Spotless Management

Results

111

20 new

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

111 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$390.54	0.05%	-23.9%	US$2.9t	US$555.77	23.2	13.7%	0.9%	Software
	AVGO	US$370.32	-5.6%	26.1%	US$1.8t	US$527.00	60.1	33.7%	0.7%	Semiconductors
	2330	NT$2,220.00	-7.7%	91.4%	NT$57.1t	NT$3,117.26	26.0	21.2%	1.0%	Semiconductors
	A005930	₩207,750.00	-23.1%	191.0%	₩1327.2t	₩488,954.65	16.4	37.2%	1.1%	Tech
	AZN	UK£131.34	3.4%	14.2%	UK£203.7b	UK£159.11	26.0	13.8%	1.8%	Pharmaceuticals & Biotech
	SAP	€162.04	22.7%	-36.0%	€188.2b	€201.55	24.0	11.5%	1.5%	Software
	GILD	US$132.73	1.8%	15.7%	US$166.8b	US$157.15	17.9	20.3%	2.5%	Pharmaceuticals & Biotech
	GLW New	US$124.05	-19.5%	98.1%	US$114.2b	US$193.40	59.2	28.1%	0.9%	Tech
	CMI New	US$606.00	-8.3%	65.8%	US$88.5b	US$754.86	31.3	17.6%	1.3%	Capital Goods
	BA.	UK£20.20	5.0%	13.2%	UK£57.2b	UK£22.91	27.7	11.8%	1.8%	Capital Goods
	4519	JP¥7,073.00	-1.9%	-3.9%	JP¥11.6t	JP¥9,686.67	24.7	12.2%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,153.40	14.4%	-33.4%	€53.7b	€1,697.85	51.1	30.6%	1.0%	Capital Goods
	HO	€245.40	8.2%	4.4%	€50.4b	€292.67	33.7	16.3%	1.6%	Capital Goods
	603259	CN¥125.48	-1.5%	30.3%	CN¥376.5b	CN¥150.47	19.6	11.1%	1.5%	Pharmaceuticals & Biotech
	600183 New	CN¥100.08	-20.0%	133.2%	CN¥262.8b	CN¥137.08	61.9	28.6%	1.6%	Tech
	STLD	US$252.34	5.7%	98.0%	US$37.2b	US$272.38	22.5	17.2%	0.8%	Materials
	992	HK$21.74	-11.7%	114.8%	HK$285.1b	HK$28.73	18.0	20.1%	1.9%	Tech
	EXPN	UK£30.77	13.0%	-23.0%	UK£27.2b	UK£37.15	24.2	10.0%	1.7%	Commercial Services
	HAL	₹4,581.40	-0.2%	1.0%	₹3.1t	₹5,165.96	33.6	12.3%	1.0%	Capital Goods
	2327	NT$456.50	-34.4%	244.5%	NT$1.0t	NT$1,110.38	36.0	26.7%	1.3%	Tech
	FSR	R96.18	2.3%	24.2%	R535.3b	R105.38	12.2	15.9%	5.4%	Diversified Financials
	BAP New	US$383.93	-2.5%	63.3%	US$30.9b	US$404.47	2.6	13.1%	3.8%	Banks
	500049 New	₹387.65	-4.7%	0.3%	₹2.8t	₹489.61	46.1	14.2%	0.6%	Capital Goods
	300476	CN¥180.36	-24.5%	-6.1%	CN¥192.8b	CN¥449.85	37.9	51.3%	1.1%	Tech

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Spotless Management - Investing Ideas - Simply Wall St