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Predictions

buy
Yum China Holdings Inc

Start price
Target price
Perf. (%)
€44.98
15.02.22
€86.00
15.02.24
1.86%
16.10.22

Revenue growth > 30% per year expected
High Investments for future growth
Risky balance sheet
Carnival plc ADR

Start price
Target price
Perf. (%)
€6.34
01.10.22
€3.00
01.10.23
3.47%
15.10.22

Carnival Paired Ctf

Start price
Target price
Perf. (%)
€7.42
01.10.22
€3.00
01.10.23
0.63%
15.10.22

buy
McDonalds Corp.

Start price
Target price
Perf. (%)
€232.45
29.06.22
-
29.06.23
4.93%
13.10.22

buy
Las Vegas Sands Corp.

Start price
Target price
Perf. (%)
€37.38
23.09.22
-
23.09.23
1.79%
01.10.22

Carnival plc

Start price
Target price
Perf. (%)
€8.91
21.09.22
€6.60
31.12.24
-27.26%
30.09.22

Could be very worthwhile Investment >20% year
buy
Carnival plc

Start price
Target price
Perf. (%)
€9.33
26.08.22
€30.00
26.09.22
-13.35%
27.09.22

buy
Walt Disney Co.

Start price
Target price
Perf. (%)
€132.32
19.01.22
-
19.01.23
-22.57%
25.09.22

Could be worthwhile Investment >10% per year
Fair valuation
positive Cash Flow expected
Low dividend yield expected
McDonalds Corp.

Start price
Target price
Perf. (%)
€230.60
11.01.22
€200.00
11.01.23
10.58%
19.09.22

buy
Warner Bros. Discovery Inc.

Start price
Target price
Perf. (%)
€25.25
10.01.22
€32.00
10.01.23
-50.02%
19.09.22

Vivendi S.A.

Start price
Target price
Perf. (%)
€32.61
09.09.21
€30.00
09.09.22
-73.11%
10.09.22

buy
Hilton Inc.

Start price
Target price
Perf. (%)
€130.78
10.05.22
-
10.05.23
1.77%
26.08.22

buy
Carnival plc

Start price
Target price
Perf. (%)
€14.91
05.01.21
€30.00
05.01.23
-37.40%
26.08.22

buy
Walt Disney Co.

Start price
Target price
Perf. (%)
€124.42
21.03.22
-
21.03.23
-5.19%
22.08.22

buy
Walt Disney Co.

Start price
Target price
Perf. (%)
€115.08
12.08.22
€125.00
12.08.23
5.79%
16.08.22

EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
buy
McDonalds Corp.

Start price
Target price
Perf. (%)
€221.50
08.11.21
-
08.11.22
12.46%
21.07.22

buy
Walt Disney Co.

Start price
Target price
Perf. (%)
€93.60
12.06.22
€100.00
12.06.23
8.63%
20.07.22

EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
buy
Walt Disney Co.

Start price
Target price
Perf. (%)
€138.70
17.11.21
-
17.11.22
-31.15%
18.07.22

buy
McDonalds Corp.

Start price
Target price
Perf. (%)
€197.85
11.07.21
€225.00
11.07.22
27.85%
12.07.22

Sustainability is important
Differentiated customer and product portfolio
Well known brand
Top 10 in its market
buy
Restaurant Brands Intl Inc.

Start price
Target price
Perf. (%)
€53.96
11.07.21
€80.00
11.07.22
-4.91%
12.07.22

Fair valuation
Differentiated customer and product portfolio
Very small cyclical dependencies
Known brand
buy
Carnival plc

Start price
Target price
Perf. (%)
€18.42
08.07.21
-
08.07.22
-55.45%
08.07.22

buy
Chipotle Mexican Grill Inc.

Start price
Target price
Perf. (%)
€1,333.5
08.07.21
-
08.07.22
-0.98%
08.07.22

buy
McDonalds Corp.

Start price
Target price
Perf. (%)
€198.10
08.07.21
€250.00
08.07.22
25.57%
08.07.22

buy
Walt Disney Co.

Start price
Target price
Perf. (%)
€146.50
08.07.21
€170.00
08.07.22
-34.76%
08.07.22

Could be worthwhile Investment >10% per year
Top 10 in its market
Future proof or reliable business model
High dividend yield expected
buy
Restaurant Brands Intl Inc.

Start price
Target price
Perf. (%)
€54.78
08.07.21
€70.00
08.07.22
-7.81%
08.07.22

Top 10 in its market
Known brand