Spotless Management

Results

103

24 new

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

103 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$487.65	24.0%	-7.6%	US$3.6t	US$562.73	27.1	14.2%	0.7%	Software
	2330	NT$2,320.00	1.8%	101.7%	NT$60.2t	NT$3,117.61	27.1	21.2%	0.9%	Semiconductors
	A005930	₩240,000.00	9.1%	243.3%	₩1527.6t	₩471,908.19	10.5	32.3%	0.9%	Tech
	300750 New	CN¥395.10	1.1%	48.7%	CN¥1.9t	CN¥564.17	21.4	16.4%	2.1%	Capital Goods
	AZN	UK£117.40	-9.3%	4.6%	UK£178.4b	UK£157.22	23.4	13.8%	2.0%	Pharmaceuticals & Biotech
	SAP	€167.84	5.4%	-32.0%	€190.0b	€201.55	24.8	11.5%	1.5%	Software
	AIR New	€214.10	1.0%	22.2%	€164.6b	€229.74	28.5	14.7%	1.5%	Capital Goods
	GILD	US$135.27	0.7%	20.3%	US$162.8b	US$157.15	18.2	20.3%	2.4%	Pharmaceuticals & Biotech
	CMI	US$635.96	-0.9%	70.4%	US$89.5b	US$754.86	32.3	19.3%	1.3%	Capital Goods
	BA.	UK£21.84	7.9%	18.8%	UK£60.7b	UK£23.27	29.3	11.7%	1.7%	Capital Goods
	4519	JP¥6,680.00	-4.6%	-9.2%	JP¥11.0t	JP¥9,686.67	23.3	12.2%	2.0%	Pharmaceuticals & Biotech
	RHM	€1,201.00	10.5%	-32.1%	€54.7b	€1,697.85	53.2	30.1%	1.0%	Capital Goods
	GWO New	CA$92.94	1.1%	77.8%	CA$83.1b	CA$93.75	18.7	5.8%	2.9%	Insurance
	992	HK$25.16	7.4%	125.9%	HK$312.1b	HK$28.73	20.8	20.1%	1.7%	Tech
	STLD	US$265.18	2.1%	114.7%	US$37.0b	US$272.38	23.6	17.2%	0.8%	Materials
	2327	NT$566.00	0.5%	311.6%	NT$1.2t	NT$1,082.50	44.6	26.5%	1.1%	Tech
	EXPN	UK£28.60	-4.1%	-25.9%	UK£24.9b	UK£37.17	22.6	10.0%	1.8%	Commercial Services
	ADS New	€160.65	-11.3%	-3.4%	€28.7b	€202.27	20.2	15.8%	1.7%	Consumer Durables
	HAL	₹4,635.00	0.8%	1.2%	₹3.1t	₹5,165.96	34.0	12.3%	1.0%	Capital Goods
	500049 New	₹392.00	0.7%	1.4%	₹2.9t	₹489.61	46.6	14.2%	0.6%	Capital Goods
	300476	CN¥201.80	-4.0%	6.5%	CN¥194.1b	CN¥449.85	42.4	51.3%	1.0%	Tech
	CCH New	UK£48.26	-5.1%	23.0%	UK£17.8b	UK£48.57	21.8	10.4%	2.1%	Food, Beverage & Tobacco
	600176 New	CN¥36.19	-3.7%	192.1%	CN¥143.6b	CN¥59.05	37.6	28.8%	1.1%	Materials
	SQM	US$68.58	2.6%	89.8%	US$19.1b	US$84.78	24.0	20.7%	3.1%	Materials

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Spotless Management - Investing Ideas - Simply Wall St