- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
93
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
93 companies
Microsoft
Market Cap: US$2.9t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$390.74
7D
-6.2%
1Y
-17.7%
Taiwan Semiconductor Manufacturing
Market Cap: NT$59.9t
Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.
2330
NT$2,310.00
7D
-2.3%
1Y
124.3%
Samsung Electronics
Market Cap: ₩2051.5t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩322,500.00
7D
-2.0%
1Y
453.2%
AstraZeneca
Market Cap: UK£210.6b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£134.62
7D
-2.9%
1Y
22.5%
Gilead Sciences
Market Cap: US$156.3b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$125.59
7D
-2.8%
1Y
14.2%
Chugai Pharmaceutical
Market Cap: JP¥12.3t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,450.00
7D
-1.4%
1Y
-0.09%
Rheinmetall
Market Cap: €56.8b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,202.00
7D
-0.6%
1Y
-33.1%
Thales
Market Cap: €48.9b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€234.70
7D
1.0%
1Y
-6.3%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥321.5b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥327.21
7D
-3.4%
1Y
211.3%
Lenovo Group
Market Cap: HK$277.1b
An investment holding company, develops, manufactures, and markets technology products and services.
992
HK$22.34
7D
-10.2%
1Y
144.2%
Experian
Market Cap: UK£23.0b
Operates as a data and technology company in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific.
EXPN
UK£25.69
7D
-1.9%
1Y
-31.5%
Hindustan Aeronautics
Market Cap: ₹2.8t
Engages in the design, development, manufacture, repair, overhaul, upgrade, and servicing of aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures in India and internationally.
HAL
₹4,192.30
7D
-0.6%
1Y
-16.6%
Aluminum Corporation of China
Market Cap: HK$205.8b
Primarily engages in the exploration and mining of bauxite, coal, and other resources in the People's Republic of China and internationally.
2600
HK$10.33
7D
-3.9%
1Y
102.2%
Amadeus IT Group
Market Cap: €21.0b
Operates as a transaction processor for the travel and tourism industry in Europe, Central and South America, the Middle East, Africa, and Asia Pacific.
AMS
€50.96
7D
-5.1%
1Y
-27.9%
Sieyuan Electric
Market Cap: CN¥135.6b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥173.30
7D
-2.4%
1Y
139.6%
Ningbo Deye Technology Group
Market Cap: CN¥132.1b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥103.79
7D
-1.1%
1Y
154.5%
MTU Aero Engines
Market Cap: €16.5b
Engages in the development, manufacture, sale, and maintenance of commercial and military aircraft engines, and aero-derivative industrial gas turbines in Germany, other European countries, North America, Asia, and internationally.
MTX
€312.00
7D
3.4%
1Y
-8.6%
Vodacom Group
Market Cap: R292.0b
Provides communications products and services.
VOD
R150.51
7D
-0.1%
1Y
11.4%
Zhejiang Juhua
Market Cap: CN¥114.4b
Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.
600160
CN¥42.39
7D
7.9%
1Y
52.3%
Kaspi.kz
Market Cap: US$15.6b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$80.56
7D
-0.8%
1Y
-6.4%
Logitech International
Market Cap: CHF 12.4b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 88.40
7D
-3.4%
1Y
27.0%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥104.9b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.37
7D
-3.8%
1Y
51.3%
Zhongjin GoldLtd
Market Cap: CN¥104.3b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥21.51
7D
-3.1%
1Y
43.6%
Emaar Development PJSC
Market Cap: د.إ56.6b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ14.14
7D
1.3%
1Y
15.0%
CVC Capital Partners
Market Cap: €13.2b
A private equity and venture capital firm specializing in middle market secondaries, infrastructure and credit, management buyouts, leveraged buyouts, growth equity, mature, recapitalizations, strip sales, and spinouts.
CVC
€12.95
7D
1.3%
1Y
-17.9%
Xiamen TungstenLtd
Market Cap: CN¥102.9b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥64.80
7D
5.0%
1Y
211.8%
Guangzhou Tinci Materials Technology
Market Cap: CN¥100.7b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥49.64
7D
2.1%
1Y
189.8%
Eastroc Beverage (Group)
Market Cap: CN¥96.1b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥131.84
7D
-1.9%
1Y
-47.2%
Endeavour Mining
Market Cap: CA$16.9b
Operates as a gold mining company in West Africa.
EDV
CA$72.34
7D
-0.5%
1Y
63.5%
Orion Oyj
Market Cap: €9.7b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€68.35
7D
-2.1%
1Y
8.0%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$13.6b
An investment holding company, engages in shipbuilding activities in the Greater China, Canada, Japan, Italy, Greece, France, Bulgaria, United Kingdom, Singapore, Denmark, Switzerland, and internationally.
BS6
S$3.45
7D
-2.5%
1Y
53.3%
Flowserve
Market Cap: US$10.0b
Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.
FLS
US$78.07
7D
6.2%
1Y
68.0%
Rockchip Electronics
Market Cap: CN¥67.0b
Operates as a fabless IC design company focusing on Intelligent IoT in China.
603893
CN¥160.51
7D
-7.3%
1Y
12.5%
Inner Mongolia Xingye Silver & Tin Mining
Market Cap: CN¥65.4b
Engages in the mining and beneficiation of non-ferrous and precious metals in China, Hong Kong, and Mongolia.
000426
CN¥36.82
7D
-3.3%
1Y
127.8%
Harmony Gold Mining
Market Cap: R150.1b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R257.18
7D
-2.2%
1Y
-3.6%
WT Microelectronics
Market Cap: NT$290.0b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$228.50
7D
-18.7%
1Y
81.3%