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Global Spotless Management

UPDATED May 15, 2022

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

67 companies
CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
MSFTMicrosoftUS$261.12-5.0%5.2%US$2.0tUS$364.20PS27xE11.6%0.9%Software
MRKMerckUS$90.412.3%15.5%US$228.6bUS$95.19PS16.4xE12.7%3.1%Pharmaceuticals & Biotech
KERKering€460.100.5%-34.9%€56.8b€747.36PS18xE11.7%2.6%Consumer Durables
SLBSchlumbergerUS$40.74-5.3%24.2%US$57.6bUS$49.99PS27.5xE23.4%1.7%Energy
ABBNABBCHF28.820.5%-6.2%CHF55.6bCHF35.88PS11.8xE7.8%2.8%Capital Goods
2454MediaTekNT$825.001.5%-9.7%NT$1.3tNT$1,130.25PS11xE5.0%8.8%Semiconductors
SBERSberbank of Russia₽120.20-2.4%-60.3%₽2.7t₽424.45PS2.3xE8.6%15.6%Banks
FERGFergusonUK£98.745.8%6.5%UK£21.2bUK£133.84PS12.8xE3.0%2.1%Capital Goods
HM BH & M Hennes & Mauritzkr129.306.0%-39.0%kr214.0bkr155.21PS17.4xE12.5%5.0%Retail
SOONSonova HoldingCHF334.10-4.3%30.7%CHF20.8bCHF375.31PS31xE9.5%1.0%Healthcare
600111China Northern Rare Earth (Group) High-TechLtdCN¥32.932.9%60.0%CN¥120.4bCN¥42.07PS20.3xE27.7%1.4%Materials
2241GoertekCN¥35.002.8%-3.1%CN¥117.6bCN¥49.98PS27.8xE21.7%0.6%Tech
COLColes GroupAU$18.61-1.0%14.0%AU$24.5bAU$18.67PS25xE9.6%3.3%Consumer Retailing
600989Ningxia Baofeng Energy GroupCN¥14.461.8%-6.9%CN¥103.6bCN¥19.35PS14.9xE33.9%2.2%Materials
JHXJames Hardie IndustriesAU$38.851.0%-7.7%AU$17.4bAU$55.81PS23.7xE14.3%3.0%Materials
3037Unimicron TechnologyNT$214.501.7%130.4%NT$317.2bNT$348.00PS18.9xE20.2%1.6%Tech
600845Shanghai Baosight SoftwareLtdCN¥49.801.9%1.9%CN¥66.8bCN¥64.88PS40.5xE29.5%2.0%Software
688036Shenzhen Transsion HoldingsCN¥82.083.5%-49.1%CN¥66.0bCN¥156.50PS16.9xE22.9%1.8%Tech
2648Satellite ChemicalLtdCN¥36.005.4%26.0%CN¥61.5bCN¥53.95PS9.1xE19.9%1.0%Materials
S63Singapore Technologies EngineeringS$3.98-3.2%6.1%S$12.4bS$4.36PS21.8xE9.7%3.8%Capital Goods
8046Nan Ya Printed Circuit BoardNT$401.001.5%32.8%NT$257.2bNT$678.54PS20.1xE31.5%2.5%Tech
603486Ecovacs RoboticsCN¥100.659.8%-38.3%CN¥56.1bCN¥151.49PS27.5xE27.2%1.1%Consumer Durables
603369Jiangsu King's Luck BreweryCN¥44.013.6%-17.9%CN¥56.0bCN¥55.69PS24.6xE19.8%1.3%Food, Beverage & Tobacco
WALWestern Alliance BancorporationUS$76.07-3.1%-27.2%US$8.2bUS$117.25PB1.7xE17.0%1.8%Banks
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