- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
100
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
100 companies
Microsoft
Market Cap: US$3.1t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$421.06
7D
3.9%
1Y
-7.0%
Taiwan Semiconductor Manufacturing
Market Cap: NT$57.8t
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$2,230.00
7D
-1.8%
1Y
127.1%
Samsung Electronics
Market Cap: ₩1901.6t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩299,500.00
7D
1.2%
1Y
447.5%
AstraZeneca
Market Cap: UK£216.4b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£140.06
7D
1.9%
1Y
35.0%
Foxconn Industrial Internet
Market Cap: CN¥1.3t
Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.
601138
CN¥65.50
7D
-4.5%
1Y
243.8%
Gilead Sciences
Market Cap: US$162.0b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$130.69
7D
-1.8%
1Y
21.3%
Chugai Pharmaceutical
Market Cap: JP¥12.9t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,836.00
7D
-3.2%
1Y
4.3%
Rheinmetall
Market Cap: €57.4b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,211.60
7D
6.0%
1Y
-31.5%
Thales
Market Cap: €47.2b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€226.80
7D
1.7%
1Y
-12.6%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥322.2b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥331.40
7D
-6.6%
1Y
334.5%
Steel Dynamics
Market Cap: US$32.2b
Operates as a steel producer and metal recycler in the United States.
STLD
US$228.30
7D
-3.7%
1Y
72.7%
Experian
Market Cap: UK£23.5b
Operates as a data and technology company in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific.
EXPN
UK£26.45
7D
3.2%
1Y
-30.6%
Hindustan Aeronautics
Market Cap: ₹2.9t
Engages in the design, development, manufacture, repair, overhaul, upgrade, and servicing of aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures in India and internationally.
HAL
₹4,370.40
7D
-5.2%
1Y
-13.3%
FirstRand
Market Cap: R499.8b
Provides transactional, lending, investment, and insurance products and services in South Africa, rest of Africa, the United Kingdom, and internationally.
FSR
R89.82
7D
0.4%
1Y
23.5%
H & M Hennes & Mauritz
Market Cap: SEK 260.4b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 163.60
7D
4.1%
1Y
17.4%
Amadeus IT Group
Market Cap: €22.3b
Operates as a transaction processor for the travel and tourism industry in Europe, Central and South America, the Middle East, Africa, and Asia Pacific.
AMS
€51.92
7D
1.3%
1Y
-29.0%
Credicorp
Market Cap: US$25.1b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$333.27
7D
4.9%
1Y
66.2%
Sieyuan Electric
Market Cap: CN¥155.6b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥198.82
7D
-2.0%
1Y
157.8%
Coca-Cola HBC
Market Cap: UK£15.5b
Engages in the production, sale, and distribution of non-alcoholic ready-to-drink beverages under franchise in Switzerland, West Coast of Ireland, Central and Eastern Europe, Nigeria, and internationally.
CCH
UK£42.84
7D
2.7%
1Y
6.8%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩29.3t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩415,000.00
7D
-5.1%
1Y
44.1%
National Atomic Company Kazatomprom JSC
Market Cap: US$8.8t
Explores for, produces, processes, markets, and sells uranium and uranium related products.
KAP
US$68.00
7D
-5.9%
1Y
83.3%
Southwest Airlines
Market Cap: US$18.3b
Operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally.
LUV
US$39.70
7D
0.7%
1Y
25.0%
Vodacom Group
Market Cap: R295.6b
Provides communications products and services.
VOD
R152.64
7D
-2.3%
1Y
11.6%
Futu Holdings
Market Cap: US$17.5b
Engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.
FUTU
US$124.72
7D
-12.6%
1Y
14.2%
Guangzhou Tinci Materials Technology
Market Cap: CN¥117.1b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥57.71
7D
4.0%
1Y
228.1%
Kaspi.kz
Market Cap: US$17.0b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$91.86
7D
4.4%
1Y
13.6%
Zhongjin GoldLtd
Market Cap: CN¥110.4b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥22.78
7D
-12.5%
1Y
64.8%
Eastroc Beverage (Group)
Market Cap: CN¥107.7b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥147.23
7D
-1.1%
1Y
-33.3%
CVC Capital Partners
Market Cap: €13.5b
A private equity and venture capital firm specializing in middle market secondaries, infrastructure and credit, management buyouts, leveraged buyouts, growth equity, mature, recapitalizations, strip sales, and spinouts.
CVC
€12.88
7D
-2.2%
1Y
-20.0%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥105.1b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.40
7D
0%
1Y
71.8%
Emaar Development PJSC
Market Cap: د.إ55.4b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ13.86
7D
-1.7%
1Y
3.8%
Lundin Gold
Market Cap: CA$20.7b
Develops and operates its mineral concessions in Ecuador.
LUG
CA$87.62
7D
-9.3%
1Y
39.7%
Logitech International
Market Cap: CHF 11.7b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 82.24
7D
1.3%
1Y
14.7%
Endeavour Mining
Market Cap: CA$19.3b
Operates as a gold mining company in West Africa.
EDV
CA$81.18
7D
-10.7%
1Y
98.0%
Zhejiang Juhua
Market Cap: CN¥88.0b
Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.
600160
CN¥32.58
7D
-5.7%
1Y
25.0%
Xiamen TungstenLtd
Market Cap: CN¥79.6b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥50.16
7D
-9.0%
1Y
158.0%