Nanofilm’s 1H25 revenue of S$107m (+30% yoy) met our expectation, forming 46% of our full-year estimate. However, earnings remain soft, at only S$1.6m or 12% of our full-year estimate (vs S$3.7m loss in 1H24) due to a softer gross margin. Revenue growth was driven by the AMBU and IEBU segments. Nanofilm expects consistent growth in 2025. Although Nanofilm’s revenue is healthy, it may take time to achieve meaningful earnings. Maintain SELL with a 22% higher target price of S$0.56.
KEY HIGHLIGHTS Results AEM Holdings (AEM SP/SELL/S$1.51/Target:S$1.25): 1H25: Revenue in line but earnings miss expectations; maintain SELL. CapitaLand Investment (CLI SP/BUY/S$2.72/Target: S$3.49): 1H25: Strategic recycling and lodging expansion support growth outlook. Maintain BUY. ComfortDelGro Corporation (CD SP/BUY/S$1.53/Target: S$1.70): 2Q25: A steady ride with decent yield and earnings growth. First Resources (FR SP/BUY/S$1.68//Target: S$1.85): 1H25: Results above expectations thank...
NANOBIOTIX Announces Regulatory Harmonization and New Composition of Matter Patent Filed for JNJ-1900 (NBTXR3) Health authorities in major European countries have accepted the reclassification of JNJ-1900 (NBTXR3) from a medical device to a medicinal product, aligning with regulatory status in the US and other major marketsMedicinal product classification supports unified global regulatory classification, facilitating future global strategies and filingsNew composition of matter patent for JNJ-1900 (NBTXR3) filed by Nanobitotix PARIS and CAMBRIDGE, Mass., July 07, 2025 (GLOBE NEWSWIRE) -...
NANOBIOTIX annonce une harmonisation réglementaire et le dépôt d’une demande d’un nouveau brevet de composition de matière pour JNJ-1900 (NBTXR3) Les autorités de santé des principaux pays européens ont accepté la reclassification de JNJ-1900 (NBTXR3) en tant que médicament, au lieu de dispositif médical, alignant ainsi son statut réglementaire sur celui en vigueur aux États-Unis et dans d'autres marchés majeurs.Cette classification en tant que médicament permet une harmonisation réglementaire mondiale, facilitant les futures stratégies et dépôts réglementaires internationaux.Un nouveau bre...
A director at Nanobiotix bought 11,000 shares at 5.622USD and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
Feedback of the companies present at the ODDO BHF Nextcap Forum Company Country Market cap. (m) Company Country Market cap. (m) Accsys Technologies € 124 Hoffmann Green € 62 Afyren € 72 Hornbach € 1 451 Altri € 1 058 IDI € 537 AMG € 550 Implenia CHF 973 AmRest PLN 3 544 Jacquet Metals € 494 Arcure € 29 Kloeckner & Co € 653 Arverne 194 Knaustabbert € 144 Austriacard Holdings € 188 Lna Santé € 270 Bastide € 218 Medincell € 398 Befesa € 1 116 Nacon € 63 CAF € 1 649 N...
Our 14th edition of the ODDO BHF Nextcap Forum took place on 11 June in Paris, and on 12 June virtually. 96 companies and 170 investors were present for more than 700 meetings organized. Overall, we noted a still cautious tone from companies, with limited visibility on a solid rebound in a persistently uncertain market environment (geopolitical situation, US politics, etc.), even if there are some signs of recovery and certain sectors remain very well positioned (leisure, energy, defence). At th...
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