Spotless Management

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

Results

125

22 new

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

125 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
MSFT New	US$491.65	-1.0%	-1.7%	US$3.7t	US$572.92	27.3	14.0%	0.7%	Software
2330	NT$2,450.00	2.5%	97.6%	NT$63.5t	NT$3,230.85	28.7	21.8%	1.1%	Semiconductors
AVGO New	US$364.38	-0.8%	-1.4%	US$1.8t	US$531.85	45.3	36.6%	0.7%	Semiconductors
A005930	₩269,000.00	7.6%	266.5%	₩1713.7t	₩480,294.53	11.8	32.7%	0.8%	Tech
AZN	UK£116.50	-2.7%	-2.2%	UK£180.7b	UK£156.61	23.4	13.8%	2.0%	Pharmaceuticals & Biotech
SAP	€182.86	0.8%	-18.3%	€209.9b	€207.77	27.1	11.7%	1.4%	Software
AIR	€196.34	-0.3%	4.1%	€155.4b	€230.96	26.2	14.4%	1.6%	Capital Goods
2308 New	NT$1,675.00	-4.8%	101.6%	NT$4.4t	NT$2,474.18	53.3	29.9%	0.7%	Tech
CMI	US$554.76	0.7%	36.9%	US$77.3b	US$757.02	28.1	18.5%	1.6%	Capital Goods
BA.	UK£18.99	-4.5%	3.6%	UK£53.8b	UK£23.43	25.4	11.8%	1.9%	Capital Goods
4519	JP¥6,418.00	-6.7%	-3.4%	JP¥10.6t	JP¥9,323.33	22.4	11.4%	2.1%	Pharmaceuticals & Biotech
GWO New	CA$89.63	-0.8%	64.1%	CA$81.9b	CA$94.00	18.1	6.3%	3.0%	Insurance
RHM	€1,012.40	-7.2%	-44.9%	€47.2b	€1,669.86	39.0	31.0%	1.1%	Capital Goods
HO	€225.70	-4.8%	-4.0%	€46.4b	€295.16	31.0	15.6%	1.7%	Capital Goods
PKO	zł118.32	3.6%	66.3%	zł147.9b	zł115.06	2.6	12.5%	5.2%	Banks
HAL	₹4,950.00	3.9%	8.1%	₹3.3t	₹5,467.88	35.5	13.0%	0.9%	Capital Goods
300476	CN¥229.95	3.3%	-32.0%	CN¥223.6b	CN¥416.68	45.0	54.4%	0.9%	Tech
EXPN	UK£27.55	-4.2%	-29.3%	UK£24.4b	UK£37.31	22.0	10.0%	1.9%	Commercial Services
500049 New	₹403.00	-0.7%	4.7%	₹2.9t	₹490.45	47.9	14.4%	0.6%	Capital Goods
ADS	€146.45	-2.1%	-17.9%	€25.5b	€200.65	18.4	15.5%	1.9%	Consumer Durables
HM B New	SEK 167.65	-2.4%	12.8%	SEK 267.6b	SEK 156.21	21.8	6.1%	4.2%	Retail
AMS New	€54.32	-3.9%	-20.6%	€22.8b	€68.36	17.4	10.1%	2.8%	Consumer Services
600487 New	CN¥63.91	-2.1%	205.1%	CN¥156.2b	CN¥77.92	37.3	33.7%	0.4%	Tech
PAAS	CA$73.01	2.4%	45.2%	CA$29.4b	CA$91.94	16.0	18.9%	1.4%	Materials

Page 1 of 4

Spotless Management - Investing Ideas - Simply Wall St