5803 Fujikura Ltd Company Reports

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Fujikura: Concentrated AI Capex Cycle Bet Leaves Little Room for Error; Shares Overvalued

We initiate coverage on Japanese cable manufacturer Fujikura. It is a top-tier fiber-optic cable and connectivity supplier to hyperscalers, and it also operates a smaller wire-harness business. It will spend JPY 530 billion in capex from fiscal 2026-28, up from JPY 100 billion in the prior period.

Ahmad Halim Aug 27, 2026

Company Report

Fujikura Is Almost a Pure Play on Optical Connectivity and AI Capex Growth

Fujikura is deliberately shifting from the defensive, turnaround-focused stance of the past decade to what it calls "offensive selectivity and focus." As artificial intelligence data centers grow, it's now putting all its resources into its telecommunications systems business, which it sees as the key to its next phase of growth.

Ahmad Halim Aug 27, 2026

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Fujikura: Concentrated AI Capex Cycle Bet Leaves Little Room for Error; Shares Overvalued

Fujikura Is Almost a Pure Play on Optical Connectivity and AI Capex Growth

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