Predictions
Delivery Hero SE
Start price
Target price
Perf. (%)
€16.33
02.02.24
02.02.24
-
02.02.25
02.02.25
9.32%
03.02.24
03.02.24
Could be worthwhile Investment >10% per year
Serviceware SE
Start price
Target price
Perf. (%)
€12.50
23.01.24
23.01.24
-
23.01.25
23.01.25
-2.80%
03.02.24
03.02.24
Higher EBIT margin than peer group
Probably not worthwhile Investment
High valuation
Low dividend yield expected
Delivery Hero SE
Start price
Target price
Perf. (%)
€23.28
23.01.24
23.01.24
-
23.01.25
23.01.25
-23.31%
03.02.24
03.02.24
Known brand
Future proof or reliable business model
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Infineon Technologies AG
Start price
Target price
Perf. (%)
€38.11
20.06.23
20.06.23
-
20.06.24
20.06.24
-11.31%
31.01.24
31.01.24
Secunet Security AG
Start price
Target price
Perf. (%)
€248.50
14.06.23
14.06.23
€290.00
14.06.24
14.06.24
-34.73%
29.01.24
29.01.24
Could be very worthwhile Investment >20% year
Fair valuation
Some uniques
Differentiated customer and product portfolio
Serviceware SE
Start price
Target price
Perf. (%)
€6.58
27.01.23
27.01.23
€8.90
27.01.24
27.01.24
82.37%
28.01.24
28.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Capable Management
Lower EBIT Margin than peer group
Bechtle AG
Start price
Target price
Perf. (%)
€47.72
22.01.24
22.01.24
€50.00
22.01.25
22.01.25
4.27%
26.01.24
26.01.24
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
NAGA Group
Start price
Target price
Perf. (%)
€2.02
10.08.20
10.08.20
-
26.01.24
26.01.24
-64.01%
26.01.24
26.01.24
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€77.30
23.01.23
23.01.23
€70.00
23.01.24
23.01.24
-36.61%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
LPKF Laser & Electronics AG
Start price
Target price
Perf. (%)
€12.07
23.01.23
23.01.23
€15.00
23.01.24
23.01.24
-15.41%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
positive Cash Flow expected
Allgeier SE
Start price
Target price
Perf. (%)
€31.40
23.01.23
23.01.23
€25.00
23.01.24
23.01.24
-34.08%
24.01.24
24.01.24
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
Bechtle AG
Start price
Target price
Perf. (%)
€45.39
28.12.23
28.12.23
€45.00
28.12.24
28.12.24
5.13%
22.01.24
22.01.24
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
SNP Schneider-Neureither & Partner AG
Start price
Target price
Perf. (%)
€27.80
19.01.23
19.01.23
-
19.01.24
19.01.24
53.24%
20.01.24
20.01.24