Predictions
Nike Inc. B
Start price
Target price
Perf. (%)
€109.30
11.12.23
11.12.23
-
11.01.24
11.01.24
-10.75%
02.01.24
02.01.24
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Nike Inc. B
Start price
Target price
Perf. (%)
€85.76
11.12.23
11.12.23
-
11.01.24
11.01.24
-
11.12.23
11.12.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Nike Inc. B
Start price
Target price
Perf. (%)
€104.48
02.12.23
02.12.23
€105.00
02.12.24
02.12.24
4.61%
11.12.23
11.12.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Nike Inc. B
Start price
Target price
Perf. (%)
€99.18
24.11.23
24.11.23
€101.00
24.11.24
24.11.24
5.34%
02.12.23
02.12.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Nike Inc. B
Start price
Target price
Perf. (%)
€97.96
24.07.23
24.07.23
€100.00
24.07.24
24.07.24
1.25%
24.11.23
24.11.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€328.40
04.11.22
04.11.22
€400.00
04.11.23
04.11.23
16.31%
05.11.23
05.11.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Known brand
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€376.90
16.10.23
16.10.23
-
16.11.23
16.11.23
-2.26%
31.10.23
31.10.23
Low dividend yield expected
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€346.65
30.08.23
30.08.23
€450.00
31.01.26
31.01.26
6.33%
01.10.23
01.10.23
Could be very worthwhile Investment >20% year
Hennes & Mauritz AB B
Start price
Target price
Perf. (%)
€10.16
19.09.22
19.09.22
€8.50
19.09.23
19.09.23
32.21%
20.09.23
20.09.23
Activision Blizzard Inc.
Start price
Target price
Perf. (%)
€57.06
17.11.21
17.11.21
€87.00
17.11.24
17.11.24
50.46%
05.09.23
05.09.23
Some uniques
Market Leader or Top 3
Very Future proof/growth oriented business model
Well known brand
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€322.35
02.09.22
02.09.22
€350.00
02.09.23
02.09.23
15.88%
02.09.23
02.09.23
Could be worthwhile Investment >10% per year
Capable Management
LVMH Moët Hennessy Louis Vuitton S.A.
Start price
Target price
Perf. (%)
€692.50
05.08.22
05.08.22
€900.00
05.08.23
05.08.23
18.40%
06.08.23
06.08.23
Could be worthwhile Investment >10% per year
High dividend yield expected
Differentiated customer and product portfolio
Well known brand
Nike Inc. B
Start price
Target price
Perf. (%)
€114.68
22.03.23
22.03.23
€120.00
22.03.24
22.03.24
-14.58%
24.07.23
24.07.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Hermes International S.A.
Start price
Target price
Perf. (%)
€1,055.5
09.07.22
09.07.22
€2,100.0
09.07.23
09.07.23
76.11%
09.07.23
09.07.23
Swatch Group SA ADR
Start price
Target price
Perf. (%)
€11.50
01.06.22
01.06.22
€10.00
01.06.23
01.06.23
11.30%
02.06.23
02.06.23
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Higher risks for its business
Hennes & Mauritz AB B
Start price
Target price
Perf. (%)
€9.15
29.09.22
29.09.22
€8.00
29.09.23
29.09.23
31.05%
25.05.23
25.05.23
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€361.05
09.09.21
09.09.21
€400.00
31.12.23
31.12.23
-2.56%
08.05.23
08.05.23
Could be worthwhile Investment >10% per year
Hennes & Mauritz AB B
Start price
Target price
Perf. (%)
€20.80
22.03.21
22.03.21
-
22.03.23
22.03.23
-45.67%
22.03.23
22.03.23
Could be worthwhile Investment >10% per year
Nike Inc. B
Start price
Target price
Perf. (%)
€112.74
08.08.22
08.08.22
€150.00
08.08.23
08.08.23
2.91%
25.01.23
25.01.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
LVMH Moët Hennessy Louis Vuitton S.A.
Start price
Target price
Perf. (%)
€714.90
11.01.22
11.01.22
€800.00
11.01.23
11.01.23
6.11%
11.01.23
11.01.23
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group