- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
98
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
98 companies
Microsoft
Market Cap: US$3.1t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$426.99
7D
1.9%
1Y
-6.9%
Taiwan Semiconductor Manufacturing
Market Cap: NT$61.1t
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$2,355.00
7D
4.4%
1Y
143.5%
Samsung Electronics
Market Cap: ₩2015.8t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩317,000.00
7D
8.4%
1Y
464.1%
AstraZeneca
Market Cap: UK£213.0b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£138.02
7D
-0.8%
1Y
28.7%
Gilead Sciences
Market Cap: US$166.0b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$136.22
7D
4.4%
1Y
22.6%
Chugai Pharmaceutical
Market Cap: JP¥13.0t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,892.00
7D
-2.4%
1Y
4.1%
Thales
Market Cap: €49.2b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€239.50
7D
4.3%
1Y
-10.4%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥362.1b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥368.52
7D
-1.9%
1Y
326.1%
Lenovo Group
Market Cap: HK$297.7b
An investment holding company, develops, manufactures, and markets technology products and services.
992
HK$24.00
7D
52.4%
1Y
165.5%
Steel Dynamics
Market Cap: US$37.2b
Operates as a steel producer and metal recycler in the United States.
STLD
US$260.75
7D
12.5%
1Y
108.4%
Experian
Market Cap: UK£23.1b
Operates as a data and technology company in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific.
EXPN
UK£25.73
7D
-0.7%
1Y
-30.3%
Hindustan Aeronautics
Market Cap: ₹2.9t
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
₹4,303.80
7D
-1.5%
1Y
-13.5%
H & M Hennes & Mauritz
Market Cap: SEK 263.2b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 164.15
7D
0.3%
1Y
19.6%
Credicorp
Market Cap: US$27.7b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$341.50
7D
-0.7%
1Y
62.8%
Amadeus IT Group
Market Cap: €22.4b
Operates as a transaction processor for the travel and tourism industry in Europe, Central and South America, the Middle East, Africa, and Asia Pacific.
AMS
€54.74
7D
6.4%
1Y
-25.4%
Pan American Silver
Market Cap: CA$31.1b
Engages in the exploration, mine development, extraction, processing, refining, and reclamation of mines in Chile, Peru, Brazil, Mexico, Canada, Argentina, Bolivia, and Guatemala.
PAAS
CA$76.16
7D
0.8%
1Y
127.9%
Coca-Cola HBC
Market Cap: UK£15.6b
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£42.64
7D
-0.3%
1Y
10.4%
National Atomic Company Kazatomprom JSC
Market Cap: US$9.8t
Explores for, produces, processes, markets, and sells uranium and uranium related products.
KAP
US$72.30
7D
4.2%
1Y
89.8%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩29.9t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩423,000.00
7D
0.5%
1Y
33.6%
Vodacom Group
Market Cap: R297.5b
Provides communications products and services.
VOD
R152.23
7D
0.4%
1Y
10.5%
Kaspi.kz
Market Cap: US$17.7b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$92.80
7D
2.0%
1Y
14.3%
CVC Capital Partners
Market Cap: €14.3b
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
€13.74
7D
5.4%
1Y
-16.1%
Logitech International
Market Cap: CHF 12.6b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 94.90
7D
8.6%
1Y
38.7%
Zhongjin GoldLtd
Market Cap: CN¥108.7b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥22.42
7D
-3.7%
1Y
60.7%
Emaar Development PJSC
Market Cap: د.إ57.8b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ14.44
7D
4.2%
1Y
8.2%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥106.4b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.58
7D
1.2%
1Y
58.8%
Guangzhou Tinci Materials Technology
Market Cap: CN¥105.6b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥52.03
7D
-10.4%
1Y
208.8%
Futu Holdings
Market Cap: US$15.5b
Engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.
FUTU
US$104.91
7D
-15.3%
1Y
-2.3%
Eastroc Beverage (Group)
Market Cap: CN¥103.7b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥142.44
7D
-1.5%
1Y
-42.1%
Endeavour Mining
Market Cap: CA$19.7b
Operates as a gold mining company in West Africa.
EDV
CA$82.18
7D
2.1%
1Y
95.6%
Zhejiang Juhua
Market Cap: CN¥89.1b
Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.
600160
CN¥33.02
7D
-7.9%
1Y
24.9%
Xiamen TungstenLtd
Market Cap: CN¥86.3b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥54.37
7D
4.5%
1Y
180.3%
WT Microelectronics
Market Cap: NT$366.1b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$288.50
7D
-0.2%
1Y
132.7%
Orion Oyj
Market Cap: €10.0b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€71.60
7D
0.5%
1Y
19.8%
Harmony Gold Mining
Market Cap: R186.1b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R296.11
7D
7.8%
1Y
15.8%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$14.3b
An investment holding company, engages in shipbuilding activities in the Greater China, Canada, Japan, Italy, Greece, France, Bulgaria, United Kingdom, Singapore, Denmark, Switzerland, and internationally.
BS6
S$3.64
7D
-3.7%
1Y
71.7%