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 TSE's Principles on Equity Financing

JDI: VR Screen Commercialisation Progressing

JDI: Long Awaited Big Bath Is Here, Now What?

Japan Display--IPhone X Weakness May Be a Godsend

JDI: NHK Reports JPY50bn 3rd Party Allotment

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

Bottom-up Japan Equities Research

Event-Driven

<p>We recently met with Japan Display Inc. (JDI) and were won over by the company's high hopes for an earnings recovery in  FY3/19. While other insight providers like Mio Kato and Travis Lundy have published excellent reports on the FY3/19 earnings recovery and trading strategy around the upcoming equity offering, we are flagging mainly the details regarding the strong demand environment for JDI's Full-Active (FA) display technology. </p><p>The main points about a much stronger-than-consensus earnings…</p>

We recently met with Japan Display Inc. (JDI) and were won over by the company's high hopes for an earnings recovery in  FY3/19. While other insight providers like Mio Kato and Travis Lundy have published excellent reports on the FY3/19 earnings recovery and trading strategy around the upcoming equity offering, we are flagging mainly the details regarding the strong demand environment for JDI's Full-Active (FA) display technology. The main points about a much stronger-than-consensus earnings…

Japan Display--Strong Orders from Apple & Chinese Customers for Full-Active Displays