Predictions
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
Spotify Technology SA
Start price
Target price
Perf. (%)
€204.00
30.01.24
30.01.24
€208.00
30.01.25
30.01.25
1.96%
05.02.24
05.02.24
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
Spotify Technology SA
Start price
Target price
Perf. (%)
€195.00
26.01.24
26.01.24
€200.00
26.01.25
26.01.25
4.62%
30.01.24
30.01.24
Netflix Inc.
Start price
Target price
Perf. (%)
€589.20
26.01.24
26.01.24
-
26.02.24
26.02.24
-
26.01.24
26.01.24
Could be worthwhile Investment >10% per year
EBIT growth >5% per year expected
Fair valuation
Revenue decline > 20% expected
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
Spotify Technology SA
Start price
Target price
Perf. (%)
€190.00
22.01.24
22.01.24
€191.00
22.01.25
22.01.25
2.63%
26.01.24
26.01.24
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
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€61.60
22.01.24
22.01.24
-
22.01.25
22.01.25
8.77%
03.02.24
03.02.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€268.65
21.01.24
21.01.24
-
21.01.25
21.01.25
7.63%
02.03.24
02.03.24
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
Cadence Design Systems
Start price
Target price
Perf. (%)
€246.20
13.01.24
13.01.24
€300.00
13.02.24
13.02.24
12.02%
14.02.24
14.02.24
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€339.10
12.01.24
12.01.24
€340.00
12.01.25
12.01.25
4.39%
20.01.24
20.01.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Micron Technology Inc.
Start price
Target price
Perf. (%)
€76.00
11.01.24
11.01.24
€85.00
11.02.24
11.02.24
4.50%
12.02.24
12.02.24
Apple Inc.
Start price
Target price
Perf. (%)
€169.16
10.01.24
10.01.24
€160.00
10.01.25
10.01.25
4.27%
22.01.24
22.01.24
positive Cash Flow expected
Good rating
Standard Investments for future growth
Valuable balance sheet