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Get Ready for the Bot InvasionGet Ready for the Bot Invasion
Market Trends
Technology + Media + Telecom

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
Global REITs: Sparkling But Not Too BubblyGlobal REITs: Sparkling But Not Too Bubbly
Real Estate
Research

Global REITs: Sparkling But Not Too Bubbly

REITs have had a great run globally but can the party go on? Is this a bubble in the making?
How Far Might the Pendulum Swing?How Far Might the Pendulum Swing?
Energy & Utilities
Research

How Far Might the Pendulum Swing?

The major utility-centric indices (Philadelphia UTY, Spider ETF XLU, and S&P Electrics) are up about 19.0% year to date
Has "Adjusted EPS" Become Too Adjusted? The SEC Thinks SoHas "Adjusted EPS" Become Too Adjusted? The SEC Thinks So
Healthcare
Research

Has "Adjusted EPS" Become Too Adjusted? The SEC Thinks So

The SEC is more focused on the excessive use of non-GAAP reporting measures given the recent C&DIs on the subject, and so are we
Data Center IT Survey & Key 2016 Storage TrendsData Center IT Survey & Key 2016 Storage Trends
Research
Technology + Media + Telecom

Data Center IT Survey & Key 2016 Storage Trends

For this, the first edition of Mi-Tech's IT data center survey, we take a look at what we plan to be a bi-annual survey of the IT industry supply chain to gauge storage and technology capex trends driving the future data center roadmap
The Search for Healthcare REIT Alpha; Upgrading CCP, Lowering LTCThe Search for Healthcare REIT Alpha; Upgrading CCP, Lowering LTC
Real Estate
Research

The Search for Healthcare REIT Alpha; Upgrading CCP, Lowering LTC

Following investor meetings with CCP, we are making a rating switch by upgrading CCP to Buy from Neutral and downgrading LTC to Neutral from Buy
Autos: Global 2016 YTD Sales Up; Strength in China Positive for NXPI, CY & ONAutos: Global 2016 YTD Sales Up; Strength in China Positive for NXPI, CY & ON
Research

Autos: Global 2016 YTD Sales Up; Strength in China Positive for NXPI, CY & ON

We take a look at the June auto sales around the world
Algos: Do They Need to be Independent?Algos: Do They Need to be Independent?
Market Trends

Algos: Do They Need to be Independent?

Algorithmic trading is under the microscope with U.S. regulators looking into the roles and responsibilities of algos and their providers
"Brexit Firpta Gics!" (Translation: REITs Should Outperform)"Brexit Firpta Gics!" (Translation: REITs Should Outperform)
Real Estate
Research

"Brexit Firpta Gics!" (Translation: REITs Should Outperform)

A series of non-fundamental factors appear to be net near-term supportive for US REITs

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