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Global Semiconductors Spotless Management

Results

4

0 new

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

4 companies

Taiwan Semiconductor Manufacturing

Market Cap: NT$61.6t

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$2,375.00

7D

3.5%

1Y

131.7%

Rockchip Electronics

Market Cap: CN¥71.3b

Operates as a fabless IC design company focusing on Intelligent IoT in China.

603893

CN¥170.76

7D

4.3%

1Y

20.4%

Smartsens Technology (Shanghai)

Market Cap: CN¥37.8b

Smartsens Technology (Shanghai) Co., Ltd.

688213

CN¥94.16

7D

7.3%

1Y

1.3%

Marketech International

Market Cap: NT$126.2b

Manufactures, sells, imports, and trades in a range of integrated circuits, semiconductors, electrical and computer equipment and materials, chemicals, gas, spare parts, and components in Taiwan, China, the United States, and internationally.

6196

NT$573.00

7D

17.5%

1Y

227.4%