- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
96
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
96 companies
Microsoft
Market Cap: US$2.8t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$372.97
7D
1.5%
1Y
-25.0%
Taiwan Semiconductor Manufacturing
Market Cap: NT$60.7t
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$2,340.00
7D
-2.9%
1Y
116.7%
Samsung Electronics
Market Cap: ₩2161.7t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩339,500.00
7D
-4.1%
1Y
458.4%
AstraZeneca
Market Cap: UK£222.1b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£143.18
7D
7.7%
1Y
41.5%
SAP
Market Cap: €157.8b
Provides enterprise application and business solutions worldwide.
SAP
€135.14
7D
2.2%
1Y
-47.7%
Gilead Sciences
Market Cap: US$158.8b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$127.88
7D
2.4%
1Y
15.3%
Delta Electronics
Market Cap: NT$4.7t
Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.
2308
NT$1,810.00
7D
-15.8%
1Y
326.9%
Chugai Pharmaceutical
Market Cap: JP¥12.2t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,434.00
7D
-1.5%
1Y
-1.1%
BAE Systems
Market Cap: UK£51.3b
Provides defense, aerospace, and security solutions in the United States, the United Kingdom, the Middle East, Australia, Kingdom of Saudi Arabia, Europe, and internationally.
BA.
UK£18.08
7D
-0.2%
1Y
-4.2%
Thales
Market Cap: €44.5b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€216.50
7D
-4.3%
1Y
-13.3%
Rheinmetall
Market Cap: €44.1b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€946.60
7D
-20.4%
1Y
-47.3%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥311.5b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥319.55
7D
-13.4%
1Y
141.2%
Lenovo Group
Market Cap: HK$290.8b
An investment holding company, develops, manufactures, and markets technology products and services.
992
HK$23.44
7D
-1.4%
1Y
148.6%
Steel Dynamics
Market Cap: US$35.4b
Operates as a steel producer and metal recycler in the United States.
STLD
US$245.49
7D
-2.2%
1Y
91.8%
Hindustan Aeronautics
Market Cap: ₹2.9t
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
₹4,368.70
7D
-3.2%
1Y
-10.3%
Experian
Market Cap: UK£22.5b
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£25.20
7D
0.9%
1Y
-32.8%
Amadeus IT Group
Market Cap: €22.0b
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
€52.14
7D
1.6%
1Y
-27.1%
MTU Aero Engines
Market Cap: €19.3b
Engages in the development, manufacture, sale, and maintenance of commercial and military aircraft engines, and aero-derivative industrial gas turbines in Germany, other European countries, North America, Asia, and internationally.
MTX
€358.40
7D
6.1%
1Y
-5.0%
Sociedad Química y Minera de Chile
Market Cap: US$20.4b
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$71.59
7D
-9.0%
1Y
103.0%
Zhejiang Juhua
Market Cap: CN¥137.6b
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¥50.95
7D
15.5%
1Y
84.5%
Sieyuan Electric
Market Cap: CN¥137.0b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥175.12
7D
-7.9%
1Y
141.4%
Ningbo Deye Technology Group
Market Cap: CN¥122.8b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥96.49
7D
-6.5%
1Y
159.6%
Vodacom Group
Market Cap: R291.7b
Provides communications products and services in South Africa, Egypt, Kenya, and internationally.
VOD
R151.00
7D
2.4%
1Y
10.5%
Kaspi.kz
Market Cap: US$16.9b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$88.95
7D
4.9%
1Y
4.8%
Emaar Development PJSC
Market Cap: د.إ56.4b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ14.10
7D
-5.6%
1Y
6.4%
CVC Capital Partners
Market Cap: €13.2b
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
€12.56
7D
-3.5%
1Y
-27.7%
Guangzhou Tinci Materials Technology
Market Cap: CN¥101.5b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥50.01
7D
-3.1%
1Y
176.5%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥99.7b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥13.67
7D
5.6%
1Y
29.6%
Logitech International
Market Cap: CHF 11.3b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 78.78
7D
-8.9%
1Y
10.3%
Zhongjin GoldLtd
Market Cap: CN¥88.7b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥18.30
7D
-16.5%
1Y
26.5%
Endeavour Mining
Market Cap: CA$17.1b
Operates as a gold mining company in West Africa.
EDV
CA$70.54
7D
-7.5%
1Y
72.1%
Dangote Cement
Market Cap: ₦16.1t
Engages in the preparation, manufacturing, distribution, and sale of cement and related products in Nigeria.
DANGCEM
₦963.00
7D
-10.0%
1Y
118.9%
Orion Oyj
Market Cap: €9.9b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€70.00
7D
2.2%
1Y
9.6%
Rockchip Electronics
Market Cap: CN¥76.0b
Operates as a fabless IC design company focusing on Intelligent IoT in China.
603893
CN¥182.00
7D
0.7%
1Y
19.8%
Yangzijiang Shipbuilding (Holdings)
Market Cap: S$13.8b
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$3.50
7D
-5.1%
1Y
57.7%
Harmony Gold Mining
Market Cap: R161.5b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R258.49
7D
-1.1%
1Y
8.3%