- 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$3.2t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$428.05
7D
0.2%
1Y
-8.5%
Taiwan Semiconductor Manufacturing
Market Cap: NT$61.8t
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$2,350.00
7D
-0.2%
1Y
136.2%
Samsung Electronics
Market Cap: ₩2231.5t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩333,750.00
7D
5.3%
1Y
464.7%
AstraZeneca
Market Cap: UK£210.2b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£135.54
7D
-1.3%
1Y
26.7%
Gilead Sciences
Market Cap: US$160.2b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$129.18
7D
-5.2%
1Y
16.9%
Chugai Pharmaceutical
Market Cap: JP¥12.5t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,548.00
7D
-4.4%
1Y
-0.9%
Rheinmetall
Market Cap: €55.4b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,190.20
7D
-7.3%
1Y
-36.8%
Thales
Market Cap: €47.3b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€230.00
7D
-4.0%
1Y
-15.6%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥359.4b
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%
Lenovo Group
Market Cap: HK$310.1b
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£23.4b
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£26.10
7D
1.4%
1Y
-31.5%
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 264.7b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 165.75
7D
0.6%
1Y
20.6%
Amadeus IT Group
Market Cap: €22.8b
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
€54.00
7D
1.7%
1Y
-27.5%
Sociedad Química y Minera de Chile
Market Cap: US$22.4b
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$77.69
7D
-7.6%
1Y
140.5%
Sieyuan Electric
Market Cap: CN¥150.9b
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%
Ningbo Deye Technology Group
Market Cap: CN¥142.9b
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%
Coca-Cola HBC
Market Cap: UK£15.4b
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£42.36
7D
-1.0%
1Y
8.5%
Southwest Airlines
Market Cap: US$20.0b
Operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally.
LUV
US$41.31
7D
-4.6%
1Y
27.3%
National Atomic Company Kazatomprom JSC
Market Cap: US$9.5t
Explores for, produces, processes, markets, and sells uranium and uranium related products.
KAP
US$74.10
7D
-0.4%
1Y
81.0%
Vodacom Group
Market Cap: R294.1b
Provides communications products and services.
VOD
R152.23
7D
0%
1Y
11.7%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩26.8t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩377,000.00
7D
-10.9%
1Y
18.2%
Logitech International
Market Cap: CHF 13.4b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 93.68
7D
6.8%
1Y
34.3%
Kaspi.kz
Market Cap: US$16.3b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$83.41
7D
-10.1%
1Y
-1.6%
Zhongjin GoldLtd
Market Cap: CN¥109.3b
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%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥108.6b
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%
CVC Capital Partners
Market Cap: €13.6b
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
€12.93
7D
-4.9%
1Y
-20.2%
Zhejiang Juhua
Market Cap: CN¥103.2b
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%
Eastroc Beverage (Group)
Market Cap: CN¥101.7b
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%
Xiamen TungstenLtd
Market Cap: CN¥101.2b
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%
Guangzhou Tinci Materials Technology
Market Cap: CN¥100.2b
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%
Emaar Development PJSC
Market Cap: د.إ54.3b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ13.82
7D
-4.3%
1Y
6.3%
Endeavour Mining
Market Cap: CA$19.1b
Operates as a gold mining company in West Africa.
EDV
CA$79.31
7D
-3.5%
1Y
80.4%
WT Microelectronics
Market Cap: NT$357.9b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$281.00
7D
-2.6%
1Y
121.3%
Orion Oyj
Market Cap: €9.7b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€69.15
7D
-2.5%
1Y
10.9%
Harmony Gold Mining
Market Cap: R174.5b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R279.32
7D
-5.7%
1Y
7.2%