Sumitomo Electric Industries Ltd

5802: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sumitomo Electric Industries: The Diversified Play on AI's Optical Backbone; Shares Undervalued

Ahmad Halim

Aug 27, 2026

We initiate coverage on diversified wire and cable company Sumitomo Electric Industries, or SEI. It is a leading indium phosphide (InP) substrate producer, which is essential for high-speed optical communication. SEI is also a top-tier player for automotive harnesses and submarine HVDC cables.

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Sumitomo Electric Industries Ltd

Sumitomo Electric Industries: The Diversified Play on AI's Optical Backbone; Shares Undervalued

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