- Investing Ideas
- Global Capital Goods Spotless Management
Global Capital Goods Spotless Management
Results
19
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
19 companies
Contemporary Amperex Technology
Market Cap: CN¥1.8t
Engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally.
300750
CN¥395.30
7D
3.2%
1Y
50.3%
Airbus
Market Cap: €160.0b
Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.
AIR
€202.20
7D
-1.9%
1Y
19.6%
Cummins
Market Cap: US$87.3b
Offers various power solutions worldwide.
CMI
US$634.20
7D
-4.6%
1Y
78.2%
Rheinmetall
Market Cap: €53.0b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,140.20
7D
9.9%
1Y
-33.2%
Hindustan Aeronautics
Market Cap: ₹3.1t
Engages in the design, development, manufacture, repair, overhaul, upgrade, and servicing of aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures in India and internationally.
HAL
₹4,646.50
7D
1.6%
1Y
4.7%
Bharat Electronics
Market Cap: ₹2.8t
Designs, manufactures, and supplies electronic equipment and systems for the defense and civilian markets in India.
500049
₹387.80
7D
-4.3%
1Y
2.9%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩27.2t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩384,500.00
7D
3.4%
1Y
12.1%
Sieyuan Electric
Market Cap: CN¥122.5b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥156.51
7D
-3.8%
1Y
98.5%
Ningbo Deye Technology Group
Market Cap: CN¥104.2b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥81.81
7D
-7.5%
1Y
120.5%
Toromont Industries
Market Cap: CA$17.6b
Provides specialized capital equipment in Canada, the United States, and internationally.
TIH
CA$210.87
7D
-6.6%
1Y
50.1%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$15.4b
An investment holding company, engages in shipbuilding activities in the Greater China, Canada, Japan, Italy, Greece, France, Bulgaria, United Kingdom, Singapore, Denmark, Switzerland, and internationally.
BS6
S$3.92
7D
-2.0%
1Y
54.9%
Stantec
Market Cap: CA$11.1b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$98.93
7D
4.0%
1Y
-34.0%
Konecranes
Market Cap: €6.4b
Manufactures, sells, and services material handling products in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
KCR
€27.04
7D
4.8%
1Y
12.5%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥33.8b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥41.15
7D
4.8%
1Y
2.6%
Beijing Sifang AutomationLtd
Market Cap: CN¥31.6b
Supplies power transmission, transformation protection, automation systems, power generation, enterprise power, and power distribution and utilization systems in China and internationally.
601126
CN¥37.98
7D
-9.0%
1Y
124.1%
Keda Industrial Group
Market Cap: CN¥31.4b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥16.49
7D
8.5%
1Y
51.8%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥22.2b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥16.70
7D
7.9%
1Y
-26.3%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥17.8b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥30.62
7D
-5.1%
1Y
31.5%
Advanced Energy Solution Holding
Market Cap: NT$78.2b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$916.00
7D
-7.4%
1Y
-23.7%