- 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
Airbus
Market Cap: €169.6b
Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.
AIR
€214.25
7D
-0.2%
1Y
16.3%
Cummins
Market Cap: US$86.9b
Offers various power solutions worldwide.
CMI
US$641.16
7D
1.0%
1Y
59.5%
BAE Systems
Market Cap: UK£63.3b
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£22.36
7D
-0.4%
1Y
24.9%
Rheinmetall
Market Cap: €56.9b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,214.00
7D
6.3%
1Y
-26.3%
Hindustan Aeronautics
Market Cap: ₹3.4t
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
₹5,059.00
7D
2.7%
1Y
12.1%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩27.3t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩370,500.00
7D
-6.9%
1Y
4.4%
Ningbo Deye Technology Group
Market Cap: CN¥121.7b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥98.42
7D
7.7%
1Y
142.6%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$18.5b
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$4.71
7D
12.1%
1Y
63.5%
Finning International
Market Cap: CA$12.3b
Sells, services, and rents heavy equipment, engines, and related products in Canada, Chile, the United Kingdom, Argentina, and internationally.
FTT
CA$95.52
7D
1.2%
1Y
67.3%
Stantec
Market Cap: CA$11.5b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$103.13
7D
1.0%
1Y
-29.6%
Konecranes
Market Cap: €6.7b
Manufactures, sells, and services material handling products in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
KCR
€28.00
7D
1.5%
1Y
14.8%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥31.1b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥37.65
7D
-3.0%
1Y
-14.4%
Dajin Heavy IndustryLtd
Market Cap: CN¥29.9b
Manufactures and sells wind and photovoltaic power generation equipment in China and internationally.
002487
CN¥41.34
7D
-0.7%
1Y
28.0%
Keda Industrial Group
Market Cap: CN¥27.0b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.43
7D
-2.0%
1Y
23.1%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥22.9b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.05
7D
-0.1%
1Y
-32.7%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥21.1b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥35.27
7D
3.1%
1Y
4.5%
Advanced Energy Solution Holding
Market Cap: NT$93.5b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$1,070.00
7D
-8.9%
1Y
-16.7%
Kunshan Dongwei Technology
Market Cap: CN¥18.3b
Engages in the research, development, manufacturing, and sale of electroplating equipment in China and internationally.
688700
CN¥62.45
7D
8.1%
1Y
30.6%
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥14.1b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥44.66
7D
1.8%
1Y
10.0%