ROADSHOWS: Actionable Macro Views for Real-Time Markets - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26       Semiconductors Coverage and Ideas - Kevin Cassidy /Rosenblatt Securities   •   London   25 - 26 Jun 26      
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Fortnightly publication highlighting latest insights from IRF providers

Company Research

Policy catalyst in China's software industry

Technology

Report by Horizon Insights

To combat uncertainties caused by sanctions and rising geopolitical tensions, and more importantly, to improve the rate of self-sufficiency in the critical process of production in various industries, the government has implemented and heavily promoted the Xinchuang Standard Pilot Program, which is one of Horizon Insights’ long-emphasised investment themes for the tech sector. Investors should be focusing on office automation and the industrial software industry with companies such as Kingsoft Office, Hundsun Technologies, Weaver Network, Seeyon, Kingdee and SUPCON well placed to benefit.

Edition 147 - 28 Oct 22

The development of OA software in China

Technology

Report by Horizon Insights

Strong demand will persist on the back of a vast customer base, resulting in a massive market with huge growth potential - the core critical success factors of the Office Automation software industry include the capability to standardise products and the ability to rapidly expand sales channels. As one of the industry leaders Weaver Network looks set to thrive. Its current product matrix can meet the needs of enterprises of all sizes in terms of deployment methods, implementation delivery, customisation, etc. Horizon Insights estimates annual net earnings growth of 30% in 2022.

Edition 131 - 18 Mar 22