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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?
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How Far Might the Pendulum Swing?
The major utility-centric indices (Philadelphia UTY, Spider ETF XLU, and S&P Electrics) are up about 19.0% year to date
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Category: research Research
Data Center IT Survey & Key 2016 Storage Trends
For this, the first edition of Mi-Tech's IT data center survey, we take a look at what we plan to be a bi-annual survey of the IT industry supply chain to gauge storage and technology capex trends driving the future data center roadmap
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Has "Adjusted EPS" Become Too Adjusted? The SEC Thinks So
The SEC is more focused on the excessive use of non-GAAP reporting measures given the recent C&DIs on the subject, and so are we
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The Search for Healthcare REIT Alpha; Upgrading CCP, Lowering LTC
Following investor meetings with CCP, we are making a rating switch by upgrading CCP to Buy from Neutral and downgrading LTC to Neutral from Buy
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Category: research Research
Autos: Global 2016 YTD Sales Up; Strength in China Positive for NXPI, CY & ON
We take a look at the June auto sales around the world