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Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to NeutralApple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral
Research
Technology + Media + Telecom

Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral

June 12, 2017
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.
AI on Your Side – How to Invest in the Next Computing ParadigmAI on Your Side – How to Invest in the Next Computing Paradigm
Market Trends
Technology + Media + Telecom

AI on Your Side – How to Invest in the Next Computing Paradigm

May 24, 2017
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.
Falling Crude Oil Prices? OPEC and the May 25 Production Cut DeadlineFalling Crude Oil Prices? OPEC and the May 25 Production Cut Deadline
Energy & Utilities
Market Trends

Falling Crude Oil Prices? OPEC and the May 25 Production Cut Deadline

May 19, 2017
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.
Amazon Potential Entry Into Pharmacy Market Not as Scary as it SoundsAmazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
Healthcare
Research
Technology + Media + Telecom

Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds

May 18, 2017
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
Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Real Estate
Research

Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?

May 18, 2017
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
With AHCA in the Balance, Healthcare Sector Remains ConflictedWith AHCA in the Balance, Healthcare Sector Remains Conflicted
Healthcare
Market Trends

With AHCA in the Balance, Healthcare Sector Remains Conflicted

May 17, 2017
After much ado about healthcare reform, the Trump administration and Republican-majority House of Representatives voted through the American Health Care Act of 2017 (AHCA) in early May, despite the initial legislative defeat weeks prior
A Look at the LiDAR Market Through 2024EA Look at the LiDAR Market Through 2024E
Research
Technology + Media + Telecom

A Look at the LiDAR Market Through 2024E

April 6, 2017
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
Why You Should Pay Attention to the Single-Family Rental REIT SectorWhy You Should Pay Attention to the Single-Family Rental REIT Sector
Perspectives
Real Estate

Why You Should Pay Attention to the Single-Family Rental REIT Sector

April 4, 2017
Haendel St. Juste is a Managing Director and senior US Real Estate Investment Trusts (REITs) analyst for Mizuho Americas. In this Q&A he discusses what led Mizuho to initiate coverage of single-family rental REITs, the impact of the Trump administration and why this sector offers such a compelling growth story.
Takeaways from Las Vegas S/F Rental REIT MeetingsTakeaways from Las Vegas S/F Rental REIT Meetings
Real Estate
Research

Takeaways from Las Vegas S/F Rental REIT Meetings

March 21, 2017
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways

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