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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
Japanese Bond Investor Flows and ThoughtsJapanese Bond Investor Flows and Thoughts
Market Trends

Japanese Bond Investor Flows and Thoughts

September 15, 2016
Japanese investors are currently the second largest holders of foreign bonds in the world after the US, according to IMF data
Thought Leaders: Mizuho Healthcare Services Team Questions Whether Companies Have Over-Adjusted EarningsThought Leaders: Mizuho Healthcare Services Team Questions Whether Companies Have Over-Adjusted Earnings
Healthcare
Market Trends

Thought Leaders: Mizuho Healthcare Services Team Questions Whether Companies Have Over-Adjusted Earnings

September 9, 2016
Are adjusted earnings too adjusted? According to Mizuho, the lines are uncomfortably blurred to say the least
Get Ready for the Bot InvasionGet Ready for the Bot Invasion
Market Trends
Technology + Media + Telecom

Get Ready for the Bot Invasion

September 9, 2016
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

September 7, 2016
REITs have had a great run globally but can the party go on? Is this a bubble in the making?

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