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

Nisshinbo--What Japan Radio Shareholders Will Own Very Soon & What They Should Expect

Another BIG Nisshinbo Buyback - This Time ~8.6% of Shares

Nisshinbo - Outperformance Achievement Unlocked - But Big Buyback Nearing End

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

Bottom-up Japan Equities Research

Event-Driven

<p>Nisshinbo, a cash-rich conglomerate that derives most of its profits from real estate and automotive brakes materials, just announced a tender offer to swap 1.28 of its own shares for the remaining 38% of shares in subsidiary Japan Radio, a company specializing in radar and marine equipment.</p><p>The offer is made at 1.28 shares of Nisshinbo for each Japan Radio share, which equates to Y1,502, only a 9.1% premium to Japan Radio's closing price today. Japan Radio's book value per share as of March 31st…</p>

Nisshinbo, a cash-rich conglomerate that derives most of its profits from real estate and automotive brakes materials, just announced a tender offer to swap 1.28 of its own shares for the remaining 38% of shares in subsidiary Japan Radio, a company specializing in radar and marine equipment.The offer is made at 1.28 shares of Nisshinbo for each Japan Radio share, which equates to Y1,502, only a 9.1% premium to Japan Radio's closing price today. Japan Radio's book value per share as of March 31st…

Nisshinbo to Take Out Japan Radio at a Nice Discount; Minorities to Be Enraged