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

Tesla: Taking a Closer Look at The Company's Automotive Gross Margins

Tesla: A Visit to the Stanford Shopping Center Store and the Wait for the Model 3

An Opinion on Musk's Vilification by Shooting Stars of Hedge Funds and an Acquiescent Business Media

Tesla--Understanding Its Plight Via 8 Charts

Tesla--2018 Could Be the Beginning of the End

Tesla--Preparing for a Diabolically Bad Q1

Tesla: Model 3 Production Suspension in Late February Should Not Come as a Surprise

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

Bottom-up Japan Equities Research

Equity Bottom-Up

<ul>
<li>Tesla's Q1 results were slightly better than expected on most measures, but the outlook is worrisome, as Elon Musk said that the Model 3 would not reach 25% gross margins until next year and Model Y production would be pushed out to 2020, rather than late 2019.</li>
<li>
<strong>Huge Gross Margin Beat</strong>: First the good news. While there's a lot of attention on the higher than expected negative free cash flow (FCF), what caught our attention the most was the fact that automotive gross margin of 18.8% was much higher…</li>
</ul>


Tesla's Q1 results were slightly better than expected on most measures, but the outlook is worrisome, as Elon Musk said that the Model 3 would not reach 25% gross margins until next year and Model Y production would be pushed out to 2020, rather than late 2019.

Huge Gross Margin Beat: First the good news. While there's a lot of attention on the higher than expected negative free cash flow (FCF), what caught our attention the most was the fact that automotive gross margin of 18.8% was much higher…


Tesla--Q1 Results Not So Bad; Future Outlook Is Worrisome