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Category: research Research
Mizuho's 2016 E3 Guide for Gamers & Investors
Next week we will be joining the gaming world at E3 in Los Angeles. While some have claimed that this E3 will probably be uneventful, we believe that the focus will be around the quality of games, new IP, and new platforms like VR and eSports
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Category: research Research
A Global Analysis of the Apple Ecosystem: India's Not China, But AAPL's Still Tasty - Buy
After analyzing Apple's current situation and evaluating its potential in India, we think there are no easy solutions in the near-term
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Category: research Research
Mizuho Mobile Market Survey 3.0
In May 2016, we conducted our third mobile survey of U.S. smartphone users, and came away with some interesting takeaways
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Category: research Research
Retail & REIT Takeaways: Silver Lining for Retailers…Peaking Rents for Landlords?
We recently hosted a meeting with retail REIT expert Josh Podell of Podell Real Estate Advisors (PREA) to discuss trends (positive and negative) facing retailers and their retail REIT landlords
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Ties that Bind: How HCA's Big Data Transforms Care
A data set by itself, even if as extensive as HCA's, is useless unless knowledge from analysis of that data is tightly bound to process change. We learned that, and a lot more, at the MSUSA Big Data Day at HCA at the company yesterday.
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Our Chicken Pox Theory on the HC REITs
Upon contracting Chicken Pox, one can expect not to suffer the disease again. As a means to explain our view on the health care REITs, and specifically on past/ current/future legal action related to Medicare billing practices of post-acute/ SNF operators, we invoke a parallel analogy with the Chicken Pox "one-and- done" nature
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Category: research Research
Preliminary iPhone SE Teardown: Full RF Content in a Value Phone
We take a look at a preliminary teardown of the newly released iPhone SE
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Category: research Research
Preview: A Look at the China Handset Market and Telco Spend with Huawei
We are hosting a call with Huawei. Huawei is a key leader in the China Telco switch and router market with almost 80% share, and in the global carrier Telco market with 20-30% share
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Category: research Research
Neutral Takeaways from GameStop's F4Q16 Earnings
We would like to highlight some key takeaways from GameStop's 4Q earnings on March 24, 2016 for the quarter ending January 2016 as they pertain to our Interactive Entertainment coverage universe