- 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
Thales
Market Cap: €45.2b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€220.10
7D
-3.0%
1Y
-11.5%
Rheinmetall
Market Cap: €44.9b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€963.90
7D
-4.9%
1Y
-47.6%
Hindustan Aeronautics
Market Cap: ₹3.0t
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
₹4,500.70
7D
-0.1%
1Y
-3.2%
MTU Aero Engines
Market Cap: €18.6b
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
€346.10
7D
-4.4%
1Y
-11.0%
Sieyuan Electric
Market Cap: CN¥118.5b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥147.05
7D
-3.1%
1Y
92.8%
Ningbo Deye Technology Group
Market Cap: CN¥105.2b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥80.15
7D
-4.6%
1Y
109.3%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$14.4b
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$3.63
7D
0.6%
1Y
51.2%
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$69.32
7D
-0.5%
1Y
26.6%
Stantec
Market Cap: CA$11.0b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$98.98
7D
1.5%
1Y
-35.2%
Howden Joinery Group
Market Cap: UK£4.4b
Supplies various kitchen, joinery, and hardware products in the United Kingdom, France, Belgium, and the Republic of Ireland.
HWDN
UK£8.05
7D
4.4%
1Y
-1.8%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.0b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥37.74
7D
-5.6%
1Y
-7.5%
Dajin Heavy IndustryLtd
Market Cap: CN¥29.5b
Manufactures and sells wind and photovoltaic power generation equipment in China and internationally.
002487
CN¥37.37
7D
-19.1%
1Y
15.1%
Keda Industrial Group
Market Cap: CN¥28.2b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.00
7D
4.0%
1Y
40.7%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.3b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥15.24
7D
-13.5%
1Y
-37.2%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥21.0b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥33.53
7D
-18.2%
1Y
46.2%
Kalmar Oyj
Market Cap: €2.4b
Provides heavy material handling equipment and services for ports, terminals, distribution centres, manufacturing, and heavy logistics industries in the Americas, Europe, Asia, the Middle East, and Africa.
KALMAR
€38.02
7D
1.5%
1Y
-4.6%
Advanced Energy Solution Holding
Market Cap: NT$89.3b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$951.00
7D
-15.8%
1Y
-6.3%