EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

SANY Heavy Industry (600031 CH)

Industrials

Horizon Insights

Going global - Horizon Insights expects SANY, a leading excavator manufacturer in China, to benefit from the export boom taking place in the sector. It has already captured 30% of the domestic market and is quickly improving its global market share. SANY is currently the market leader in many Southeast Asia countries and continues to develop localised products to meet the unique needs of the European market, while expanding its sales network in the US. Given that the next round of excavator growth is to be fuelled by electrification, SANY has also been dipping its toes in battery & electric control technology.

Edition: 144

- 16 September, 2022