Predictions
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
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€192.20
01.07.20
01.07.20
€270.00
04.11.21
04.11.21
-25.49%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
BYD Co. Ltd
Start price
Target price
Perf. (%)
€6.98
24.06.20
24.06.20
€22.00
04.11.21
04.11.21
391.41%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Innovative
Top 10 in its market
Future proof or reliable business model
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€28.30
25.05.20
25.05.20
€44.00
04.11.21
04.11.21
32.16%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
positive Cash Flow expected
Revenue growth >5% per year expected
Very low/no dividend yield expected
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€194.60
16.04.20
16.04.20
€210.00
04.11.21
04.11.21
-26.41%
05.11.21
05.11.21
Anhui Conch Cement
Start price
Target price
Perf. (%)
€6.55
22.02.20
22.02.20
€6.00
04.11.21
04.11.21
-38.02%
05.11.21
05.11.21
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€13.90
17.10.19
17.10.19
€50.00
04.11.21
04.11.21
256.69%
05.11.21
05.11.21
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. (%)
€167.77
02.03.19
02.03.19
€202.05
04.11.21
04.11.21
-14.65%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
Very capable Management
Leading role in innovation
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€158.20
02.09.19
02.09.19
€280.00
04.11.21
04.11.21
-9.48%
05.11.21
05.11.21
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€121.11
03.01.19
03.01.19
€260.00
04.11.21
04.11.21
18.24%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
BYD Co. Ltd
Start price
Target price
Perf. (%)
€5.18
24.05.19
24.05.19
€35.00
04.11.21
04.11.21
562.36%
05.11.21
05.11.21
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
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€32.80
15.11.18
15.11.18
€57.00
04.11.21
04.11.21
58.41%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Small cyclical dependencies
Known brand
BYD Co. Ltd
Start price
Target price
Perf. (%)
€8.81
08.10.17
08.10.17
€33.00
04.11.21
04.11.21
289.36%
05.11.21
05.11.21
ROE higher than 10% per year
Small cyclical dependencies
Known brand
Very Future proof/growth oriented business model
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€161.51
18.09.17
18.09.17
€222.00
04.11.21
04.11.21
-11.34%
05.11.21
05.11.21
Good culture
Good rating
Strong uniques
Growths much faster than the competition
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€91.24
01.09.17
01.09.17
€60.00
04.11.21
04.11.21
-59.01%
05.11.21
05.11.21
Some uniques
Well known brand
Very Future proof/growth oriented business model
Higher risks for its business
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€48.40
21.11.17
21.11.17
€64.00
04.11.21
04.11.21
7.36%
05.11.21
05.11.21
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€54.40
14.02.21
14.02.21
-
14.02.22
14.02.22
-3.86%
01.11.21
01.11.21
Sustainability is very important
Innovative
Revenue growth >5% per year expected
EBIT growth >5% per year expected
BYD Co. Ltd
Start price
Target price
Perf. (%)
€30.80
21.10.21
21.10.21
€40.00
21.10.22
21.10.22
12.95%
26.10.21
26.10.21
Risky Investment
High valuation
Low dividend yield expected
negative Cash Flow expected
BYD Co. Ltd
Start price
Target price
Perf. (%)
€14.21
12.10.20
12.10.20
€45.00
04.11.21
04.11.21
111.61%
15.10.21
15.10.21
Could be very worthwhile Investment >20% year
Very Future proof/growth oriented business model
Well known brand
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€47.60
07.12.20
07.12.20
€80.00
07.12.21
07.12.21
-13.03%
09.10.21
09.10.21
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group