Investing Ideas
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Global Semiconductors Spotless Management

Global Semiconductors Spotless Management

Results

1 new

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

2 companies

Taiwan Semiconductor Manufacturing

Market Cap: NT$59.9t

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$2,310.00

3.1%

136.7%

Smartsens Technology (Shanghai)

Market Cap: CN¥45.4b

Smartsens Technology (Shanghai) Co., Ltd.

New

688213

CN¥113.12

2.9%

26.2%