- Investing Ideas
- /
- Global Spotless Management
Global Spotless Management
UPDATED May 23, 2022
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
71 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$260.65 | -0.3% | 3.9% | US$1.9t | US$361.47 | PS26.9x | E11.6% | 1.0% | Software | ||
| MRKMerck | US$93.83 | 1.6% | 18.7% | US$237.3b | US$96.04 | PS17.1x | E13.0% | 2.9% | Pharmaceuticals & Biotech | ||
| KERKering | €455.00 | -3.3% | -37.2% | €56.2b | €745.24 | PS17.8x | E11.7% | 2.6% | Consumer Durables | ||
| ABBNABB | CHF29.03 | 0.1% | -3.8% | CHF56.0b | CHF34.73 | PS12.3x | E7.8% | 2.7% | Capital Goods | ||
| 2454MediaTek | NT$830.00 | -1.3% | -12.8% | NT$1.3t | NT$1,131.44 | PS11.1x | E5.0% | 8.8% | Semiconductors | ||
| SBERSberbank of Russia | ₽119.46 | -6.5% | -61.1% | ₽2.7t | ₽424.45 | PS2.3x | E8.6% | 15.7% | Banks | ||
| FERGFerguson | UK£94.84 | -2.2% | -2.5% | UK£20.3b | UK£133.84 | PS12.6x | E2.6% | 2.1% | Capital Goods | ||
| HM BH & M Hennes & Mauritz | kr127.32 | -4.3% | -40.4% | kr210.7b | kr154.81 | PS17.1x | E12.7% | 5.1% | Retail | ||
| SOONSonova Holding | CHF325.40 | -2.5% | 4.0% | CHF19.9b | CHF367.50 | PS30.6x | E10.8% | 1.4% | Healthcare | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥34.13 | 0.1% | 76.1% | CNÂ¥131.0b | CNÂ¥42.07 | PS21x | E27.7% | 1.3% | Materials | ||
| 2241Goertek | CNÂ¥36.12 | -0.08% | -11.0% | CNÂ¥123.4b | CNÂ¥49.82 | PS28.7x | E21.5% | 0.6% | Tech | ||
| ALLAristocrat Leisure | AU$34.40 | 10.3% | -16.4% | AU$24.0b | AU$41.60 | PS23.4x | E9.5% | 1.5% | Consumer Services | ||
| COLColes Group | AU$17.65 | -5.7% | 5.4% | AU$23.7b | AU$18.67 | PS23.7x | E9.6% | 3.5% | Consumer Retailing | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.52 | -0.5% | -1.2% | CNÂ¥108.3b | CNÂ¥19.35 | PS15x | E33.9% | 2.2% | Materials | ||
| VODVodacom Group | R146.05 | 1.1% | 12.7% | R247.5b | R150.80 | PS14.4x | E16.0% | 5.8% | Telecom | ||
| 3037Unimicron Technology | NT$204.00 | -7.1% | 93.4% | NT$318.7b | NT$348.00 | PS18x | E20.2% | 1.7% | Tech | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥84.15 | 2.2% | -52.5% | CNÂ¥71.0b | CNÂ¥137.33 | PS17.3x | E22.9% | 1.8% | Tech | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥47.25 | -4.6% | -7.9% | CNÂ¥65.3b | CNÂ¥64.88 | PS38.4x | E29.5% | 2.1% | Software | ||
| 2648Satellite ChemicalLtd | CNÂ¥36.65 | -0.03% | 17.0% | CNÂ¥64.8b | CNÂ¥53.95 | PS9.3x | E19.2% | 1.0% | Materials | ||
| S63Singapore Technologies Engineering | S$4.05 | 1.8% | 6.6% | S$12.6b | S$4.37 | PS22.1x | E9.7% | 4.0% | Capital Goods | ||
| 8046Nan Ya Printed Circuit Board | NT$380.00 | -6.7% | 17.6% | NT$256.9b | NT$678.54 | PS19.1x | E31.5% | 2.6% | Tech | ||
| 603486Ecovacs Robotics | CNÂ¥100.30 | -2.1% | -37.0% | CNÂ¥57.4b | CNÂ¥151.49 | PS27.4x | E26.5% | 1.1% | Consumer Durables | ||
| 603369Jiangsu King's Luck Brewery | CNÂ¥43.32 | -3.1% | -26.1% | CNÂ¥55.8b | CNÂ¥55.88 | PS24.3x | E19.8% | 1.4% | Food, Beverage & Tobacco | ||
| WALWestern Alliance Bancorporation | US$76.69 | 3.8% | -22.2% | US$8.2b | US$116.25 | PB1.7x | E17.0% | 1.8% | Banks |