SCREEN Holdings 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 19%/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: magnificent long-term results. The one thing to watch: the stock is underperforming over the past month and over three months.

A genuinely cheap stock. Forward P/E, EV multiples, and book value all screen attractive versus the market. A textbook fit for pure value and smart-value strategies. The strongest point: today it trades at 10x forward earnings, cheaper than 70% of companies worldwide. The one thing to watch: free cash flow yield is only average.

A genuinely high-quality business. High margins and strong returns on capital, with a clean balance sheet. A core fit for quality and quality-growth strategies. The strongest point: margins are even across the P&L, with a net margin of 15%, better than 60% of companies worldwide.