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

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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>Japan Display Inc.'s (6740) share price plunged by -21% earlier today on news out of Korea that Apple plans to make all 3 of its new iPhone models in 2019 with OLED displays, which implies a contract cancellation for JDI. It's unclear to us whether this indicates the "2019 model year" or the 2020 model year due for an autumn 2019 production start. </li>
<li>We just had our quarterly talks with JDI yesterday and came away with a positive impression of the worst being over at least for the next 12 months…</li>
</ul>


Japan Display Inc.'s (6740) share price plunged by -21% earlier today on news out of Korea that Apple plans to make all 3 of its new iPhone models in 2019 with OLED displays, which implies a contract cancellation for JDI. It's unclear to us whether this indicates the "2019 model year" or the 2020 model year due for an autumn 2019 production start. 
We just had our quarterly talks with JDI yesterday and came away with a positive impression of the worst being over at least for the next 12 months…


Japan Display's Shares Plunge the Most Since IPO--Our Interview Just Yesterday Was Very Positive