Predictions
Twilio Inc
Start price
Target price
Perf. (%)
€47.12
30.11.22
30.11.22
€60.00
30.11.23
30.11.23
26.93%
01.12.23
01.12.23
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
NVIDIA Corp.
Start price
Target price
Perf. (%)
€15.90
30.11.22
30.11.22
-
30.11.23
30.11.23
30.03%
07.02.23
07.02.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
ROE higher than 15% per year
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€131.46
28.11.22
28.11.22
€150.00
28.11.23
28.11.23
46.72%
29.11.23
29.11.23
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd.
Start price
Target price
Perf. (%)
€9.00
27.11.22
27.11.22
-
27.11.23
27.11.23
20.46%
05.12.22
05.12.22
Market Leader or Top 3
Small cyclical dependencies
Well known brand
Very Future proof/growth oriented business model
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€71.05
27.11.22
27.11.22
-
27.11.23
27.11.23
20.76%
05.12.22
05.12.22
Leading role in innovation
Market Leader or Top 3
Very Future proof/growth oriented business model
Higher risks for its business
Ferrari NV
Start price
Target price
Perf. (%)
€209.60
24.11.22
24.11.22
€220.00
24.11.23
24.11.23
6.20%
18.01.23
18.01.23
Revenue growth > 30% per year expected
Undervalued
Very Future proof/growth oriented business model
Well known brand
Walt Disney Co.
Start price
Target price
Perf. (%)
€94.93
22.11.22
22.11.22
€100.00
22.11.23
22.11.23
6.60%
27.01.23
27.01.23
EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
Daimler Truck Holding AG
Start price
Target price
Perf. (%)
€30.20
21.11.22
21.11.22
€32.00
05.12.22
05.12.22
3.33%
05.12.22
05.12.22
Could be worthwhile Investment >10% per year
Small Risks for its business
Differentiated customer and product portfolio
Market Leader or Top 3
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€71.79
21.11.22
21.11.22
€75.00
21.11.23
21.11.23
11.16%
02.02.23
02.02.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Alphabet Inc. C
Start price
Target price
Perf. (%)
€94.53
20.11.22
20.11.22
€115.00
20.11.23
20.11.23
13.87%
21.07.23
21.07.23
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
Twilio Inc
Start price
Target price
Perf. (%)
€47.58
19.11.22
19.11.22
€44.00
19.11.23
19.11.23
-0.97%
30.11.22
30.11.22
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
Deutsche Telekom AG
Start price
Target price
Perf. (%)
€19.24
19.11.22
19.11.22
€25.00
19.11.23
19.11.23
11.94%
20.11.23
20.11.23
Could be worthwhile Investment >10% per year
Small cyclical dependencies
Known brand
Future proof or reliable business model
Siemens Energy AG
Start price
Target price
Perf. (%)
€14.83
18.11.22
18.11.22
-
18.11.23
18.11.23
14.16%
15.12.22
15.12.22
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Innovative
Altice USA
Start price
Target price
Perf. (%)
€4.18
17.11.22
17.11.22
€6.00
17.11.23
17.11.23
-51.20%
18.11.23
18.11.23
Could be worthwhile Investment >10% per year
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€78.90
17.11.22
17.11.22
€110.00
17.11.25
17.11.25
8.24%
16.02.23
16.02.23
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Very Future proof/growth oriented business model
Higher risks for its business
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€56.72
17.11.22
17.11.22
€80.00
29.12.24
29.12.24
-20.68%
22:26
22:26
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Rising EBIT margin expected
Siemens Healthineers AG
Start price
Target price
Perf. (%)
€51.96
17.11.22
17.11.22
€60.00
17.11.23
17.11.23
-4.27%
18.11.23
18.11.23
Could be worthwhile Investment >10% per year
Small cyclical dependencies
Known brand
Future proof or reliable business model
Aéroports de Paris S.A.
Start price
Target price
Perf. (%)
€142.55
16.11.22
16.11.22
-
16.11.23
16.11.23
-18.98%
17.11.23
17.11.23
Could be worthwhile Investment >10% per year
Publicis Groupe S.A.
Start price
Target price
Perf. (%)
€61.42
16.11.22
16.11.22
€51.00
16.11.23
16.11.23
19.54%
17.11.23
17.11.23
Could be worthwhile Investment >10% per year