UK Post Office Horizon scandal continues to weigh on reputation and creates ongoing legal liability tail. Domestic Japan IT services franchise remains solid but growth is pedestrian. Quantum computing R&D and the Fugaku supercomputer follow-on (Fugaku-Next) are interesting optionality but won't move the P&L for years.
Thesis reviewed May 29, 2026
Fujitsu Limited is headquartered in Japan, which is currently showing moderate signals.
🇯🇵Japan56NEUTRALView Japan risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
Investors who hold FUJIY may also have indirect exposure through these country funds.
UK inquiry final report on Horizon scandal expected Q2 2026; settlement provisions raised
Fugaku-Next collaboration with RIKEN expanded; ARM-based architecture chosen
Domestic services revenue +6% YoY on government digital transformation projects
Estimates · Yahoo Finance · Not audited figures