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Global Spotless Management

UPDATED May 18, 2022

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

68 companies
CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
MSFTMicrosoftUS$254.08-2.5%4.5%US$2.0tUS$364.20PS26.2xE11.6%1.0%Software
MRKMerckUS$92.103.3%16.1%US$235.2bUS$95.54PS16.7xE12.8%3.0%Pharmaceuticals & Biotech
KERKering€463.300.8%-34.3%€57.2b€745.24PS18.1xE11.7%2.6%Consumer Durables
ABBNABBCHF28.851.6%-2.3%CHF55.7bCHF35.60PS12xE7.8%2.8%Capital Goods
2454MediaTekNT$855.003.1%-9.3%NT$1.4tNT$1,130.25PS11.4xE5.0%8.5%Semiconductors
SBERSberbank of Russia₽125.121.4%-57.8%₽2.8t₽424.45PS2.4xE8.6%14.9%Banks
FERGFergusonUK£96.042.1%1.4%UK£20.6bUK£133.84PS12.6xE2.9%2.1%Capital Goods
HM BH & M Hennes & Mauritzkr130.427.7%-38.6%kr215.9bkr154.81PS17.6xE12.7%5.0%Retail
SOONSonova HoldingCHF313.20-5.1%5.8%CHF19.5bCHF372.00PS29.1xE9.4%1.0%Healthcare
600111China Northern Rare Earth (Group) High-TechLtdCN¥33.690.1%60.4%CN¥121.8bCN¥42.07PS20.8xE27.7%1.3%Materials
2241GoertekCN¥36.300.7%-7.7%CN¥121.3bCN¥49.98PS28.8xE21.7%0.5%Tech
COLColes GroupAU$18.450.7%12.9%AU$24.7bAU$18.67PS24.8xE9.6%3.3%Consumer Retailing
600989Ningxia Baofeng Energy GroupCN¥14.532.3%-4.6%CN¥106.3bCN¥19.35PS15xE33.9%2.2%Materials
VODVodacom GroupR145.66-1.7%14.4%R246.8bR150.80PS14.4xE17.1%5.8%Telecom
3037Unimicron TechnologyNT$222.505.0%126.8%NT$328.2bNT$348.00PS19.6xE20.2%1.5%Tech
688036Shenzhen Transsion HoldingsCN¥84.140.9%-47.5%CN¥67.5bCN¥137.33PS17.3xE22.9%1.8%Tech
600845Shanghai Baosight SoftwareLtdCN¥48.97-2.1%1.8%CN¥65.3bCN¥64.88PS39.8xE29.5%2.0%Software
2648Satellite ChemicalLtdCN¥37.407.1%31.6%CN¥64.2bCN¥53.95PS9.5xE19.9%0.9%Materials
S63Singapore Technologies EngineeringS$4.041.3%7.2%S$12.6bS$4.37PS22.1xE9.7%3.7%Capital Goods
8046Nan Ya Printed Circuit BoardNT$414.005.9%36.4%NT$267.5bNT$678.54PS20.8xE31.5%2.4%Tech
603486Ecovacs RoboticsCN¥100.941.1%-37.6%CN¥57.9bCN¥151.49PS27.6xE27.2%1.1%Consumer Durables
TPRTapestryUS$31.8520.1%-28.6%US$8.3bUS$46.74PS9.2xE13.6%3.1%Consumer Durables
603369Jiangsu King's Luck BreweryCN¥43.49-3.1%-19.2%CN¥54.2bCN¥55.88PS24.4xE19.8%1.4%Food, Beverage & Tobacco
WALWestern Alliance BancorporationUS$74.231.3%-23.8%US$8.0bUS$117.25PB1.7xE17.0%1.9%Banks
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