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

Japan Display--Priced for Demise; Set for Survival

Sharp--The Exhaustion of Good News & Onset of Reality

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

<p><em>Based on the news that iPhone 8 pre-orders were weaker than both iPhone 6S and iPhone 7 were when they were launched, we've heard some bearish views from sources close to the Apple supply chain recently. While these views are largely based on "worst-case" scenarios, the below could turn out to be something for investors in Apple or its suppliers to prepare for if the iPhone 8 is does indeed turn out to be a "dud". These discussions also shed light on continued iPhone X production problems. Below</em>…</p>

Based on the news that iPhone 8 pre-orders were weaker than both iPhone 6S and iPhone 7 were when they were launched, we've heard some bearish views from sources close to the Apple supply chain recently. While these views are largely based on "worst-case" scenarios, the below could turn out to be something for investors in Apple or its suppliers to prepare for if the iPhone 8 is does indeed turn out to be a "dud". These discussions also shed light on continued iPhone X production problems. Below…

IPhone 8--Possible Inventory Adjustments; IPhone X--Continued Production Problems