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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

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

Bottom-up Japan Equities Research

Equity Bottom-Up

<ul>
<li>There are increasing signs that 2018 could be the year where Japan Display Inc. (JDI) finally sees a turnaround in earnings. And this has everything to do with the fact that Apple's iPhone X may be a flop, which could lead to Apple opting for more advanced (and cheaper) LCD screens from JDI in its 2018 models.</li>
<li>Apple's switch-over from LCDs to OLED screens for the iPhone X has been viewed as a death knell for JDI, as it was expected that 70% of Apple's iPhone sales this year would come from the…</li>
</ul>


There are increasing signs that 2018 could be the year where Japan Display Inc. (JDI) finally sees a turnaround in earnings. And this has everything to do with the fact that Apple's iPhone X may be a flop, which could lead to Apple opting for more advanced (and cheaper) LCD screens from JDI in its 2018 models.
Apple's switch-over from LCDs to OLED screens for the iPhone X has been viewed as a death knell for JDI, as it was expected that 70% of Apple's iPhone sales this year would come from the…


Japan Display--IPhone X Weakness May Be a Godsend