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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?
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

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