Spotless Management

Results

118

24 new

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

118 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$481.40	-3.1%	-4.5%	US$3.6t	US$569.56	26.7	14.2%	0.8%	Software
	2330	NT$2,375.00	-2.5%	106.5%	NT$61.6t	NT$3,229.33	27.8	21.8%	1.2%	Semiconductors
	AVGO New	US$364.24	-12.8%	25.8%	US$1.7t	US$527.88	59.1	33.7%	0.7%	Semiconductors
	A005930	₩271,000.00	1.1%	283.9%	₩1715.8t	₩470,155.64	11.9	31.7%	0.8%	Tech
	AZN	UK£120.88	3.2%	0.3%	UK£187.5b	UK£156.01	24.5	13.7%	1.9%	Pharmaceuticals & Biotech
	SAP	€185.64	5.9%	-20.0%	€214.8b	€204.81	27.5	11.7%	1.3%	Software
	ALV New	€438.30	0.1%	16.9%	€164.4b	€429.65	14.2	4.0%	3.9%	Insurance
	AIR	€204.80	-3.8%	13.2%	€162.1b	€230.96	27.3	14.7%	1.6%	Capital Goods
	GLW New	US$151.45	-4.5%	133.4%	US$131.3b	US$191.40	68.7	28.3%	0.7%	Tech
	CMI	US$593.24	-6.1%	50.5%	US$83.8b	US$761.02	30.1	18.5%	1.5%	Capital Goods
	BA.	UK£21.45	-4.1%	21.9%	UK£60.7b	UK£23.43	28.7	11.8%	1.7%	Capital Goods
	4519	JP¥7,101.00	-1.0%	12.7%	JP¥11.7t	JP¥9,350.00	24.8	12.1%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,162.20	-0.2%	-27.7%	€54.2b	€1,679.38	44.8	30.5%	1.0%	Capital Goods
	HO New	€256.10	-4.7%	10.7%	€52.6b	€295.16	35.2	15.6%	1.5%	Capital Goods
	GWO	CA$88.10	-3.7%	59.8%	CA$80.3b	CA$93.75	17.8	5.8%	3.0%	Insurance
	600183 New	CN¥126.28	-10.9%	184.1%	CN¥306.7b	CN¥168.95	59.1	29.4%	1.3%	Tech
	PKO New	zł113.70	3.9%	35.8%	zł142.1b	zł113.70	2.5	11.9%	5.4%	Banks
	300476	CN¥253.45	-6.6%	17.3%	CN¥242.6b	CN¥449.85	53.2	51.3%	0.8%	Tech
	EXPN	UK£29.66	5.5%	-22.9%	UK£26.2b	UK£37.17	23.8	10.0%	1.7%	Commercial Services
	HAL	₹4,998.00	1.1%	11.7%	₹3.3t	₹5,450.96	35.9	13.0%	0.9%	Capital Goods
	STLD	US$219.00	-15.9%	74.1%	US$33.1b	US$272.64	19.5	17.6%	1.0%	Materials
	500049 New	₹408.70	-0.8%	9.2%	₹3.0t	₹490.45	48.6	14.4%	0.6%	Capital Goods
	ADS	€151.00	-5.2%	-10.5%	€26.4b	€202.72	19.0	15.7%	1.9%	Consumer Durables
	BAP	US$370.21	-1.3%	47.4%	US$29.3b	US$422.77	2.6	13.6%	4.0%	Banks

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Spotless Management - Investing Ideas - Simply Wall St