- Investing Ideas
- Global Capital Goods Spotless Management
Global Capital Goods Spotless Management
Results
17
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
17 companies
BAE Systems
Market Cap: UK£52.5b
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£18.13
7D
-5.8%
1Y
-2.6%
Rheinmetall
Market Cap: €45.6b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€976.00
7D
-7.8%
1Y
-46.3%
Thales
Market Cap: €45.2b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€220.50
7D
-5.6%
1Y
-10.5%
Hindustan Aeronautics
Market Cap: ₹3.0t
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
₹4,420.50
7D
1.3%
1Y
-9.3%
MTU Aero Engines
Market Cap: €18.9b
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
€349.00
7D
-1.8%
1Y
-8.1%
Sieyuan Electric
Market Cap: CN¥124.5b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥159.08
7D
1.4%
1Y
98.6%
Ningbo Deye Technology Group
Market Cap: CN¥108.7b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥85.40
7D
-4.7%
1Y
119.4%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$14.4b
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$3.65
7D
6.4%
1Y
54.0%
Flowserve
Market Cap: US$8.7b
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$69.59
7D
-2.5%
1Y
32.1%
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$96.34
7D
-1.2%
1Y
-36.8%
Howden Joinery Group
Market Cap: UK£4.4b
Supplies various kitchen, joinery, and hardware products in the United Kingdom, France, Belgium, and the Republic of Ireland.
HWDN
UK£7.95
7D
3.7%
1Y
-2.4%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.5b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.49
7D
-0.9%
1Y
-3.8%
Keda Industrial Group
Market Cap: CN¥27.9b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.64
7D
-4.4%
1Y
37.3%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥22.4b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥38.52
7D
-6.5%
1Y
69.5%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.3b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥16.03
7D
-8.2%
1Y
-34.1%
Kalmar Oyj
Market Cap: €2.4b
Provides heavy material handling equipment and services for ports, terminals, distribution centres, manufacturing, and heavy logistics industries in the Americas, Europe, Asia, the Middle East, and Africa.
KALMAR
€38.04
7D
3.6%
1Y
-2.5%
Advanced Energy Solution Holding
Market Cap: NT$88.8b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$1,040.00
7D
-10.7%
1Y
1.5%