- Investing Ideas
- /
- Global Spotless Management
Global Spotless Management
UPDATED May 26, 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$265.90 | 5.0% | 6.7% | US$2.0t | US$361.47 | PS27.4x | E11.6% | 0.9% | Software | ||
| MRKMerck | US$92.31 | 0.2% | 21.6% | US$233.4b | US$96.04 | PS16.8x | E13.0% | 3.0% | Pharmaceuticals & Biotech | ||
| KERKering | €467.70 | 3.0% | -36.5% | €57.7b | €745.24 | PS18.2x | E11.7% | 2.6% | Consumer Durables | ||
| ABBNABB | CHF28.80 | 1.4% | -5.7% | CHF55.6b | CHF34.36 | PS12.3x | E7.8% | 2.7% | Capital Goods | ||
| 2454MediaTek | NT$833.00 | -1.5% | -13.3% | NT$1.3t | NT$1,127.01 | PS11.1x | E5.0% | 8.8% | Semiconductors | ||
| SBERSberbank of Russia | ₽123.00 | 0.7% | -60.3% | ₽2.8t | ₽424.45 | PS2.4x | E8.6% | 15.2% | Banks | ||
| FERGFerguson | UK£94.90 | 0.02% | -1.4% | UK£20.3b | UK£133.84 | PS12.6x | E2.6% | 2.1% | Capital Goods | ||
| SOONSonova Holding | CHF322.40 | 1.6% | 3.6% | CHF19.7b | CHF367.50 | PS30.3x | E10.8% | 1.4% | Healthcare | ||
| HM BH & M Hennes & Mauritz | kr121.92 | -3.6% | -42.7% | kr201.8b | kr154.81 | PS16.4x | E12.6% | 5.3% | Retail | ||
| 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¥34.09 | -1.5% | 66.8% | CNÂ¥123.2b | CNÂ¥42.07 | PS21x | E27.7% | 1.3% | Materials | ||
| COLColes Group | AU$17.60 | -1.6% | 6.0% | AU$23.5b | AU$18.67 | PS23.7x | E9.6% | 3.5% | Consumer Retailing | ||
| ALLAristocrat Leisure | AU$33.72 | -4.1% | -19.5% | AU$22.6b | AU$41.60 | PS22.9x | E9.5% | 1.5% | Consumer Services | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.60 | -0.7% | -1.2% | CNÂ¥106.8b | CNÂ¥19.35 | PS15.1x | E33.9% | 2.2% | Materials | ||
| VODVodacom Group | R143.70 | -0.2% | 9.4% | R243.5b | R150.80 | PS14.2x | E16.8% | 5.9% | Telecom | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥84.57 | -7.8% | -48.1% | CNÂ¥67.8b | CNÂ¥137.33 | PS17.4x | E22.9% | 1.8% | Tech | ||
| 3037Unimicron Technology | NT$201.50 | -7.1% | 92.8% | NT$297.3b | NT$348.00 | PS17.8x | E21.1% | 1.7% | Tech | ||
| 2648Satellite ChemicalLtd | CNÂ¥37.49 | -0.2% | 19.5% | CNÂ¥64.4b | CNÂ¥53.95 | PS9.5x | E19.1% | 0.9% | Materials | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥48.16 | -1.3% | -5.1% | CNÂ¥64.2b | CNÂ¥64.88 | PS39.1x | E29.5% | 2.1% | Software | ||
| S63Singapore Technologies Engineering | S$4.00 | -0.2% | 3.6% | S$12.5b | S$4.37 | PS21.9x | E9.7% | 4.0% | Capital Goods | ||
| WALWestern Alliance Bancorporation | US$80.86 | 8.8% | -18.8% | US$8.7b | US$116.25 | PB1.8x | E17.0% | 1.7% | Banks | ||
| 603486Ecovacs Robotics | CNÂ¥96.51 | -5.1% | -45.4% | CNÂ¥55.4b | CNÂ¥151.49 | PS26.4x | E26.5% | 1.1% | Consumer Durables | ||
| 603369Jiangsu King's Luck Brewery | CNÂ¥44.17 | -3.3% | -25.4% | CNÂ¥55.1b | CNÂ¥55.88 | PS24.7x | E19.8% | 1.3% | Food, Beverage & Tobacco | ||
| 8046Nan Ya Printed Circuit Board | NT$368.00 | -8.3% | 17.6% | NT$237.8b | NT$678.54 | PS18.5x | E31.5% | 2.7% | Tech |