Predictions
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
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
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
Soitec S.A.
Start price
Target price
Perf. (%)
€139.50
24.11.20
24.11.20
€145.00
3.58%
25.11.20
25.11.20
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Soitec S.A.
Start price
Target price
Perf. (%)
€135.80
13.11.20
13.11.20
€142.00
2.72%
24.11.20
24.11.20
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Soitec S.A.
Start price
Target price
Perf. (%)
€132.90
13.11.20
13.11.20
€150.00
2.18%
13.11.20
13.11.20
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
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
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
Soitec S.A.
Start price
Target price
Perf. (%)
€124.10
31.10.20
31.10.20
€135.00
04.11.21
04.11.21
7.90%
09.11.20
09.11.20
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
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
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
Flir Systems Inc.
Start price
Target price
Perf. (%)
€42.78
03.11.18
03.11.18
€45.10
22.01.19
22.01.19
-5.02%
22.01.19
22.01.19
Flir Systems Inc.
Start price
Target price
Perf. (%)
€42.78
03.11.18
03.11.18
€45.10
22.01.19
22.01.19
-5.02%
22.01.19
22.01.19