Beyond the Shine: Why a Visit to Nanofilm Solidified My Belief in Deep-Tech Moats

 

Just visited Nanofilm at their Tai Seng HQ yesterday. The applications for their nano-coatings are vast—from the printer on your desk to the fuel cells of the future. Thank you 

But for investors, the real story is their FCVA technology—a deep-tech moat that makes them a "picks and shovels" play for multiple megatrends.

In my new article, I break down:

🔬 Why FCVA is a platform, not just a product.

🌍 How they're an enabler for Automotive, Electronics, and Green Tech.

💡 The intangible advantages that build long-term value.

Seeing the tech in person solidified my belief in investing in companies that build things better.

Read my full investment perspective here: 

Click link below:

https://bit.ly/ericsharesEp35_Nanoflim

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

 ✅ We bridge the gap between investors and management.

 ✅ We turn exclusive access into your competitive edge.

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

***This is not financial advice or recommendation but for general sharing of my personal takeaways.

Disclaimers n PDPA: https://bit.ly/EricDisclaimers

#Nanofilm #DeepTech #Investing #ericwealthadvisoy #ConvictionCompass #Moat #SingaporeStocks #Technology 

The Conviction Compass: Navigating Market Shifts with Mapletree Industrial Trust’s Strategic Pivot

 

Group picture

My Conviction Compass led me to Mapletree Industrial Trust. Beyond the S$8.5b AUM and 2,000+ tenants, I found a masterclass in strategic capital allocation.

 

In my latest analysis, I break down:

• The Real Reason for the Divestments: It’s not retreat—it’s a strategic redeployment.

• The "Dual-Engine" Framework: How MIT balances stable Singapore income with high-growth global data centers.

• The Offensive Move for DPU Resilience: Why lowering gearing now is a power play for future growth.

 

This is how leading REITs are built to last. Read the full strategic deep dive here: Click on link below.

https://bit.ly/eriscshareep34_MapletreeIndustrial_4Nov2025

 

 Thank you to SGX Group Shimona Wong and the investor relations from Mapletree Industrial Tai I Eileen Lee Cheng Mui lian for hosting us.

Mapletree Investor relations

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

 ✅ We bridge the gap between investors and management.

 ✅ We turn exclusive access into your competitive edge.

 

👉 Connect at ohlh@phillip.com.sg

 

📲 View my profile:https://lnkd.in/dWxD6Vb

 

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

 

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

 

Previous Post on Eric shares his insights on SGX webinar: https://lnkd.in/gK7baXWr

Beyond the Spreadsheet: My Visit to NTT DC REIT and the Conviction in Data's Physical Layer

After work yesterday, I visited a high-security NTT data center. No photos allowed—airport-grade security. But the insights were priceless. Here's a sneak peek at my key takeaways:

🚀 The "Dual-Flywheel" Model: How NTT wins with both enterprise colocation AND hyperscalers.
⚡ The Real A.I. Moat: It's not just silicon; it's about finding 5MW of power.
📈 The REIT Structure: De-risked assets, outsourced management, and global scale.

This visit solidified my conviction in the physical layer of the digital economy.
Want the full deep dive? Read the article here: Click link here:

https://bit.ly/ericsharesEp33_NttDcReit_visit

Thank you SGX Group Andrew LerShimona Wong John Lim Amanda Huang for organizing this.

 At Eric Wealth Advisory:
✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.
✅ We bridge the gap between investors and management.
✅ We turn exclusive access into your competitive edge.

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).
2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

Previous post: Eric shares at SGX webinar: https://lnkd.in/gdKbgxSQ