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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
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A Look at the LiDAR Market Through 2024E
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
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Sector by Sector: Mizuho's Key Themes for Investors in 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.
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Mizuho's U.S. Gaming Survey 2.0
In December 2016, we conducted our second gaming survey of more than 630 console gamers, and we remain generally bullish for the overall video game industry as we head into 2017
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Thankful Thanksgiving + Black Friday eCommerce Sales
We believe that AMZN, EBAY, GOOGL should benefit from the strong start in eCommerce sales from Thanksgiving
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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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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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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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Get Ready for the Bot Invasion
The technology world is abuzz about “bots.” Or, at least, they have increasingly become an area of focus and funding, according to Mizuho analysts Neil Doshi and San Phan after attending the MobileBeat “Bot” Conference in San Francisco this July