- 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$3.1t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$412.67
7D
-2.0%
1Y
-9.8%
Taiwan Semiconductor Manufacturing
Market Cap: NT$59.6t
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$2,300.00
7D
5.3%
1Y
137.8%
Samsung Electronics
Market Cap: ₩1948.9t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩307,000.00
7D
11.2%
1Y
449.2%
AstraZeneca
Market Cap: UK£217.3b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£140.08
7D
0.4%
1Y
34.9%
Gilead Sciences
Market Cap: US$166.0b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$133.69
7D
2.3%
1Y
23.3%
Chugai Pharmaceutical
Market Cap: JP¥13.0t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,878.00
7D
-0.3%
1Y
5.1%
Thales
Market Cap: €47.9b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€233.20
7D
1.6%
1Y
-14.4%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥372.6b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥379.30
7D
13.5%
1Y
354.9%
Steel Dynamics
Market Cap: US$36.1b
Operates as a steel producer and metal recycler in the United States.
STLD
US$258.22
7D
13.1%
1Y
103.8%
Experian
Market Cap: UK£23.1b
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£25.80
7D
-1.9%
1Y
-30.3%
Hindustan Aeronautics
Market Cap: ₹3.0t
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
₹4,413.00
7D
2.0%
1Y
-12.1%
Lenovo Group
Market Cap: HK$235.7b
An investment holding company, develops, manufactures, and markets technology products and services.
992
HK$19.00
7D
43.9%
1Y
107.4%
H & M Hennes & Mauritz
Market Cap: SEK 264.4b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 165.45
7D
1.5%
1Y
19.9%
Credicorp
Market Cap: US$27.9b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$348.24
7D
4.5%
1Y
67.0%
Amadeus IT Group
Market Cap: €22.6b
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
€53.40
7D
1.2%
1Y
-27.0%
Sieyuan Electric
Market Cap: CN¥154.8b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥197.82
7D
-3.6%
1Y
173.3%
Coca-Cola HBC
Market Cap: UK£15.9b
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£43.60
7D
2.8%
1Y
10.8%
HD Korea Shipbuilding & Offshore Engineering
Market Cap: ₩31.1t
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
A009540
₩440,500.00
7D
10.4%
1Y
52.2%
National Atomic Company Kazatomprom JSC
Market Cap: US$9.0t
Explores for, produces, processes, markets, and sells uranium and uranium related products.
KAP
US$74.70
7D
9.9%
1Y
99.2%
Vodacom Group
Market Cap: R293.6b
Provides communications products and services.
VOD
R153.29
7D
0.2%
1Y
14.2%
Kaspi.kz
Market Cap: US$17.6b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$93.16
7D
1.4%
1Y
13.9%
Zhongjin GoldLtd
Market Cap: CN¥113.8b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥23.48
7D
0.7%
1Y
65.8%
CVC Capital Partners
Market Cap: €14.2b
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
€13.47
7D
5.2%
1Y
-17.7%
Guangzhou Tinci Materials Technology
Market Cap: CN¥108.5b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥53.46
7D
-7.8%
1Y
215.2%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥108.1b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥14.82
7D
0.6%
1Y
57.8%
Logitech International
Market Cap: CHF 12.4b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 86.56
7D
5.8%
1Y
23.5%
Emaar Development PJSC
Market Cap: د.إ57.8b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ14.44
7D
5.7%
1Y
7.0%
Futu Holdings
Market Cap: US$15.1b
Engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.
FUTU
US$110.22
7D
-11.6%
1Y
2.3%
Eastroc Beverage (Group)
Market Cap: CN¥101.3b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥139.10
7D
-6.6%
1Y
-41.9%
Endeavour Mining
Market Cap: CA$20.2b
Operates as a gold mining company in West Africa.
EDV
CA$81.51
7D
0.4%
1Y
89.9%
Zhejiang Juhua
Market Cap: CN¥95.0b
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¥35.20
7D
6.5%
1Y
37.5%
Xiamen TungstenLtd
Market Cap: CN¥81.9b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥51.56
7D
1.3%
1Y
165.8%
WT Microelectronics
Market Cap: NT$375.7b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$296.00
7D
6.1%
1Y
140.7%
Orion Oyj
Market Cap: €10.0b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€71.25
7D
0.1%
1Y
23.0%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$14.6b
An investment holding company, engages in shipbuilding activities in the Greater China, Canada, Japan, Italy, Greece, France, Bulgaria, United Kingdom, Singapore, Denmark, Switzerland, and internationally.
BS6
S$3.70
7D
-6.1%
1Y
78.7%
Harmony Gold Mining
Market Cap: R182.2b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R289.49
7D
1.8%
1Y
11.2%