Infographic: Drug Pricing Survey Results - 2016

December 7, 2016

We recently surveyed investors and corporates on drug pricing and reimbursement at our 2016 Global Mizuho Investors Conference in New York. Here are the results

Category: perspectives Perspectives

Nine Books to Add to Your Holiday Reading List from Mizuho Americas Leaders

December 6, 2016

Last year, more than 38 million Americans traveled during the holiday season, according to AAA – that's about one-tenth of the entire U.S. population!

Category: research Research

Thankful Thanksgiving + Black Friday eCommerce Sales

November 28, 2016

We believe that AMZN, EBAY, GOOGL should benefit from the strong start in eCommerce sales from Thanksgiving

Analysis of Politics & Data: Why You Should NOT Buy Hospitals

November 22, 2016

When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing

Mizuho Healthcare Team: Guide to Investing for Election 2016

November 7, 2016

Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes

Category: market-trends Market Trends

Corporate Corner: A Different Approach to Commercial Paper

November 4, 2016

Despite its size and importance for corporates, the commercial paper markets are typically a low profile corner of the capital markets and rarely get much press

Category: research Research

QCOM and NXPI: A Strategic Powerhouse for the Next Decade

October 28, 2016

QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32

Oil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q Earnings

October 24, 2016

After two weeks of meetings/calls with clients following our recent launch, we present our summary takeaways