Spotless Management

Results

103

18 new

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

103 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT New	US$495.40	-2.1%	-4.2%	US$3.7t	US$569.56	27.5	14.2%	0.7%	Software
	2330	NT$2,400.00	0.8%	103.4%	NT$62.1t	NT$3,194.58	28.1	21.4%	1.2%	Semiconductors
	A005930	₩274,500.00	18.8%	283.4%	₩1742.2t	₩471,908.19	12.1	31.7%	0.8%	Tech
	AZN	UK£114.60	-4.4%	-2.4%	UK£177.7b	UK£156.70	23.0	13.7%	2.0%	Pharmaceuticals & Biotech
	SAP	€180.14	0.5%	-23.9%	€207.9b	€203.22	26.7	11.6%	1.4%	Software
	AIR	€215.40	0.3%	16.9%	€170.5b	€230.96	28.7	14.7%	1.5%	Capital Goods
	CMI New	US$631.26	-0.6%	57.0%	US$86.9b	US$757.35	32.0	18.5%	1.4%	Capital Goods
	BA.	UK£22.58	0.6%	26.1%	UK£63.9b	UK£23.43	30.3	11.8%	1.6%	Capital Goods
	4519	JP¥6,870.00	-3.4%	9.7%	JP¥11.4t	JP¥9,426.67	24.0	12.2%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,202.00	5.2%	-27.1%	€56.1b	€1,679.38	46.4	30.5%	1.0%	Capital Goods
	GWO	CA$92.48	1.0%	69.7%	CA$82.8b	CA$93.75	18.7	5.8%	2.9%	Insurance
	300476	CN¥276.00	-3.5%	19.1%	CN¥257.8b	CN¥449.85	57.9	51.3%	0.7%	Tech
	STLD	US$255.77	-4.8%	103.1%	US$36.7b	US$272.64	22.8	17.6%	0.8%	Materials
	HAL	₹5,059.00	2.7%	12.1%	₹3.4t	₹5,431.73	36.3	13.3%	0.9%	Capital Goods
	EXPN	UK£28.90	0.5%	-24.2%	UK£25.6b	UK£37.17	23.0	10.0%	1.8%	Commercial Services
	ADS	€157.55	-5.9%	-5.6%	€27.4b	€202.72	19.8	15.7%	1.8%	Consumer Durables
	BAP New	US$386.36	1.1%	52.6%	US$30.7b	US$417.02	2.7	13.6%	3.8%	Banks
	LUV New	US$44.26	-1.4%	41.4%	US$21.7b	US$51.79	25.9	21.6%	1.6%	Transportation
	PAAS New	CA$65.82	-8.9%	50.3%	CA$27.5b	CA$92.11	14.3	19.0%	1.5%	Materials
	A009540	₩386,000.00	-3.1%	2.0%	₩27.3t	₩548,285.71	10.8	20.2%	3.2%	Capital Goods
	2301	NT$264.50	-2.6%	97.4%	NT$605.9b	NT$281.09	30.9	30.1%	1.9%	Tech
	KSPI	US$98.70	5.0%	5.4%	US$18.8b	US$101.47	8.1	13.9%	8.7%	Diversified Financials
	VOD	R150.05	-4.8%	6.2%	R289.9b	R162.11	14.0	15.6%	4.9%	Telecom
	600489	CN¥25.48	-4.3%	75.7%	CN¥117.6b	CN¥29.89	19.7	24.3%	1.8%	Materials

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Spotless Management - Investing Ideas - Simply Wall St