Spotless Management

Results

100

5 new

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

100 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$381.58	-4.9%	-25.3%	US$2.9t	US$556.75	22.6	13.7%	1.0%	Software
	2330	NT$2,350.00	2.6%	105.2%	NT$60.9t	NT$3,106.41	27.5	21.1%	0.9%	Semiconductors
	A005930	₩249,500.00	-2.2%	278.6%	₩1582.9t	₩492,536.72	19.7	37.0%	0.9%	Tech
	300750	CN¥383.01	6.4%	35.4%	CN¥1.8t	CN¥559.71	22.3	16.8%	2.1%	Capital Goods
	AZN	UK£126.70	0.6%	17.3%	UK£196.8b	UK£158.56	25.2	13.2%	1.8%	Pharmaceuticals & Biotech
	SAP	€140.12	1.6%	-42.8%	€148.1b	€199.90	20.7	11.7%	1.8%	Software
	GILD	US$130.86	-4.0%	15.6%	US$161.8b	US$157.56	17.6	20.2%	2.5%	Pharmaceuticals & Biotech
	4519	JP¥7,416.00	1.2%	1.0%	JP¥12.2t	JP¥9,700.00	27.0	12.7%	1.8%	Pharmaceuticals & Biotech
	BA.	UK£19.71	4.8%	6.7%	UK£55.7b	UK£22.91	27.1	11.8%	1.8%	Capital Goods
	HO	€236.40	6.0%	-1.5%	€49.0b	€288.56	32.5	15.4%	1.6%	Capital Goods
	603259	CN¥125.00	6.0%	40.6%	CN¥372.4b	CN¥150.47	19.5	11.1%	1.5%	Pharmaceuticals & Biotech
	RHM	€1,038.00	5.5%	-40.1%	€47.3b	€1,697.85	46.0	30.6%	1.1%	Capital Goods
	2327	NT$642.00	-8.2%	384.5%	NT$1.3t	NT$1,080.15	50.6	27.6%	0.9%	Tech
	992	HK$24.34	13.6%	133.1%	HK$301.9b	HK$27.82	20.1	19.9%	1.7%	Tech
	STLD	US$240.57	2.4%	89.7%	US$34.4b	US$270.08	21.6	17.2%	0.9%	Materials
	300476	CN¥230.01	-4.8%	47.9%	CN¥221.1b	CN¥449.85	48.3	51.3%	0.9%	Tech
	HAL	₹4,573.40	1.6%	0.5%	₹3.1t	₹5,165.96	33.6	12.3%	1.0%	Capital Goods
	EXPN	UK£27.44	0.9%	-32.3%	UK£23.5b	UK£37.15	21.5	10.0%	1.9%	Commercial Services
	FSR	R95.87	-1.9%	27.8%	R523.2b	R104.98	12.1	15.9%	5.4%	Diversified Financials
	FRES	UK£25.46	4.3%	80.4%	UK£18.4b	UK£35.28	18.1	12.9%	3.8%	Materials
	AMS	€49.73	-0.4%	-30.8%	€20.8b	€67.16	16.0	9.1%	3.1%	Consumer Services
	LUV New	US$44.71	-9.5%	34.4%	US$23.3b	US$52.36	26.1	21.2%	1.6%	Transportation
	MTX	€342.60	0.3%	-4.4%	€18.1b	€396.55	18.6	8.8%	1.1%	Capital Goods
	SQM	US$69.32	4.5%	67.4%	US$19.8b	US$85.45	24.3	19.7%	3.0%	Materials

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Spotless Management - Investing Ideas - Simply Wall St