Predictions
ASML Holding N.V.
Start price
Target price
Perf. (%)
€620.70
25.01.23
25.01.23
€700.00
25.01.24
25.01.24
26.71%
26.01.24
26.01.24
Could be worthwhile Investment >10% per year
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
L3Harris Technologies Inc.
Start price
Target price
Perf. (%)
€175.06
21.01.23
21.01.23
€185.00
21.01.24
21.01.24
8.08%
22.01.24
22.01.24
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€94.20
19.12.23
19.12.23
€100.00
19.12.24
19.12.24
11.47%
20.01.24
20.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€78.20
12.01.23
12.01.23
€90.00
12.01.24
12.01.24
18.67%
13.01.24
13.01.24
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€120.32
30.12.22
30.12.22
€175.00
30.12.23
30.12.23
43.88%
31.12.23
31.12.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Qualcomm Inc.
Start price
Target price
Perf. (%)
€126.66
13.12.23
13.12.23
€128.00
13.12.24
13.12.24
3.74%
23.12.23
23.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Austria Microsystems AG
Start price
Target price
Perf. (%)
€2.10
11.12.23
11.12.23
€2.00
11.12.24
11.12.24
16.90%
23.12.23
23.12.23
Qualcomm Inc.
Start price
Target price
Perf. (%)
€120.26
05.12.23
05.12.23
€122.00
05.12.24
05.12.24
5.32%
13.12.23
13.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€111.00
13.11.23
13.11.23
€113.00
13.11.24
13.11.24
8.74%
11.12.23
11.12.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
Qualcomm Inc.
Start price
Target price
Perf. (%)
€120.20
17.02.23
17.02.23
€115.00
17.02.24
17.02.24
0.05%
05.12.23
05.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€106.50
07.08.23
07.08.23
€110.00
07.08.24
07.08.24
4.23%
13.11.23
13.11.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
X-FAB Silicon Foundries
Start price
Target price
Perf. (%)
€6.21
27.11.22
27.11.22
€9.00
27.11.23
27.11.23
45.53%
12.11.23
12.11.23
Could be worthwhile Investment >10% per year
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€66.31
10.11.22
10.11.22
€100.00
10.11.23
10.11.23
59.89%
10.11.23
10.11.23
KLA-Tencor Corp.
Start price
Target price
Perf. (%)
€296.85
24.10.22
24.10.22
€325.00
24.10.23
24.10.23
48.02%
25.10.23
25.10.23
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
Lam Research Corp.
Start price
Target price
Perf. (%)
€361.55
20.10.22
20.10.22
€450.00
20.10.23
20.10.23
56.77%
21.10.23
21.10.23