Predictions
Faurecia S.A.
Start price
Target price
Perf. (%)
€42.32
27.08.21
27.08.21
€44.50
27.08.22
27.08.22
8.53%
20.11.21
20.11.21
Could be worthwhile Investment >10% per year
Fox Factory Hldg
Start price
Target price
Perf. (%)
€135.80
03.08.21
03.08.21
€150.00
03.08.22
03.08.22
-28.06%
04.08.22
04.08.22
Could be very worthwhile Investment >20% year
Future proof or reliable business model
Weichai Power Corp Ltd.
Start price
Target price
Perf. (%)
€1.77
08.07.21
08.07.21
-
08.07.22
08.07.22
-10.46%
08.07.22
08.07.22
Rheinmetall AG
Start price
Target price
Perf. (%)
€82.66
28.06.21
28.06.21
€104.00
28.06.22
28.06.22
13.31%
27.01.22
27.01.22
Top 10 in its market
Stable Large shareholder and/or long term investor
Differentiated customer and product portfolio
Revenue growth >5% per year expected
BMW AG VZO
Start price
Target price
Perf. (%)
€79.95
10.06.21
10.06.21
€58.00
10.06.22
10.06.22
2.50%
13.01.22
13.01.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Decining EBIT margin than peer group
Rheinmetall AG
Start price
Target price
Perf. (%)
€84.48
23.05.21
23.05.21
€155.00
23.05.22
23.05.22
123.25%
24.05.22
24.05.22
Could be worthwhile Investment >10% per year
Weichai Power Corp Ltd.
Start price
Target price
Perf. (%)
€1.88
03.05.21
03.05.21
-
03.05.22
03.05.22
-30.80%
04.05.22
04.05.22
Standard Investments for future growth
overvalued
Probably not worthwhile Investment
Few uniques
Faurecia S.A.
Start price
Target price
Perf. (%)
€46.86
29.04.21
29.04.21
€44.50
29.04.22
29.04.22
-4.20%
01.05.21
01.05.21
Could be worthwhile Investment >10% per year
Faurecia S.A.
Start price
Target price
Perf. (%)
€47.85
22.04.21
22.04.21
€49.00
22.04.22
22.04.22
-2.07%
29.04.21
29.04.21
Could be worthwhile Investment >10% per year
Rheinmetall AG
Start price
Target price
Perf. (%)
€83.64
22.03.21
22.03.21
-
22.03.23
22.03.23
207.87%
22.03.23
22.03.23
Could be worthwhile Investment >10% per year
Rheinmetall AG
Start price
Target price
Perf. (%)
€86.02
16.03.21
16.03.21
€100.00
15.04.22
15.04.22
-3.91%
28.06.21
28.06.21
Top 10 in its market
Stable Large shareholder and/or long term investor
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Autoliv Inc.
Start price
Target price
Perf. (%)
€81.00
09.03.21
09.03.21
€95.00
09.03.22
09.03.22
-16.05%
10.03.22
10.03.22
Could be worthwhile Investment >10% per year
Faurecia S.A.
Start price
Target price
Perf. (%)
€44.80
22.02.21
22.02.21
-
22.02.22
22.02.22
-14.69%
23.02.22
23.02.22
Could be worthwhile Investment >10% per year
BAIC Motor Corp Ltd
Start price
Target price
Perf. (%)
€0.32
28.12.20
28.12.20
€0.65
28.12.21
28.12.21
-4.69%
08.11.21
08.11.21
Could be worthwhile Investment >10% per year
Future proof or reliable business model
BMW AG VZO
Start price
Target price
Perf. (%)
€55.05
19.12.20
19.12.20
€69.00
19.06.21
19.06.21
34.79%
19.06.21
19.06.21
High dividend yield expected
Revenue decline/stagnation expected
Below average Management
Little innovation
Rheinmetall AG
Start price
Target price
Perf. (%)
€86.54
18.12.20
18.12.20
€96.00
21.04.21
21.04.21
-0.60%
16.03.21
16.03.21
Top 10 in its market
Stable Large shareholder and/or long term investor
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Borgwarner Inc.
Start price
Target price
Perf. (%)
€30.40
12.12.20
12.12.20
-
12.12.21
12.12.21
21.71%
14.09.21
14.09.21
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
BMW AG VZO
Start price
Target price
Perf. (%)
€55.30
30.11.20
30.11.20
€48.00
8.68%
05.03.21
05.03.21
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Decining EBIT margin than peer group
Plastic Omnium S.A.
Start price
Target price
Perf. (%)
€24.18
22.11.20
22.11.20
€28.00
22.11.21
22.11.21
0.17%
23.11.21
23.11.21
Could be worthwhile Investment >10% per year
Borgwarner Inc.
Start price
Target price
Perf. (%)
€33.00
10.11.20
10.11.20
-
10.11.21
10.11.21
10.91%
11.09.21
11.09.21
Below average Marketposition
Business model of the past or high risk
Schaeffler AG
Start price
Target price
Perf. (%)
€5.55
04.11.20
04.11.20
€7.90
04.11.21
04.11.21
25.95%
05.11.21
05.11.21
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Schaeffler AG
Start price
Target price
Perf. (%)
€5.10
28.10.20
28.10.20
€4.50
04.11.21
04.11.21
8.82%
04.11.20
04.11.20
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group