Spotless Management

Results

110

23 new

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

110 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$451.10	18.2%	-15.4%	US$2.9t	US$561.58	25.0	14.0%	0.8%	Software
	2330	NT$2,425.00	3.2%	112.7%	NT$62.9t	NT$3,117.26	28.4	21.2%	0.9%	Semiconductors
	A005930	₩262,500.00	5.2%	281.0%	₩1669.2t	₩471,170.86	11.5	31.9%	0.9%	Tech
	300750 New	CN¥395.30	3.2%	50.3%	CN¥1.8t	CN¥564.17	21.4	16.4%	2.1%	Capital Goods
	AZN	UK£126.32	-0.3%	13.8%	UK£197.3b	UK£159.11	25.2	13.8%	1.9%	Pharmaceuticals & Biotech
	TXN New	US$278.76	-0.3%	54.1%	US$254.6b	US$324.45	42.3	17.1%	2.0%	Semiconductors
	SAP	€158.38	13.0%	-35.3%	€180.0b	€201.55	23.4	11.5%	1.6%	Software
	AIR New	€202.20	-1.9%	19.6%	€161.5b	€224.46	26.9	14.7%	1.6%	Capital Goods
	GILD	US$131.28	0.3%	16.9%	US$164.8b	US$157.15	17.7	20.3%	2.5%	Pharmaceuticals & Biotech
	GLW New	US$135.22	-13.4%	113.8%	US$106.9b	US$193.40	61.3	28.3%	0.8%	Tech
	CMI	US$632.98	-4.8%	72.2%	US$83.6b	US$754.86	32.7	17.6%	1.3%	Capital Goods
	4519	JP¥6,932.00	-6.5%	-5.6%	JP¥11.4t	JP¥9,686.67	24.2	12.2%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,140.20	9.9%	-33.2%	€53.0b	€1,697.85	50.5	30.1%	1.0%	Capital Goods
	603259	CN¥128.43	2.7%	38.1%	CN¥382.0b	CN¥150.47	20.1	11.1%	1.5%	Pharmaceuticals & Biotech
	600183 New	CN¥105.64	-11.0%	157.7%	CN¥256.6b	CN¥137.08	65.3	28.6%	1.5%	Tech
	992	HK$23.86	-2.0%	136.2%	HK$296.0b	HK$28.73	19.7	20.1%	1.8%	Tech
	STLD	US$252.50	2.2%	106.3%	US$36.2b	US$272.38	22.5	17.2%	0.8%	Materials
	EXPN	UK£27.90	1.7%	-29.0%	UK£25.6b	UK£37.15	22.1	10.0%	1.8%	Commercial Services
	FSR	R98.68	2.9%	30.2%	R542.4b	R105.48	12.5	15.9%	5.2%	Diversified Financials
	HAL	₹4,646.50	1.6%	4.7%	₹3.1t	₹5,165.96	34.1	12.3%	1.0%	Capital Goods
	ADS New	€159.65	-8.0%	-4.5%	€28.1b	€204.03	20.1	16.6%	1.8%	Consumer Durables
	2327	NT$502.00	-21.8%	272.5%	NT$1.0t	NT$1,110.38	39.5	26.7%	1.2%	Tech
	BAP	US$402.27	3.8%	69.7%	US$30.5b	US$404.47	2.7	13.1%	3.7%	Banks
	500049 New	₹387.80	-4.3%	2.9%	₹2.8t	₹489.61	46.1	14.2%	0.6%	Capital Goods

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Spotless Management - Investing Ideas - Simply Wall St