Global Automotive Stocks/EV Focus/Event Driven, SC Capital

SC Capital

SC Capital has over 20 years' experience covering the global automotive industry both on the Sell Side (UBS & Morgan Stanley) and Buy Side (Och-Ziff), along with a wealth of industry contacts. 

Current focus is on electric vehicle stocks & their supply chains. Aim is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well.  

From time to time. we cover opportunistic events with stocks in the manufacturing sector, food & beverage, healthcare and tech, where we also have coverage experience.

Global Automotive Stocks/EV Focus/Event Driven

JDI: The Spring Has Sprung...33% in 10 Trading Days

Japan Display Measuring the Gap for Upside Drive

JDI: Marginal QoQ Improvement, Sale of Nomi Facility to JOLED and Mi Mix 2 Could Be Swing Factors

Japan Display--Priced for Demise; Set for Survival

JDI Visit: Tough FY18 but Company Confident. We Feel Some Apple Business Will Remain in FY19

JDI Announces JPY170bn Restructuring Cost, Can Dec Q Apple Sales Drop Be Derived From Disclosures?

JDI to Announce Large Restructuring Plan, 1bn Credit Lines and Tianma May Invest

Over 22 years covering Japanese equities on both the sell side and the buy side. 

Bottom-up Japan Equities Research

Equity Bottom-Up

The Wall Street Journal (WSJ) just posted an article around 13:40 JST about Apple using Japan Display Inc's (JDI) Full-Active (FA) LCD technology in upcoming iPhones.The stock was up as much as 13% intra-day in Tokyo after the news came out on very high trading volume. There appears to be a painful short-squeeze going on in JDI's stock as of late, but this is pouring salt on wounds.Our checks with stock loan desks in Tokyo show that there are currently around 81m shares of JDI on loan, of which…

The Wall Street Journal (WSJ) just posted an article around 13:40 JST about Apple using Japan Display Inc's (JDI) Full-Active (FA) LCD technology in upcoming iPhones.The stock was up as much as 13% intra-day in Tokyo after the news came out on very high trading volume. There appears to be a painful short-squeeze going on in JDI's stock as of late, but this is pouring salt on wounds.Our checks with stock loan desks in Tokyo show that there are currently around 81m shares of JDI on loan, of which…

Apple May Use Japan Display's (6740) Full-Active Displays