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Ming Yuan Cloud (909 HK)

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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 September, 2021