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No Let-Up for GamersNo Let-Up for Gamers
Market Trends
Technology + Media + Telecom

No Let-Up for Gamers

June 24, 2016
If you thought that Call of Duty and Candy Crush had passed their peak, think again
Japanese Banks Take LatAm LeadJapanese Banks Take LatAm Lead
Market Trends

Japanese Banks Take LatAm Lead

June 24, 2016
Japan’s three ‘mega-banks’ -- SMBC, MUFG and Mizuho – are benefiting from a scale-back in lending by European banks to entrench themselves in the South American market, according to an article by Latin Finance
Herbivores & Carnivores: M&A v2.0Herbivores & Carnivores: M&A v2.0
Energy & Utilities
Research

Herbivores & Carnivores: M&A v2.0

June 21, 2016
We understand the urge to merge, but are confounded by embedded valuation metrics
The Genesis Nemesis and a Bundle of Other Healthcare Topics Debated at NAREITThe Genesis Nemesis and a Bundle of Other Healthcare Topics Debated at NAREIT
Real Estate
Research

The Genesis Nemesis and a Bundle of Other Healthcare Topics Debated at NAREIT

June 13, 2016
We debate what matters most to the healthcare REITs during NAREIT, and used the conference to investigate longer-term theses that have yet to fully materialize
Gamers Gonna Game! Gamer Survey Suggests Strength In Gaming TrendsGamers Gonna Game! Gamer Survey Suggests Strength In Gaming Trends
Research
Technology + Media + Telecom

Gamers Gonna Game! Gamer Survey Suggests Strength In Gaming Trends

June 10, 2016
We conducted a survey of 800 console gamers in the U.S.and found the overall gaming market robust
Mizuho's 2016 E3 Guide for Gamers & InvestorsMizuho's 2016 E3 Guide for Gamers & Investors
Research
Technology + Media + Telecom

Mizuho's 2016 E3 Guide for Gamers & Investors

June 9, 2016
Next week we will be joining the gaming world at E3 in Los Angeles. While some have claimed that this E3 will probably be uneventful, we believe that the focus will be around the quality of games, new IP, and new platforms like VR and eSports
A Global Analysis of the Apple Ecosystem: India's Not China, But AAPL's Still Tasty - BuyA Global Analysis of the Apple Ecosystem: India's Not China, But AAPL's Still Tasty - Buy
Research
Technology + Media + Telecom

A Global Analysis of the Apple Ecosystem: India's Not China, But AAPL's Still Tasty - Buy

June 8, 2016
After analyzing Apple's current situation and evaluating its potential in India, we think there are no easy solutions in the near-term
Mizuho Mobile Market Survey 3.0Mizuho Mobile Market Survey 3.0
Research
Technology + Media + Telecom

Mizuho Mobile Market Survey 3.0

June 6, 2016
In May 2016, we conducted our third mobile survey of U.S. smartphone users, and came away with some interesting takeaways
Retail & REIT Takeaways: Silver Lining for Retailers…Peaking Rents for Landlords?Retail & REIT Takeaways: Silver Lining for Retailers…Peaking Rents for Landlords?
Research

Retail & REIT Takeaways: Silver Lining for Retailers…Peaking Rents for Landlords?

May 10, 2016
We recently hosted a meeting with retail REIT expert Josh Podell of Podell Real Estate Advisors (PREA) to discuss trends (positive and negative) facing retailers and their retail REIT landlords

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