- Investing Ideas
- /
- Global Spotless Management
Global Spotless Management
UPDATED Jun 26, 2022
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
93 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$267.70 | 8.1% | 1.0% | US$2.0t | US$357.85 | PS27.6x | E11.8% | 0.9% | Software | ||
| 2330Taiwan Semiconductor Manufacturing | NT$498.50 | -1.3% | -16.2% | NT$12.9t | NT$793.46 | PS19.6x | E11.8% | 2.2% | Semiconductors | ||
| MCLVMH Moët Hennessy - Louis Vuitton Société Européenne | €580.20 | 6.9% | -13.1% | €295.8b | €789.39 | PS24.3x | E10.6% | 1.7% | Consumer Durables | ||
| ITXIndustria de Diseño Textil | €21.82 | -0.8% | -27.2% | €68.3b | €27.59 | PS19x | E8.6% | 4.3% | Retail | ||
| KERKering | €496.65 | 2.5% | -33.6% | €61.7b | €729.42 | PS19.3x | E11.6% | 2.4% | Consumer Durables | ||
| SBERSberbank of Russia | ₽141.15 | 7.5% | -54.4% | ₽3.1t | ₽426.00 | PS2.7x | E7.6% | 13.2% | Banks | ||
| SLBSchlumberger | US$35.06 | -4.3% | 5.1% | US$49.6b | US$50.41 | PS23.7x | E23.5% | 2.0% | Energy | ||
| ABBNABB | CHF25.46 | -1.0% | -19.3% | CHF46.9b | CHF33.95 | PS10.4x | E8.0% | 3.1% | Capital Goods | ||
| ATCO AAtlas Copco | kr99.58 | 2.9% | -23.9% | kr443.3b | kr135.78 | PS25.2x | E6.9% | 1.9% | Capital Goods | ||
| 2454MediaTek | NT$678.00 | -21.9% | -27.5% | NT$1.1t | NT$1,109.77 | PS9.1x | E3.8% | 10.8% | Semiconductors | ||
| WESWesfarmers | AU$44.15 | 2.9% | -25.1% | AU$50.1b | AU$50.11 | PS22.7x | E7.8% | 3.9% | Retail | ||
| ADSadidas | €171.88 | 3.2% | -44.5% | €31.2b | €253.97 | PS25.2x | E15.1% | 1.9% | Consumer Durables | ||
| 7741HOYA | JP¥12,070.00 | 0.3% | -20.0% | JP¥4.4t | JP¥17,321.43 | PS26.7x | E8.0% | 1.1% | Healthcare | ||
| CEZCEZ a. s | Kč1,045.00 | -13.2% | 64.3% | Kč629.6b | Kč1,089.94 | PS20x | E7.3% | 4.2% | Utilities | ||
| EXPNExperian | UK£24.05 | 4.7% | -14.3% | UK£21.8b | UK£33.23 | PS23.5x | E9.1% | 1.7% | Commercial Services | ||
| HOThales | €114.90 | -0.3% | 36.6% | €24.2b | €134.47 | PS25.2x | E13.1% | 2.2% | Capital Goods | ||
| KNEBVKONE Oyj | €45.60 | -3.4% | -33.9% | €22.2b | €53.06 | PS24.9x | E9.3% | 4.6% | Capital Goods | ||
| HM BH & M Hennes & Mauritz | kr123.58 | -0.3% | -37.6% | kr201.1b | kr153.41 | PS16.6x | E13.5% | 5.3% | Retail | ||
| SOONSonova Holding | CHF309.00 | 10.4% | -10.6% | CHF18.9b | CHF375.15 | PS29.1x | E11.4% | 1.4% | Healthcare | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CN¥35.91 | -3.5% | 78.3% | CN¥129.8b | CN¥43.54 | PS22.1x | E27.7% | 1.2% | Materials | ||
| TEPTeleperformance | €293.70 | 5.1% | -14.9% | €17.3b | €438.71 | PS31x | E14.4% | 1.1% | Commercial Services | ||
| EMSNEMS-CHEMIE HOLDING | CHF723.00 | 4.9% | -19.9% | CHF16.9b | CHF978.14 | PS30.7x | E8.7% | 2.9% | Materials | ||
| 881Zhongsheng Group Holdings | HK$57.30 | -0.2% | -11.8% | HK$138.3b | HK$79.59 | PS14.2x | E19.1% | 1.4% | Retail | ||
| COLColes Group | AU$17.92 | 4.2% | 5.3% | AU$23.9b | AU$18.62 | PS24.1x | E9.6% | 3.4% | Consumer Retailing |