- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
107
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
107 companies
Microsoft
Market Cap: US$2.7t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$369.37
7D
-0.5%
1Y
-3.3%
Taiwan Semiconductor Manufacturing
Market Cap: NT$46.9t
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$1,810.00
7D
-1.6%
1Y
92.1%
AstraZeneca
Market Cap: UK£233.0b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£153.16
7D
10.7%
1Y
34.4%
Novartis
Market Cap: CHF 234.5b
Researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally.
NOVN
CHF 123.20
7D
3.1%
1Y
26.6%
Contemporary Amperex Technology
Market Cap: CN¥1.8t
Engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally.
300750
CN¥401.17
7D
-0.3%
1Y
65.0%
SAP
Market Cap: €173.8b
Provides enterprise application and business solutions worldwide.
SAP
€148.90
7D
2.9%
1Y
-37.7%
Airbus
Market Cap: €132.2b
Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.
AIR
€165.14
7D
1.1%
1Y
4.5%
Foxconn Industrial Internet
Market Cap: CN¥1.0t
Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.
601138
CN¥52.00
7D
4.5%
1Y
173.0%
Intuit
Market Cap: US$119.6b
Provides financial management, payments and capital, compliance, and marketing products and services in the United States.
INTU
US$425.87
7D
-0.2%
1Y
-31.4%
Chugai Pharmaceutical
Market Cap: JP¥15.1t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥9,198.00
7D
8.8%
1Y
38.8%
Zhongji Innolight
Market Cap: CN¥646.7b
Researches, designs, develops, packages, tests, and sells optical communication transceiver modules and devices in China and internationally.
300308
CN¥582.00
7D
-5.2%
1Y
519.9%
Rheinmetall
Market Cap: €73.4b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,569.00
7D
9.3%
1Y
16.0%
AngloGold Ashanti
Market Cap: US$49.2b
Operates as a gold mining company in Africa, Australia, and the Americas.
AU
US$103.52
7D
15.6%
1Y
175.3%
China CSSC Holdings
Market Cap: CN¥232.5b
Engages in the shipbuilding and repair businesses in China.
600150
CN¥30.90
7D
0.7%
1Y
1.8%
Daiichi Sankyo Company
Market Cap: JP¥5.3t
Manufactures and sells pharmaceutical products in Japan, the United States, Europe, and internationally.
4568
JP¥2,888.50
7D
0.5%
1Y
-20.5%
Geely Automobile Holdings
Market Cap: HK$257.2b
An investment holding company, operates as an automobile manufacturer primarily in the People’s Republic of China.
175
HK$23.82
7D
15.5%
1Y
40.3%
Victory Giant Technology (Huizhou)
Market Cap: CN¥222.0b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥257.08
7D
-4.4%
1Y
252.2%
Givaudan
Market Cap: CHF 25.0b
Engages in the manufacture, supply, and sale of fragrance, beauty, taste, and wellbeing products to the consumer goods industry.
GIVN
CHF 2,714.00
7D
2.6%
1Y
-29.7%
Ryanair Holdings
Market Cap: €26.2b
Provides scheduled-passenger airline services in Ireland, Italy, Spain, the United Kingdom, and internationally.
RYA
€24.44
7D
-1.6%
1Y
32.1%
FirstRand
Market Cap: R483.9b
Provides transactional, lending, investment, and insurance products and services in South Africa, rest of Africa, the United Kingdom, and internationally.
FSR
R86.64
7D
-1.6%
1Y
32.0%
adidas
Market Cap: €24.0b
Designs, develops, produces, and markets a range of athletic and sports lifestyle products in Europe, Greater China, Japan, South Korea, Latin America, North America, and internationally.
ADS
€135.40
7D
1.0%
1Y
-30.6%
Hindustan Aeronautics
Market Cap: ₹2.5t
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
₹3,687.00
7D
0.5%
1Y
-14.6%
Montage Technology
Market Cap: CN¥157.9b
An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.
688008
CN¥129.00
7D
-5.8%
1Y
72.5%
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£42.74
7D
0.8%
1Y
18.1%
MTU Aero Engines
Market Cap: €17.3b
Engages in the development, manufacture, sale, and maintenance of commercial and military aircraft engines, and aero-derivative industrial gas turbines in Germany, other European countries, North America, Asia, and internationally.
MTX
€316.30
7D
2.2%
1Y
1.4%
Zhongjin GoldLtd
Market Cap: CN¥128.0b
Engages in the mining, smelting, and sale of non-ferrous metals in China.
600489
CN¥26.40
7D
5.4%
1Y
95.1%
Avary Holding(Shenzhen)Co
Market Cap: CN¥117.6b
Engages in the design, development, manufacture, and sale of printed circuit boards in China, the United States, rest of Asia, and Europe.
002938
CN¥50.95
7D
1.0%
1Y
52.6%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩24.8t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩350,500.00
7D
-6.5%
1Y
68.9%
Emaar Development PJSC
Market Cap: د.إ56.8b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ14.20
7D
3.3%
1Y
18.3%
Endeavour Mining
Market Cap: CA$20.2b
Operates as a gold mining company in West Africa.
EDV
CA$86.43
7D
8.6%
1Y
154.3%
CVC Capital Partners
Market Cap: €12.0b
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
€11.27
7D
2.3%
1Y
-33.5%
Logitech International
Market Cap: CHF 10.7b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 73.32
7D
-1.7%
1Y
16.4%
Sonova Holding
Market Cap: CHF 10.7b
Manufactures and sells hearing care solutions for children and adults in Switzerland, the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
SOON
CHF 179.75
7D
3.3%
1Y
-26.0%
Zhejiang Juhua
Market Cap: CN¥90.7b
Researches, develops, produces, and sells chemical raw materials, food packaging materials, fluorine chemical raw materials, and subsequent products in China.
600160
CN¥33.60
7D
-3.5%
1Y
37.7%
Evolution
Market Cap: SEK 120.4b
Develops, produces, markets, and licenses live casino and slots solutions to gaming operators in Europe, Asia, North America, Latin America, and internationally.
EVO
SEK 604.40
7D
8.3%
1Y
-18.3%
Chifeng Jilong Gold Mining
Market Cap: CN¥82.9b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥45.00
7D
20.6%
1Y
101.9%