Predictions
Equinor ASA
Start price
Target price
Perf. (%)
€30.25
17.03.22
17.03.22
€40.00
22.04.22
22.04.22
13.08%
22.04.22
22.04.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Vestas Wind Systems A/S
Start price
Target price
Perf. (%)
€29.70
10.03.22
10.03.22
-
10.03.23
10.03.23
-0.52%
05.04.22
05.04.22
Gazprom ADR
Start price
Target price
Perf. (%)
€7.23
01.09.21
01.09.21
€9.50
14.03.22
14.03.22
-54.80%
14.03.22
14.03.22
Could be worthwhile Investment >10% per year
Normal challenges to pay loans and raise capital
ROE higher than 10% per year
Very positive Cash Flow expected
Vestas Wind Systems A/S
Start price
Target price
Perf. (%)
€28.93
01.03.22
01.03.22
-
01.03.23
01.03.23
2.66%
10.03.22
10.03.22
Gazprom ADR
Start price
Target price
Perf. (%)
€6.30
22.02.22
22.02.22
€6.00
22.02.23
22.02.23
-48.12%
07.03.22
07.03.22
Market Leader or Top 3
Fair valuation
Very high dividend yield expected
Strong uniques
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€37.96
24.02.22
24.02.22
€37.00
24.02.23
24.02.23
16.60%
05.03.22
05.03.22
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Equinor ASA
Start price
Target price
Perf. (%)
€28.20
24.02.22
24.02.22
-
24.02.23
24.02.23
9.93%
05.03.22
05.03.22
Could be worthwhile Investment >10% per year
Lukoil PAO ADR
Start price
Target price
Perf. (%)
€45.40
25.02.22
25.02.22
-
25.02.23
25.02.23
-32.82%
03.03.22
03.03.22
Probably not worthwhile Investment
Gazprom Neft ADR
Start price
Target price
Perf. (%)
€24.80
24.02.22
24.02.22
-
24.02.23
24.02.23
-20.97%
03.03.22
03.03.22
Probably not worthwhile Investment
Gazprom ADR
Start price
Target price
Perf. (%)
€8.43
17.11.21
17.11.21
€12.50
17.11.25
17.11.25
-67.95%
02.03.22
02.03.22
Undervalued
Very high dividend yield expected
Some uniques
Significant cyclical dependencies
Vestas Wind Systems A/S
Start price
Target price
Perf. (%)
€24.75
12.01.22
12.01.22
-
12.01.23
12.01.23
3.03%
25.02.22
25.02.22
Gazprom ADR
Start price
Target price
Perf. (%)
€6.68
08.07.21
08.07.21
-
08.07.22
08.07.22
-10.03%
22.02.22
22.02.22
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Gazprom ADR
Start price
Target price
Perf. (%)
€7.18
20.02.22
20.02.22
€10.00
20.02.23
20.02.23
-12.61%
22.02.22
22.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Undervalued
Gazprom ADR
Start price
Target price
Perf. (%)
€8.47
10.11.21
10.11.21
€10.00
10.11.22
10.11.22
-15.29%
20.02.22
20.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
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
Gazprom ADR
Start price
Target price
Perf. (%)
€8.42
28.09.21
28.09.21
-
28.09.22
28.09.22
-6.47%
16.02.22
16.02.22
Top 10 in its market
Increased challenges to pay loans and raise capital
Higher risks for its business
Significant cyclical dependencies
Galp Energia SGPS S.A.
Start price
Target price
Perf. (%)
€8.74
24.01.21
24.01.21
-
24.01.22
24.01.22
9.84%
25.01.22
25.01.22
Could be worthwhile Investment >10% per year
Kinder Morgan Inc.
Start price
Target price
Perf. (%)
€12.73
24.01.21
24.01.21
-
24.01.22
24.01.22
20.82%
25.01.22
25.01.22
Could be worthwhile Investment >10% per year
