Spotless Management

Results

116

28 new

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

116 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$487.31	1.4%	-3.4%	US$3.6t	US$569.45	27.1	14.1%	0.7%	Software
	2330	NT$2,375.00	-1.0%	103.0%	NT$61.6t	NT$3,229.33	27.8	21.8%	1.2%	Semiconductors
	AVGO New	US$358.76	-8.6%	21.9%	US$1.8t	US$526.30	58.2	33.7%	0.7%	Semiconductors
	A005930	₩257,000.00	-6.4%	259.4%	₩1633.6t	₩470,155.64	11.3	31.7%	0.9%	Tech
	AZN	UK£121.10	4.8%	1.2%	UK£189.8b	UK£156.01	24.5	13.8%	1.9%	Pharmaceuticals & Biotech
	SAP	€187.20	4.2%	-19.7%	€216.7b	€205.77	27.7	11.7%	1.3%	Software
	ALV New	€445.50	1.6%	20.2%	€165.3b	€429.65	14.4	4.0%	3.8%	Insurance
	AIR	€202.70	-5.4%	12.3%	€160.4b	€230.96	27.0	14.7%	1.6%	Capital Goods
	GLW New	US$145.55	-16.0%	118.0%	US$129.1b	US$191.40	66.0	28.3%	0.8%	Tech
	BA.	UK£20.97	-6.2%	18.9%	UK£60.2b	UK£23.43	28.1	11.8%	1.7%	Capital Goods
	CMI	US$571.62	-10.8%	44.3%	US$80.9b	US$757.02	29.0	18.5%	1.5%	Capital Goods
	4519	JP¥6,987.00	1.8%	12.5%	JP¥11.5t	JP¥9,350.00	24.4	12.1%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,126.80	-7.2%	-31.7%	€53.9b	€1,679.38	43.5	30.5%	1.0%	Capital Goods
	HO New	€251.00	-6.0%	8.0%	€51.6b	€295.16	34.5	15.6%	1.6%	Capital Goods
	GWO	CA$89.16	-2.9%	62.3%	CA$79.4b	CA$93.75	18.0	5.8%	3.0%	Insurance
	600183 New	CN¥126.30	-12.6%	153.3%	CN¥306.8b	CN¥171.61	59.1	29.5%	1.3%	Tech
	PKO New	zł113.14	1.5%	51.9%	zł142.5b	zł113.70	2.5	11.9%	5.4%	Banks
	EXPN	UK£29.63	5.9%	-23.4%	UK£26.1b	UK£36.76	23.8	10.0%	1.7%	Commercial Services
	300476	CN¥245.00	-11.2%	2.1%	CN¥234.8b	CN¥449.85	51.4	51.3%	0.8%	Tech
	HAL	₹4,906.00	-3.0%	10.1%	₹3.3t	₹5,450.96	35.2	13.0%	0.9%	Capital Goods
	FSR New	R95.91	-2.3%	24.5%	R544.7b	R106.22	12.2	15.9%	5.4%	Diversified Financials
	ADS	€155.25	1.7%	-8.1%	€26.9b	€202.72	19.6	15.7%	1.8%	Consumer Durables
	500049 New	₹408.25	-1.0%	9.7%	₹3.0t	₹490.45	48.6	14.4%	0.6%	Capital Goods
	BAP	US$379.74	0.4%	50.7%	US$30.1b	US$422.68	2.7	13.6%	3.9%	Banks

Page 1 of 4

Spotless Management - Investing Ideas - Simply Wall St