Spotless Management

Results

115

30 new

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

115 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$491.71	2.1%	-2.1%	US$3.6t	US$569.45	27.3	14.1%	0.7%	Software
	2330	NT$2,415.00	2.8%	102.9%	NT$62.6t	NT$3,229.33	28.3	21.8%	1.2%	Semiconductors
	AVGO New	US$356.74	-6.1%	19.7%	US$1.7t	US$525.97	57.9	33.7%	0.7%	Semiconductors
	A005930	₩261,500.00	5.7%	270.4%	₩1665.5t	₩470,155.64	11.5	31.7%	0.9%	Tech
	AZN	UK£122.34	1.5%	3.0%	UK£193.5b	UK£156.08	24.7	13.7%	1.9%	Pharmaceuticals & Biotech
	SAP	€179.86	-3.2%	-23.9%	€214.1b	€207.19	26.6	11.7%	1.4%	Software
	TXN New	US$260.05	-4.5%	26.3%	US$236.5b	US$324.71	39.5	17.2%	2.2%	Semiconductors
	ALV New	€451.60	3.1%	24.1%	€168.8b	€433.14	14.6	3.9%	3.8%	Insurance
	AIR	€205.85	-1.1%	15.5%	€161.9b	€230.96	27.4	14.7%	1.6%	Capital Goods
	GLW New	US$147.16	-8.0%	118.3%	US$125.4b	US$191.40	66.7	28.3%	0.8%	Tech
	BA.	UK£20.88	-3.3%	18.2%	UK£59.4b	UK£23.43	28.0	11.8%	1.7%	Capital Goods
	CMI	US$572.67	-7.8%	43.7%	US$78.7b	US$757.02	29.0	18.5%	1.5%	Capital Goods
	4519	JP¥7,051.00	2.4%	10.5%	JP¥11.6t	JP¥9,350.00	24.6	12.1%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,140.60	-3.2%	-30.3%	€52.2b	€1,679.38	44.0	30.5%	1.0%	Capital Goods
	HO New	€249.80	-3.8%	9.9%	€51.4b	€295.16	34.3	15.6%	1.6%	Capital Goods
	GWO	CA$89.22	-3.3%	63.3%	CA$79.8b	CA$94.00	18.0	6.3%	3.0%	Insurance
	600183 New	CN¥130.01	3.6%	169.0%	CN¥315.8b	CN¥171.61	60.8	29.5%	1.2%	Tech
	PKO New	zł115.78	0.7%	56.9%	zł141.9b	zł113.70	2.6	11.9%	5.3%	Banks
	EXPN	UK£29.67	1.5%	-22.5%	UK£26.6b	UK£36.82	23.8	10.0%	1.7%	Commercial Services
	300476	CN¥249.44	1.7%	15.2%	CN¥240.0b	CN¥449.85	52.4	51.3%	0.8%	Tech
	HAL	₹4,865.50	-3.0%	11.0%	₹3.3t	₹5,450.96	34.9	13.0%	0.9%	Capital Goods
	FSR New	R95.81	-2.1%	27.2%	R541.0b	R106.22	12.1	15.9%	5.4%	Diversified Financials
	500049 New	₹407.30	-0.3%	11.3%	₹3.0t	₹490.45	48.4	14.4%	0.6%	Capital Goods
	ADS	€150.70	-3.3%	-10.6%	€26.5b	€202.72	19.0	15.7%	1.9%	Consumer Durables

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Spotless Management - Investing Ideas - Simply Wall St