Spotless Management

Results

108

12 new

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

108 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$393.82	2.3%	-22.8%	US$2.9t	US$558.21	23.4	13.8%	0.9%	Software
	2330	NT$2,290.00	-5.2%	98.3%	NT$59.4t	NT$3,064.29	26.8	20.0%	1.0%	Semiconductors
	AVGO New	US$370.83	-7.3%	30.9%	US$1.8t	US$524.51	60.2	33.5%	0.7%	Semiconductors
	A005930	₩255,000.00	-10.5%	280.0%	₩1610.2t	₩492,536.72	20.1	37.0%	0.9%	Tech
	AZN	UK£125.94	-1.9%	22.3%	UK£195.3b	UK£157.60	25.3	13.3%	1.8%	Pharmaceuticals & Biotech
	300750 New	CN¥360.00	3.2%	32.7%	CN¥1.7t	CN¥560.15	20.9	16.7%	2.2%	Capital Goods
	SAP	€137.92	0.2%	-47.8%	€161.0b	€206.04	22.0	14.8%	1.8%	Software
	GILD	US$134.28	3.4%	24.1%	US$166.7b	US$158.30	18.1	20.2%	2.4%	Pharmaceuticals & Biotech
	4519	JP¥7,325.00	-0.9%	4.6%	JP¥12.1t	JP¥9,853.33	26.7	12.4%	1.8%	Pharmaceuticals & Biotech
	BA.	UK£18.80	1.6%	-3.1%	UK£53.3b	UK£22.91	25.8	11.8%	1.9%	Capital Goods
	HO	€223.10	-0.09%	-10.9%	€45.8b	€288.44	27.4	11.8%	1.7%	Capital Goods
	RHM	€984.20	-0.8%	-46.4%	€45.8b	€1,697.85	43.6	30.6%	1.2%	Capital Goods
	603259 New	CN¥117.89	-4.4%	42.7%	CN¥353.2b	CN¥150.47	18.4	11.1%	1.6%	Pharmaceuticals & Biotech
	2327	NT$699.00	-22.3%	446.1%	NT$1.4t	NT$1,070.17	55.1	26.3%	0.9%	Tech
	ADS	€181.10	-0.4%	-12.0%	€31.6b	€207.59	23.0	15.2%	1.5%	Consumer Durables
	300476	CN¥241.50	-11.2%	49.0%	CN¥231.2b	CN¥449.85	50.7	51.8%	0.8%	Tech
	STLD	US$235.51	3.1%	78.9%	US$34.0b	US$271.33	24.8	23.8%	0.9%	Materials
	992	HK$21.42	-12.5%	111.2%	HK$265.7b	HK$27.41	17.7	19.9%	2.0%	Tech
	FSR New	R97.76	0.9%	27.5%	R544.1b	R104.78	12.4	15.9%	5.3%	Diversified Financials
	EXPN	UK£27.19	3.9%	-33.5%	UK£24.2b	UK£37.40	21.7	10.0%	1.9%	Commercial Services
	HAL	₹4,500.70	-0.1%	-3.2%	₹3.0t	₹5,165.96	33.0	12.3%	1.0%	Capital Goods
	HM B	SEK 164.55	-0.9%	18.3%	SEK 262.7b	SEK 155.02	21.4	6.2%	4.3%	Retail
	FRES	UK£24.42	-7.4%	69.0%	UK£18.0b	UK£35.48	17.5	13.1%	3.9%	Materials
	AMS	€49.94	-1.6%	-29.2%	€21.1b	€67.21	15.8	9.0%	3.1%	Consumer Services

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