- Investing Ideas
- Global Capital Goods Spotless Management
Global Capital Goods Spotless Management
Results
16
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
16 companies
Cummins
Market Cap: US$91.7b
Offers various power solutions worldwide.
CMI
US$661.84
7D
3.5%
1Y
78.5%
BAE Systems
Market Cap: UK£56.6b
Provides defense, aerospace, and security solutions in the United States, the United Kingdom, the Middle East, Australia, Kingdom of Saudi Arabia, Europe, and internationally.
BA.
UK£20.25
7D
6.1%
1Y
11.2%
Rheinmetall
Market Cap: €48.9b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,089.80
7D
9.5%
1Y
-37.2%
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
₹4,600.10
7D
0.4%
1Y
2.3%
Bharat Electronics
Market Cap: ₹2.8t
Designs, manufactures, and supplies electronic equipment and systems for the defense and civilian markets in India.
500049
₹389.15
7D
-5.1%
1Y
0.2%
MTU Aero Engines
Market Cap: €18.8b
Engages in the development, manufacture, sale, and maintenance of commercial and military aircraft engines, and aero-derivative industrial gas turbines in Germany, other European countries, North America, Asia, and internationally.
MTX
€358.60
7D
6.7%
1Y
-4.3%
Sieyuan Electric
Market Cap: CN¥126.2b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥161.28
7D
3.5%
1Y
97.0%
Ningbo Deye Technology Group
Market Cap: CN¥105.9b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥83.20
7D
2.4%
1Y
120.0%
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$3.91
7D
4.8%
1Y
54.5%
Flowserve
Market Cap: US$9.3b
Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.
FLS
US$72.68
7D
8.9%
1Y
32.5%
Stantec
Market Cap: CA$10.9b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$99.62
7D
2.4%
1Y
-33.2%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.2b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.20
7D
-1.1%
1Y
-1.9%
Keda Industrial Group
Market Cap: CN¥28.9b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.14
7D
1.9%
1Y
39.5%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥20.6b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥15.54
7D
-1.1%
1Y
-34.9%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥18.4b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥31.68
7D
-6.2%
1Y
35.7%
Advanced Energy Solution Holding
Market Cap: NT$78.2b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$915.00
7D
-5.6%
1Y
-23.8%