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Perspectives
Nine Books to Add to Your Holiday Reading List from Mizuho Americas Leaders
December 6, 2016
Last year, more than 38 million Americans traveled during the holiday season, according to AAA – that's about one-tenth of the entire U.S. population!
Research
Technology + Media + Telecom
Thankful Thanksgiving + Black Friday eCommerce Sales
November 28, 2016
We believe that AMZN, EBAY, GOOGL should benefit from the strong start in eCommerce sales from Thanksgiving
Healthcare
Research
Analysis of Politics & Data: Why You Should NOT Buy Hospitals
November 22, 2016
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
Healthcare
Research
Mizuho Healthcare Team: Guide to Investing for Election 2016
November 7, 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
Market Trends
Corporate Corner: A Different Approach to Commercial Paper
November 4, 2016
Despite its size and importance for corporates, the commercial paper markets are typically a low profile corner of the capital markets and rarely get much press
Research
Technology + Media + Telecom
QCOM and NXPI: A Strategic Powerhouse for the Next Decade
October 28, 2016
QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32
Market Trends
Real Estate
Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
October 24, 2016
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
Energy & Utilities
Research
Oil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q Earnings
October 24, 2016
After two weeks of meetings/calls with clients following our recent launch, we present our summary takeaways
Market Trends
Corporate Corner: Options and Opportunities for Corporates Across the Financing Spectrum
October 18, 2016
There are significant opportunities available to corporates across the financing spectrum today