Predictions
Universal Display Corp.
Start price
Target price
Perf. (%)
€23.28
02.01.15
02.01.15
€44.00
28.04.15
28.04.15
79.86%
28.04.15
28.04.15
Dialog Semiconductor plc
Start price
Target price
Perf. (%)
€24.35
15.07.14
15.07.14
€48.00
20.04.15
20.04.15
67.21%
20.04.15
20.04.15
Ubiquiti Networks Inc.
Start price
Target price
Perf. (%)
€26.64
17.10.14
17.10.14
€31.00
17.04.15
17.04.15
11.04%
17.04.15
17.04.15
Elmos Semiconductor AG
Start price
Target price
Perf. (%)
€14.70
07.10.14
07.10.14
€13.00
07.04.15
07.04.15
19.43%
07.04.15
07.04.15
ASM International N.V.
Start price
Target price
Perf. (%)
€27.92
07.10.14
07.10.14
€26.00
07.04.15
07.04.15
0.00%
07.04.15
07.04.15
Texas Instruments Inc.
Start price
Target price
Perf. (%)
€36.33
07.10.14
07.10.14
€35.00
07.04.15
07.04.15
44.48%
07.04.15
07.04.15
NXP Semiconductors NV
Start price
Target price
Perf. (%)
€51.71
07.10.14
07.10.14
€45.00
07.04.15
07.04.15
78.98%
07.04.15
07.04.15
Micron Technology Inc.
Start price
Target price
Perf. (%)
€24.95
01.09.14
01.09.14
€30.00
02.04.15
02.04.15
-1.02%
02.04.15
02.04.15
Undervalued
Standard Investments for future growth
Innovative
Differentiated customer and product portfolio
Telefonaktiebolaget L M Ericsson A
Start price
Target price
Perf. (%)
€10.23
28.01.15
28.01.15
€14.00
26.03.15
26.03.15
6.44%
26.03.15
26.03.15
Sierra Wireless Inc.
Start price
Target price
Perf. (%)
€31.29
16.03.15
16.03.15
€40.00
23.03.15
23.03.15
1.95%
23.03.15
23.03.15
NVIDIA Corp.
Start price
Target price
Perf. (%)
€4.75
12.02.15
12.02.15
€6.25
23.03.15
23.03.15
9.02%
23.03.15
23.03.15
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Apple Inc.
Start price
Target price
Perf. (%)
€22.45
11.12.14
11.12.14
€30.00
11.03.15
11.03.15
28.92%
11.03.15
11.03.15
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.11
24.11.14
24.11.14
€1.60
10.03.15
10.03.15
23.83%
10.03.15
10.03.15
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Dialog Semiconductor plc
Start price
Target price
Perf. (%)
€34.30
02.02.15
02.02.15
€41.00
05.03.15
05.03.15
19.73%
05.03.15
05.03.15
Austria Microsystems AG
Start price
Target price
Perf. (%)
€34.40
03.02.15
03.02.15
€41.00
04.03.15
04.03.15
17.16%
04.03.15
04.03.15
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model