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

President Moon Wants In-Bound Duty Free Shops in Korea

China Allows Group Tours from Shanghai to South Korea

Shiseido: Growth Strategy Focused on East Asian Travellers Liable to Backfire

Shiseido Vs Kose--One of These Two Expensive Cosmetics Makers Is a Buy

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>Japanese cosmetic makers, namely Kose and Shiseido, saw their share prices tank yesterday after inbound tourist numbers were announced by the Japanese National Tourism Organization (JNTO). They're down again today after an attempt to rebound in the morning session. </li>
<li>This report is meant to be "easy to read" as it contains mostly charts to analyze the difference between Shiseido and Kose's dependence on inbound tourism both in terms of domestic revenues and profits. For more details, see our…</li>
</ul>


Japanese cosmetic makers, namely Kose and Shiseido, saw their share prices tank yesterday after inbound tourist numbers were announced by the Japanese National Tourism Organization (JNTO). They're down again today after an attempt to rebound in the morning session. 
This report is meant to be "easy to read" as it contains mostly charts to analyze the difference between Shiseido and Kose's dependence on inbound tourism both in terms of domestic revenues and profits. For more details, see our…


Shiseido Vs Kosei Based on Inbound Tourism--An Analysis by Charts

Shiseido Company

Shiseido Vs Kosei Based on Inbound Tourism--An Analysis by Charts