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

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

Bottom-up Japan Equities Research

Event-Driven

Toray's stock was down -5.3% today on its revelation that it falsified data on its tire cord products sold to tire makers and auto parts suppliers. While it is sad that Toray adds to the string of data falsification scandals in Corporate Japan, we see this as a good opportunity to buy the stock.We spoke with Toray about the incident today and learned that there should be close to no impact on overall profits. The company stressed that there were no illegalities in the incident. The tire cord…

Toray's stock was down -5.3% today on its revelation that it falsified data on its tire cord products sold to tire makers and auto parts suppliers. While it is sad that Toray adds to the string of data falsification scandals in Corporate Japan, we see this as a good opportunity to buy the stock.We spoke with Toray about the incident today and learned that there should be close to no impact on overall profits. The company stressed that there were no illegalities in the incident. The tire cord…

Toray (3402) Falsifies Tire Cord Data--Buying Opportunity

Toray Industries

Toray (3402) Falsifies Tire Cord Data--Buying Opportunity