
Results
19
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
19 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¥382.20
7D
5.0%
1Y
33.3%
BAE Systems
Market Cap: UK£53.1b
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£19.09
7D
3.0%
1Y
2.7%
Rheinmetall
Market Cap: €46.1b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€990.30
7D
1.1%
1Y
-45.4%
Thales
Market Cap: €46.0b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€223.90
7D
1.3%
1Y
-9.2%
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
₹4,581.70
7D
3.1%
1Y
-3.7%
MTU Aero Engines
Market Cap: €18.0b
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
€336.00
7D
-4.2%
1Y
-11.6%
Sieyuan Electric
Market Cap: CN¥122.0b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥155.89
7D
-3.8%
1Y
97.3%
Ningbo Deye Technology Group
Market Cap: CN¥103.5b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥81.27
7D
-5.2%
1Y
110.5%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$14.7b
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$3.73
7D
4.5%
1Y
52.2%
Flowserve
Market Cap: US$8.7b
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$66.74
7D
-2.4%
1Y
24.7%
Stantec
Market Cap: CA$11.1b
Provides professional services in the areas of infrastructure and facilities to private and public sectors in Canada, the United States, and internationally.
STN
CA$97.25
7D
-0.04%
1Y
-36.4%
Howden Joinery Group
Market Cap: UK£4.3b
Supplies various kitchen, joinery, and hardware products in the United Kingdom, France, Belgium, and the Republic of Ireland.
HWDN
UK£7.72
7D
-2.8%
1Y
-7.4%
Beijing Sifang AutomationLtd
Market Cap: CN¥37.4b
Supplies power transmission, transformation protection, automation systems, power generation, enterprise power, and power distribution and utilization systems in China and internationally.
601126
CN¥44.84
7D
-14.8%
1Y
153.8%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.6b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.63
7D
-2.7%
1Y
-3.5%
Keda Industrial Group
Market Cap: CN¥28.3b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.86
7D
0.1%
1Y
34.2%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥20.9b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥15.71
7D
-4.3%
1Y
-36.2%
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¥33.78
7D
-12.5%
1Y
48.2%
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
€38.10
7D
1.1%
1Y
-4.6%
Advanced Energy Solution Holding
Market Cap: NT$82.8b
Advanced Energy Solution Holding Co., Ltd.
6781
NT$969.00
7D
-8.6%
1Y
1.1%