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Nine Books to Add to Your Holiday Reading List from Mizuho Americas LeadersNine Books to Add to Your Holiday Reading List from Mizuho Americas Leaders
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!
Thankful Thanksgiving + Black Friday eCommerce SalesThankful Thanksgiving + Black Friday eCommerce Sales
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
Analysis of Politics & Data: Why You Should NOT Buy HospitalsAnalysis of Politics & Data: Why You Should NOT Buy Hospitals
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
Mizuho Healthcare Team: Guide to Investing for Election 2016Mizuho Healthcare Team: Guide to Investing for Election 2016
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
Corporate Corner: A Different Approach to Commercial PaperCorporate Corner: A Different Approach to Commercial Paper
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
QCOM and NXPI: A Strategic Powerhouse for the Next DecadeQCOM and NXPI: A Strategic Powerhouse for the Next Decade
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
Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too BubblyGlobal Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
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
Oil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q EarningsOil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q Earnings
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
Corporate Corner: Options and Opportunities for Corporates Across the Financing SpectrumCorporate Corner: Options and Opportunities for Corporates Across the Financing Spectrum
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

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