Corp.
Start price
Target price
Perf. (%)
€42.75
26.08.23
26.08.23
€38.00
26.08.24
26.08.24
-2.90%
01.10.23
01.10.23
Strong uniques
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
High Investments for future growth
Workday, Inc.
Start price
Target price
Perf. (%)
€149.00
31.05.22
31.05.22
€210.00
11.11.23
11.11.23
34.93%
28.09.23
28.09.23
Could be worthwhile Investment >10% per year
positive Cash Flow expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€323.85
18.07.23
18.07.23
€327.00
08.08.26
08.08.26
-7.89%
25.09.23
25.09.23
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€77.18
21.09.22
21.09.22
€95.00
21.09.23
21.09.23
16.93%
22.09.23
22.09.23
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€94.03
21.09.22
21.09.22
€110.00
21.09.23
21.09.23
-41.20%
22.09.23
22.09.23
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€81.30
19.09.23
19.09.23
€90.00
19.09.24
19.09.24
-2.83%
21.09.23
21.09.23
Very high dividend yield expected
positive Cash Flow expected
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€86.45
06.09.23
06.09.23
€90.00
06.09.24
06.09.24
-5.96%
19.09.23
19.09.23
Very high dividend yield expected
positive Cash Flow expected
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€123.96
11.01.23
11.01.23
€250.00
11.01.24
11.01.24
126.73%
13.09.23
13.09.23
Could be worthwhile Investment >10% per year
Very high dividend yield expected
Very capable Management
Very Future proof/growth oriented business model
Apple Inc.
Start price
Target price
Perf. (%)
€165.10
09.08.23
09.08.23
-
09.09.23
09.09.23
1.70%
10.09.23
10.09.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€44.85
01.09.23
01.09.23
-
01.09.24
01.09.24
-3.49%
07.09.23
07.09.23
Could be very worthwhile Investment >20% year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€81.80
22.08.23
22.08.23
€83.00
22.08.24
22.08.24
5.68%
06.09.23
06.09.23
Very high dividend yield expected
positive Cash Flow expected
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.98
26.08.23
26.08.23
€1.00
26.08.24
26.08.24
0.43%
06.09.23
06.09.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Epam Systems Inc.
Start price
Target price
Perf. (%)
€226.00
23.08.23
23.08.23
€230.00
23.08.24
23.08.24
8.36%
06.09.23
06.09.23
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected