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Global Spotless Management

UPDATED May 26, 2022

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

63 companies
CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
MSFTMicrosoftUS$265.905.0%6.7%US$2.0tUS$361.47PS27.4xE11.6%0.9%Software
MRKMerckUS$92.310.2%21.6%US$233.4bUS$96.04PS16.8xE13.0%3.0%Pharmaceuticals & Biotech
KERKering€467.703.0%-36.5%€57.7b€745.24PS18.2xE11.7%2.6%Consumer Durables
ABBNABBCHF28.801.4%-5.7%CHF55.6bCHF34.36PS12.3xE7.8%2.7%Capital Goods
2454MediaTekNT$851.000.6%-11.4%NT$1.3tNT$1,127.01PS11.4xE5.0%8.6%Semiconductors
SBERSberbank of Russia₽123.000.7%-60.3%₽2.8t₽424.45PS2.4xE8.6%15.2%Banks
FERGFergusonUK£94.900.02%-1.4%UK£20.3bUK£133.84PS12.6xE2.6%2.1%Capital Goods
SOONSonova HoldingCHF322.401.6%3.6%CHF19.7bCHF367.50PS30.3xE10.8%1.4%Healthcare
HM BH & M Hennes & Mauritzkr121.92-3.6%-42.7%kr201.8bkr154.81PS16.4xE12.6%5.3%Retail
2241GoertekCN¥37.04-1.5%-3.9%CN¥123.8bCN¥50.03PS29.4xE21.6%0.5%Tech
600111China Northern Rare Earth (Group) High-TechLtdCN¥34.06-1.6%66.6%CN¥123.2bCN¥42.07PS21xE27.7%1.3%Materials
COLColes GroupAU$17.50-2.2%5.4%AU$23.5bAU$18.67PS23.5xE9.6%3.5%Consumer Retailing
ALLAristocrat LeisureAU$34.63-1.5%-17.4%AU$22.6bAU$41.60PS23.6xE9.5%1.5%Consumer Services
600989Ningxia Baofeng Energy GroupCN¥15.203.4%2.8%CN¥106.8bCN¥19.35PS15.7xE33.9%2.1%Materials
VODVodacom GroupR143.70-0.2%9.4%R243.5bR150.80PS14.2xE16.8%5.9%Telecom
3037Unimicron TechnologyNT$201.50-7.1%92.8%NT$297.3bNT$348.00PS17.8xE21.1%1.7%Tech
688036Shenzhen Transsion HoldingsCN¥81.85-10.8%-49.8%CN¥67.8bCN¥137.33PS16.8xE22.9%1.8%Tech
2648Satellite ChemicalLtdCN¥38.091.4%21.4%CN¥64.4bCN¥53.95PS9.7xE19.1%0.9%Materials
600845Shanghai Baosight SoftwareLtdCN¥47.89-1.9%-5.6%CN¥64.3bCN¥64.88PS38.9xE29.5%2.1%Software
S63Singapore Technologies EngineeringS$4.00-0.2%3.6%S$12.5bS$4.37PS21.9xE9.7%4.0%Capital Goods
WALWestern Alliance BancorporationUS$80.868.8%-18.8%US$8.7bUS$116.25PB1.8xE17.0%1.7%Banks
603486Ecovacs RoboticsCN¥100.09-1.6%-43.4%CN¥55.4bCN¥151.49PS27.3xE26.5%1.1%Consumer Durables
603369Jiangsu King's Luck BreweryCN¥43.70-4.3%-26.2%CN¥55.1bCN¥55.88PS24.5xE19.8%1.4%Food, Beverage & Tobacco
8046Nan Ya Printed Circuit BoardNT$376.50-6.2%20.3%NT$237.8bNT$678.54PS18.9xE31.5%2.7%Tech
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