EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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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