Nanofilm (MZH.SI), a nanotechnology solutions provider, saw its stock plummet 3.17% during Thursday's trading session, closing at S$0.610. The sharp decline comes amid growing concerns over weakening demand in the consumer electronics sector and specific news related to one of its key customers.
The downturn is largely attributed to Apple's decision to delay the upgrade of its 'Siri' digital assistant to next year, as reported by OCBC Investment Research analyst Ada Lim. This postponement is seen as a negative development for Nanofilm, as Siri's new artificial intelligence features were expected to drive a refresh cycle later this year, potentially boosting demand for Nanofilm's products.
Adding to the pressure, OCBC Investment Research has lowered its fair value estimate for Nanofilm from S$0.735 to S$0.665, while maintaining a hold rating on the stock. The research firm also highlighted potential caution among clients in Nanofilm's Industrial Equipment Business Unit regarding capital expenditures for equipment, as global supply chains adjust to tariff developments. These factors collectively contribute to rising downside risks for the company, prompting investors to reassess their positions.
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