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Category: research Research
Thankful Thanksgiving + Black Friday eCommerce Sales
We believe that AMZN, EBAY, GOOGL should benefit from the strong start in eCommerce sales from Thanksgiving
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Analysis of Politics & Data: Why You Should NOT Buy Hospitals
When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing
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Mizuho Healthcare Team: Guide to Investing for Election 2016
Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes
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Category: market-trends Market Trends
Corporate Corner: A Different Approach to Commercial Paper
Despite its size and importance for corporates, the commercial paper markets are typically a low profile corner of the capital markets and rarely get much press
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Category: research Research
QCOM and NXPI: A Strategic Powerhouse for the Next Decade
QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32
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Oil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q Earnings
After two weeks of meetings/calls with clients following our recent launch, we present our summary takeaways
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Category: market-trends Market Trends
Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
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
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Category: market-trends Market Trends
Corporate Corner: Options and Opportunities for Corporates Across the Financing Spectrum
There are significant opportunities available to corporates across the financing spectrum today
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Category: research Research
Physician Services Earnings Preview
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