- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
100
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
100 companies
Microsoft
Market Cap: US$3.1t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$403.41
7D
-8.6%
1Y
-14.3%
Taiwan Semiconductor Manufacturing
Market Cap: NT$59.8t
Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.
2330
NT$2,255.00
7D
-7.0%
1Y
111.7%
Samsung Electronics
Market Cap: ₩2045.8t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩302,500.00
7D
-16.1%
1Y
405.0%
AstraZeneca
Market Cap: UK£211.4b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£136.32
7D
3.2%
1Y
25.4%
Gilead Sciences
Market Cap: US$159.0b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$125.50
7D
-1.6%
1Y
14.0%
Chugai Pharmaceutical
Market Cap: JP¥12.1t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,560.00
7D
1.8%
1Y
-1.0%
Rheinmetall
Market Cap: €55.5b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,207.20
7D
1.4%
1Y
-27.8%
Thales
Market Cap: €47.6b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€231.50
7D
2.2%
1Y
-7.3%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥335.1b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥330.26
7D
-6.6%
1Y
209.1%
Lenovo Group
Market Cap: HK$314.8b
An investment holding company, develops, manufactures, and markets technology products and services.
992
HK$23.00
7D
-12.0%
1Y
146.0%
Steel Dynamics
Market Cap: US$38.5b
Operates as a steel producer and metal recycler in the United States.
STLD
US$269.80
7D
-0.6%
1Y
101.6%
Experian
Market Cap: UK£23.4b
Operates as a data and technology company in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific.
EXPN
UK£26.19
7D
1.2%
1Y
-30.6%
Hindustan Aeronautics
Market Cap: ₹2.9t
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
₹4,263.80
7D
-0.3%
1Y
-16.6%
H & M Hennes & Mauritz
Market Cap: SEK 266.8b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 167.10
7D
1.9%
1Y
20.3%
Credicorp
Market Cap: US$25.4b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$349.61
7D
1.7%
1Y
61.2%
Amadeus IT Group
Market Cap: €22.0b
Operates as a transaction processor for the travel and tourism industry in Europe, Central and South America, the Middle East, Africa, and Asia Pacific.
AMS
€52.12
7D
-4.3%
1Y
-30.5%
Coca-Cola HBC
Market Cap: UK£16.1b
Engages in the production, sale, and distribution of non-alcoholic ready-to-drink beverages under franchise in Switzerland, West Coast of Ireland, Central and Eastern Europe, Nigeria, and internationally.
CCH
UK£44.16
7D
4.7%
1Y
13.3%
Sieyuan Electric
Market Cap: CN¥143.4b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥175.00
7D
-9.9%
1Y
137.1%
Sociedad Química y Minera de Chile
Market Cap: US$20.8b
Produces and sells specialty plant nutrients, and iodine and its derivatives in Chile, Latin America, the Caribbean, Europe, North America, Asia, and internationally.
SQM
US$75.66
7D
-6.4%
1Y
122.0%
Ningbo Deye Technology Group
Market Cap: CN¥132.2b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥103.70
7D
-10.1%
1Y
137.1%
Vodacom Group
Market Cap: R287.3b
Provides communications products and services.
VOD
R148.68
7D
-1.2%
1Y
9.8%
Logitech International
Market Cap: CHF 12.8b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 89.52
7D
-11.5%
1Y
25.6%
CVC Capital Partners
Market Cap: €13.5b
A private equity and venture capital firm specializing in middle market secondaries, infrastructure and credit, management buyouts, leveraged buyouts, growth equity, mature, recapitalizations, strip sales, and spinouts.
CVC
€12.86
7D
-6.2%
1Y
-21.8%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥104.9b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.56
7D
-3.1%
1Y
54.1%
Kaspi.kz
Market Cap: US$15.2b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$78.10
7D
-11.9%
1Y
-10.5%
Zhongjin GoldLtd
Market Cap: CN¥102.1b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥20.48
7D
-11.5%
1Y
43.2%
Emaar Development PJSC
Market Cap: د.إ55.3b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ13.82
7D
1.0%
1Y
5.9%
Zhejiang Juhua
Market Cap: CN¥101.8b
Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.
600160
CN¥40.39
7D
4.1%
1Y
47.8%
Xiamen TungstenLtd
Market Cap: CN¥101.5b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥63.75
7D
6.2%
1Y
205.0%
Guangzhou Tinci Materials Technology
Market Cap: CN¥97.3b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥46.90
7D
-8.6%
1Y
168.0%
Eastroc Beverage (Group)
Market Cap: CN¥97.1b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥131.88
7D
-8.4%
1Y
-48.8%
Endeavour Mining
Market Cap: CA$17.6b
Operates as a gold mining company in West Africa.
EDV
CA$70.59
7D
-11.6%
1Y
70.7%
Orion Oyj
Market Cap: €9.8b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€69.75
7D
3.8%
1Y
10.7%
Rockchip Electronics
Market Cap: CN¥71.1b
Operates as a fabless IC design company focusing on Intelligent IoT in China.
603893
CN¥163.59
7D
-7.1%
1Y
13.6%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$13.4b
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$3.41
7D
-4.7%
1Y
47.6%
WT Microelectronics
Market Cap: NT$317.3b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$239.50
7D
-18.1%
1Y
88.6%