Predictions
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.99
21.02.22
21.02.22
€1.25
21.02.23
21.02.23
1.31%
25.02.22
25.02.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.19
23.04.21
23.04.21
€1.25
23.04.22
23.04.22
-16.97%
21.02.22
21.02.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€148.00
07.09.21
07.09.21
-
07.09.22
07.09.22
-29.59%
20.02.22
20.02.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€35.26
07.02.22
07.02.22
€40.00
07.02.23
07.02.23
9.19%
19.02.22
19.02.22
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€50.60
16.02.21
16.02.21
€55.00
16.02.22
16.02.22
-44.47%
17.02.22
17.02.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Guangzhou Automobile Group Co Ltd
Start price
Target price
Perf. (%)
€0.85
10.02.21
10.02.21
-
10.02.22
10.02.22
7.33%
11.02.22
11.02.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
BYD Co. Ltd
Start price
Target price
Perf. (%)
€16.25
16.05.21
16.05.21
€25.00
16.05.22
16.05.22
54.09%
29.01.22
29.01.22
Could be very worthwhile Investment >20% year
Undervalued
High Investments for future growth
Innovative
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€173.60
17.05.21
17.05.21
-
17.05.22
17.05.22
-33.70%
18.01.22
18.01.22
Could be very worthwhile Investment >20% year
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.86
12.01.21
12.01.21
-
12.01.22
12.01.22
17.41%
13.01.22
13.01.22
Little innovation
Few uniques
Growths slower than the competition
BYD Co. Ltd
Start price
Target price
Perf. (%)
€27.04
12.01.21
12.01.21
€40.00
12.01.22
12.01.22
7.29%
13.01.22
13.01.22
Could be very worthwhile Investment >20% year
Capable Management
Innovative
Good culture
BYD Co. Ltd
Start price
Target price
Perf. (%)
€5.24
20.04.20
20.04.20
€42.00
31.12.21
31.12.21
472.90%
31.12.21
31.12.21
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Undervalued
Very Future proof/growth oriented business model
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€47.36
27.11.21
27.11.21
€60.00
27.11.22
27.11.22
-13.89%
11.12.21
11.12.21
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€101.10
06.12.21
06.12.21
€113.00
06.12.22
06.12.22
-0.30%
06.12.21
06.12.21
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€134.50
15.09.21
15.09.21
-
15.09.22
15.09.22
-24.91%
05.12.21
05.12.21
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€137.43
30.05.19
30.05.19
€283.00
29.10.24
29.10.24
-19.30%
01.12.21
01.12.21
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€62.21
29.11.20
29.11.20
€75.00
29.11.21
29.11.21
-16.67%
30.11.21
30.11.21
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€141.80
12.10.21
12.10.21
€140.00
12.10.22
12.10.22
-16.93%
26.11.21
26.11.21
Could be worthwhile Investment >10% per year
BYD Co. Ltd
Start price
Target price
Perf. (%)
€19.21
04.11.20
04.11.20
€25.00
04.11.21
04.11.21
78.65%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Fair valuation
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€268.00
03.11.20
03.11.20
€250.00
04.11.21
04.11.21
-46.57%
05.11.21
05.11.21
Very capable Management
Stable Large shareholder and/or long term investor
Market Leader or Top 3
High valuation
BYD Co. Ltd
Start price
Target price
Perf. (%)
€17.02
29.10.20
29.10.20
€33.00
04.11.21
04.11.21
101.59%
05.11.21
05.11.21
Sustainability is important
Could be worthwhile Investment >10% per year
Capable Management
Good culture
Netease Inc. ADR
Start price
Target price
Perf. (%)
€78.54
04.10.20
04.10.20
€120.00
04.11.21
04.11.21
11.28%
05.11.21
05.11.21
EBIT growth >5% per year expected
Undervalued
positive Cash Flow expected
Small challenges to pay loans and raise capital
BYD Co. Ltd
Start price
Target price
Perf. (%)
€13.78
02.10.20
02.10.20
€32.00
04.11.21
04.11.21
149.07%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€216.50
14.08.20
14.08.20
€265.00
04.11.21
04.11.21
-33.86%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Undervalued
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€191.80
01.07.20
01.07.20
-
04.11.21
04.11.21
-25.34%
05.11.21
05.11.21