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- Global Spotless Management
Global Spotless Management
UPDATED May 27, 2022
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
64 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$273.24 | 8.2% | 9.4% | US$2.0t | US$361.47 | PS28.2x | E11.6% | 0.9% | Software | ||
| MRKMerck | US$93.08 | -0.5% | 22.7% | US$235.4b | US$96.04 | PS16.9x | E13.0% | 3.0% | Pharmaceuticals & Biotech | ||
| ABBNABB | CHF29.36 | 2.6% | -4.3% | CHF56.6b | CHF34.36 | PS12.6x | E7.8% | 2.7% | Capital Goods | ||
| 2454MediaTek | NT$851.00 | 0.6% | -11.4% | NT$1.4t | NT$1,127.01 | PS11.4x | E5.0% | 8.6% | Semiconductors | ||
| SBERSberbank of Russia | ₽121.22 | -0.8% | -60.9% | ₽2.7t | ₽424.45 | PS2.4x | E8.6% | 15.4% | Banks | ||
| NESTENeste Oyj | €43.53 | 7.3% | -19.5% | €33.4b | €50.38 | PS16.4x | E7.0% | 1.9% | Energy | ||
| FERGFerguson | UK£95.44 | 2.3% | -0.4% | UK£20.4b | UK£131.09 | PS12.7x | E2.6% | 2.1% | Capital Goods | ||
| SOONSonova Holding | CHF342.00 | 5.8% | 7.2% | CHF20.9b | CHF366.88 | PS32.2x | E11.0% | 1.3% | Healthcare | ||
| 2241Goertek | CNÂ¥37.04 | -1.5% | -3.9% | CNÂ¥123.8b | CNÂ¥50.03 | PS29.4x | E21.6% | 0.5% | Tech | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥34.06 | -1.6% | 66.6% | CNÂ¥123.1b | CNÂ¥42.07 | PS21x | E27.7% | 1.3% | Materials | ||
| COLColes Group | AU$17.50 | -2.2% | 5.4% | AU$23.4b | AU$18.67 | PS23.5x | E9.6% | 3.5% | Consumer Retailing | ||
| ALLAristocrat Leisure | AU$34.63 | -1.5% | -17.4% | AU$23.2b | AU$41.60 | PS23.6x | E9.5% | 1.5% | Consumer Services | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥15.20 | 3.4% | 2.8% | CNÂ¥111.2b | CNÂ¥19.35 | PS15.7x | E33.9% | 2.1% | Materials | ||
| VODVodacom Group | R144.92 | 0.03% | 9.7% | R245.6b | R148.90 | PS14.3x | E13.7% | 5.9% | Telecom | ||
| 3037Unimicron Technology | NT$201.50 | -7.1% | 92.8% | NT$297.3b | NT$348.00 | PS17.8x | E21.1% | 1.7% | Tech | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥81.85 | -10.8% | -49.8% | CNÂ¥65.6b | CNÂ¥137.33 | PS16.8x | E22.9% | 1.8% | Tech | ||
| 2648Satellite ChemicalLtd | CNÂ¥38.09 | 1.4% | 21.4% | CNÂ¥65.4b | CNÂ¥53.95 | PS9.7x | E19.1% | 0.9% | Materials | ||
| 300628Yealink Network Technology | CNÂ¥72.42 | -1.8% | -8.7% | CNÂ¥65.3b | CNÂ¥97.95 | PS37.8x | E26.3% | 1.1% | Tech | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥47.89 | -1.9% | -5.6% | CNÂ¥63.9b | CNÂ¥64.88 | PS38.9x | E29.5% | 2.1% | Software | ||
| S63Singapore Technologies Engineering | S$4.05 | -1.0% | 4.1% | S$12.6b | S$4.37 | PS22.1x | E9.2% | 4.0% | Capital Goods | ||
| WALWestern Alliance Bancorporation | US$82.10 | 10.3% | -17.9% | US$8.8b | US$116.25 | PB1.9x | E17.0% | 1.7% | Banks | ||
| 603486Ecovacs Robotics | CNÂ¥100.09 | -1.6% | -43.4% | CNÂ¥57.4b | CNÂ¥151.49 | PS27.3x | E26.5% | 1.1% | Consumer Durables | ||
| 8046Nan Ya Printed Circuit Board | NT$376.50 | -6.2% | 20.3% | NT$243.3b | NT$678.54 | PS18.9x | E31.5% | 2.7% | Tech | ||
| 603369Jiangsu King's Luck Brewery | CNÂ¥43.70 | -4.3% | -26.2% | CNÂ¥54.5b | CNÂ¥55.88 | PS24.5x | E19.8% | 1.4% | Food, Beverage & Tobacco |