Spotless Management

Results

112

26 new

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

112 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$487.31	1.4%	-3.4%	US$3.6t	US$569.45	27.1	14.1%	0.7%	Software
	2330	NT$2,400.00	0.8%	104.3%	NT$62.2t	NT$3,229.33	28.1	21.8%	1.2%	Semiconductors
	AVGO New	US$358.76	-8.6%	21.9%	US$1.8t	US$526.30	58.2	33.7%	0.7%	Semiconductors
	A005930	₩257,000.00	-4.3%	265.6%	₩1637.7t	₩470,155.64	11.3	31.7%	0.9%	Tech
	AZN	UK£124.76	5.7%	5.1%	UK£187.8b	UK£156.01	25.3	13.8%	1.9%	Pharmaceuticals & Biotech
	SAP	€185.50	1.6%	-20.0%	€216.1b	€205.77	27.5	11.7%	1.3%	Software
	ALV New	€450.00	1.8%	23.5%	€167.1b	€433.14	14.5	3.9%	3.8%	Insurance
	AIR	€204.55	-2.5%	13.7%	€160.4b	€230.96	27.3	14.7%	1.6%	Capital Goods
	GLW New	US$145.55	-16.0%	118.0%	US$129.1b	US$191.40	66.0	28.3%	0.8%	Tech
	BA.	UK£20.98	-5.7%	18.4%	UK£59.4b	UK£23.43	28.1	11.8%	1.7%	Capital Goods
	CMI	US$571.62	-10.8%	44.3%	US$80.9b	US$757.02	29.0	18.5%	1.5%	Capital Goods
	4519	JP¥6,950.00	1.5%	15.6%	JP¥11.4t	JP¥9,350.00	24.3	12.1%	1.9%	Pharmaceuticals & Biotech
	RHM	€1,118.40	-7.9%	-31.6%	€52.5b	€1,679.38	43.1	30.5%	1.0%	Capital Goods
	HO New	€250.00	-6.0%	11.0%	€51.6b	€295.16	34.3	15.6%	1.6%	Capital Goods
	GWO	CA$89.16	-2.9%	62.3%	CA$79.4b	CA$93.75	18.0	5.8%	3.0%	Insurance
	600183 New	CN¥129.00	-7.5%	166.5%	CN¥313.3b	CN¥171.61	60.3	29.5%	1.2%	Tech
	PKO New	zł113.52	3.3%	52.8%	zł141.4b	zł113.70	2.5	11.9%	5.4%	Banks
	EXPN	UK£30.09	4.7%	-21.0%	UK£26.2b	UK£36.82	24.2	10.0%	1.7%	Commercial Services
	300476	CN¥244.99	-9.1%	10.9%	CN¥235.3b	CN¥449.85	51.4	51.3%	0.8%	Tech
	HAL	₹4,900.00	-3.9%	11.8%	₹3.3t	₹5,450.96	35.2	13.0%	0.9%	Capital Goods
	ADS	€152.60	-1.4%	-9.0%	€27.0b	€202.72	19.2	15.7%	1.8%	Consumer Durables
	BAP	US$379.74	0.4%	50.7%	US$30.1b	US$422.68	2.7	13.6%	3.9%	Banks
	600176 New	CN¥39.79	-11.4%	189.0%	CN¥157.9b	CN¥61.25	34.8	31.0%	1.7%	Materials
	PAAS	CA$74.15	11.0%	64.6%	CA$30.5b	CA$92.29	16.2	18.9%	1.3%	Materials

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Spotless Management - Investing Ideas - Simply Wall St