The Hidden Math That Challenges Fujikura’s Boom

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The Smartkarma Podcast

Smartkarma

142 episodes

2 days ago

Weekly discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform. Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.

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The Hidden Math That Challenges Fujikura’s Boom

The Smartkarma Podcast

4 minutes 15 seconds

1 month ago

The Hidden Math That Challenges Fujikura’s Boom

Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s Boom

Fujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?

Michael Allen joins Pranav Rao to break down:

• Why Fujikura’s EBITDA multiple expanded so sharply

• Why rising cable lengths won’t offset demand compression

• The psychology driving extreme AI-linked valuations

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Read the full Insight - https://skr.ma/K9VoF

Michael Allen - https://on.skr.ma/4ioddzz

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.