5802.T Sumitomo Electric Industries, Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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05:26
Aug 11
Aug 11
Watch InP supply-chain capacity expansion
Watch JX Advanced Metals and Sumitomo Electric on InP capacity expansion expectations; actual guidance trails order momentum, leaving upside if companies raise targets.
MED
14:06
Aug 10
Aug 10
Cites Nomura optical laser chip research.
Cites Nomura Securities research on the global optical laser chip ecosystem and competitive landscape, no directional view.
MED
22:21
Aug 06
Aug 06
Research note on AOI earnings read-throughs for indium phosphide and cable broadband.
Research note on AOI earnings read-throughs for indium phosphide and cable broadband beneficiaries, framed as sector analysis without explicit author positions.
LOW
22:30
Jul 30
Jul 30
Watch Sumitomo Electric as an indium phosphide substrate supplier.
Watch Sumitomo Electric as an indium phosphide substrate supplier; near-term pricing upside but longer-term share pressure from AXT capacity expansion.
MED
01:42
Jun 15
Jun 15
Fujikura outperforming Cameco in nuclear trade
Author notes Fujikura trading higher than Cameco, indicating nuclear/superconductor sector momentum relative to traditional nuclear; implies relative value opportunity, though no explicit direct position stated.
MED
23:44
May 07
May 07
Long 5802 as a vertically integrated InP laser supplier gaining from AI optical capacity.
Long 5802 as a vertically integrated InP laser supplier gaining from AI optical capacity constraints and the shift toward co-packaged optics external light sources.
HIGH
12:34
May 07
May 07
Long LITE, Sumitomo, Furukawa, IQE as InP scarcity supports pricing and utilization for laser.
Long LITE, Sumitomo, Furukawa, IQE as InP scarcity supports pricing and utilization for laser and compound semiconductor suppliers.
HIGH
13:47
May 06
May 06
Long Sumitomo Electric (5802) as a scarce laser/pump laser supplier gaining from AI optical.
Long Sumitomo Electric (5802) as a scarce laser/pump laser supplier gaining from AI optical component scarcity.
HIGH
12:22
May 06
May 06
Long COHR, 5802, AXTI, IQE, LITE as AI optical scarcity broadens into pump lasers.
Long COHR, 5802, AXTI, IQE, LITE as AI optical scarcity broadens into pump lasers, narrow linewidth lasers, and WSS, creating pricing power.
HIGH
23:35
Apr 30
Apr 30
Long Sumitomo Electric as qualified incumbent supplier gains pricing leverage and customer.
Long Sumitomo Electric as qualified incumbent supplier gains pricing leverage and customer stickiness from InP wafer transition.
HIGH
23:35
Apr 30
Apr 30
Long Sumitomo Electric (5802) on InP substrate scarcity driving pricing power and utilization.
Long Sumitomo Electric (5802) on InP substrate scarcity driving pricing power and utilization improvements; indirect play on AI optical supply constraints.
MED
06:22
Feb 22
Feb 22
Watch Sumitomo Electric on fiber and photonics
Watch Sumitomo Electric as it is positioned across both fiber and certain photonics materials.
MED
13:08
Feb 20
Feb 20
Sumitomo emerges as secure InP substrate beneficiary.
Watch 5802 as Sumitomo Electric emerges as a secure, non-China InP substrate beneficiary for the optical and CPO roadmap.
MED
04:55
Feb 20
Feb 20
Watch Sumitomo Electric on InP supply shift.
Watch Sumitomo Electric as a non-China InP substrate supplier that can gain share and pricing power if China export permits stay volatile.
MED
12:46
Dec 29
Dec 29
Likes InP supplier for geographic diversification
The author likes this Japanese supplier as geographic diversification for InP materials and substrates over the next two years.
HIGH
About 5802.T Investor Commentary
Across the available history and selected sources, Buzzberg tracks 5802.T (Sumitomo Electric Industries, Ltd.) across 5 sources: 2 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 13% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 15 total trade ideas tracked. Latest voices: jukan05, pequityresearch, TheValueist.