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Category: research Research
Physician Services Earnings Preview
We think the physician services group could meet 3Q16 consensus estimates, which should be a positive event given negative investor sentiment and the weakness in the stocks since 2Q earnings
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US REITs: Retail Assets on Strong Footing in Oahu; Tourism the Key Driver
The Honolulu MSA continues to thrive, supported by a vibrant tourism industry that is undisturbed by the recent currency fluctuations that have slowed other US tourist destinations
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Category: market-trends Market Trends
Thought Leaders: Mizuho Hosts Exclusive Silicon Valley Seminar
Despite – or perhaps because of – ongoing advances, the opportunity for disruption across key technology sectors remains ripe
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Category: perspectives Perspectives
Corporate Corner: Despite Modest Rise in Leverage, Corporates Remain Well Placed to Navigate and Capitalize on Volatile Market Backdrop
It is not every day that notable investors come out of retirement to establish short positions, Wall Street strategists give “throw in the towel” advice to their clients, hedge fund managers tell their investors to sell everything except for Gold, and presidential candidates and central bankers alike are warning about developing asset bubbles.
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Category: research Research
Semiconductors: Is 4G growth in China Slowing? Or....
4G smartphone shipments in China for August were up 9% y/y, but a look at the trend shows 4G shipment growth slowing y/y
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Category: market-trends Market Trends
Japanese Bond Investor Flows and Thoughts
Japanese investors are currently the second largest holders of foreign bonds in the world after the US, according to IMF data
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Thought Leaders: Mizuho Healthcare Services Team Questions Whether Companies Have Over-Adjusted Earnings
Are adjusted earnings too adjusted? According to Mizuho, the lines are uncomfortably blurred to say the least
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Category: market-trends Market Trends
Get Ready for the Bot Invasion
The technology world is abuzz about “bots.” Or, at least, they have increasingly become an area of focus and funding, according to Mizuho analysts Neil Doshi and San Phan after attending the MobileBeat “Bot” Conference in San Francisco this July
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Global REITs: Sparkling But Not Too Bubbly
REITs have had a great run globally but can the party go on? Is this a bubble in the making?