Nanofilm    Last:1.24    +0.01

Nanofilm Next Growth Path - Post Covid

If profits really hit $100 by FY22,  i guessed I  won' t mind how much they pay
the dividends as the share price pbbly go back to $4-5 range 

Now investors looking for recovery play after post covid.  Becz the base is low 
and then can see earnings growth

Company that did well wl not be easy gg fwd as higher base and expectation wl be
higher too.  Once can' t meet, they wl be downgraded...

We' ve seen DBS including Sembcorp Ind today.  Result solid and giving generous
dividend yet share price hardly move.  Becz all these been priced in and mkt is
fwd looking 

Nano is still in infant stage of its growth path.  I' m sure there are numerous 
exciting applications they hv yet to tap.  But this requires time to identify,
plan and execute their strategies.

Cheers 

lifeisgood      ( Date: 21-Feb-2023 10:15) Posted: I remember Nanofilm has been increasing its dividend since IPO. Hope it will continue to increase dividend, especially when profits hits $100 million by 2025

 

I remember Nanofilm has been increasing its dividend since IPO.
Hope it will continue to increase dividend, especially when profits hits $100 million by 2025

 

Nanofilm wl be reporting for their FY22 result after mkt closed today.

Revenue and earnings are expected to decline ard 4% & 30% respectively
as guided by mgmt couple wks back . 

Mkt is forward looking and we shld look into areas whether Nanofilm wl
be able to perform better for FY23 and beyond ...

1) With the lifting of restrictive measures , China' s economy is poised to 
grow strongly as predicted by Economists, Investment banks and analysts.
This wl aid the recovery of Nanofilm' s revenue in nature 

2) Foxconn prodn had resumed full opn and had guided that their Jan revenue
hit record high and increasing shpmts fm Zhengzhou plant.  Wl this warrant 
  Nanofilm' s 1Q23 revenue wl improve  ?

3) 1Q22 is the strongest compared with the rest of the remaining Qtrs.....
Looking fwd to April, for their 1Q23 guidance whether the numbers can beat
Q/Q comparison

4) Setting up 2nd prodn ard 40000sq2 in Hanoi and acquisition rights expected
to complete 1Q23.  This site is intended to serve as additional prodn base for the 
Group biz activities.   
This is a prudent move for Nanofilm  as Foxconn had signed a lease with Saigon-Bac Giang 
Industiral Park a plot of 45 hectares to meet operational needs and expand prodn capacity.  A shift 
fm China following majpor disruptions at its key manufacturing base last year

Looking fwd to Nano' s recovery and also embarking their next growth path in green energy,
and other solutions .....with target of $500mil (revenue) and $100mil (earning) for FY25

Cheers 




 

 

WT !!! Should have bought more at below $1.30

msksmsks      ( Date: 20-Feb-2023 12:40) Posted: RBC expects 'very strong' China earmings growth in 2023 https://youtu.be/NgkTrLWmXLY

 

RBC expects 'very strong' China earmings growth in 2023


https://youtu.be/NgkTrLWmXLY

 

Goldman Strategists See 24% Jump in Chinese Stocks by Yearend https://www.bloomberg.com/news/articles/2023-02-19/goldman-strategists-see-24-jump-in-chinese-stocks-by-yearend

 

真 真 假 假

Observing the price actions, it's not difficult to spot the prop up or down forcing weak holders to sell at lower price

Spring recoil soon

 

Absorbing the selling/profit taking before scaling to higher level

 

Noted.

I hope u wl.contribute more positively and frequently when I reduce my postings

Stocky901      ( Date: 14-Feb-2023 16:23) Posted: --- Post Removed by User ---

 

Goodness me....

Me or somebody else making alleged accusation...

Pls be mindful to give due respect to others..

I'm juz.contributing and sharing my thgts..

If u think I'm too noisy, I wl keep quiet next time

Stocky901      ( Date: 14-Feb-2023 16:07) Posted: --- Post Removed by User ---

 

Can we see a dragon fly in the making ?

 

What a flush by the BB to weed out weak holders

As mentioned b4, Nano is poised for recovery and embarking
next growth path...

Look beyond FY22 which is foregone conclusion 

Foxconn prodn at full speed with record revenue in Jan.    This is crucial
to Nano' s revenue 

 

Hi folks

Juz realized that the earlier thread been removed thus recreate a new one.

Feel free to post 

Cheers