Predictions
2G Energy AG
Start price
Target price
Perf. (%)
€114.60
15.03.22
15.03.22
€130.00
15.03.23
15.03.23
4.89%
19.03.22
19.03.22
Top 10 in its market
Revenue growth >5% per year expected
Sustainability is very important
Significant cyclical dependencies
PVA TePla AG
Start price
Target price
Perf. (%)
€19.86
07.03.22
07.03.22
€25.00
07.03.23
07.03.23
23.36%
19.03.22
19.03.22
EBIT growth >5% per year expected
Fair valuation
Standard Investments for future growth
Normal challenges to pay loans and raise capital
MTU Aero Engines AG
Start price
Target price
Perf. (%)
€193.70
11.02.22
11.02.22
-
11.03.22
11.03.22
3.46%
12.03.22
12.03.22
Could be worthwhile Investment >10% per year
MTU Aero Engines AG
Start price
Target price
Perf. (%)
€204.20
10.03.21
10.03.21
€170.00
10.03.22
10.03.22
-3.55%
11.03.22
11.03.22
Some uniques
Probably not worthwhile Investment
Low dividend yield expected
overvalued
2G Energy AG
Start price
Target price
Perf. (%)
€103.40
02.03.22
02.03.22
€110.00
02.03.23
02.03.23
-8.03%
05.03.22
05.03.22
Top 10 in its market
Revenue growth >5% per year expected
Sustainability is very important
Significant cyclical dependencies
Wacker Neuson NA
Start price
Target price
Perf. (%)
€24.78
08.07.21
08.07.21
€32.00
08.07.22
08.07.22
-15.74%
02.03.22
02.03.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Innovative
EBIT growth >5% per year expected
Heidelberger Druckmaschinen AG
Start price
Target price
Perf. (%)
€2.08
08.07.21
08.07.21
-
08.07.22
08.07.22
13.98%
02.03.22
02.03.22
GEA Group AG
Start price
Target price
Perf. (%)
€39.75
23.02.22
23.02.22
€50.00
23.02.23
23.02.23
-3.30%
24.02.22
24.02.22
Capable Management
Good culture
Differentiated customer and product portfolio
Risky Investment
GEA Group AG
Start price
Target price
Perf. (%)
€40.35
22.02.22
22.02.22
€50.00
22.02.23
22.02.23
-1.49%
23.02.22
23.02.22
Capable Management
Good culture
Differentiated customer and product portfolio
Risky Investment
GEA Group AG
Start price
Target price
Perf. (%)
€40.22
21.02.22
21.02.22
€50.00
21.02.23
21.02.23
0.32%
22.02.22
22.02.22
Capable Management
Good culture
Differentiated customer and product portfolio
Risky Investment
2G Energy AG
Start price
Target price
Perf. (%)
€98.40
10.01.22
10.01.22
€115.00
10.01.23
10.01.23
-1.42%
21.02.22
21.02.22
Top 10 in its market
Revenue growth >5% per year expected
Sustainability is very important
Significant cyclical dependencies
GEA Group AG
Start price
Target price
Perf. (%)
€42.70
02.02.22
02.02.22
€50.00
02.02.23
02.02.23
-5.81%
21.02.22
21.02.22
Capable Management
Good culture
Differentiated customer and product portfolio
Risky Investment
SGL Carbon SE
Start price
Target price
Perf. (%)
€7.18
20.02.21
20.02.21
-
20.02.22
20.02.22
-21.17%
21.02.22
21.02.22
Risky Investment
PVA TePla AG
Start price
Target price
Perf. (%)
€34.20
19.09.21
19.09.21
€40.00
19.09.22
19.09.22
-15.79%
10.02.22
10.02.22
Strong uniques
Differentiated customer and product portfolio
Growths faster than the competition
Market Leader or Top 3