- Investing Ideas
- /
- Global Spotless Management
Global Spotless Management
UPDATED May 20, 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$252.56 | -3.3% | 3.0% | US$1.9t | US$363.18 | PS26.1x | E11.6% | 1.0% | Software | ||
| MRKMerck | US$93.55 | 3.5% | 18.1% | US$236.6b | US$95.54 | PS17x | E12.8% | 2.9% | Pharmaceuticals & Biotech | ||
| KERKering | €450.35 | -2.1% | -37.4% | €55.6b | €745.24 | PS17.6x | E11.7% | 2.7% | Consumer Durables | ||
| SLBSchlumberger | US$41.12 | 0.9% | 28.7% | US$58.1b | US$49.91 | PS27.8x | E23.5% | 1.7% | Energy | ||
| ABBNABB | CHF28.61 | -0.7% | -5.1% | CHF55.2b | CHF34.73 | PS12x | E7.8% | 2.8% | Capital Goods | ||
| 2454MediaTek | NT$846.00 | 0.4% | -11.4% | NT$1.3t | NT$1,130.25 | PS11.3x | E5.0% | 8.6% | Semiconductors | ||
| SBERSberbank of Russia | ₽122.20 | 1.7% | -59.5% | ₽2.7t | ₽424.45 | PS2.4x | E8.6% | 15.3% | Banks | ||
| FERGFerguson | UK£93.32 | -5.5% | -4.0% | UK£20.0b | UK£133.84 | PS12.3x | E2.6% | 2.2% | Capital Goods | ||
| HM BH & M Hennes & Mauritz | kr125.50 | -2.9% | -41.3% | kr207.7b | kr154.81 | PS16.9x | E12.7% | 5.2% | Retail | ||
| SOONSonova Holding | CHF323.20 | -3.3% | 3.8% | CHF19.7b | CHF370.94 | PS30.4x | E10.9% | 1.4% | Healthcare | ||
| 2241Goertek | CNÂ¥37.60 | 6.8% | -3.6% | CNÂ¥125.7b | CNÂ¥49.98 | PS29.8x | E21.7% | 0.5% | Tech | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥34.62 | 3.9% | 74.0% | CNÂ¥125.2b | CNÂ¥42.07 | PS21.4x | E27.7% | 1.3% | Materials | ||
| COLColes Group | AU$17.89 | -2.5% | 7.8% | AU$23.9b | AU$18.67 | PS24x | E9.6% | 3.4% | Consumer Retailing | ||
| ALLAristocrat Leisure | AU$35.17 | 11.2% | -13.5% | AU$23.6b | AU$41.80 | PS23.9x | E9.5% | 1.5% | Consumer Services | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.70 | 3.7% | 0.6% | CNÂ¥107.5b | CNÂ¥19.35 | PS15.2x | E33.9% | 2.2% | Materials | ||
| VODVodacom Group | R144.88 | -0.9% | 15.1% | R245.5b | R150.80 | PS14.3x | E17.1% | 5.9% | Telecom | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥91.75 | 11.4% | -44.1% | CNÂ¥73.6b | CNÂ¥137.33 | PS18.8x | E22.9% | 1.6% | Tech | ||
| 3037Unimicron Technology | NT$217.00 | 0.9% | 115.9% | NT$320.1b | NT$348.00 | PS19.2x | E20.2% | 1.6% | Tech | ||
| 2648Satellite ChemicalLtd | CNÂ¥37.57 | 4.9% | 29.5% | CNÂ¥64.5b | CNÂ¥53.95 | PS9.5x | E19.2% | 0.9% | Materials | ||
| S63Singapore Technologies Engineering | S$4.09 | 2.8% | 7.6% | S$12.7b | S$4.37 | PS22.3x | E9.7% | 3.9% | Capital Goods | ||
| 8046Nan Ya Printed Circuit Board | NT$401.50 | 0.9% | 27.5% | NT$259.4b | NT$678.54 | PS20.1x | E31.5% | 2.5% | Tech | ||
| 603486Ecovacs Robotics | CNÂ¥101.70 | 4.0% | -36.4% | CNÂ¥58.4b | CNÂ¥151.49 | PS27.8x | E26.5% | 1.1% | Consumer Durables | ||
| 603369Jiangsu King's Luck Brewery | CNÂ¥45.67 | 1.7% | -18.7% | CNÂ¥56.9b | CNÂ¥55.88 | PS25.6x | E19.8% | 1.3% | Food, Beverage & Tobacco | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥48.80 | -3.3% | 2.5% | CNÂ¥56.8b | CNÂ¥64.88 | PS39.7x | E29.5% | 2.0% | Software |