Predictions
ON Semiconductor Corp
Start price
Target price
Perf. (%)
€62.88
20.10.22
20.10.22
€68.00
20.10.23
20.10.23
27.18%
21.10.23
21.10.23
Universal Display Corp.
Start price
Target price
Perf. (%)
€151.80
02.09.23
02.09.23
-
02.09.24
02.09.24
-2.50%
16.09.23
16.09.23
BYD Electronic Corp. Ltd.
Start price
Target price
Perf. (%)
€2.52
02.08.22
02.08.22
€2.80
02.08.23
02.08.23
38.77%
03.08.23
03.08.23
BE Semiconductor Industries N.V.
Start price
Target price
Perf. (%)
€78.28
18.04.23
18.04.23
€120.00
18.04.25
18.04.25
24.43%
24.06.23
24.06.23
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Leading role in innovation
Siltronic AG
Start price
Target price
Perf. (%)
€89.95
29.04.22
29.04.22
€120.00
29.04.23
29.04.23
-27.29%
30.04.23
30.04.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
Siltronic AG
Start price
Target price
Perf. (%)
€71.55
18.04.23
18.04.23
€90.00
18.04.25
18.04.25
-8.60%
29.04.23
29.04.23
Innovative
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Austria Microsystems AG
Start price
Target price
Perf. (%)
€7.03
03.04.23
03.04.23
€9.00
03.04.24
03.04.24
-11.18%
15.04.23
15.04.23
Cirrus Logic Inc.
Start price
Target price
Perf. (%)
€101.00
01.04.23
01.04.23
€123.00
01.04.24
01.04.24
-18.81%
15.04.23
15.04.23
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Siltronic AG
Start price
Target price
Perf. (%)
€68.35
24.02.23
24.02.23
-
24.02.24
24.02.24
-0.07%
13.04.23
13.04.23
Future proof or reliable business model
Standard Investments for future growth
BE Semiconductor Industries N.V.
Start price
Target price
Perf. (%)
€79.50
22.03.22
22.03.22
-
22.03.23
22.03.23
-1.89%
23.03.23
23.03.23
Lumentum Holdings Inc
Start price
Target price
Perf. (%)
€67.13
16.10.22
16.10.22
-
16.10.23
16.10.23
-24.92%
08.03.23
08.03.23
Austria Microsystems AG
Start price
Target price
Perf. (%)
€5.69
16.10.22
16.10.22
-
16.10.23
16.10.23
32.00%
06.03.23
06.03.23