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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
Physician Services Earnings PreviewPhysician Services Earnings Preview
Research

Physician Services Earnings Preview

October 13, 2016
We think the physician services group could meet 3Q16 consensus estimates, which should be a positive event given negative investor sentiment and the weakness in the stocks since 2Q earnings
US REITs: Retail Assets on Strong Footing in Oahu; Tourism the Key DriverUS REITs: Retail Assets on Strong Footing in Oahu; Tourism the Key Driver
Real Estate
Research

US REITs: Retail Assets on Strong Footing in Oahu; Tourism the Key Driver

October 11, 2016
The Honolulu MSA continues to thrive, supported by a vibrant tourism industry that is undisturbed by the recent currency fluctuations that have slowed other US tourist destinations
Thought Leaders: Mizuho Hosts Exclusive Silicon Valley SeminarThought Leaders: Mizuho Hosts Exclusive Silicon Valley Seminar
Market Trends
Technology + Media + Telecom

Thought Leaders: Mizuho Hosts Exclusive Silicon Valley Seminar

October 5, 2016
Despite – or perhaps because of – ongoing advances, the opportunity for disruption across key technology sectors remains ripe
Corporate Corner: Despite Modest Rise in Leverage, Corporates Remain Well Placed to Navigate and Capitalize on Volatile Market BackdropCorporate Corner: Despite Modest Rise in Leverage, Corporates Remain Well Placed to Navigate and Capitalize on Volatile Market Backdrop
Perspectives

Corporate Corner: Despite Modest Rise in Leverage, Corporates Remain Well Placed to Navigate and Capitalize on Volatile Market Backdrop

October 4, 2016
It is not every day that notable investors come out of retirement to establish short positions, Wall Street strategists give “throw in the towel” advice to their clients, hedge fund managers tell their investors to sell everything except for Gold, and presidential candidates and central bankers alike are warning about developing asset bubbles.
Semiconductors: Is 4G growth in China Slowing? Or....Semiconductors: Is 4G growth in China Slowing? Or....
Research
Technology + Media + Telecom

Semiconductors: Is 4G growth in China Slowing? Or....

September 27, 2016
4G smartphone shipments in China for August were up 9% y/y, but a look at the trend shows 4G shipment growth slowing y/y

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