- Investing Ideas
- Global Capital Goods Spotless Management
Global Capital Goods Spotless Management
Results
18
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
18 companies
Cummins
Market Cap: US$88.5b
Offers various power solutions worldwide.
CMI
US$606.00
7D
-8.3%
1Y
65.8%
BAE Systems
Market Cap: UK£57.2b
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£20.20
7D
5.0%
1Y
13.2%
Rheinmetall
Market Cap: €53.7b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,153.40
7D
14.4%
1Y
-33.4%
Thales
Market Cap: €50.4b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€245.40
7D
8.2%
1Y
4.4%
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
₹4,581.40
7D
-0.2%
1Y
1.0%
Bharat Electronics
Market Cap: ₹2.8t
Designs, manufactures, and supplies electronic equipment and systems for the defense and civilian markets in India.
500049
₹384.80
7D
-5.1%
1Y
0.5%
MTU Aero Engines
Market Cap: €19.2b
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
€356.60
7D
4.6%
1Y
-4.4%
Sieyuan Electric
Market Cap: CN¥129.6b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥154.10
7D
-6.4%
1Y
97.6%
Ningbo Deye Technology Group
Market Cap: CN¥108.4b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥83.23
7D
-6.0%
1Y
128.0%
Toromont Industries
Market Cap: CA$17.1b
Provides specialized capital equipment in Canada, the United States, and internationally.
TIH
CA$206.81
7D
-8.9%
1Y
48.8%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$15.3b
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$3.87
7D
-4.0%
1Y
51.2%
Flowserve
Market Cap: US$9.4b
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$69.94
7D
2.0%
1Y
24.9%
Stantec
Market Cap: CA$11.6b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$100.73
7D
5.2%
1Y
-33.8%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥33.7b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥40.69
7D
1.6%
1Y
3.0%
Keda Industrial Group
Market Cap: CN¥31.7b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥16.79
7D
5.3%
1Y
57.9%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.9b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.09
7D
6.1%
1Y
-26.9%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥18.3b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥29.73
7D
-12.1%
1Y
28.3%
Advanced Energy Solution Holding
Market Cap: NT$74.3b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$850.00
7D
-16.7%
1Y
-31.7%