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--The Exhaustion of Good News & Onset of Reality

Sharp's Squeezalicious Return to TSE1 - End-Nov TOPIX Inclusion Likely, But Offering Sooner

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

Bottom-up Japan Equities Research

Equity Bottom-Up

After 11 months of incessant positive news flow, numerous earnings beats and guidance hikes since Hon Hai took its controlling stake in the company, Sharp seems to have finally run out of good news with its Q1 results, where operating profit (OP) was just 8% above consensus estimates and had no guidance hike.Q3 of FY16 saw OP results overshoot consensus estimates by 42%; Q4 OP results were a whopping 68% above consensus and in the interim there were 3 guidance hikes, along with what seemed like…

After 11 months of incessant positive news flow, numerous earnings beats and guidance hikes since Hon Hai took its controlling stake in the company, Sharp seems to have finally run out of good news with its Q1 results, where operating profit (OP) was just 8% above consensus estimates and had no guidance hike.Q3 of FY16 saw OP results overshoot consensus estimates by 42%; Q4 OP results were a whopping 68% above consensus and in the interim there were 3 guidance hikes, along with what seemed like…

Sharp--Q1 Is First Lackluster Set of Results Since Hon Hai Takeover

Sharp Corp

Sharp--Q1 Is First Lackluster Set of Results Since Hon Hai Takeover