Predictions
Vonovia SE
Start price
Target price
Perf. (%)
€24.30
16.03.24
16.03.24
€35.00
16.03.25
16.03.25
21.56%
06.06.24
06.06.24
Could be worthwhile Investment >10% per year
Deutsche Bank AG
Start price
Target price
Perf. (%)
€12.73
10.03.24
10.03.24
€18.00
10.03.25
10.03.25
23.55%
06.06.24
06.06.24
Could be very worthwhile Investment >20% year
EBIT growth > 30% per year expected
Rising EBIT margin expected
Undervalued
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€116.98
07.03.24
07.03.24
€99.99
07.03.25
07.03.25
12.39%
06.06.24
06.06.24
Risky Investment
Revenue decline > 20% expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Deutsche Telekom AG
Start price
Target price
Perf. (%)
€22.04
26.02.24
26.02.24
€23.00
26.02.25
26.02.25
6.26%
06.06.24
06.06.24
Could be worthwhile Investment >10% per year
Rheinmetall AG
Start price
Target price
Perf. (%)
€341.00
10.02.24
10.02.24
€350.00
10.02.25
10.02.25
55.45%
06.06.24
06.06.24
Could be worthwhile Investment >10% per year
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€119.04
31.01.24
31.01.24
-
31.01.25
31.01.25
10.44%
06.06.24
06.06.24
Could be very worthwhile Investment >20% year
Strong uniques
Very capable Management
Very good company culture
Rheinmetall AG
Start price
Target price
Perf. (%)
€323.60
26.01.24
26.01.24
€260.00
08.06.24
08.06.24
63.81%
06.06.24
06.06.24
Top 10 in its market
Stable Large shareholder and/or long term investor
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Deutsche Telekom AG
Start price
Target price
Perf. (%)
€22.32
04.01.24
04.01.24
€26.00
04.01.25
04.01.25
4.95%
06.06.24
06.06.24
Could be worthwhile Investment >10% per year
Small cyclical dependencies
Known brand
Future proof or reliable business model
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€46.71
03.01.24
03.01.24
-
03.01.25
03.01.25
7.21%
06.06.24
06.06.24
Deutsche Telekom AG
Start price
Target price
Perf. (%)
€21.49
20.12.23
20.12.23
€18.00
20.12.24
20.12.24
8.98%
06.06.24
06.06.24
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation