Predictions
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.01
06.02.24
06.02.24
€1.00
06.02.25
06.02.25
3.89%
26.02.24
26.02.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Shop Apotheke Europe NV
Start price
Target price
Perf. (%)
€140.35
06.02.24
06.02.24
€142.00
06.02.25
06.02.25
1.00%
07.02.24
07.02.24
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Very positive Cash Flow expected
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€108.00
03.02.24
03.02.24
€110.00
03.02.25
03.02.25
15.56%
09.02.24
09.02.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€57.88
03.02.24
03.02.24
€59.00
03.02.25
03.02.25
6.63%
26.03.24
26.03.24
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€443.80
02.02.24
02.02.24
-
02.02.25
02.02.25
0.23%
02.02.24
02.02.24
Probably not worthwhile Investment
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
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€56.70
02.02.24
02.02.24
€60.00
02.02.25
02.02.25
2.08%
03.02.24
03.02.24
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Netflix Inc.
Start price
Target price
Perf. (%)
€523.50
26.01.24
26.01.24
€520.00
26.01.25
26.01.25
4.72%
16.02.24
16.02.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
RumbleON Inc.
Start price
Target price
Perf. (%)
€6.70
26.01.24
26.01.24
-
26.02.24
26.02.24
1.49%
27.02.24
27.02.24
Small challenges to pay loans and raise capital
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€67.11
25.01.24
25.01.24
-
25.01.25
25.01.25
-5.60%
15.02.24
15.02.24
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
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
Apple Inc.
Start price
Target price
Perf. (%)
€176.38
22.01.24
22.01.24
€180.00
22.01.25
22.01.25
-6.23%
14.04.24
14.04.24
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€354.00
20.01.24
20.01.24
€360.00
20.01.25
20.01.25
24.29%
02.02.24
02.02.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€105.00
20.01.24
20.01.24
€110.00
20.01.25
20.01.25
2.86%
03.02.24
03.02.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Descartes Sys Grp Inc.
Start price
Target price
Perf. (%)
€79.70
20.01.24
20.01.24
-
20.01.25
20.01.25
2.45%
03.02.24
03.02.24
Could be worthwhile Investment >10% per year
iRobot Corp.
Start price
Target price
Perf. (%)
€13.94
19.01.24
19.01.24
-
19.01.25
19.01.25
14.35%
21.01.24
21.01.24
Could be worthwhile Investment >10% per year
Universal Display Corp.
Start price
Target price
Perf. (%)
€159.20
18.01.24
18.01.24
-
18.01.25
18.01.25
7.91%
15.02.24
15.02.24