Spotless Management

Results

94

11 new

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

94 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$386.74	4.9%	-22.3%	US$2.9t	US$560.21	22.9	13.4%	0.9%	Software
	2330	NT$2,450.00	1.7%	126.9%	NT$63.8t	NT$2,819.85	33.3	23.8%	0.9%	Semiconductors
	A005930	₩295,000.00	-11.7%	380.5%	₩2029.6t	₩474,742.19	23.5	36.6%	0.8%	Tech
	AZN	UK£141.00	-1.4%	38.0%	UK£218.7b	UK£162.20	28.2	13.4%	1.6%	Pharmaceuticals & Biotech
	SAP	€140.06	2.5%	-46.4%	€163.7b	€214.04	22.4	15.4%	1.8%	Software
	GILD	US$129.61	2.6%	16.0%	US$163.0b	US$158.48	17.5	20.3%	2.5%	Pharmaceuticals & Biotech
	BA.	UK£20.25	12.0%	8.0%	UK£57.5b	UK£23.05	27.9	12.0%	1.8%	Capital Goods
	4519	JP¥7,617.00	1.1%	10.4%	JP¥12.4t	JP¥10,006.67	27.7	12.4%	1.7%	Pharmaceuticals & Biotech
	2327 New	NT$905.00	-20.6%	651.8%	NT$2.1t	NT$1,062.67	71.3	26.2%	0.7%	Tech
	RHM	€1,130.00	16.4%	-37.3%	€52.6b	€1,741.35	50.1	30.6%	1.0%	Capital Goods
	HO	€241.10	9.3%	-2.9%	€49.5b	€294.35	29.6	11.4%	1.6%	Capital Goods
	300476	CN¥284.92	-17.8%	81.2%	CN¥281.4b	CN¥454.52	59.8	51.2%	0.7%	Tech
	ADS New	€185.40	2.5%	-11.4%	€32.5b	€205.76	23.6	15.2%	1.5%	Consumer Durables
	992	HK$20.88	-9.3%	114.8%	HK$253.8b	HK$26.33	17.3	19.2%	2.0%	Tech
	STLD	US$227.07	-3.1%	70.1%	US$31.8b	US$271.25	23.9	22.0%	0.9%	Materials
	EXPN	UK£26.53	4.0%	-31.4%	UK£23.6b	UK£39.02	21.1	10.1%	1.9%	Commercial Services
	HAL	₹4,440.60	2.3%	-11.4%	₹3.0t	₹5,157.46	32.6	12.3%	0.9%	Capital Goods
	FRES New	UK£28.52	2.6%	91.5%	UK£21.0b	UK£37.65	20.3	15.4%	3.4%	Materials
	HM B New	SEK 164.25	-1.1%	19.8%	SEK 262.2b	SEK 155.21	21.3	6.2%	4.3%	Retail
	AMS	€51.68	-0.2%	-27.1%	€21.8b	€67.01	16.3	9.0%	3.0%	Consumer Services
	MTX	€376.30	4.8%	0.08%	€20.2b	€386.10	20.4	7.4%	1.0%	Capital Goods
	SQM	US$73.52	5.2%	104.5%	US$20.8b	US$84.50	25.8	20.5%	2.9%	Materials
	002028	CN¥165.95	-4.1%	130.3%	CN¥136.3b	CN¥242.45	39.9	30.7%	0.4%	Capital Goods
	600160	CN¥46.58	-12.1%	61.8%	CN¥132.4b	CN¥49.10	30.3	21.5%	1.2%	Materials

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