Spotless Management

Results

101

8 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

101 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$390.34	-1.3%	-22.8%	US$3.0t	US$556.75	23.2	13.7%	0.9%	Software
	2330	NT$2,395.00	-3.0%	109.2%	NT$62.2t	NT$3,106.41	28.0	21.1%	0.9%	Semiconductors
	A005930	₩269,000.00	5.5%	307.6%	₩1652.9t	₩492,536.72	21.2	37.0%	0.8%	Tech
	AZN	UK£127.02	1.1%	19.0%	UK£197.0b	UK£158.56	25.4	13.3%	1.8%	Pharmaceuticals & Biotech
	300750 New	CN¥372.26	-0.2%	29.7%	CN¥1.7t	CN¥560.15	21.7	16.7%	2.1%	Capital Goods
	SAP	€132.04	-3.6%	-46.9%	€153.3b	€203.45	21.1	12.4%	1.9%	Software
	GILD	US$130.34	-1.0%	14.8%	US$161.8b	US$157.59	17.6	20.2%	2.5%	Pharmaceuticals & Biotech
	4519	JP¥7,219.00	-0.3%	-0.3%	JP¥12.0t	JP¥9,853.33	26.3	12.4%	1.8%	Pharmaceuticals & Biotech
	BA.	UK£19.24	6.1%	3.5%	UK£54.5b	UK£22.91	26.4	11.8%	1.9%	Capital Goods
	RHM	€1,007.80	3.2%	-43.3%	€47.0b	€1,697.85	44.7	30.6%	1.1%	Capital Goods
	HO	€226.80	2.9%	-4.7%	€46.6b	€288.44	27.8	11.8%	1.7%	Capital Goods
	2327	NT$693.00	-10.7%	420.1%	NT$1.4t	NT$1,080.15	54.6	27.6%	0.9%	Tech
	992	HK$24.10	1.0%	135.8%	HK$299.0b	HK$27.41	19.9	19.9%	1.8%	Tech
	300476	CN¥240.40	-13.1%	56.9%	CN¥231.3b	CN¥449.85	50.5	51.3%	0.8%	Tech
	FSR New	R96.23	-1.7%	28.3%	R535.6b	R104.98	12.2	15.9%	5.4%	Diversified Financials
	EXPN	UK£27.24	0.6%	-31.5%	UK£24.1b	UK£37.15	21.5	10.0%	1.9%	Commercial Services
	HAL	₹4,574.80	3.5%	-3.0%	₹3.1t	₹5,165.96	33.6	12.3%	1.0%	Capital Goods
	BAP New	US$393.67	-1.1%	66.1%	US$31.1b	US$404.49	2.7	12.5%	3.7%	Banks
	FRES	UK£26.60	5.8%	81.8%	UK£19.6b	UK£35.10	18.9	13.0%	3.6%	Materials
	AMS	€48.72	-2.4%	-31.6%	€21.0b	€67.16	15.7	9.1%	3.2%	Consumer Services
	MTX	€340.90	-2.3%	-11.5%	€18.3b	€396.55	18.5	8.8%	1.1%	Capital Goods
	600487	CN¥55.12	-22.4%	247.8%	CN¥134.7b	CN¥97.88	41.7	41.2%	0.5%	Tech
	SQM	US$69.21	-3.2%	75.0%	US$19.7b	US$85.73	24.2	20.6%	3.1%	Materials
	VOD	R156.16	0.3%	15.2%	R301.7b	R162.41	14.6	15.6%	4.7%	Telecom

Page 1 of 3

Spotless Management - Investing Ideas - Simply Wall St