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Category: market-trends Market Trends
A Realistic Look at Restaurants: Q&A with Jeremy Scott
We spoke with Mizuho restaurants and proteins analyst Jeremy Scott, who initiated coverage on ten stocks spanning the protein, fast casual, fast food and café sectors in June.
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Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.
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Category: market-trends Market Trends
What's Next for ADAS? Opportunities in AI and Autos Loom Large
As the evolution of Advanced Driver Assistance Systems (ADAS) continues to accelerate, Simon Hylson-Smith, CEO of Paragon, explores barriers to adoption and opportunities for investors.
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Category: market-trends Market Trends
Corporate Corner: Corporate Bond Market Review Q&A with Victor Forte, DCM Syndicate Head, Mizuho Americas
Thomas Bausance, Managing Director, Mizuho Americas Debt Capital Markets sat for a Q&A session with Head of Syndicate, Victor Forte, to discuss his thoughts and outlook on the corporate bond market for 2017 and beyond.
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Category: research Research
Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral
Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share research and thinking behind their downgrade of Apple to Neutral from Buy and PT adjustment to $150 from $160.
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Category: market-trends Market Trends
AI on Your Side – How to Invest in the Next Computing Paradigm
Artificial intelligence has already made a major impact across a wide variety of sectors. In this article, Simon Hylson-Smith, CEO of Paragon, explores the driving factors behind this technology, top industry applications, and the key companies leading the pack.
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Falling Crude Oil Prices? OPEC and the May 25 Production Cut Deadline
Robert Yawger, Mizuho Americas Energy Future Strategist comments on falling crude oil prices and likely scenarios when the OPEC production cut deal expires on May 25.
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Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Homebuilders have outperformed the S&P by 1200+bps YTD and we think a favorable macro backdrop and a robust Spring selling season are priced into the stocks at current valuation levels
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Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market