Predictions
Cirrus Logic Inc.
Start price
Target price
Perf. (%)
€51.50
28.06.20
28.06.20
€72.00
04.11.21
04.11.21
22.33%
30.04.21
30.04.21
Dialog Semiconductor plc
Start price
Target price
Perf. (%)
€46.69
12.01.21
12.01.21
€48.00
12.04.21
12.04.21
38.23%
12.04.21
12.04.21
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
BYD Electronic Corp. Ltd.
Start price
Target price
Perf. (%)
€6.55
26.01.21
26.01.21
-
26.01.22
26.01.22
-30.13%
26.03.21
26.03.21
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
ASM International N.V.
Start price
Target price
Perf. (%)
€230.20
22.02.21
22.02.21
€255.00
22.02.22
22.02.22
-12.29%
06.03.21
06.03.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Standard Investments for future growth
Top 10 in its market
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
BE Semiconductor Industries N.V.
Start price
Target price
Perf. (%)
€65.20
22.02.21
22.02.21
€70.00
22.02.22
22.02.22
-13.44%
06.03.21
06.03.21
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Leading role in innovation
Austria Microsystems AG
Start price
Target price
Perf. (%)
€20.30
22.02.21
22.02.21
€30.00
-9.85%
06.03.21
06.03.21
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
Austria Microsystems AG
Start price
Target price
Perf. (%)
€18.70
29.10.20
29.10.20
€25.00
04.11.21
04.11.21
12.33%
15.02.21
15.02.21
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
Brooks Automation Inc
Start price
Target price
Perf. (%)
€44.60
31.07.20
31.07.20
€62.00
04.11.21
04.11.21
23.69%
04.01.21
04.01.21