Spotless Management

Results

105

11 new

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

105 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT	US$393.82	0.7%	-22.8%	US$2.9t	US$558.21	23.4	13.8%	0.9%	Software
	2330	NT$2,320.00	-4.9%	101.7%	NT$60.2t	NT$3,075.71	27.1	20.1%	0.9%	Semiconductors
	AVGO New	US$370.83	-3.4%	28.7%	US$1.8t	US$524.51	60.2	33.5%	0.7%	Semiconductors
	A005930	₩244,000.00	-4.1%	259.9%	₩1544.5t	₩492,536.72	19.3	37.0%	0.9%	Tech
	AZN	UK£123.80	-1.8%	21.0%	UK£195.3b	UK£157.62	24.9	13.3%	1.9%	Pharmaceuticals & Biotech
	300750 New	CN¥376.43	4.8%	34.6%	CN¥1.8t	CN¥560.15	21.9	16.7%	2.1%	Capital Goods
	SAP	€138.26	-1.7%	-47.5%	€161.0b	€206.04	22.1	14.8%	1.8%	Software
	GILD	US$134.28	2.2%	24.0%	US$166.7b	US$158.30	18.1	20.2%	2.4%	Pharmaceuticals & Biotech
	601138 New	CN¥56.50	-10.4%	109.1%	CN¥1.1t	CN¥90.43	27.6	30.4%	2.3%	Tech
	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£18.75	1.5%	-1.3%	UK£53.3b	UK£22.91	25.8	11.8%	1.9%	Capital Goods
	603259 New	CN¥124.22	3.3%	50.1%	CN¥370.4b	CN¥150.47	19.4	11.1%	1.6%	Pharmaceuticals & Biotech
	HO	€223.90	1.3%	-9.2%	€45.8b	€288.44	27.5	11.8%	1.7%	Capital Goods
	RHM	€990.00	1.1%	-45.5%	€45.8b	€1,697.85	43.9	30.6%	1.2%	Capital Goods
	2327	NT$630.00	-22.8%	391.2%	NT$1.3t	NT$1,070.17	49.6	26.3%	1.0%	Tech
	STLD	US$235.51	0.6%	75.1%	US$34.0b	US$271.33	24.8	23.8%	0.9%	Materials
	992	HK$21.42	-8.1%	110.0%	HK$265.7b	HK$27.41	17.7	19.9%	2.0%	Tech
	FSR New	R96.46	-0.1%	27.2%	R544.1b	R104.78	12.2	15.9%	5.4%	Diversified Financials
	EXPN	UK£27.62	3.4%	-31.8%	UK£24.2b	UK£37.06	22.0	10.0%	1.9%	Commercial Services
	300476	CN¥224.11	-17.9%	42.0%	CN¥215.7b	CN¥449.85	47.1	51.3%	0.9%	Tech
	HAL	₹4,491.00	-0.4%	-5.5%	₹3.0t	₹5,165.96	32.9	12.3%	1.0%	Capital Goods
	FRES	UK£24.57	-4.0%	64.1%	UK£18.0b	UK£34.87	17.6	13.1%	3.9%	Materials
	AMS	€49.88	-0.1%	-29.0%	€21.1b	€67.21	15.8	9.0%	3.1%	Consumer Services
	MTX	€334.10	-5.5%	-13.6%	€18.4b	€396.55	18.1	8.8%	1.1%	Capital Goods

Page 1 of 3