Predictions
Norwegian Cruise Line Hl.
Start price
Target price
Perf. (%)
€13.03
11.08.22
11.08.22
-
11.08.23
11.08.23
26.25%
11.08.23
11.08.23
Marriott International Inc.
Start price
Target price
Perf. (%)
€174.30
23.07.23
23.07.23
-
23.07.24
23.07.24
5.81%
06.08.23
06.08.23
Restaurant Brands Intl Inc.
Start price
Target price
Perf. (%)
€58.37
05.08.22
05.08.22
€75.00
05.08.23
05.08.23
15.20%
06.08.23
06.08.23
Top 10 in its market
Known brand
Melco Crown Entertain. ADR
Start price
Target price
Perf. (%)
€5.50
25.07.22
25.07.22
-
25.07.23
25.07.23
112.73%
26.07.23
26.07.23
Carnival plc ADR
Start price
Target price
Perf. (%)
€13.20
26.06.23
26.06.23
€15.00
26.06.24
26.06.24
18.94%
03.07.23
03.07.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Norwegian Cruise Line Hl.
Start price
Target price
Perf. (%)
€17.24
22.06.23
22.06.23
€18.00
22.06.24
22.06.24
4.00%
24.06.23
24.06.23
Publicis Groupe S.A.
Start price
Target price
Perf. (%)
€46.67
22.06.22
22.06.22
€50.00
22.06.23
22.06.23
52.65%
23.06.23
23.06.23
Warner Bros. Discovery Inc.
Start price
Target price
Perf. (%)
€14.98
10.06.22
10.06.22
-
10.06.23
10.06.23
-14.39%
10.06.23
10.06.23
Charter Communications Inc. A
Start price
Target price
Perf. (%)
€359.05
25.02.23
25.02.23
€300.00
25.02.24
25.02.24
-14.57%
31.05.23
31.05.23
Could be worthwhile Investment >10% per year
McDonalds Corp.
Start price
Target price
Perf. (%)
€273.00
29.10.22
29.10.22
€255.00
29.10.23
29.10.23
0.37%
22.05.23
22.05.23
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
Walt Disney Co.
Start price
Target price
Perf. (%)
€139.36
16.11.21
16.11.21
€160.00
31.12.23
31.12.23
-34.80%
08.05.23
08.05.23
Could be worthwhile Investment >10% per year
Warner Bros. Discovery Inc.
Start price
Target price
Perf. (%)
€16.56
02.05.22
02.05.22
€24.00
02.05.23
02.05.23
-30.68%
03.05.23
03.05.23
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Warner Bros. Discovery Inc.
Start price
Target price
Perf. (%)
€16.56
25.04.22
25.04.22
-
25.04.23
25.04.23
-28.71%
26.04.23
26.04.23