Insights from Mizuho Americas
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Category: Research
Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral
Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share research and thinking behind their downgrade of Apple to Neutral from Buy and PT adjustment to $150 from $160.
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Category: Research
Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Homebuilders have outperformed the S&P by 1200+bps YTD and we think a favorable macro backdrop and a robust Spring selling season are priced into the stocks at current valuation levels
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Category: Research
Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market
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Category: Research
A Look at the LiDAR Market Through 2024E
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
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Category: Research
Takeaways from Las Vegas S/F Rental REIT Meetings
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways
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Category: Research
The Next Phase of Price's War on the ACA? Bundles Delayed
This afternoon CMS published an Interim Final Rule in the Federal Register that further delays the effective and implementation dates of three key expansions of the bundled payments pilots
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Category: Research
China Economics: 2017 National People’s Congress Work Report Highlights
Delivered at the opening ceremony of the National People’s Congress, Premier Li’s government work report outlined China’s economic policy for the year ahead
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Category: Research
UC Irvine Recap: The Price of Trump
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so
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Category: Research
What is China’s Trump Card in a Trade War?
On 10 February, US President Donald Trump had a telephone conversation with Chinese leader Xi Jinping