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- Global Spotless Management
Global Spotless Management
UPDATED May 24, 2022
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
75 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$259.62 | -2.7% | 3.1% | US$1.9t | US$361.47 | PS26.8x | E11.6% | 1.0% | Software | ||
| MRKMerck | US$94.64 | 1.8% | 22.1% | US$239.3b | US$96.04 | PS17.2x | E13.0% | 2.9% | Pharmaceuticals & Biotech | ||
| ACNAccenture | US$279.31 | -4.0% | -2.3% | US$176.9b | US$396.03 | PS27.7x | E10.2% | 1.4% | Software | ||
| KERKering | €446.90 | -5.0% | -38.3% | €55.2b | €745.24 | PS17.4x | E11.7% | 2.7% | Consumer Durables | ||
| ABBNABB | CHF28.75 | -0.9% | -4.7% | CHF55.5b | CHF34.73 | PS12.3x | E7.8% | 2.7% | Capital Goods | ||
| SBERSberbank of Russia | ₽123.60 | -1.2% | -59.6% | ₽2.8t | ₽424.45 | PS2.4x | E8.6% | 15.1% | Banks | ||
| 2454MediaTek | NT$830.00 | -1.3% | -12.8% | NT$1.3t | NT$1,131.44 | PS11.1x | E5.0% | 8.8% | Semiconductors | ||
| EXPNExperian | UK£25.70 | -3.7% | -7.7% | UK£23.5b | UK£33.58 | PS25.6x | E9.0% | 1.6% | Commercial Services | ||
| FERGFerguson | UK£92.60 | -6.8% | -4.8% | UK£19.8b | UK£133.84 | PS12.2x | E2.6% | 2.2% | Capital Goods | ||
| SOONSonova Holding | CHF325.00 | -2.6% | 3.9% | CHF19.9b | CHF367.50 | PS30.6x | E10.8% | 1.4% | Healthcare | ||
| HM BH & M Hennes & Mauritz | kr121.72 | -8.5% | -43.0% | kr201.5b | kr154.81 | PS16.4x | E12.7% | 5.3% | Retail | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥34.13 | 0.1% | 76.1% | CNÂ¥123.4b | CNÂ¥42.07 | PS21x | E27.7% | 1.3% | Materials | ||
| 2241Goertek | CNÂ¥36.12 | -0.5% | -5.9% | CNÂ¥120.7b | CNÂ¥49.82 | PS28.7x | E21.5% | 0.6% | Tech | ||
| COLColes Group | AU$17.65 | -4.3% | 5.7% | AU$23.6b | AU$18.67 | PS23.7x | E9.6% | 3.5% | Consumer Retailing | ||
| ALLAristocrat Leisure | AU$34.40 | 8.9% | -16.2% | AU$23.1b | AU$41.60 | PS23.4x | E9.5% | 1.5% | Consumer Services | ||
| SWKSSkyworks Solutions | US$99.88 | -6.5% | -41.3% | US$16.1b | US$150.77 | PS11.7x | E12.4% | 2.2% | Semiconductors | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.52 | -0.07% | -2.6% | CNÂ¥106.2b | CNÂ¥19.35 | PS15x | E33.9% | 2.2% | Materials | ||
| VODVodacom Group | R145.23 | 0.6% | 12.1% | R246.1b | R150.80 | PS14.3x | E16.0% | 5.9% | Telecom | ||
| 3037Unimicron Technology | NT$204.00 | -7.1% | 93.4% | NT$301.0b | NT$348.00 | PS18x | E20.2% | 1.7% | Tech | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥84.15 | 0.01% | -52.2% | CNÂ¥67.5b | CNÂ¥137.33 | PS17.3x | E22.9% | 1.8% | Tech | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥47.25 | -4.6% | -7.9% | CNÂ¥63.1b | CNÂ¥64.88 | PS38.4x | E29.5% | 2.1% | Software | ||
| 2648Satellite ChemicalLtd | CNÂ¥36.65 | -2.0% | 17.1% | CNÂ¥62.9b | CNÂ¥53.95 | PS9.3x | E19.2% | 1.0% | Materials | ||
| S63Singapore Technologies Engineering | S$3.97 | -2.0% | 4.2% | S$12.4b | S$4.37 | PS21.7x | E9.7% | 4.0% | Capital Goods | ||
| 603486Ecovacs Robotics | CNÂ¥100.30 | -2.1% | -37.0% | CNÂ¥57.6b | CNÂ¥151.49 | PS27.4x | E26.5% | 1.1% | Consumer Durables |