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Nanofilm
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Nanofilm Next Growth Path - Post Covid
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Ryuuenji
Elite |
25-Feb-2025 23:41
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Nano is a counter favourite by shortlist syndicate. Unless TH wants to sell its holdings then it will fired up its shares price to unload at higher value just like the way they unload SIA, SAT, SGX and OLAM.
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Newcomer19707016
Veteran |
25-Feb-2025 22:45
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Everytime says good result. But always up a few cents and drop again. | ||
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spursfan
Supreme |
25-Feb-2025 22:02
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here are the links https://links.sgx.com/1.0.0/corporate-announcements/ULD6VKDVK4XY9ESW/834284_NTI%20-%20FY2024%20Results%20Deck.pdf https://links.sgx.com/1.0.0/corporate-announcements/ULD6VKDVK4XY9ESW/834282_NTI%20-%20FY2024%20Full-year%20Results.pdf |
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piscesmonkey
Supreme |
25-Feb-2025 21:33
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Wow great result. Tmr rocket liao | ||
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meljohn
Senior |
25-Feb-2025 09:02
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Guess result? | ||
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phongy45
Senior |
25-Feb-2025 00:23
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NOT MOVE U[P??????????????/ .... WHY??? | ||
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NL1730
Member |
13-Feb-2025 21:15
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Nanofilm Technologies International, a homegrown advanced materials company, has garnered significant attention since its listing on the Singapore Exchange in 2020. Specializing in innovative coating solutions, Nanofilm is integral to industries such as consumer electronics, automotive, and optics, offering products that enhance durability and efficiency... |
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123Sang
Senior |
23-Jan-2025 11:29
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think need to sell GCB and carry out share buyback to support the price? | ||
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meljohn
Senior |
23-Jan-2025 10:31
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Change CEO also no use.
Give up sell sell sell |
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kt3152
Supreme |
23-Jan-2025 10:13
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Thanks. CGS report is very powerful.....
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Joelton
Supreme |
23-Jan-2025 10:11
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CGSI reduces Nanofilm&rsquo s target price to 63 cents on slower-than-expected recovery
CGS International (CGSI) analyst William Tng has reduced his earnings projections for Nanofilm Technologies&rsquo FY2024 results, on expectations that the company will incur higher start-up costs at its new operating sites, leading to a lower target price of 63 cents from 70 cents previously.
Tng believes that the Bloomberg consensus&rsquo FY2024 net profit expectation of $11.4 million is &ldquo too high&rdquo .
In his Jan 21 note, he revises his FY2024 earnings from $9.2 million to $5.7 million, citing delays in both its startup sites in India and Vietnam.
Additionally, subsidiary Axyntec Dü nnschichttechnik GmbH, which Nanofilm fully acquired last February to expand into Europe, is also likely to remain in the red for FY2024.
In addition, Nanofilm&rsquo s share of losses from its hydrogen joint-venture Sydrogen Energy amounted to $700,000 in the 1HFY2024, and Tng expects this unit to remain loss-making in the second half of FY2024.
Tng expects Nanofilm&rsquo s overall earnings recovery for the current FY2025 and FY2026 to remain sluggish, as its highest margin earning industrial equipment business unit is seeing a slow recovery.
&ldquo While we expect Nanofilm to control its operating costs judiciously, the shift towards a China+1 manufacturing strategy by its customers has resulted in a higher cost base due to the need to build additional capacity in Vietnam and establish a presence in India,&rdquo says Tng.
He has reduced the company&rsquo s FY2025 to FY2026 revenue forecasts by 3.1% and his gross profit margins cut for FY2025 and FY2026 by 3.5 percentage points (ppts) and 2.2% ppts respectively.
This has led to a corresponding reduction in his FY2025 and FY2026 earnings per share estimates by 30.8% and 20.7% respectively.
Internally, Nanofilm has also undergone leadership changes in FY2024, with its CTO resigning on Mar 13, 2024, and its CEO stepping down on Dec 20, 2024.
Executive chairman and founder Shi Xu has since taken on the role of group CEO as well with effect from Jan 1, which Tng hopes will expedite the group&rsquo s net profit recovery.
Given the slower pace of net profit recovery, Tng&rsquo s revised TP reflects a valuation of 14.8 times FY2026 price-to-equity ratio (P/E), a one standard deviation (s.d.) discount to the sector&rsquo s historical average over FY2021 to FY2025.
Potential upside risks include new order wins, faster-than-expected progress at joint ventures ApexTech and Sydrogen Energy, and a strong demand recovery.
Conversely, de-rating risks include high customer concentration and rising operating costs as the group expands into new markets.
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msksmsks
Supreme |
23-Jan-2025 10:03
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Fm: CGS Revenue is expected to grow modestly from S\$192.7 million in FY24 to S\$230.3 million in FY25 and S\$249.2 million in FY26. However, gross profit margins are forecasted to decline, with FY25 and FY26 margins reduced by 3.5% and 2.2% percentage points, respectively. The company& rsquo s EPS for FY24-26 is now projected at S\$0.009, S\$0.032, and S\$0.043, reflecting significant downward revisions of 38.2%, 30.8%, and 20.7% over previous estimates. The report maintains a & ldquo Reduce& rdquo recommendation for Nanofilm with a lower target price of S\$0.63, representing an 18.2% downside from the current price of S\$0.77. Key risks include high customer concentration and escalating operating costs. Upside catalysts could stem from new customer orders or accelerated operational progress in its joint ventures. https://www.minichart.com.sg/2025/01/22/nanofilm-technologies-faces-profit-challenges-analyst-reduces-target-price/ |
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kt3152
Supreme |
23-Jan-2025 09:49
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Break recent low 73...looks bad...any bad news?.... | ||
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shk363
Elite |
23-Dec-2024 11:12
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share price up shows confidence in founder | ||
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msksmsks
Supreme |
23-Dec-2024 10:24
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Not fair to put the blame on Gary Even if Dr Shi is on helm during that covid period, it won' t make much differene Mkt is fwd looking and if the fundamentals of Nanofilm is looking rosy, regardless Gary or Dr Shi, the share price wl still goes up PDYODD as usual |
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meljohn
Senior |
21-Dec-2024 12:25
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Stock drop fm $6 2021 till now 0.74. with new CEO. Good to change back old CEO | ||
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Joelton
Supreme |
21-Dec-2024 11:30
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Nanofilm Technologies reappoints founder as CEO
Current CEO will remain until Jun 13, 2025, to ensure a smooth transition of duties and responsibilities
NANOTECHNOLOGY solutions provider Nanofilm Technologies has appointed its founder Shi Xu to be its incoming CEO from Jan 1 next year, after its current CEO Gary Ho resigned after more than four years at the helm.
Although Ho has resigned to pursue other interests, he will remain with Nanofilm until Jun 13 next year to ensure a smooth transition of his duties and responsibilities, said the company in a bourse filing on Friday (Dec 20).
He will also step down as a member of the board&rsquo s risk committee.
The board decided that Shi is the best candidate to assume the role of CEO, given his leadership experience and deep expertise.
As the founder, Shi served as CEO between 1999 and 2017 as well as interim CEO for six months in 2021 during a transitional period
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meljohn
Senior |
20-Dec-2024 19:01
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Change CEO.
Good news for share holders |
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msksmsks
Supreme |
19-Dec-2024 11:40
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Nanofilm's mgmt is aware not overly
reliance on Customer Z . Another 2 customers, namely one fm Asia and the other fm China playing a big part too Their foray to Europe and Hydrogen is shaping up and growing . Though bumpy growth, Nano still net cash position to ride thru over longer term Buy when opportunity present and see what others can't see .. My humble opinions only PDYODD as usual . |
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wooncs8870
Veteran |
19-Dec-2024 10:43
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Nanofilm is a key supplier for Apple, providing semiconductor components crucial for iPhone production. However, recent reports from U.S. analysts have raised concerns about Apple potentially reducing iPhone 16 production orders by 3 million units. This reduction in orders is attributed to softer-than-expected demand for the iPhone 16 compared to previous models, which has cast a shadow over Nanofilm&rsquo s prospects. | ||
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