Furukawa Electric (5801 JP): Huge Rally & Expensive Valuations Ahead of Global Index Inclusion
Furukawa has run up a lot since January, outperforming peers and trading at a big valuation premium. Global index inclusion in May could keep the...
583 Views
Primer: Furukawa Electric (5801 JP) - Feb 2026
Furukawa Electric is a global leader in optical fiber and electric cables, poised to benefit from secular growth trends in telecommunications...
168 Views
Global Sustainability Portfolio (18-Aug-2026)
The strategy seeks to invest in companies with superior sustainability features/initiatives. These companies may be: 1) screened by avoiding...
92 Views
Japan Morning Connection: SEI Could Emerge as a Laggard Target as Optical/Cable Sector Heats Up
Optical and cable names look increasingly attractive after their recent collapse as they rebound off the lows and start to re-bucket themselves as...
96 Views
Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics
US considering ban on Chinese optical transceivers could benefit Furukawa and Fujikura. Pressure for telcos as Musk plans to take mobile customers...
128 Views