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

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

Sharp Seller "Needs" May Not Be What You Think

SHARP Capital Restructuring Announcement - Some Interesting Implications

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

The Curious Case of $3bn of Sharp Shares Sold to Hon Hai Execs & Employees

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

Bottom-up Japan Equities Research

Event-Driven

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<p><em>In this Insight's original version, we had stated that Sharp announced that it was "withdrawing" its formal financial filings with the Japanese Ministry of Finance for last fiscal year. This implies possible accounting errors that could entail serious consequences from the financial authorities. This comment of ours was a mistaken translation of Sharp's press release of the deal's cancellation this morning. What Sharp withdrew was their financial filings that are required in any public share</em>…</p>
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In this Insight's original version, we had stated that Sharp announced that it was "withdrawing" its formal financial filings with the Japanese Ministry of Finance for last fiscal year. This implies possible accounting errors that could entail serious consequences from the financial authorities. This comment of ours was a mistaken translation of Sharp's press release of the deal's cancellation this morning. What Sharp withdrew was their financial filings that are required in any public share…


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

Sharp Corp

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