- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
100
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
100 companies
Microsoft
Market Cap: US$3.2t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$416.67
7D
-7.5%
1Y
-11.4%
Taiwan Semiconductor Manufacturing
Market Cap: NT$61.3t
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$2,365.00
7D
0.4%
1Y
137.7%
Samsung Electronics
Market Cap: ₩2092.7t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩329,000.00
7D
3.8%
1Y
456.7%
AstraZeneca
Market Cap: UK£214.9b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£138.58
7D
0.4%
1Y
28.5%
Gilead Sciences
Market Cap: US$160.4b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$129.00
7D
-4.0%
1Y
14.7%
Chugai Pharmaceutical
Market Cap: JP¥12.4t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,554.00
7D
-4.3%
1Y
-0.9%
Rheinmetall
Market Cap: €56.3b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,209.80
7D
-6.5%
1Y
-32.3%
Thales
Market Cap: €47.8b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€232.40
7D
-3.0%
1Y
-11.1%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥330.7b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥338.90
7D
-8.0%
1Y
238.2%
Steel Dynamics
Market Cap: US$39.9b
Operates as a steel producer and metal recycler in the United States.
STLD
US$268.50
7D
3.2%
1Y
101.0%
Lenovo Group
Market Cap: HK$308.6b
An investment holding company, develops, manufactures, and markets technology products and services.
992
HK$24.88
7D
3.7%
1Y
172.5%
Experian
Market Cap: UK£23.5b
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£26.20
7D
1.8%
1Y
-30.5%
Hindustan Aeronautics
Market Cap: ₹2.8t
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
₹4,216.90
7D
-2.0%
1Y
-15.5%
H & M Hennes & Mauritz
Market Cap: SEK 265.6b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 166.30
7D
1.3%
1Y
21.0%
Amadeus IT Group
Market Cap: €22.7b
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
€53.68
7D
-1.9%
1Y
-28.4%
Credicorp
Market Cap: US$25.9b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$322.50
7D
-5.9%
1Y
48.2%
Sociedad Química y Minera de Chile
Market Cap: US$22.2b
Produces and sells specialty plant nutrients, and iodine and its derivatives in Chile, Latin America, the Caribbean, Europe, North America, Asia, and internationally.
SQM
US$75.43
7D
-12.2%
1Y
130.3%
Coca-Cola HBC
Market Cap: UK£15.7b
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£42.94
7D
0.7%
1Y
10.2%
Sieyuan Electric
Market Cap: CN¥138.9b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥177.49
7D
-12.2%
1Y
142.2%
Southwest Airlines
Market Cap: US$20.2b
Operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally.
LUV
US$41.54
7D
-3.3%
1Y
24.1%
Ningbo Deye Technology Group
Market Cap: CN¥133.6b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥104.91
7D
-9.3%
1Y
146.9%
Vodacom Group
Market Cap: R294.1b
Provides communications products and services.
VOD
R150.68
7D
-1.0%
1Y
10.6%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩26.8t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩379,000.00
7D
-10.4%
1Y
18.8%
Logitech International
Market Cap: CHF 13.1b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 91.48
7D
-3.6%
1Y
30.1%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥109.0b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.94
7D
2.5%
1Y
59.1%
Zhongjin GoldLtd
Market Cap: CN¥107.6b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥22.20
7D
-1.0%
1Y
56.3%
Kaspi.kz
Market Cap: US$15.9b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$81.17
7D
-10.2%
1Y
-5.5%
Zhejiang Juhua
Market Cap: CN¥106.0b
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¥39.27
7D
18.9%
1Y
45.6%
CVC Capital Partners
Market Cap: €13.4b
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
€12.79
7D
-6.9%
1Y
-22.0%
Emaar Development PJSC
Market Cap: د.إ55.8b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ13.96
7D
-3.3%
1Y
7.4%
Guangzhou Tinci Materials Technology
Market Cap: CN¥98.6b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥48.62
7D
-6.6%
1Y
182.3%
Xiamen TungstenLtd
Market Cap: CN¥98.0b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥61.73
7D
13.5%
1Y
205.9%
Eastroc Beverage (Group)
Market Cap: CN¥98.0b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥134.39
7D
-5.7%
1Y
-46.9%
Endeavour Mining
Market Cap: CA$19.2b
Operates as a gold mining company in West Africa.
EDV
CA$72.71
7D
-15.8%
1Y
71.7%
Orion Oyj
Market Cap: €9.8b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€69.85
7D
-2.4%
1Y
11.5%
WT Microelectronics
Market Cap: NT$356.6b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$281.00
7D
-2.6%
1Y
121.3%