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Category: research Research
UC Irvine Recap: The Price of Trump
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so
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Category: research Research
What is China’s Trump Card in a Trade War?
On 10 February, US President Donald Trump had a telephone conversation with Chinese leader Xi Jinping
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Category: research Research
Poison Pen: The ACA Executive Order
So much for a slow and smooth transition: immediately upon taking office, President Trump signed an executive order directing his administration to ease the burden of the ACA
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Category: research Research
China Housing Market Could Get Worse But Probably Not Cheaper
In our House Alarm series published from May to October 2016, we warned of a policy reversal from easing to tightening, the fading of sales momentum, and a likely housing price decline in upper-tier cities, among other risks
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Category: research Research
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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Category: research Research
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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Category: research Research
Analysis of Politics & Data: Why You Should NOT Buy Hospitals
When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing
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Category: research Research
Mizuho Healthcare Team: Guide to Investing for Election 2016
Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes
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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