- Investing Ideas
- Global Capital Goods Spotless Management
Global Capital Goods Spotless Management
Results
23
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
23 companies
Airbus
Market Cap: €162.9b
Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.
AIR
€205.85
7D
-1.1%
1Y
15.5%
BAE Systems
Market Cap: UK£59.1b
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£20.88
7D
-3.3%
1Y
18.2%
Cummins
Market Cap: US$78.8b
Offers various power solutions worldwide.
CMI
US$578.14
7D
-5.0%
1Y
44.0%
Rheinmetall
Market Cap: €53.4b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,138.80
7D
-3.4%
1Y
-30.4%
Thales
Market Cap: €51.3b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€249.80
7D
-3.8%
1Y
9.9%
Hindustan Aeronautics
Market Cap: ₹3.3t
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
₹4,865.50
7D
-3.0%
1Y
11.0%
Bharat Electronics
Market Cap: ₹3.0t
Designs, manufactures, and supplies electronic equipment and systems for the defense and civilian markets in India.
500049
₹407.30
7D
-0.3%
1Y
11.3%
Sieyuan Electric
Market Cap: CN¥133.4b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China, North America, Australia, Europe, Southeast Asia, and internationally.
002028
CN¥170.49
7D
-0.3%
1Y
101.2%
Ningbo Deye Technology Group
Market Cap: CN¥122.9b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥96.50
7D
1.7%
1Y
123.1%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$19.0b
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$4.84
7D
1.7%
1Y
65.2%
BizLink Holding
Market Cap: NT$391.5b
Provides connection harness application solutions in the United States, China, Germany, Malaysia, Taiwan, Italy, Slovak, and internationally.
3665
NT$2,005.00
7D
-8.9%
1Y
108.6%
Finning International
Market Cap: CA$11.7b
Sells, services, and rents heavy equipment, engines, and related products in Canada, Chile, the United Kingdom, Argentina, and internationally.
FTT
CA$92.12
7D
-1.3%
1Y
61.5%
Konecranes
Market Cap: €7.2b
Manufactures, sells, and services material handling products in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
KCR
€30.32
7D
9.6%
1Y
26.5%
Stantec
Market Cap: CA$11.4b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$104.69
7D
1.4%
1Y
-30.7%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥28.3b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥34.37
7D
-8.1%
1Y
-19.7%
Keda Industrial Group
Market Cap: CN¥27.6b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.47
7D
3.2%
1Y
23.3%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥22.6b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.20
7D
6.8%
1Y
-31.8%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥20.7b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥35.48
7D
8.2%
1Y
0.4%
Advanced Energy Solution Holding
Market Cap: NT$88.8b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$1,040.00
7D
-2.3%
1Y
-18.8%
AF Gruppen
Market Cap: NOK 22.1b
A contracting and industrial company, provides civil engineering, construction, energy and environment, and property and offshore services in Norway and Sweden.
AFG
NOK 194.80
7D
2.6%
1Y
24.6%
Dai-Dan
Market Cap: JP¥355.9b
Engages in the design, supervision, and construction of electrical, air conditioning, water hygiene, and firefighting facilities works and machinery in Japan.
1980
JP¥2,749.00
7D
3.2%
1Y
44.4%
DEUTZ
Market Cap: €1.8b
Engages in the development, production, distribution, maintenance, and servicing of diesel and gas engines in Germany, Rest of Europe, the Middle East, Africa, the Asia Pacific, and the United States.
DEZ
€12.01
7D
18.9%
1Y
34.7%
Anhui Anfu Battery TechnologyLtd
Market Cap: CN¥14.3b
Researches, develops, produces, and sells batteries in China and internationally.
603031
CN¥38.30
7D
0.1%
1Y
47.7%