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

Japan Display--Q1 Beat Is Confirmation that FY18 Consensus Is Too Low

JDI: Cost Cuts Much Better Than We Expected, Execution Risk Exists but 2H Should Be Very Strong

JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?

JDI: Investors Waiting for Confirmation of Cost Structure Improvement

Japan Display's Shares Plunge the Most Since IPO--Our Interview Just Yesterday Was Very Positive

JDI: Long Awaited Big Bath Is Here, Now What?

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

Bottom-up Japan Equities Research

Equity Bottom-Up

Japan Display Inc. (JDI) could see better than expected earnings when it reports its Q1 (June quarter) results on August 8th, as iPhone 8/8+ and iPhone 6/7 sales were stronger than expected. JDI has most of the market share on the iPhone 8/8+ LCD displays and benefits from higher iPhone 6/7 sales as well. JDI Does well when the iPhone 8/8+ sell well, and apparently they did: The Nikkei Shimbun recently reported that iPhone 8 Plus was the key driver behind Apple's June-quarter earnings and this…

Japan Display Inc. (JDI) could see better than expected earnings when it reports its Q1 (June quarter) results on August 8th, as iPhone 8/8+ and iPhone 6/7 sales were stronger than expected. JDI has most of the market share on the iPhone 8/8+ LCD displays and benefits from higher iPhone 6/7 sales as well. JDI Does well when the iPhone 8/8+ sell well, and apparently they did: The Nikkei Shimbun recently reported that iPhone 8 Plus was the key driver behind Apple's June-quarter earnings and this…

ジャパンディスプレイ（6740）--サムスンのOLED販売の低迷を考えると、6月四半期はかなり好調になる可能性がある