Spotless Management

Results

109

25 new

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

109 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$464.72	21.8%	-11.3%	US$3.3t	US$562.31	25.8	14.2%	0.8%	Software
	2330	NT$2,370.00	0.9%	108.8%	NT$61.5t	NT$3,117.61	27.7	21.2%	0.9%	Semiconductors
	A005930	₩239,500.00	-5.7%	243.6%	₩1526.0t	₩471,908.19	10.5	32.3%	0.9%	Tech
	300750 New	CN¥394.40	-1.4%	48.0%	CN¥1.8t	CN¥564.17	21.3	16.4%	2.1%	Capital Goods
	AZN	UK£126.32	-0.3%	13.8%	UK£195.9b	UK£157.57	25.3	13.8%	1.9%	Pharmaceuticals & Biotech
	SAP	€157.68	12.5%	-35.5%	€182.8b	€201.55	23.3	11.5%	1.6%	Software
	AIR New	€202.20	-1.9%	19.6%	€160.0b	€224.63	26.9	14.7%	1.6%	Capital Goods
	GILD	US$130.21	0.7%	15.0%	US$163.0b	US$157.15	17.5	20.3%	2.5%	Pharmaceuticals & Biotech
	GLW New	US$138.25	-5.7%	122.8%	US$116.5b	US$193.40	62.7	28.3%	0.8%	Tech
	CMI	US$634.20	-4.6%	78.2%	US$87.3b	US$754.86	32.7	17.6%	1.3%	Capital Goods
	4519	JP¥6,687.00	-2.4%	-8.4%	JP¥11.0t	JP¥9,686.67	23.3	12.2%	2.0%	Pharmaceuticals & Biotech
	RHM	€1,140.00	9.9%	-33.2%	€53.1b	€1,697.85	50.5	30.1%	1.0%	Capital Goods
	GWO New	CA$92.94	0.6%	78.5%	CA$82.2b	CA$93.75	18.7	5.8%	2.9%	Insurance
	HO	€245.90	4.0%	4.4%	€50.5b	€292.67	33.8	16.3%	1.6%	Capital Goods
	603259	CN¥128.50	3.1%	39.9%	CN¥382.1b	CN¥157.70	20.1	11.1%	1.5%	Pharmaceuticals & Biotech
	992	HK$24.74	1.7%	133.4%	HK$306.9b	HK$28.73	20.5	20.1%	1.7%	Tech
	STLD	US$251.26	1.7%	105.3%	US$36.2b	US$272.38	22.4	17.2%	0.8%	Materials
	2327	NT$552.00	-11.7%	312.7%	NT$1.1t	NT$1,102.69	43.5	26.2%	1.1%	Tech
	EXPN	UK£27.90	1.7%	-29.0%	UK£24.7b	UK£37.15	22.1	10.0%	1.8%	Commercial Services
	HAL	₹4,690.00	1.5%	3.4%	₹3.1t	₹5,165.96	34.4	12.3%	1.0%	Capital Goods
	ADS New	€159.40	-8.2%	-4.7%	€27.8b	€203.86	20.1	16.1%	1.8%	Consumer Durables
	BAP	US$400.58	3.1%	69.4%	US$32.0b	US$404.50	2.7	13.1%	3.7%	Banks
	500049 New	₹388.35	-4.6%	-0.3%	₹2.8t	₹489.61	46.2	14.2%	0.6%	Capital Goods
	300476	CN¥189.30	-20.7%	0.4%	CN¥182.7b	CN¥449.85	39.7	51.3%	1.1%	Tech

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Spotless Management - Investing Ideas - Simply Wall St