ASMPT Limited

A top-tier grower that's turning around. 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 24%/yr over the next 3 years, ahead of most of the market. The one thing to watch: revenue has shrunk over the past 3 years.

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The strongest point: strong recent results. The one thing to watch: the stock is underperforming over the past month and over three months.

A fairly-priced stock. A mix of reasonable multiples and yields without extreme cheapness. Can work in diversified value portfolios, but not a standout bargain. The strongest point: its current P/E of 16x is 34% below its own 24x historical median P/E. The one thing to watch: earnings multiples are not the cheap part.

A middle-of-the-pack business on quality. Margins, returns and balance sheet sit around the market average. Workable, but not a standout on business quality. The strongest point: it carries net cash rather than net debt, better than 90% of companies worldwide. The one thing to watch: margins are only average.