- 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$411.74
7D
-10.6%
1Y
-12.9%
Taiwan Semiconductor Manufacturing
Market Cap: NT$59.8t
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$2,305.00
7D
-3.2%
1Y
120.6%
Samsung Electronics
Market Cap: ₩2045.8t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩322,000.00
7D
-10.7%
1Y
443.9%
AstraZeneca
Market Cap: UK£214.0b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£136.32
7D
3.2%
1Y
25.4%
Gilead Sciences
Market Cap: US$160.4b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$128.10
7D
-2.3%
1Y
13.4%
Chugai Pharmaceutical
Market Cap: JP¥12.1t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,376.00
7D
-3.2%
1Y
-3.7%
Rheinmetall
Market Cap: €55.8b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,207.20
7D
1.4%
1Y
-27.8%
Thales
Market Cap: €47.7b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€231.50
7D
2.2%
1Y
-7.3%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥335.1b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥342.55
7D
-1.9%
1Y
227.5%
Steel Dynamics
Market Cap: US$38.7b
Operates as a steel producer and metal recycler in the United States.
STLD
US$267.20
7D
2.1%
1Y
100.0%
Experian
Market Cap: UK£23.6b
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£26.19
7D
1.2%
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
₹4,263.80
7D
-0.3%
1Y
-16.6%
H & M Hennes & Mauritz
Market Cap: SEK 261.6b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 167.10
7D
1.9%
1Y
20.3%
Credicorp
Market Cap: US$25.6b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$319.89
7D
-6.1%
1Y
49.9%
Amadeus IT Group
Market Cap: €22.2b
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
€52.12
7D
-4.3%
1Y
-30.5%
Aluminum Corporation of China
Market Cap: HK$195.1b
Primarily engages in the exploration and mining of bauxite, coal, and other resources in the People's Republic of China and internationally.
2600
HK$10.17
7D
-9.4%
1Y
103.4%
Sociedad Química y Minera de Chile
Market Cap: US$21.5b
Produces and sells specialty plant nutrients, and iodine and its derivatives in Chile, Latin America, the Caribbean, Europe, North America, Asia, and internationally.
SQM
US$72.76
7D
-12.8%
1Y
116.9%
Sieyuan Electric
Market Cap: CN¥143.4b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥183.30
7D
-11.1%
1Y
151.8%
Southwest Airlines
Market Cap: US$20.3b
Operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally.
LUV
US$41.02
7D
-4.1%
1Y
22.2%
Ningbo Deye Technology Group
Market Cap: CN¥132.2b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥103.87
7D
-6.5%
1Y
141.5%
Vodacom Group
Market Cap: R290.3b
Provides communications products and services.
VOD
R148.68
7D
-1.5%
1Y
8.8%
Logitech International
Market Cap: CHF 13.1b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 89.52
7D
-11.5%
1Y
25.6%
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
€12.86
7D
-6.2%
1Y
-21.8%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥104.9b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.37
7D
-4.1%
1Y
58.1%
Kaspi.kz
Market Cap: US$15.4b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$80.17
7D
-11.1%
1Y
-6.4%
Zhongjin GoldLtd
Market Cap: CN¥102.1b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥21.07
7D
-9.1%
1Y
48.0%
Emaar Development PJSC
Market Cap: د.إ55.3b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ13.82
7D
1.0%
1Y
5.9%
Zhejiang Juhua
Market Cap: CN¥101.8b
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¥37.72
7D
-1.3%
1Y
37.9%
Xiamen TungstenLtd
Market Cap: CN¥101.5b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥63.93
7D
14.5%
1Y
216.2%
Guangzhou Tinci Materials Technology
Market Cap: CN¥97.3b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥47.97
7D
-7.9%
1Y
177.0%
Eastroc Beverage (Group)
Market Cap: CN¥97.1b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥133.20
7D
-11.0%
1Y
-47.9%
Endeavour Mining
Market Cap: CA$17.6b
Operates as a gold mining company in West Africa.
EDV
CA$72.59
7D
-11.2%
1Y
71.6%
Orion Oyj
Market Cap: €9.8b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€69.75
7D
3.8%
1Y
10.7%
Rockchip Electronics
Market Cap: CN¥71.1b
Operates as a fabless IC design company focusing on Intelligent IoT in China.
603893
CN¥170.27
7D
-3.0%
1Y
18.4%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$13.4b
An investment holding company, engages in shipbuilding activities in the Greater China, Canada, Japan, Italy, Greece, France, Bulgaria, United Kingdom, Singapore, Denmark, Switzerland, and internationally.
BS6
S$3.41
7D
-4.7%
1Y
47.6%
WT Microelectronics
Market Cap: NT$317.3b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$250.00
7D
-13.9%
1Y
102.4%