EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26   Hidden Gems & Hidden Risks: Where are we in the Economic and Market Cycle? & What are the Risks? - Chris Watling/Longview Economics - 22 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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Report by Horizon Insights

A digital transformation in the Chinese real estate industry is inevitable and this property technology firm is ideally placed to benefit - huge opportunity given the penetration rate of software solutions is currently less than 0.1%. Real estate developers are willing to spend on digital products to help improve sales and management. New product launches will increase ARPU and the emerging demand from state-owned enterprises also provides an additional avenue for growth.

Edition 118 - 03 Sep 21