- 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
Cummins
Market Cap: US$91.3b
Offers various power solutions worldwide.
CMI
US$641.60
7D
-2.9%
1Y
75.1%
BAE Systems
Market Cap: UK£57.4b
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: €50.6b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,086.80
7D
9.2%
1Y
-37.4%
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
₹4,600.10
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: €19.3b
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¥165.66
7D
7.4%
1Y
102.5%
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¥85.13
7D
5.8%
1Y
127.5%
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$73.43
7D
8.8%
1Y
30.7%
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$101.41
7D
5.2%
1Y
-32.2%
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¥40.97
7D
7.9%
1Y
2.9%
Keda Industrial Group
Market Cap: CN¥28.9b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥16.65
7D
8.5%
1Y
52.9%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥20.6b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥16.48
7D
5.4%
1Y
-29.2%
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¥31.36
7D
-5.0%
1Y
36.6%
Advanced Energy Solution Holding
Market Cap: NT$78.2b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$870.00
7D
-13.4%
1Y
-27.5%
Anhui Anfu Battery TechnologyLtd
Market Cap: CN¥13.9b
Researches, develops, produces, and sells batteries in China and internationally.
603031
CN¥36.11
7D
-7.4%
1Y
94.2%