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Category: research Research
Oil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q Earnings
After two weeks of meetings/calls with clients following our recent launch, we present our summary takeaways
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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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Category: research Research
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: 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: research Research
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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Category: research Research
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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Category: research Research
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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Category: research Research
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