ECM Weekly (25 October 2020) - Ant Group, Lufax, JW Thera, Shimao Svcs, GDS Secondary, Nanofilm
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. This week...
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Nanofilm Technologies IPO: Valuation Insights
Nanofilm will raise proceeds of S$470 million ($346 million) with primary/secondary spilt of 42.5%/57.5%. Our valuation analysis suggests that the...
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Nanofilm Technologies IPO Initiation: Layer by Layer
Nanofilm is an attractive growth story underpinned by proprietary technology, growing addressable markets, high customer stickiness, attractive...
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Nanofilm Technologies IPO - Expensive but Still Justifiable Valuation
Valuation compared to smaller peers suggest some modest upside based on FY2020E and FY2021E P/E. The company is growing fast, it doesn’t need the...
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Nanofilm Technologies IPO - Impressive Growth and Margins
We like the company as its growth accelerated in 6M FY2020, driven by smartphones and wearables end markets. It likely counts Apple as its end...
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