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

Is Tesla Fooling Us? – A Quick Look at Q4 Production and Deliveries

Tesla--2018 Could Be the Beginning of the End

Tesla 4Q Earnings Impressions: Another Consensus Miss, but How Much Will Shares Fall?

Tesla's Rushed Model 3 Roll-Out--A Risk to Customers

Volvo Takes Aim at Tesla with Plans of 100% Electrified Fleet From 2019--Tesla's Stock Down 7%

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>We spoke to various sources close to Tesla's supply chain over the past month and learned that the bottleneck in the Model 3 ramp-up is indeed centered on its lithium-ion battery (LiB) pack line.</li>
<li>Panasonic's CEO recently said that this was not an issue related to their production of LiBs at the Gigafactory in Nevada. The problem existed elsewhere, he said, although there was no elaboration.</li>
<li>While there are various areas of the Model 3 ramp-up that are still undergoing yield problems, the biggest…</li>
</ul>


We spoke to various sources close to Tesla's supply chain over the past month and learned that the bottleneck in the Model 3 ramp-up is indeed centered on its lithium-ion battery (LiB) pack line.
Panasonic's CEO recently said that this was not an issue related to their production of LiBs at the Gigafactory in Nevada. The problem existed elsewhere, he said, although there was no elaboration.
While there are various areas of the Model 3 ramp-up that are still undergoing yield problems, the biggest…


Tesla--What's Behind the Bottleneck to Model 3 Production