Predictions
Nexity S.A.
Start price
Target price
Perf. (%)
€17.26
24.12.23
24.12.23
-
24.12.24
24.12.24
-2.72%
06.01.24
06.01.24
Could be worthwhile Investment >10% per year
Nike Inc. B
Start price
Target price
Perf. (%)
€109.30
11.12.23
11.12.23
-
11.01.24
11.01.24
-10.75%
02.01.24
02.01.24
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Under Armour Inc. C
Start price
Target price
Perf. (%)
€7.54
23.12.23
23.12.23
€10.00
23.12.24
23.12.24
0.86%
29.12.23
29.12.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Helma Eigenheimbau AG
Start price
Target price
Perf. (%)
€4.52
18.12.23
18.12.23
-
18.12.24
18.12.24
-5.97%
23.12.23
23.12.23
Risky Investment
Nike Inc. B
Start price
Target price
Perf. (%)
€87.95
11.12.23
11.12.23
-
11.01.24
11.01.24
-
11.12.23
11.12.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Nike Inc. B
Start price
Target price
Perf. (%)
€104.48
02.12.23
02.12.23
€105.00
02.12.24
02.12.24
4.61%
11.12.23
11.12.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Focus Home Interactive SAS
Start price
Target price
Perf. (%)
€24.15
18.11.23
18.11.23
€28.00
18.11.24
18.11.24
-14.49%
10.12.23
10.12.23
Could be worthwhile Investment >10% per year
Helma Eigenheimbau AG
Start price
Target price
Perf. (%)
€2.71
24.11.23
24.11.23
-
24.11.24
24.11.24
32.84%
10.12.23
10.12.23
Risky Investment
Tupperware Brands Corp.
Start price
Target price
Perf. (%)
€1.76
29.11.23
29.11.23
-
29.11.24
29.11.24
0.40%
08.12.23
08.12.23
Risky Investment
Builders Firstsource
Start price
Target price
Perf. (%)
€138.35
03.09.23
03.09.23
€200.00
30.11.25
30.11.25
-5.49%
02.12.23
02.12.23
Could be very worthwhile Investment >20% year
Nike Inc. B
Start price
Target price
Perf. (%)
€99.18
24.11.23
24.11.23
€101.00
24.11.24
24.11.24
5.34%
02.12.23
02.12.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Hugo Boss AG NA
Start price
Target price
Perf. (%)
€61.02
22.11.23
22.11.23
€63.00
22.11.24
22.11.24
6.00%
30.11.23
30.11.23
Revenue growth >5% per year expected
positive Cash Flow expected
Valuable balance sheet
ROE higher than 10% per year
Nike Inc. B
Start price
Target price
Perf. (%)
€97.96
24.07.23
24.07.23
€100.00
24.07.24
24.07.24
1.25%
24.11.23
24.11.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Hugo Boss AG NA
Start price
Target price
Perf. (%)
€71.58
02.08.23
02.08.23
€75.00
02.12.23
02.12.23
-14.75%
22.11.23
22.11.23
Revenue growth >5% per year expected
positive Cash Flow expected
Valuable balance sheet
ROE higher than 10% per year
Atari S.A.
Start price
Target price
Perf. (%)
€0.19
18.11.22
18.11.22
€0.25
18.11.23
18.11.23
-44.88%
19.11.23
19.11.23
Could be worthwhile Investment >10% per year
Somfy S.A.
Start price
Target price
Perf. (%)
€144.20
16.11.22
16.11.22
-
16.11.23
16.11.23
-1.80%
17.11.23
17.11.23
Could be worthwhile Investment >10% per year
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€328.40
04.11.22
04.11.22
€400.00
04.11.23
04.11.23
16.31%
05.11.23
05.11.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Known brand
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€376.90
16.10.23
16.10.23
-
16.11.23
16.11.23
-2.26%
31.10.23
31.10.23
Low dividend yield expected
Tupperware Brands Corp.
Start price
Target price
Perf. (%)
€1.69
20.10.23
20.10.23
-
20.10.24
20.10.24
-12.86%
28.10.23
28.10.23
Risky Investment
Under Armour Inc. A
Start price
Target price
Perf. (%)
€7.07
22.10.22
22.10.22
€8.00
22.10.23
22.10.23
-1.05%
23.10.23
23.10.23
Could be worthwhile Investment >10% per year
Tupperware Brands Corp.
Start price
Target price
Perf. (%)
€1.31
10.10.23
10.10.23
-
10.10.24
10.10.24
57.25%
15.10.23
15.10.23
Risky Investment
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€346.65
30.08.23
30.08.23
€450.00
31.01.26
31.01.26
6.33%
01.10.23
01.10.23
Could be very worthwhile Investment >20% year
Tecnoglass Inc
Start price
Target price
Perf. (%)
€31.80
26.08.23
26.08.23
€24.00
26.08.24
26.08.24
-1.26%
01.10.23
01.10.23
positive Cash Flow expected
Higher EBIT margin than peer group
Bad culture
Very low/no dividend yield expected
Helma Eigenheimbau AG
Start price
Target price
Perf. (%)
€25.20
29.09.22
29.09.22
-
29.09.23
29.09.23
-77.70%
30.09.23
30.09.23