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- Global Spotless Management
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
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$261.12 | -5.0% | 5.2% | US$2.0t | US$364.20 | PS27x | E11.6% | 0.9% | Software | ||
| MRKMerck | US$90.41 | 2.3% | 15.5% | US$228.6b | US$95.19 | PS16.4x | E12.7% | 3.1% | Pharmaceuticals & Biotech | ||
| KERKering | €460.10 | 0.5% | -34.9% | €56.8b | €747.36 | PS18x | E11.7% | 2.6% | Consumer Durables | ||
| SLBSchlumberger | US$40.74 | -5.3% | 24.2% | US$57.6b | US$49.99 | PS27.5x | E23.4% | 1.7% | Energy | ||
| ABBNABB | CHF28.82 | 0.5% | -6.2% | CHF55.6b | CHF35.88 | PS11.8x | E7.8% | 2.8% | Capital Goods | ||
| 2454MediaTek | NT$825.00 | 1.5% | -9.7% | NT$1.3t | NT$1,130.25 | PS11x | E5.0% | 8.8% | Semiconductors | ||
| SBERSberbank of Russia | ₽120.20 | -2.4% | -60.3% | ₽2.7t | ₽424.45 | PS2.3x | E8.6% | 15.6% | Banks | ||
| FERGFerguson | UK£98.74 | 5.8% | 6.5% | UK£21.2b | UK£133.84 | PS12.8x | E3.0% | 2.1% | Capital Goods | ||
| HM BH & M Hennes & Mauritz | kr129.30 | 6.0% | -39.0% | kr214.0b | kr155.21 | PS17.4x | E12.5% | 5.0% | Retail | ||
| SOONSonova Holding | CHF334.10 | -4.3% | 30.7% | CHF20.8b | CHF375.31 | PS31x | E9.5% | 1.0% | Healthcare | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥32.93 | 2.9% | 60.0% | CNÂ¥120.4b | CNÂ¥42.07 | PS20.3x | E27.7% | 1.4% | Materials | ||
| 2241Goertek | CNÂ¥35.00 | 2.8% | -3.1% | CNÂ¥117.6b | CNÂ¥49.98 | PS27.8x | E21.7% | 0.6% | Tech | ||
| COLColes Group | AU$18.61 | -1.0% | 14.0% | AU$24.5b | AU$18.67 | PS25x | E9.6% | 3.3% | Consumer Retailing | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.46 | 1.8% | -6.9% | CNÂ¥103.6b | CNÂ¥19.35 | PS14.9x | E33.9% | 2.2% | Materials | ||
| JHXJames Hardie Industries | AU$38.85 | 1.0% | -7.7% | AU$17.4b | AU$55.81 | PS23.7x | E14.3% | 3.0% | Materials | ||
| 3037Unimicron Technology | NT$214.50 | 1.7% | 130.4% | NT$317.2b | NT$348.00 | PS18.9x | E20.2% | 1.6% | Tech | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥49.80 | 1.9% | 1.9% | CNÂ¥66.8b | CNÂ¥64.88 | PS40.5x | E29.5% | 2.0% | Software | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥82.08 | 3.5% | -49.1% | CNÂ¥66.0b | CNÂ¥156.50 | PS16.9x | E22.9% | 1.8% | Tech | ||
| 2648Satellite ChemicalLtd | CNÂ¥36.00 | 5.4% | 26.0% | CNÂ¥61.5b | CNÂ¥53.95 | PS9.1x | E19.9% | 1.0% | Materials | ||
| S63Singapore Technologies Engineering | S$3.98 | -3.2% | 6.1% | S$12.4b | S$4.36 | PS21.8x | E9.7% | 3.8% | Capital Goods | ||
| 8046Nan Ya Printed Circuit Board | NT$401.00 | 1.5% | 32.8% | NT$257.2b | NT$678.54 | PS20.1x | E31.5% | 2.5% | Tech | ||
| 603486Ecovacs Robotics | CNÂ¥100.65 | 9.8% | -38.3% | CNÂ¥56.1b | CNÂ¥151.49 | PS27.5x | E27.2% | 1.1% | Consumer Durables | ||
| 603369Jiangsu King's Luck Brewery | CNÂ¥44.01 | 3.6% | -17.9% | CNÂ¥56.0b | CNÂ¥55.69 | PS24.6x | E19.8% | 1.3% | Food, Beverage & Tobacco | ||
| WALWestern Alliance Bancorporation | US$76.07 | -3.1% | -27.2% | US$8.2b | US$117.25 | PB1.7x | E17.0% | 1.8% | Banks |