- 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
Airbus
Market Cap: €170.1b
Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.
AIR
€214.95
7D
2.4%
1Y
20.8%
BAE Systems
Market Cap: UK£61.1b
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£22.00
7D
7.3%
1Y
25.1%
Rheinmetall
Market Cap: €55.9b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,155.80
7D
1.4%
1Y
-29.6%
Thales
Market Cap: €53.8b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€261.70
7D
6.6%
1Y
9.7%
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
₹4,920.00
7D
7.4%
1Y
8.1%
Bharat Electronics
Market Cap: ₹2.9t
Designs, manufactures, and supplies electronic equipment and systems for the defense and civilian markets in India.
500049
₹399.15
7D
3.7%
1Y
2.9%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩28.3t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩400,000.00
7D
8.5%
1Y
9.9%
Sieyuan Electric
Market Cap: CN¥125.6b
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¥160.56
7D
4.2%
1Y
106.4%
Ningbo Deye Technology Group
Market Cap: CN¥106.3b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥83.50
7D
0.3%
1Y
126.6%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$15.5b
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$3.94
7D
1.8%
1Y
38.7%
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$102.58
7D
1.8%
1Y
-32.4%
Konecranes
Market Cap: €6.5b
Manufactures, sells, and services material handling products in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
KCR
€27.50
7D
3.0%
1Y
12.2%
Keda Industrial Group
Market Cap: CN¥27.4b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.40
7D
-14.2%
1Y
29.3%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥26.7b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥38.88
7D
-4.4%
1Y
-2.9%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥22.9b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.23
7D
0.8%
1Y
-24.8%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥19.5b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥33.53
7D
12.8%
1Y
36.9%
Advanced Energy Solution Holding
Market Cap: NT$93.1b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$1,090.00
7D
29.5%
1Y
-22.4%
Dai-Dan
Market Cap: JP¥342.7b
Engages in the design, supervision, and construction of electrical, air conditioning, water hygiene, and firefighting facilities works and machinery in Japan.
1980
JP¥2,649.00
7D
10.5%
1Y
56.4%