Predictions
ON Semiconductor Corp
Start price
Target price
Perf. (%)
€59.06
13.12.21
13.12.21
€65.00
13.12.22
13.12.22
10.06%
14.12.22
14.12.22
Could be worthwhile Investment >10% per year
Future proof or reliable business model
High valuation
iRobot Corp.
Start price
Target price
Perf. (%)
€70.42
09.10.21
09.10.21
-
09.10.22
09.10.22
-28.00%
22.02.22
22.02.22
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Brooks Automation Inc
Start price
Target price
Perf. (%)
€91.50
28.09.21
28.09.21
-
28.09.22
28.09.22
-49.94%
28.09.22
28.09.22
Logitech International S.A.
Start price
Target price
Perf. (%)
€35.00
08.07.21
08.07.21
-
08.07.22
08.07.22
-
08.07.22
08.07.22
iRobot Corp.
Start price
Target price
Perf. (%)
€79.90
17.05.21
17.05.21
-
17.05.22
17.05.22
-7.81%
31.07.21
31.07.21
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Jabil Circuit
Start price
Target price
Perf. (%)
€36.80
07.03.21
07.03.21
-
07.03.22
07.03.22
31.52%
08.03.22
08.03.22
Known brand
Risky Investment
Power Integrations
Start price
Target price
Perf. (%)
€74.50
22.02.21
22.02.21
€90.00
22.02.22
22.02.22
-6.71%
06.03.21
06.03.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Standard Investments for future growth
Lumentum Holdings Inc
Start price
Target price
Perf. (%)
€72.70
09.02.21
09.02.21
€100.00
09.02.22
09.02.22
13.56%
09.02.22
09.02.22
Could be worthwhile Investment >10% per year
Innovative
Top 10 in its market
Future proof or reliable business model
Lumentum Holdings Inc
Start price
Target price
Perf. (%)
€82.01
27.01.21
27.01.21
€85.00
27.01.22
27.01.22
8.35%
28.01.22
28.01.22
iRobot Corp.
Start price
Target price
Perf. (%)
€71.01
17.01.21
17.01.21
-
17.01.22
17.01.22
42.06%
31.03.21
31.03.21
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Avnet Inc.
Start price
Target price
Perf. (%)
€26.20
13.12.20
13.12.20
-
13.12.21
13.12.21
31.30%
14.12.21
14.12.21
Risky Investment
Entegris Inc.
Start price
Target price
Perf. (%)
€79.00
01.12.20
01.12.20
€140.00
23.02.22
23.02.22
43.04%
06.01.22
06.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
positive Cash Flow expected
Small cyclical dependencies
Qorvo Inc.
Start price
Target price
Perf. (%)
€126.00
07.11.20
07.11.20
-
07.11.21
07.11.21
18.25%
24.03.21
24.03.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Some uniques
Growths slower than the competition
Brooks Automation Inc
Start price
Target price
Perf. (%)
€39.60
06.09.20
06.09.20
-
04.11.21
04.11.21
167.68%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
High dividend yield expected
iRobot Corp.
Start price
Target price
Perf. (%)
€63.15
27.08.20
27.08.20
-
04.11.21
04.11.21
4.04%
14.11.20
14.11.20
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Jabil Circuit
Start price
Target price
Perf. (%)
€32.20
27.09.19
27.09.19
€47.00
04.11.21
04.11.21
72.39%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Viavi Solutions Inc
Start price
Target price
Perf. (%)
€11.91
13.05.19
13.05.19
€12.36
20.06.19
20.06.19
4.73%
20.06.19
20.06.19
Power Integrations
Start price
Target price
Perf. (%)
€35.78
01.05.19
01.05.19
€38.34
22.07.19
22.07.19
7.36%
22.07.19
22.07.19
Ubiquiti Networks Inc.
Start price
Target price
Perf. (%)
€99.07
03.02.19
03.02.19
€101.02
05.02.19
05.02.19
2.04%
05.02.19
05.02.19
