Spotless Management

Results

95

15 new

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

95 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$384.28	5.1%	-21.7%	US$2.8t	US$561.11	22.8	13.4%	0.9%	Software
	2330	NT$2,505.00	4.8%	130.9%	NT$65.0t	NT$2,733.48	34.0	23.4%	0.9%	Semiconductors
	A005930	₩314,500.00	-7.6%	417.3%	₩2002.7t	₩461,686.64	25.1	36.2%	0.7%	Tech
	AZN	UK£138.54	-0.4%	33.3%	UK£218.7b	UK£164.52	27.4	13.4%	1.7%	Pharmaceuticals & Biotech
	SAP New	€140.94	4.5%	-44.3%	€156.5b	€214.04	22.5	15.4%	1.8%	Software
	GILD	US$125.97	0.6%	13.0%	US$156.9b	US$157.67	17.0	20.3%	2.6%	Pharmaceuticals & Biotech
	4519	JP¥7,281.00	-2.9%	2.4%	JP¥12.0t	JP¥10,006.67	26.5	12.4%	1.8%	Pharmaceuticals & Biotech
	BA. New	UK£18.80	3.0%	1.6%	UK£52.3b	UK£23.05	25.9	12.0%	1.9%	Capital Goods
	HO	€229.40	1.8%	-3.7%	€46.2b	€294.72	28.1	11.4%	1.7%	Capital Goods
	RHM	€1,050.60	10.7%	-39.3%	€46.1b	€1,765.60	46.6	30.7%	1.1%	Capital Goods
	300476	CN¥326.86	-4.8%	142.9%	CN¥318.5b	CN¥454.52	68.6	51.2%	0.6%	Tech
	992	HK$23.02	0.4%	143.9%	HK$285.6b	HK$26.33	19.0	19.1%	1.8%	Tech
	ADS New	€180.00	2.3%	-13.6%	€31.5b	€203.82	22.9	15.1%	1.6%	Consumer Durables
	STLD	US$221.76	-8.1%	65.4%	US$33.1b	US$271.25	23.3	22.0%	1.0%	Materials
	HAL	₹4,434.40	1.5%	-9.5%	₹3.0t	₹5,157.46	32.5	12.1%	0.9%	Capital Goods
	EXPN	UK£25.79	1.1%	-31.6%	UK£22.7b	UK£39.02	20.3	10.1%	2.0%	Commercial Services
	FRES New	UK£27.94	0.8%	93.9%	UK£20.2b	UK£38.03	19.7	15.4%	3.5%	Materials
	AMS	€51.26	-1.8%	-27.3%	€21.6b	€67.01	16.2	9.0%	3.0%	Consumer Services
	MTX	€368.90	3.1%	0.8%	€19.6b	€386.10	20.0	7.4%	1.0%	Capital Goods
	600160	CN¥55.85	10.1%	92.7%	CN¥150.8b	CN¥49.10	36.3	21.5%	1.0%	Materials
	002028	CN¥165.77	-11.4%	125.0%	CN¥129.7b	CN¥242.45	39.9	30.7%	0.4%	Capital Goods
	605117	CN¥101.50	1.8%	170.4%	CN¥129.2b	CN¥135.58	35.4	26.7%	2.0%	Capital Goods
	VOD	R147.92	-0.5%	6.9%	R293.2b	R162.15	13.8	15.6%	5.0%	Telecom
	KSPI	US$88.34	3.0%	4.7%	US$16.5b	US$95.99	7.5	17.9%	8.0%	Diversified Financials

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