Predictions
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€101.60
21.11.23
21.11.23
€155.00
21.11.24
21.11.24
2.36%
21.11.23
21.11.23
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€101.60
21.11.23
21.11.23
€155.00
21.11.24
21.11.24
2.36%
21.11.23
21.11.23
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€147.00
07.02.23
07.02.23
€155.00
07.02.24
07.02.24
-30.88%
21.11.23
21.11.23
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€147.00
07.02.23
07.02.23
€155.00
07.02.24
07.02.24
-30.88%
21.11.23
21.11.23
SPI Energy Co Ltd ADR
Start price
Target price
Perf. (%)
€1.40
19.11.22
19.11.22
€1.10
19.11.23
19.11.23
-54.97%
20.11.23
20.11.23
Valuable balance sheet
Capable Management
Sustainability is not important
ROE lower than 10% per year
BYD Co. Ltd
Start price
Target price
Perf. (%)
€32.98
15.11.21
15.11.21
€50.00
15.11.23
15.11.23
-10.99%
15.11.23
15.11.23
ROE higher than 10% per year
Small cyclical dependencies
Known brand
Very Future proof/growth oriented business model
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€31.10
10.11.22
10.11.22
€40.00
10.11.23
10.11.23
16.27%
10.11.23
10.11.23
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Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€31.10
10.11.22
10.11.22
€40.00
10.11.23
10.11.23
16.27%
10.11.23
10.11.23
BYD Co. Ltd
Start price
Target price
Perf. (%)
€23.55
24.10.22
24.10.22
€40.00
24.10.23
24.10.23
21.08%
24.10.23
24.10.23
Could be very worthwhile Investment >20% year
EBIT growth > 30% per year expected
Higher EBIT margin than peer group
Fair valuation
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€142.40
02.02.23
02.02.23
€190.00
02.02.24
02.02.24
-11.66%
03.10.23
03.10.23
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€142.40
02.02.23
02.02.23
€190.00
02.02.24
02.02.24
-11.66%
03.10.23
03.10.23
Baozun Inc ADR
Start price
Target price
Perf. (%)
€4.32
30.11.22
30.11.22
€3.80
30.11.23
30.11.23
-30.09%
01.10.23
01.10.23
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
High valuation
BYD Co. Ltd
Start price
Target price
Perf. (%)
€27.40
23.01.23
23.01.23
-
23.01.24
23.01.24
5.53%
26.09.23
26.09.23
Could be very worthwhile Investment >20% year
Capable Management
Innovative
Good culture
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€41.67
31.08.22
31.08.22
€48.00
31.08.23
31.08.23
-8.33%
01.09.23
01.09.23
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€41.67
31.08.22
31.08.22
€48.00
31.08.23
31.08.23
-8.33%
01.09.23
01.09.23
BYD Co. Ltd
Start price
Target price
Perf. (%)
€32.05
30.08.22
30.08.22
-
30.08.23
30.08.23
-9.56%
31.08.23
31.08.23
Growths faster than the competition
overvalued
Risky balance sheet
Dependend from some customers or products
