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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.

66 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€455.00-1.2%-37.0%€55.6b€745.24PS17.8xE11.7%2.6%Consumer Durables
SLBSchlumbergerUS$41.120.9%28.7%US$58.1bUS$49.91PS27.8xE23.5%1.7%Energy
ABBNABBCHF28.611.1%-5.1%CHF55.2bCHF34.73PS12.1xE7.8%2.8%Capital Goods
2454MediaTekNT$843.002.2%-10.6%NT$1.3tNT$1,130.25PS11.3xE5.0%8.7%Semiconductors
SBERSberbank of Russia₽122.201.7%-59.5%₽2.7t₽424.45PS2.4xE8.6%15.3%Banks
FERGFergusonUK£94.84-2.2%-2.5%UK£20.0bUK£133.84PS12.6xE2.6%2.1%Capital Goods
HM BH & M Hennes & Mauritzkr127.42-2.4%-40.7%kr207.7bkr154.81PS17.1xE12.7%5.1%Retail
SOONSonova HoldingCHF323.20-4.0%3.8%CHF19.7bCHF367.50PS30.4xE10.8%1.4%Healthcare
600111China Northern Rare Earth (Group) High-TechLtdCN¥36.2510.1%89.9%CN¥131.0bCN¥42.07PS22.4xE27.7%1.2%Materials
2241GoertekCN¥36.912.1%-9.0%CN¥123.4bCN¥49.98PS29.3xE21.7%0.5%Tech
ALLAristocrat LeisureAU$35.8114.8%-12.9%AU$24.0bAU$41.60PS24.4xE9.5%1.5%Consumer Services
COLColes GroupAU$17.76-5.1%6.1%AU$23.7bAU$18.67PS23.9xE9.6%3.4%Consumer Retailing
600989Ningxia Baofeng Energy GroupCN¥14.811.4%0.8%CN¥108.3bCN¥19.35PS15.3xE33.9%2.2%Materials
VODVodacom GroupR146.051.5%14.9%R245.5bR150.80PS14.4xE16.0%5.8%Telecom
3037Unimicron TechnologyNT$216.000.7%108.7%NT$318.7bNT$348.00PS19.1xE20.2%1.6%Tech
688036Shenzhen Transsion HoldingsCN¥88.617.6%-49.9%CN¥71.0bCN¥137.33PS18.2xE22.9%1.7%Tech
600845Shanghai Baosight SoftwareLtdCN¥48.96-1.7%-2.8%CN¥65.3bCN¥64.88PS39.8xE29.5%2.0%Software
2648Satellite ChemicalLtdCN¥37.753.0%20.5%CN¥64.8bCN¥53.95PS9.6xE19.2%0.9%Materials
S63Singapore Technologies EngineeringS$4.051.8%6.6%S$12.6bS$4.37PS22.1xE9.7%4.0%Capital Goods
8046Nan Ya Printed Circuit BoardNT$397.50-0.9%23.3%NT$256.9bNT$678.54PS19.9xE31.5%2.5%Tech
603486Ecovacs RoboticsCN¥99.99-0.7%-34.9%CN¥57.4bCN¥151.49PS27.3xE26.5%1.1%Consumer Durables
603369Jiangsu King's Luck BreweryCN¥44.780.2%-23.6%CN¥55.8bCN¥55.88PS25.1xE19.8%1.3%Food, Beverage & Tobacco
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