As global trade and consumer expenditure expands, cardboard boxes remain a critical component of the product value chain. Leading box manufacturer, Smurfit Westrock, is well positioned in the packaging industry. We explore the factors behind their strong market share positions and operating resilience, along with analysing prospective merger synergies and favourable regional growth tailwinds.

Japan is the world’s most rapidly ageing society. As family-based care becomes more challenging for young people, institutional long-term care is emerging as a structural necessity within the country’s healthcare system. Charm Care is well positioned as a long-term residential care operator of scale, offering investors rare exposure to this fast-growing market.

UK-based Bytes Technology Group is a value-added reseller (VAR) that specialises in the sale of software, cloud services and cybersecurity products. We unpack the reseller model and its importance as a software distribution channel, and examine Bytes’ positioning within the sector and the opportunities shaping its growth outlook.

Daikin Industries is a global heating, ventilation and air conditioning (HVAC) product manufacturer with operations across six continents. Founded in 1924 in Japan as a maker of aircraft radiator tubes, the company has evolved into one of the few globally integrated HVAC manufacturers. It produces refrigerants for its own products and for sale to competitors.