Spotless Management

Results

111

24 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

111 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$464.72	21.8%	-11.3%	US$3.3t	US$562.31	25.8	14.2%	0.8%	Software
	2330	NT$2,425.00	3.2%	112.7%	NT$62.9t	NT$3,117.26	28.4	21.2%	0.9%	Semiconductors
	A005930	₩262,500.00	5.2%	281.0%	₩1669.2t	₩470,630.32	11.5	31.6%	0.9%	Tech
	300750 New	CN¥395.30	3.2%	50.3%	CN¥1.8t	CN¥564.17	21.4	16.4%	2.1%	Capital Goods
	AZN	UK£126.32	-0.3%	13.8%	UK£195.9b	UK£157.57	25.3	13.8%	1.9%	Pharmaceuticals & Biotech
	SAP	€157.68	12.5%	-35.5%	€182.8b	€201.55	23.3	11.5%	1.6%	Software
	AIR New	€202.20	-1.9%	19.6%	€160.0b	€224.63	26.9	14.7%	1.6%	Capital Goods
	GILD	US$130.21	0.7%	15.0%	US$163.0b	US$157.15	17.5	20.3%	2.5%	Pharmaceuticals & Biotech
	GLW New	US$138.25	-5.7%	122.8%	US$116.5b	US$193.40	62.7	28.3%	0.8%	Tech
	CMI	US$634.20	-4.6%	78.2%	US$87.3b	US$754.86	32.7	17.6%	1.3%	Capital Goods
	4519	JP¥6,932.00	-6.5%	-5.6%	JP¥11.4t	JP¥9,686.67	24.2	12.2%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,140.00	9.9%	-33.2%	€53.1b	€1,697.85	50.5	30.1%	1.0%	Capital Goods
	GWO New	CA$92.94	0.6%	78.5%	CA$82.2b	CA$93.75	18.7	5.8%	2.9%	Insurance
	HO	€245.90	4.0%	4.4%	€50.5b	€292.67	33.8	16.3%	1.6%	Capital Goods
	603259	CN¥128.43	2.7%	38.1%	CN¥381.9b	CN¥150.47	20.1	11.1%	1.5%	Pharmaceuticals & Biotech
	992	HK$23.86	-2.0%	136.2%	HK$296.0b	HK$28.73	19.7	20.1%	1.8%	Tech
	STLD	US$251.26	1.7%	105.3%	US$36.2b	US$272.38	22.4	17.2%	0.8%	Materials
	EXPN	UK£27.90	1.7%	-29.0%	UK£24.7b	UK£37.15	22.1	10.0%	1.8%	Commercial Services
	FSR	R98.68	2.9%	30.2%	R549.2b	R105.48	12.5	15.9%	5.2%	Diversified Financials
	HAL	₹4,646.50	1.6%	4.7%	₹3.1t	₹5,165.96	34.1	12.3%	1.0%	Capital Goods
	ADS New	€159.40	-8.2%	-4.7%	€27.8b	€203.86	20.1	16.1%	1.8%	Consumer Durables
	BAP	US$400.58	3.1%	69.4%	US$32.0b	US$404.50	2.7	13.1%	3.7%	Banks
	2327	NT$502.00	-21.8%	272.5%	NT$1.0t	NT$1,102.69	39.5	26.2%	1.2%	Tech
	500049 New	₹387.80	-4.3%	2.9%	₹2.8t	₹489.61	46.1	14.2%	0.6%	Capital Goods

Page 1 of 4

Spotless Management - Investing Ideas - Simply Wall St