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藤仓:上调盈利预测,核心逻辑为光组件全品类销量全面放量
2026-06-24 10:30
June 22, 2026 01:35 PM GMT Fujikura (5803) | Japan M Idea We Raise Our Forecasts Factoring for Wider Optical Components Sales | What's Changed | | | | --- | --- | --- | | Fujikura (5803.T) | From | To | | Price Target | ¥4,700 | ¥6,800 | We revise up our forecasts and raise our PT to ¥6,800, following Fujikura's guidance hikes. Key Takeaways Our take on the Jun 18 guidance hike: We estimate the main elements of Fujikura's ¥99bn upward revision for F3/27 OP (¥211bn→¥310bn) to be 1) +¥65bn for large project o ...