Spotless Management

Results

100

18 new

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

100 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$365.46	-3.7%	-26.5%	US$2.7t	US$561.11	21.7	13.3%	1.0%	Software
	2330	NT$2,390.00	-0.8%	122.3%	NT$62.0t	NT$2,662.73	32.5	22.7%	0.9%	Semiconductors
	A005930	₩358,500.00	-1.1%	495.5%	₩2284.4t	₩454,325.53	28.6	40.5%	0.6%	Tech
	AZN	UK£140.62	6.9%	38.6%	UK£215.7b	UK£166.90	27.6	13.5%	1.7%	Pharmaceuticals & Biotech
	SAP New	€132.62	-1.7%	-47.3%	€157.5b	€214.04	21.2	15.4%	1.9%	Software
	GILD	US$125.16	1.1%	16.3%	US$155.4b	US$157.57	16.9	20.9%	2.6%	Pharmaceuticals & Biotech
	4519	JP¥7,534.00	-0.4%	-0.6%	JP¥12.4t	JP¥9,973.33	27.4	12.4%	1.8%	Pharmaceuticals & Biotech
	BA. New	UK£17.92	-2.6%	-5.1%	UK£51.8b	UK£23.05	24.7	12.0%	2.0%	Capital Goods
	HO	€218.40	-6.1%	-12.5%	€46.3b	€294.72	26.8	11.4%	1.8%	Capital Goods
	RHM	€946.10	-19.7%	-49.3%	€44.2b	€1,798.60	41.9	30.6%	1.2%	Capital Goods
	300476	CN¥350.16	-5.1%	172.5%	CN¥340.6b	CN¥447.60	73.5	51.2%	0.6%	Tech
	992	HK$23.98	0.8%	155.1%	HK$297.5b	HK$23.78	19.8	17.6%	1.8%	Tech
	STLD New	US$241.43	-10.6%	87.9%	US$35.1b	US$271.25	25.4	22.0%	0.9%	Materials
	ADS New	€178.10	0.08%	-7.3%	€30.9b	€199.71	22.7	14.7%	1.6%	Consumer Durables
	HAL	₹4,368.70	-1.0%	-9.3%	₹2.9t	₹5,157.46	32.1	12.1%	0.9%	Capital Goods
	EXPN	UK£25.05	-0.2%	-33.7%	UK£22.7b	UK£38.98	19.6	10.1%	2.1%	Commercial Services
	FRES New	UK£28.17	-9.6%	88.3%	UK£20.4b	UK£38.72	19.8	15.1%	3.5%	Materials
	AMS	€52.16	0.8%	-24.1%	€22.0b	€67.14	16.5	9.2%	3.0%	Consumer Services
	MTX	€362.30	6.2%	-2.2%	€19.2b	€386.10	19.6	7.1%	1.0%	Capital Goods
	002028	CN¥188.50	-0.9%	155.6%	CN¥147.5b	CN¥242.45	45.3	30.7%	0.4%	Capital Goods
	600160	CN¥50.80	15.1%	85.8%	CN¥137.1b	CN¥49.10	33.0	21.5%	1.1%	Materials
	600549 New	CN¥85.86	-0.06%	304.2%	CN¥136.3b	CN¥77.80	44.9	24.0%	0.7%	Materials
	605117	CN¥99.32	-3.8%	170.7%	CN¥126.4b	CN¥135.58	34.6	27.0%	2.1%	Capital Goods
	VOD	R151.68	3.0%	12.2%	R287.3b	R160.95	14.2	14.8%	4.8%	Telecom

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