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Predictions

buy
BE Semiconductor Industries N.V.

Start price
Target price
Perf. (%)
€69.40
08.07.21
€90.00
08.07.22
0.35%
21.04.22

Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Leading role in innovation
buy
Siltronic AG

Start price
Target price
Perf. (%)
€87.10
06.04.22
€120.00
06.04.23
3.73%
16.04.22

Innovative
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
buy
Austria Microsystems AG

Start price
Target price
Perf. (%)
€13.94
04.04.22
€20.00
04.04.23
-15.50%
16.04.22

Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
buy
Siltronic AG

Start price
Target price
Perf. (%)
€99.08
22.03.22
€120.00
22.04.22
-5.73%
02.04.22

Innovative
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
buy
Pure Storage Inc

Start price
Target price
Perf. (%)
€16.28
08.07.21
-
08.07.22
98.65%
29.03.22

buy
Mercury Comp. Sys

Start price
Target price
Perf. (%)
€49.20
10.01.22
€60.00
10.01.23
17.89%
21.03.22

Could be worthwhile Investment >10% per year
Innovative
Known brand
buy
Jabil Circuit

Start price
Target price
Perf. (%)
€36.80
07.03.21
-
07.03.22
31.52%
08.03.22

Known brand
Risky Investment
buy
iRobot Corp.

Start price
Target price
Perf. (%)
€70.42
09.10.21
-
09.10.22
-28.00%
22.02.22

Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
buy
Lumentum Holdings Inc

Start price
Target price
Perf. (%)
€72.70
09.02.21
€100.00
09.02.22
13.56%
09.02.22

Could be worthwhile Investment >10% per year
Innovative
Top 10 in its market
Future proof or reliable business model
buy
Lumentum Holdings Inc

Start price
Target price
Perf. (%)
€82.01
27.01.21
€85.00
27.01.22
8.35%
28.01.22

buy
Austria Microsystems AG

Start price
Target price
Perf. (%)
€15.06
10.01.22
€20.00
10.01.23
-1.73%
22.01.22

Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
buy
Entegris Inc.

Start price
Target price
Perf. (%)
€79.00
01.12.20
€140.00
23.02.22
43.04%
06.01.22

Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
positive Cash Flow expected
Small cyclical dependencies
buy
Avnet Inc.

Start price
Target price
Perf. (%)
€26.20
13.12.20
-
13.12.21
31.30%
14.12.21

Risky Investment
buy
BYD Electronic Corp. Ltd.

Start price
Target price
Perf. (%)
€4.16
26.11.20
€5.00
26.11.21
-12.50%
27.11.21

buy
Brooks Automation Inc

Start price
Target price
Perf. (%)
€39.60
06.09.20
-
04.11.21
167.68%
05.11.21

Could be worthwhile Investment >10% per year
High dividend yield expected
buy
Jabil Circuit

Start price
Target price
Perf. (%)
€32.20
27.09.19
€47.00
04.11.21
72.39%
05.11.21

Could be worthwhile Investment >10% per year
buy
Dialog Semiconductor plc

Start price
Target price
Perf. (%)
€53.34
26.01.21
€89.00
26.01.22
26.32%
27.09.21

Could be worthwhile Investment >10% per year
buy
iRobot Corp.

Start price
Target price
Perf. (%)
€79.90
17.05.21
-
17.05.22
-7.81%
31.07.21

Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
buy
BE Semiconductor Industries N.V.

Start price
Target price
Perf. (%)
€68.08
02.05.21
€75.00
02.05.22
-11.05%
15.05.21

Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Leading role in innovation
iRobot Corp.

Start price
Target price
Perf. (%)
€71.01
17.01.21
-
17.01.22
42.06%
31.03.21

Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
buy
Qorvo Inc.

Start price
Target price
Perf. (%)
€126.00
07.11.20
-
07.11.21
18.25%
24.03.21

Revenue growth >5% per year expected
EBIT growth >5% per year expected
Some uniques
Growths slower than the competition
buy
ASM International N.V.

Start price
Target price
Perf. (%)
€230.20
22.02.21
€255.00
22.02.22
-12.29%
06.03.21

Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Standard Investments for future growth
Top 10 in its market
buy
Power Integrations

Start price
Target price
Perf. (%)
€74.50
22.02.21
€90.00
22.02.22
-6.71%
06.03.21

Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Standard Investments for future growth
buy
BE Semiconductor Industries N.V.

Start price
Target price
Perf. (%)
€65.20
22.02.21
€70.00
22.02.22
-13.44%
06.03.21

Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Leading role in innovation
buy
Austria Microsystems AG

Start price
Target price
Perf. (%)
€20.30
22.02.21
€30.00
-9.85%
06.03.21

Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model