APAC IPOs & Placements

Zhen Zhou, Toh

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<div><a href="https://www.smartkarma.com/entities/nanofilm-technologies-international" target="_blank" data-smartkarma-citation="entities:29700:1" rel="noopener">Nanofilm Technologies International (NTI SP)</a>  is looking to raise up to US$345m in its Singapore IPO.</div><div>
NTI is a leading nanotechnology solutions provider in Asia. The company operates three main business units (BU), namely, Advanced Materials, Nanofabrication, and Industrial Equipment.
In this note, we look at forecasts, assumptions, peer valuation, and share our thoughts on valuation.
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Nanofilm Technologies International (NTI SP)  is looking to raise up to US$345m in its Singapore IPO.
NTI is a leading nanotechnology solutions provider in Asia. The company operates three main business units (BU), namely, Advanced Materials, Nanofabrication, and Industrial Equipment.
In this note, we look at forecasts, assumptions, peer valuation, and share our thoughts on valuation.


Nanofilm Technologies IPO - Expensive but Still Justifiable Valuation

<a href="https://www.smartkarma.com/entities/nanofilm-technologies-international" target="_blank" data-smartkarma-citation="entities:29700:1" rel="noopener">Nanofilm Technologies International (NTI SP)</a>  is looking to raise up to US$345m in its Singapore IPO.NTI is a leading nanotechnology solutions provider, operating in Asia. The company operates three main business units (BU), namely, Advanced Materials, Nanofabrication, and Industrial Equipment.In this note, we will cover the company background, operational and financial numbers, and share our thoughts on its business.

Nanofilm Technologies International (NTI SP)  is looking to raise up to US$345m in its Singapore IPO.NTI is a leading nanotechnology solutions provider, operating in Asia. The company operates three main business units (BU), namely, Advanced Materials, Nanofabrication, and Industrial Equipment.In this note, we will cover the company background, operational and financial numbers, and share our thoughts on its business.

Nanofilm Technologies IPO - Impressive Growth and Margins

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Founded in 1999 as a high-tech spin-off from the Nanyang Technological University Singapore (ranked #13th in QS Global World University Rankings 2021 – 6th year in a row) by Dr. Shi Xu, NanoFilm Technologies International Pte Ltd (NTI) offers coating solutions that provide functional and/or aesthetic improvements to its customers’ end-products.Its share price has a nice rally post IPO and left investors to wonder whether there will be anything left. There are many reasons why investors should be excited about <a href="https://www.smartkarma.com/entities/nanofilm-technologies-international" target="_blank" data-smartkarma-citation="entities:29700:1" rel="noopener">Nanofilm (NANO SP)</a> namely 1) blue-chip customers' stickiness in the tech sector including Microsoft as well as 2) the expanding Total Addressable Market for its coating business that will include EV sectors and 3) this could be an ESG stock from Environmental angle due to its exposure in EV that will mean less CO2 emission. I am still bullish on this.

Founded in 1999 as a high-tech spin-off from the Nanyang Technological University Singapore (ranked #13th in QS Global World University Rankings 2021 – 6th year in a row) by Dr. Shi Xu, NanoFilm Technologies International Pte Ltd (NTI) offers coating solutions that provide functional and/or aesthetic improvements to its customers’ end-products.Its share price has a nice rally post IPO and left investors to wonder whether there will be anything left. There are many reasons why investors should be excited about Nanofilm (NANO SP) namely 1) blue-chip customers' stickiness in the tech sector including Microsoft as well as 2) the expanding Total Addressable Market for its coating business that will include EV sectors and 3) this could be an ESG stock from Environmental angle due to its exposure in EV that will mean less CO2 emission. I am still bullish on this. 

Nanofilm (NANO): Don't Sell Yet, More to Come

Singapore

Nanofilm Technologies International Pte Ltd manufactures industrial machinery. The Company specializes in batch and load-lock systems, as well as materials with special surface properties and nano-engineering capabilities. Nanofilm Technologies International serves customers worldwide.

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Nanofilm (NANO SP)

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...

Zhen Zhou, Toh

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...

Zhen Zhou, Toh

Nanofilm (NANO): Don't Sell Yet, More to Come

Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...

Henry Soediarko

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