- Investing Ideas
- /
- Global Spotless Management
Global Spotless Management
UPDATED May 25, 2022
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
71 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | US$262.52 | 3.3% | 4.4% | US$2.0t | US$361.47 | PS27.1x | E11.6% | 0.9% | Software | ||
| MRKMerck | US$93.75 | 1.8% | 21.4% | US$237.1b | US$96.04 | PS17x | E13.0% | 2.9% | Pharmaceuticals & Biotech | ||
| KERKering | €452.10 | -2.4% | -38.6% | €55.8b | €745.24 | PS17.6x | E11.7% | 2.7% | Consumer Durables | ||
| ABBNABB | CHF28.80 | -0.2% | -4.5% | CHF55.6b | CHF34.27 | PS12.3x | E7.8% | 2.7% | Capital Goods | ||
| SBERSberbank of Russia | ₽124.15 | -1.2% | -60.4% | ₽2.8t | ₽424.45 | PS2.4x | E8.6% | 15.1% | Banks | ||
| 2454MediaTek | NT$833.00 | -1.4% | -10.9% | NT$1.3t | NT$1,127.01 | PS11.1x | E5.0% | 8.8% | Semiconductors | ||
| FERGFerguson | UK£94.08 | -2.0% | -2.2% | UK£20.1b | UK£133.84 | PS12.5x | E2.6% | 2.1% | Capital Goods | ||
| SOONSonova Holding | CHF322.40 | 2.9% | 3.3% | CHF19.7b | CHF367.50 | PS30.3x | E10.8% | 1.4% | Healthcare | ||
| HM BH & M Hennes & Mauritz | kr121.92 | -6.5% | -42.6% | kr201.8b | kr154.81 | PS16.4x | E12.7% | 5.3% | Retail | ||
| 600111China Northern Rare Earth (Group) High-TechLtd | CNÂ¥34.09 | 0.7% | 67.9% | CNÂ¥123.6b | CNÂ¥42.07 | PS21x | E27.7% | 1.3% | Materials | ||
| 2241Goertek | CNÂ¥37.04 | 0.2% | -5.1% | CNÂ¥121.7b | CNÂ¥50.03 | PS29.4x | E21.6% | 0.5% | Tech | ||
| COLColes Group | AU$17.60 | -1.2% | 6.2% | AU$24.1b | AU$18.67 | PS23.7x | E9.6% | 3.5% | Consumer Retailing | ||
| SWKSSkyworks Solutions | US$101.70 | -0.09% | -39.8% | US$16.4b | US$150.77 | PS11.9x | E12.4% | 2.2% | Semiconductors | ||
| ALLAristocrat Leisure | AU$33.72 | -0.03% | -18.8% | AU$22.6b | AU$41.60 | PS22.9x | E9.5% | 1.5% | Consumer Services | ||
| 600989Ningxia Baofeng Energy Group | CNÂ¥14.60 | 1.7% | -3.9% | CNÂ¥106.0b | CNÂ¥19.35 | PS15.1x | E33.9% | 2.2% | Materials | ||
| VODVodacom Group | R144.10 | -1.1% | 10.9% | R244.2b | R150.80 | PS14.2x | E16.0% | 5.9% | Telecom | ||
| 3037Unimicron Technology | NT$201.50 | -8.0% | 99.5% | NT$314.2b | NT$348.00 | PS17.8x | E21.1% | 1.7% | Tech | ||
| 688036Shenzhen Transsion Holdings | CNÂ¥84.57 | -6.2% | -52.0% | CNÂ¥67.0b | CNÂ¥137.33 | PS17.4x | E22.9% | 1.8% | Tech | ||
| 600845Shanghai Baosight SoftwareLtd | CNÂ¥48.16 | -0.9% | -5.4% | CNÂ¥64.5b | CNÂ¥64.88 | PS39.1x | E29.5% | 2.1% | Software | ||
| 2648Satellite ChemicalLtd | CNÂ¥37.49 | 0.9% | 17.8% | CNÂ¥62.8b | CNÂ¥53.95 | PS9.5x | E19.1% | 0.9% | Materials | ||
| S63Singapore Technologies Engineering | S$3.98 | -1.5% | 4.5% | S$12.4b | S$4.37 | PS21.7x | E9.7% | 4.0% | Capital Goods | ||
| WALWestern Alliance Bancorporation | US$78.03 | 5.1% | -20.3% | US$8.4b | US$116.25 | PB1.8x | E17.0% | 1.8% | Banks | ||
| 8046Nan Ya Printed Circuit Board | NT$368.00 | -9.7% | 15.7% | NT$246.2b | NT$678.54 | PS18.5x | E31.5% | 2.7% | Tech | ||
| 603486Ecovacs Robotics | CNÂ¥96.51 | -2.5% | -45.4% | CNÂ¥55.7b | CNÂ¥151.49 | PS26.4x | E26.5% | 1.1% | Consumer Durables |