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

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Tesla Motors, Inc. designs, manufactures, and sells high-performance electric vehicles and electric vehicle powertrain components.  The Company owns its sales and service network and sells electric powertrain components to other automobile manufacturers.

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

Tesla Motors

Tesla Q1 Results: Strong Beat But Cautious Outlook