In this edition, China's consumption push extends opportunities; AI investments stay strong, but US tariffs pose risks to other areas; value in travel sector elusive, even as penchant for trips persists; and ZTO Express, Nike, and Sodexo.

In this edition, market underestimating margin recovery for pathology providers; potash prices poised for rebound; GTA 6's delay steals some shine from Take-Two earnings; and Globant, Fortrea Holdings, and Boralex.

Coloplast is a leading global competitor in ostomy management and continence care. The firm designs, manufactures, and markets ostomy-care systems, disposable containment devices, paste, powder, seals, and intermittent catheters for continence care. Coloplast also maintains a tertiary presence in the urology and wound-care markets, where it manufactures and markets penile implants, slings for incontinence and prolapse, and wound dressings. The company derives more than 60% of sales from Europe, 24% from other developed countries, and 17% from the rest of the world.

Scor is the world’s fourth-largest reinsurer selling both nonlife and life reinsurance. Scor global life sells reinsurance on life protection and longevity reinsurance and offers financial solutions. Financial solutions provide liquidity, balance sheet, and solvency solutions to Scor’s clients and are typically used by insurers to stabilize earnings, optimise solvency, or fund growth. Scor global nonlife reinsures property that includes damage to assets and business interruption losses caused by fire or other perils, including natural catastrophes. Within motor reinsurance, Scor reinsures both property and damage and bodily injury. Casualty treaties are written to cover general liability, product liability, and personal indemnity. Scor global nonlife also sells specialty insurance.