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

Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs

Model S/X Shipment to China and Model 3 Supply Chain Update

My Test Drive of Tesla & A Significant Increase in Govt Subsidies for EVs (Including Tesla) In Korea

TSLA Shipment to China Plummeted in April; Suppliers Confirmed Model 3 on Schedule

China – Tesla to Have a Tough Year in China for 2017 – HK Success to End - Part II

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

Bottom-up Japan Equities Research

Event-Driven

<p>Volvo announced plans today for 100% of its new model launches from 2019 to be fully electric or hybrids. This makes Volvo the second car maker after Tesla to commit to an all-electrified fleet.</p><p>Tesla's stock sold off by 7.2% in the US today, partly on this news about Volvo, but also because of concerns about its Q2 vehicle delivery numbers, which show that Tesla's Model S and Model X sales may have plateaued. Telsa blamed the weak Q2 numbers on "production issues" with its new 100 kWh battery…</p>

Volvo announced plans today for 100% of its new model launches from 2019 to be fully electric or hybrids. This makes Volvo the second car maker after Tesla to commit to an all-electrified fleet.Tesla's stock sold off by 7.2% in the US today, partly on this news about Volvo, but also because of concerns about its Q2 vehicle delivery numbers, which show that Tesla's Model S and Model X sales may have plateaued. Telsa blamed the weak Q2 numbers on "production issues" with its new 100 kWh battery…

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