- Investing Ideas
- /
- Global Spotless Management
Global Spotless Management
UPDATED May 17, 2022
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
62 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$266.82 | -1.0% | 9.8% | US$2.0t | US$364.20 | PS27.5x | E11.6% | 0.9% | Software | ||
| MRKMerck | US$93.00 | 5.9% | 17.2% | US$233.5b | US$95.19 | PS16.9x | E12.7% | 3.0% | Pharmaceuticals & Biotech | ||
| KERKering | €470.35 | 6.2% | -33.7% | €58.1b | €745.24 | PS18.4x | E11.7% | 2.6% | Consumer Durables | ||
| SLBSchlumberger | US$42.95 | 13.4% | 29.9% | US$59.6b | US$49.99 | PS29x | E23.4% | 1.6% | Energy | ||
| ABBNABB | CHF29.00 | 2.9% | -4.7% | CHF55.9b | CHF35.99 | PS12x | E7.8% | 2.8% | Capital Goods | ||
| 2454MediaTek | NT$841.00 | 1.4% | -10.8% | NT$1.3t | n/a | PS11.2x | E5.0% | 8.7% | Semiconductors | ||
| SBERSberbank of Russia | ₽127.75 | 3.8% | -58.1% | ₽2.9t | ₽424.45 | PS2.5x | E8.6% | 14.6% | Banks | ||
| FERGFerguson | UK£99.36 | 8.3% | 7.2% | UK£21.3b | UK£133.84 | PS13.1x | E2.9% | 2.0% | Capital Goods | ||
| SOONSonova Holding | CHF333.60 | 3.1% | 14.7% | CHF20.8b | CHF375.31 | PS30.9x | E9.5% | 1.0% | Healthcare | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥34.08 | 1.3% | 62.3% | CNÂ¥123.2b | CNÂ¥42.07 | PS21x | E27.7% | 1.3% | Materials | ||
| 2241Goertek | CNÂ¥36.15 | 0.3% | -8.1% | CNÂ¥120.8b | CNÂ¥49.98 | PS28.7x | E21.7% | 0.6% | Tech | ||
| COLColes Group | AU$18.71 | 0.6% | 15.0% | AU$25.0b | AU$18.67 | PS25.2x | E9.6% | 3.3% | Consumer Retailing | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.60 | 2.8% | -4.1% | CNÂ¥106.8b | CNÂ¥19.35 | PS15.1x | E33.9% | 2.2% | Materials | ||
| JHXJames Hardie Industries | AU$37.50 | -3.1% | -7.5% | AU$16.7b | AU$55.25 | PS22.9x | E14.3% | 3.1% | Materials | ||
| 3037Unimicron Technology | NT$219.50 | 3.5% | 123.8% | NT$323.8b | n/a | PS19.4x | E20.2% | 1.5% | Tech | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥82.32 | -3.4% | -46.5% | CNÂ¥66.0b | CNÂ¥156.50 | PS16.9x | E22.9% | 1.8% | Tech | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥49.53 | -0.9% | 3.0% | CNÂ¥65.7b | CNÂ¥64.88 | PS40.3x | E29.5% | 2.0% | Software | ||
| 2648Satellite ChemicalLtd | CNÂ¥36.66 | 5.0% | 29.0% | CNÂ¥62.9b | CNÂ¥53.95 | PS9.3x | E19.9% | 1.0% | Materials | ||
| S63Singapore Technologies Engineering | S$4.05 | 0.7% | 6.0% | S$12.6b | S$4.37 | PS22.1x | E9.7% | 3.7% | Capital Goods | ||
| 8046Nan Ya Printed Circuit Board | NT$407.50 | 4.2% | 34.3% | NT$263.3b | NT$678.54 | PS20.4x | E31.5% | 2.5% | Tech | ||
| 603486Ecovacs Robotics | CNÂ¥102.50 | 2.7% | -36.6% | CNÂ¥58.8b | CNÂ¥151.49 | PS28x | E27.2% | 1.1% | Consumer Durables | ||
| 603369Jiangsu King's Luck Brewery | CNÂ¥44.69 | -0.4% | -16.9% | CNÂ¥55.7b | CNÂ¥55.88 | PS25x | E19.8% | 1.3% | Food, Beverage & Tobacco | ||
| TPRTapestry | US$33.03 | 16.8% | -28.7% | US$8.1b | US$46.74 | PS9.6x | E13.6% | 3.0% | Consumer Durables | ||
| WALWestern Alliance Bancorporation | US$77.31 | 2.6% | -23.4% | US$7.9b | US$117.25 | PB1.8x | E17.0% | 1.8% | Banks |