- Investing Ideas
- Global Capital Goods Spotless Management
Global Capital Goods Spotless Management
Results
16
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
16 companies
Cummins
Market Cap: US$91.7b
Offers various power solutions worldwide.
CMI
US$661.84
7D
3.5%
1Y
78.5%
BAE Systems
Market Cap: UK£56.6b
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£20.00
7D
6.7%
1Y
10.8%
Rheinmetall
Market Cap: €49.0b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,050.60
7D
6.1%
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
₹4,619.00
7D
2.9%
1Y
2.5%
MTU Aero Engines
Market Cap: €18.8b
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
€350.10
7D
4.8%
1Y
-3.4%
Sieyuan Electric
Market Cap: CN¥131.6b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥168.30
7D
11.1%
1Y
107.4%
Ningbo Deye Technology Group
Market Cap: CN¥112.2b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥88.22
7D
11.1%
1Y
132.6%
Metso Oyj
Market Cap: €13.3b
Provides technologies, end-to-end solutions, and services for the aggregates, minerals processing, and metals refining industries in Europe, North and Central America, South America, the Asia Pacific, Greater China, Africa, the Middle East, and India.
METSO
€16.03
7D
7.4%
1Y
41.9%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$15.6b
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$3.97
7D
9.7%
1Y
55.1%
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$72.68
7D
8.9%
1Y
32.5%
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$99.62
7D
2.4%
1Y
-33.2%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.1b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.06
7D
-1.0%
1Y
-2.5%
Keda Industrial Group
Market Cap: CN¥29.2b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.34
7D
5.6%
1Y
41.6%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.2b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥15.96
7D
4.2%
1Y
-31.9%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥19.3b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥33.08
7D
3.7%
1Y
44.2%
Advanced Energy Solution Holding
Market Cap: NT$84.6b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$990.00
7D
6.9%
1Y
-9.6%