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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
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Category: research Research
"Brexit Firpta Gics!" (Translation: REITs Should Outperform)
A series of non-fundamental factors appear to be net near-term supportive for US REITs
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Category: research Research
Herbivores & Carnivores: M&A v2.0
We understand the urge to merge, but are confounded by embedded valuation metrics
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Category: research Research
The Genesis Nemesis and a Bundle of Other Healthcare Topics Debated at NAREIT
We debate what matters most to the healthcare REITs during NAREIT, and used the conference to investigate longer-term theses that have yet to fully materialize
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Category: research Research
Gamers Gonna Game! Gamer Survey Suggests Strength In Gaming Trends
We conducted a survey of 800 console gamers in the U.S.and found the overall gaming market robust
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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