EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26      
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Ming Yuan Cloud (909 HK)

Technology

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