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

Policy catalyst in China's software industry

Technology

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 October, 2022


The development of OA software in China

Technology

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 March, 2022