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Category: research Research
QCOM and NXPI: A Strategic Powerhouse for the Next Decade
QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32
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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: market-trends Market Trends
Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
Real estate has outperformed other markets in recent years, which has simultaneously raised celebrations and concerns, all the while begging more than a few questions
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Category: market-trends Market Trends
Corporate Corner: Options and Opportunities for Corporates Across the Financing Spectrum
There are significant opportunities available to corporates across the financing spectrum today
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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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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: market-trends Market Trends
Thought Leaders: Mizuho Hosts Exclusive Silicon Valley Seminar
Despite – or perhaps because of – ongoing advances, the opportunity for disruption across key technology sectors remains ripe
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Category: perspectives Perspectives
Corporate Corner: Despite Modest Rise in Leverage, Corporates Remain Well Placed to Navigate and Capitalize on Volatile Market Backdrop
It is not every day that notable investors come out of retirement to establish short positions, Wall Street strategists give “throw in the towel” advice to their clients, hedge fund managers tell their investors to sell everything except for Gold, and presidential candidates and central bankers alike are warning about developing asset bubbles.
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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