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

Sharp Seller "Needs" May Not Be What You Think

Sharp Converts C Class Shares - Now A Story of Froth Vs Overhang Vs Index Event

🇯🇵 JAPAN • Results & Revisions 03/12 - Ya-Man, Tanseisha & Sharp

SHARP Capital Restructuring Announcement - Some Interesting Implications

Sharp: Offering Cancelled but C Pref Conversion Going Through... This Is NOT a Positive

Sharp May Not Be the Best Short for Awhile

Sharp Cancels Its $2bn New Share Sale--Could Be Negative

Sharp Offering: Is There Panic Regarding ES Platform Convertibles?

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

Bottom-up Japan Equities Research

Equity Bottom-Up

<p><strong>Sharp's Q1 Blows Away Consensus Estimates</strong>: Sharp's Q1 OP result of Y24.6bn (+44% YoY) was 36% higher than  consensus estimates of Y18.1bn (+6% YoY). Table-1 below shows the Q1 OP results by segment versus consensus, and it is clear that Sharp's better-than-expected profits were due to earnings beats in its (1) Smart Homes segment (white goods were most likely the big driver here); (2) Advanced Display System segment (LCD TVs, LCD panels, etc.) and (3) Eliminations (corporate costs, which appear…</p>

Sharp's Q1 Blows Away Consensus Estimates: Sharp's Q1 OP result of Y24.6bn (+44% YoY) was 36% higher than  consensus estimates of Y18.1bn (+6% YoY). Table-1 below shows the Q1 OP results by segment versus consensus, and it is clear that Sharp's better-than-expected profits were due to earnings beats in its (1) Smart Homes segment (white goods were most likely the big driver here); (2) Advanced Display System segment (LCD TVs, LCD panels, etc.) and (3) Eliminations (corporate costs, which appear…

Sharp (6753)--Q1 Results Are a Huge Beat, but Inventory Is a Concern

Sharp Corp

Sharp (6753)--Q1 Results Are a Huge Beat, but Inventory Is a Concern