- 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
Contemporary Amperex Technology
Market Cap: CN¥1.8t
Engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally.
300750
CN¥383.01
7D
6.4%
1Y
35.4%
BAE Systems
Market Cap: UK£55.7b
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£19.65
7D
7.1%
1Y
6.2%
Thales
Market Cap: €49.0b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€238.30
7D
8.3%
1Y
0.04%
Rheinmetall
Market Cap: €47.6b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,017.00
7D
5.5%
1Y
-41.7%
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
₹4,592.50
7D
3.6%
1Y
-1.9%
MTU Aero Engines
Market Cap: €18.1b
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
€336.30
7D
-2.8%
1Y
-8.0%
Sieyuan Electric
Market Cap: CN¥128.8b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥162.68
7D
10.6%
1Y
103.4%
Ningbo Deye Technology Group
Market Cap: CN¥112.7b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥88.45
7D
10.4%
1Y
130.6%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$15.9b
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$4.03
7D
10.4%
1Y
59.3%
Flowserve
Market Cap: US$8.8b
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$71.66
7D
3.4%
1Y
31.8%
Stantec
Market Cap: CA$10.9b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$93.99
7D
-5.0%
1Y
-37.9%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.9b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.25
7D
4.0%
1Y
-3.7%
Keda Industrial Group
Market Cap: CN¥30.4b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.20
7D
1.3%
1Y
37.4%
Dajin Heavy IndustryLtd
Market Cap: CN¥28.6b
Manufactures and sells wind and photovoltaic power generation equipment in China and internationally.
002487
CN¥38.19
7D
2.2%
1Y
18.9%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.4b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥15.48
7D
1.6%
1Y
-33.3%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥19.7b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥32.26
7D
-3.8%
1Y
40.1%
Advanced Energy Solution Holding
Market Cap: NT$87.1b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$990.00
7D
3.1%
1Y
-0.8%