Yangzhou Yangjie Electronic Technology Co., Ltd.

A top-tier grower that's speeding up. Top-tier growth across the board with the forward pace exceeding the past. A textbook fit for aggressive growth and quality-growth strategies. The strongest point: revenue is set to grow 25%/yr over the next 3 years, ahead of most of the market.

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The strongest point: strong long-term results. The one thing to watch: the one-year trend is weak.

A fairly-priced stock. Neither multiples nor yields stand out strongly. Value investors may want to wait for a better entry or look elsewhere. The strongest point: its current P/E of 26x is 27% below its own 36x historical median P/E. The one thing to watch: EV/EBITDA is rich.

A genuinely high-quality business. Profitability and capital efficiency rank well above the market. A solid quality holding, with one or two softer spots to watch. The strongest point: best on EBITDA margin at 27%, better than 60% of companies worldwide. The one thing to watch: the free cash flow yield is thin.