Insights from Mizuho Americas
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Category: Research
The Healthcare Makeover: Is Evolution or Amazon the Catalyst?
For months, there has been speculation that Amazon is about to enter into the pharmacy business. Ann Hynes, Mizuho Healthcare Services Analyst, thinks differently.
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Category: Research
Tax Reform: A Tale of Two Sectors
On December 22, President Trump signed the “Tax Cuts and Job Act” into law. As the effects of this tax reform ripple across virtually all industries, will it be a rising tide lifting the boats of business or a current creating choppy conditions?
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Category: Research
Financial Technology 2018 Outlook
Equity Research analysts Thomas McCrohan and Leonard DeProspo provide the 2018 Financial Technology Outlook and impacts resulting from recent tax reforms.
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Category: Research
Internet: Still a Long Secular Runway
James Lee shares key internet trends, identifying shifts from TV to online advertising, increased time spent on mobile devices driven by video and messaging, and a convergence of commerce and advertising.
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Category: Research
Machine Learning Adoption Offers Significant Opportunity Ahead
We hosted ten software/internet/semiconductor companies that address the burgeoning opportunity in machine learning and big data applications during our Silicon Valley Seminar.
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Category: Research
UnitedHealth: Just Getting Started - Raising PT to $235
UNH Management says that growth is 'just getting started' in key segments and they're taking a 'fresh focus at costs to drive better product price points'.
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Category: Research
Self-Driving Business on the Horizon? A Look at Enterprise AI
Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share industry commentary and results of their evaluations on recent artificial intelligence and machine learning trends.
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Category: Research
FinTech Machine Learning Leaders
Why Square has telegraphed the biggest commitment to machine learning and how Visa and Mastercard are ramping up machine learning activities using data science.
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Category: Research
Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.