BSIC | Bocconi Students Investment Club
  • Articles
    • Markets
    • Corporate Finance
    • Quant
  • The Team
    • Members
    • Alumni
  • About Us
  • Gallery
  • Join Us
  • Contacts
  • Subscribe

Electric Vehicles

Corporate Finance

The Electric Vehicle Race: Who is charging the fastest?

Download PDF Intro The race to become the leading Electric Vehicle (EV) producer has just shifted into the next gear with the introduction of newer and faster charging systems. The race is now not only about range but also about which company can provide the fastest way to charge their Read more…

By BSIC, 2 years6 April 2025 ago
Corporate Finance

Electric Vehicles: Traditional Automotive Giants vs Disruptive Tech Companies

Download PDF Introduction The global electric vehicle (EV) market is experiencing an unprecedented growth spurt, and all signs point to it accelerating further in the near future. Reasons for this are government initiatives in the world’s leading economies to support sales of EVs by reducing selling prices through means of Read more…

By BSIC, 5 years14 November 2021 ago
Markets

Investing in industrial metals: between cyclical and structural growth

Download PDF Introduction Industrial metals were in the news in the past few weeks because of the remarkable surge in prices. Copper has received most of the attention, with its spot price topping 10,000$/metric ton on April 29, close to the all-time high of 10,190$/metric ton reached in February 2011. Read more…

By BSIC, 5 years2 May 2021 ago
Markets

How to trade the EV disruption

Download PDF Introduction Even though electric cars today only account for nearly 3% of the global car sales, companies have for a long time acknowledged that only by starting to invest now in a shift to EVs, they will have a chance to survive in the years to come and Read more…

By BSIC, 6 years4 April 2021 ago
Corporate Finance

Lucid Motors: Is Revenue Overrated?

Download PDF Introduction On 22nd February, the merger between Lucid Motors, an electric vehicle producer, and Churchill Capital IV Corp., a special purpose acquisition company, was announced. With a pro forma valuation of $24bn, this deal is the largest merger between an EV company and SPAC so far. In the Read more…

By BSIC, 6 years7 March 2021 ago
Corporate Finance Old Articles

Electrification: Total S.A acquires Direct Energie

Total S.A. (EPA:FP) – market cap as of 27/04/2018: €138.0bn Direct Energie S.A. (EPA:DIREN) – market cap as of 27/04/2018: €1.90bn Introduction On April 18, 2018, French oil major Total S.A. announced the acquisition of 74.33% of Direct Energie’s share capital in a transaction valued at approximately €1.4bn. At a Read more…

By BSIC, 8 years29 April 2018 ago
Markets Old Articles

The Transformation of Indian Automotive Sector

Industry overview One of the core Indian industries is the automotive industry. In 2016, India was the World’s 6th vehicle manufacturer with a total production of 24 million units and the 5th biggest passenger vehicle market. In the same year, this sector accounted for 7.1% of the country GDP, 27% Read more…

By BSIC, 9 years24 September 2017 ago

bsic_official

One of BSIC’s distinctive activities, General Disc One of BSIC’s distinctive activities, General Discussions (GDs) bring our research to life. During our weekly meetings, members present and explain the articles they have written, creating an opportunity for the entire club to ask questions, challenge assumptions, exchange perspectives and deepen their understanding of financial markets.

This week, we explored the High-Bandwidth Memory (HBM) industry, a critical component of the AI revolution. As demand for AI computing accelerates, memory manufacturers are experiencing unprecedented growth and supply constraints. But could today’s shortages become tomorrow’s oversupply? Our discussion examined the evolving balance between memory capacity and bandwidth, the implications of changing AI workloads, and the potential consequences for industry leaders such as SK hynix.

Swipe through the carousel to discover the key insights, graphs and investment scenarios discussed during our latest GD.

Read the full article, Understanding the HBM Industry, on bsic.it (link in bio)

#BSIC #Articles #Bocconi #CorporateFinance #HBM
From the future of US Treasuries and AI-driven tra From the future of US Treasuries and AI-driven trading strategies to UBS’s battle with Swiss regulators, Nike’s struggles and Germany’s shift from cars to defence - this week’s BSIC Weekly explores the forces reshaping global markets and corporate finance.

Read the full articles on our website.

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing #Articles
A record recruitment season for BSIC. We are prou A record recruitment season for BSIC.

We are proud to welcome an exceptional group of new members to BSIC and look forward to seeing their contributions to the Club in the semesters ahead.

Thank you to everyone who applied and took part in our recruitment process, and congratulations to all our new joiners!

#BSIC #Bocconi #BocconiUniversity #Finance #InvestmentClub #Recruitment
From bet sizing and optimal hedging to the infrast From bet sizing and optimal hedging to the infrastructure and financing behind the AI boom - this week’s BSIC Weekly explores the forces reshaping markets and corporate finance, from HBM and hyperscaler capex to private equity’s growing use of insurance capital.

Read the full articles on our website.

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing #Articles
From Mexico’s yield curve and AI-driven trading mo From Mexico’s yield curve and AI-driven trading models to sponsor reputation, rising yields and Europe’s race for powered land - this week’s BSIC Weekly is out.

Read the full articles on our website.

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing #Articles
Last call! BSIC applications close TODAY! If you’ Last call! BSIC applications close TODAY!

If you’ve been thinking about joining us, this is your final chance. Submit your application by 11:59 AM and take the first step towards becoming part of BSIC.

Applications close at 12:00 PM.

#BSIC #Bocconi #Recruitment #Finance #StudentAssociation
Only 4 days left to apply to BSIC! Join the leadi Only 4 days left to apply to BSIC!

Join the leading finance club.

Applications close on September 27th. Apply now through the link in our bio!

#BSIC #Bocconi #Recruitment #Finance #Investing #StudentAssociation
We are proud of the strong alumni community that h We are proud of the strong alumni community that has grown through BSIC over the years.

Their contributions have helped shape the Association into what it is today, and we are proud to see them continue their journeys across leading institutions in the financial industry.

We asked some of our Quant alumni to reflect on their time at BSIC and what the experience gave them beyond the classroom.

A lasting community, built by those who came before us and carried forward by those who come next.

#BSIC #Bocconi #Alumni #Finance #Quant
Follow
Follow Us

  • Disclaimer
  • About Us
  • Join Us
  • Contacts
  • Subscribe
  • Privacy Policy
  • Cookie Policy
Hestia | Developed by ThemeIsle