Predictions
Walt Disney Co.
Start price
Target price
Perf. (%)
€83.02
05.07.23
05.07.23
€80.00
05.07.24
05.07.24
3.97%
16.11.23
16.11.23
EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
Norwegian Cruise Line Hl.
Start price
Target price
Perf. (%)
€14.30
16.10.23
16.10.23
€12.50
30.06.25
30.06.25
-13.32%
12.11.23
12.11.23
Could be very worthwhile Investment >20% year
Pierre & Vacances S.A.
Start price
Target price
Perf. (%)
€0.80
23.09.22
23.09.22
€1.20
23.09.23
23.09.23
60.50%
24.09.23
24.09.23
Could be worthwhile Investment >10% per year
Booking Holdings Inc.
Start price
Target price
Perf. (%)
€2,112.5
14.01.23
14.01.23
€2,500.0
30.12.23
30.12.23
39.22%
18.09.23
18.09.23
Market Leader or Top 3
Well known brand
Very small cyclical dependencies
High challenges to pay loans and raise capital
Télévision FSE 1 (TF1) S.A.
Start price
Target price
Perf. (%)
€6.44
15.09.22
15.09.22
€7.00
15.09.23
15.09.23
14.91%
16.09.23
16.09.23
Could be worthwhile Investment >10% per year
AMC Entertainment Holdings Inc.
Start price
Target price
Perf. (%)
€9.82
25.08.22
25.08.22
€8.00
25.08.23
25.08.23
-81.68%
26.08.23
26.08.23
Risky Investment
Increased challenges to pay loans and raise capital
Revenue decline/stagnation expected
Bad rating
AMC Entertainment Holdings Inc.
Start price
Target price
Perf. (%)
€4.23
29.07.23
29.07.23
€4.00
29.07.24
29.07.24
6.02%
02.08.23
02.08.23
Risky Investment
Carnival plc ADR
Start price
Target price
Perf. (%)
€13.20
26.06.23
26.06.23
€15.00
26.06.24
26.06.24
18.94%
03.07.23
03.07.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
McDonalds Corp.
Start price
Target price
Perf. (%)
€273.00
29.10.22
29.10.22
€255.00
29.10.23
29.10.23
0.37%
22.05.23
22.05.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
CTS Eventim AG & Co. KGaA
Start price
Target price
Perf. (%)
€56.80
25.08.22
25.08.22
€65.00
25.08.23
25.08.23
16.20%
29.01.23
29.01.23
Walt Disney Co.
Start price
Target price
Perf. (%)
€94.93
22.11.22
22.11.22
€100.00
22.11.23
22.11.23
6.60%
27.01.23
27.01.23
EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
Ipsos S.A. Inh.
Start price
Target price
Perf. (%)
€39.95
24.02.22
24.02.22
€42.00
24.02.23
24.02.23
29.41%
16.11.22
16.11.22
Could be worthwhile Investment >10% per year
JCDecaux S.A.
Start price
Target price
Perf. (%)
€23.44
01.11.21
01.11.21
€21.50
01.11.22
01.11.22
-44.03%
02.11.22
02.11.22
Could be worthwhile Investment >10% per year
Carnival plc
Start price
Target price
Perf. (%)
€8.91
21.09.22
21.09.22
€6.60
31.12.24
31.12.24
-27.26%
30.09.22
30.09.22
Could be very worthwhile Investment >20% year
Ryman Hospitality Prop.
Start price
Target price
Perf. (%)
€74.35
28.09.21
28.09.21
€78.00
28.09.22
28.09.22
23.74%
15.08.22
15.08.22
Could be worthwhile Investment >10% per year
Walt Disney Co.
Start price
Target price
Perf. (%)
€93.60
12.06.22
12.06.22
€100.00
12.06.23
12.06.23
8.63%
20.07.22
20.07.22
EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
McDonalds Corp.
Start price
Target price
Perf. (%)
€197.85
11.07.21
11.07.21
€225.00
11.07.22
11.07.22
27.85%
12.07.22
12.07.22
Sustainability is important
Differentiated customer and product portfolio
Well known brand
Top 10 in its market
Hilton Inc.
Start price
Target price
Perf. (%)
€103.25
19.06.21
19.06.21
€110.00
19.06.22
19.06.22
6.87%
20.06.22
20.06.22
Could be worthwhile Investment >10% per year
AMC Entertainment Holdings Inc.
Start price
Target price
Perf. (%)
€7.20
27.02.21
27.02.21
€12.00
27.02.22
27.02.22
109.58%
28.02.22
28.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
ROE higher than 10% per year
Growths much faster than the competition
CTS Eventim AG & Co. KGaA
Start price
Target price
Perf. (%)
€65.50
29.09.21
29.09.21
€60.00
29.09.22
29.09.22
-11.18%
26.11.21
26.11.21
Could be worthwhile Investment >10% per year
Liberty Media Corp
Start price
Target price
Perf. (%)
€18.60
24.10.20
24.10.20
€23.00
04.11.21
04.11.21
41.94%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
AMC Entertainment Holdings Inc.
Start price
Target price
Perf. (%)
€2.64
16.10.20
16.10.20
€10.00
04.11.21
04.11.21
1195.45%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Ipsos S.A. Inh.
Start price
Target price
Perf. (%)
€30.65
15.02.20
15.02.20
€34.00
04.11.21
04.11.21
36.54%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
McDonalds Corp.
Start price
Target price
Perf. (%)
€191.58
29.01.20
29.01.20
€210.00
04.11.21
04.11.21
14.47%
05.11.21
05.11.21