Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Ohayo Japan | Biggest Drop Since 2022 and more

In today’s briefing:

  • Ohayo Japan | Biggest Drop Since 2022
  • # 33 India Insight: Paytm Collaborates with Axis, Gland Pharma Approval, Tata Consumer Right Issue
  • WTR Furniture/Furnishings 2H24 Industry Outlook


Ohayo Japan | Biggest Drop Since 2022

By Mark Chadwick

  • U.S. stocks plunged on Wednesday, driven by a 3.6% drop in the Nasdaq Composite
  • Canon Marketing Japan announced a tender offer to buy back up to 90 billion yen of its own
  • Furukawa Electric will build new plants in Japan and the Philippines to produce water-cooled systems for data centers

# 33 India Insight: Paytm Collaborates with Axis, Gland Pharma Approval, Tata Consumer Right Issue

By Sudarshan Bhandari

  • Paytm and Axis Bank collaborate to enhance POS solutions, integrating advanced card payment devices.
  • Gland Pharma and Zydus Lifesciences secure key USFDA approvals for new medications.
  • Tata Consumer announces a Rs 3,000 crore rights issue to bolster financial position and growth.

WTR Furniture/Furnishings 2H24 Industry Outlook

By Water Tower Research

  • Equity analysts spend most of their time trying to get a handle on what is going to happen over the next 12-24 months for the companies that they follow.
  • Much of the focus is on ‘the numbers’. But sometimes it’s useful to pause and take some time to think about the big picture factors that could affect the industries and companies we care about.
  • In this industry report, we talk about five of the current themes and one trend we have been thinking about, with an eye on how they may affect the furniture and furnishings industries (both residential and contract/commercial) going forward

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