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Global Spotless Management

UPDATED May 22, 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$252.56-3.3%3.0%US$1.9tUS$363.18PS26.1xE11.6%1.0%Software
MRKMerckUS$93.553.5%18.1%US$236.6bUS$96.04PS17xE13.0%2.9%Pharmaceuticals & Biotech
KERKering€450.35-2.1%-37.4%€55.6b€745.24PS17.6xE11.7%2.7%Consumer Durables
SLBSchlumbergerUS$41.120.9%28.7%US$58.1bUS$49.91PS27.8xE23.5%1.7%Energy
ABBNABBCHF28.61-0.7%-5.1%CHF55.2bCHF34.73PS12xE7.8%2.8%Capital Goods
2454MediaTekNT$855.003.6%-9.3%NT$1.3tNT$1,130.25PS11.4xE5.0%8.5%Semiconductors
SBERSberbank of Russia₽122.201.7%-59.5%₽2.7t₽424.45PS2.4xE8.6%15.3%Banks
FERGFergusonUK£93.32-5.5%-4.0%UK£20.0bUK£133.84PS12.3xE2.6%2.2%Capital Goods
HM BH & M Hennes & Mauritzkr125.50-2.9%-41.3%kr207.7bkr154.81PS16.9xE12.7%5.2%Retail
SOONSonova HoldingCHF323.20-3.3%3.8%CHF19.7bCHF370.94PS30.4xE10.8%1.4%Healthcare
2241GoertekCN¥37.607.4%-7.3%CN¥125.7bCN¥49.98PS29.8xE21.7%0.5%Tech
600111China Northern Rare Earth (Group) High-TechLtdCN¥34.625.1%81.4%CN¥125.2bCN¥42.07PS21.4xE27.7%1.3%Materials
COLColes GroupAU$17.77-4.5%6.7%AU$23.9bAU$18.67PS23.9xE9.6%3.4%Consumer Retailing
ALLAristocrat LeisureAU$35.9413.6%-11.7%AU$23.6bAU$41.60PS24.5xE9.5%1.4%Consumer Services
600989Ningxia Baofeng Energy GroupCN¥14.701.7%1.9%CN¥107.5bCN¥19.35PS15.2xE33.9%2.2%Materials
VODVodacom GroupR144.88-0.9%15.1%R245.5bR150.80PS14.3xE16.0%5.9%Telecom
688036Shenzhen Transsion HoldingsCN¥91.7511.8%-45.5%CN¥73.6bCN¥137.33PS18.8xE22.9%1.6%Tech
3037Unimicron TechnologyNT$218.501.9%111.1%NT$320.1bNT$348.00PS19.3xE20.2%1.6%Tech
600845Shanghai Baosight SoftwareLtdCN¥48.80-2.0%-3.1%CN¥65.3bCN¥64.88PS39.7xE29.5%2.0%Software
2648Satellite ChemicalLtdCN¥37.574.4%31.1%CN¥64.5bCN¥53.95PS9.5xE19.2%0.9%Materials
S63Singapore Technologies EngineeringS$4.092.8%7.6%S$12.7bS$4.37PS22.3xE9.7%3.9%Capital Goods
8046Nan Ya Printed Circuit BoardNT$401.500.1%24.5%NT$259.4bNT$678.54PS20.1xE31.5%2.5%Tech
603486Ecovacs RoboticsCN¥101.701.0%-33.8%CN¥58.4bCN¥151.49PS27.8xE26.5%1.1%Consumer Durables
603369Jiangsu King's Luck BreweryCN¥45.673.8%-21.8%CN¥56.9bCN¥55.88PS25.6xE19.8%1.3%Food, Beverage & Tobacco
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