Insights from Mizuho Americas
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Category: Research
Semiconductors: Is 4G growth in China Slowing? Or....
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
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Category: Research
Global REITs: Sparkling But Not Too Bubbly
REITs have had a great run globally but can the party go on? Is this a bubble in the making?
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Category: Research
How Far Might the Pendulum Swing?
The major utility-centric indices (Philadelphia UTY, Spider ETF XLU, and S&P Electrics) are up about 19.0% year to date
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Category: Research
Data Center IT Survey & Key 2016 Storage Trends
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
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Category: Research
Has "Adjusted EPS" Become Too Adjusted? The SEC Thinks So
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
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Category: Research
The Search for Healthcare REIT Alpha; Upgrading CCP, Lowering LTC
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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Category: Research
Autos: Global 2016 YTD Sales Up; Strength in China Positive for NXPI, CY & ON
We take a look at the June auto sales around the world
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Category: Research
"Brexit Firpta Gics!" (Translation: REITs Should Outperform)
A series of non-fundamental factors appear to be net near-term supportive for US REITs
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Category: Research
Herbivores & Carnivores: M&A v2.0
We understand the urge to merge, but are confounded by embedded valuation metrics