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How Far Might the Pendulum Swing?How Far Might the Pendulum Swing?
Energy & Utilities
Research

How Far Might the Pendulum Swing?

July 27, 2016
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

July 26, 2016
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

July 26, 2016
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

July 19, 2016
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

July 18, 2016
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?

July 7, 2016
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)

June 28, 2016
A series of non-fundamental factors appear to be net near-term supportive for US REITs
Self-Driving Cars: It's a New WorldSelf-Driving Cars: It's a New World
Market Trends
Technology + Media + Telecom

Self-Driving Cars: It's a New World

June 27, 2016
The unveiling of the LeSEE concept car is not only the latest in a string of fast-moving technology advances, but a signal that the battle for a share of the multi-billion dollar autonomous marketplace has gone truly global.
Specialty Pharmaceutical Landscape: Q&A with Irina KofflerSpecialty Pharmaceutical Landscape: Q&A with Irina Koffler
Healthcare
Perspectives

Specialty Pharmaceutical Landscape: Q&A with Irina Koffler

June 25, 2016
Irina Koffler joined Mizuho as Managing Director and senior specialty pharmaceutical research analyst in 2015

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