Daily Brief Thematic (Sector/Industry): Smartkarma Webinar | HR Tech Investment Opportunities and more

In our next Webinar, we welcome Analyst Shifara Samsudeen, ACMA, CGMA , who will take us through the landscape of HR Tech and its investment opportunities.

The webinar will be hosted on Wednesday, 28 September 2022, 17:00 SGT/HKT.

Shifara Samsudeen, ACMA, CGMA, is a chartered management accountant with more than 10 years of rich experience in investment research and financial analysis. She has worked as an equity analyst for one of the world’s largest asset managers with USD2.5 trillion in AUM covering numerous sectors including chemicals, retail, tech, autos, telco, real-estate and banks, globally. She is experienced in fundamental equity research, industry research, commodity studies, forensic accounting, and due diligence reviews.

• China’s distressed property firms are scrambling for a share of a 200 billion yuan ($28.5 billion) government loan program
• The loan program planned by the central government aims to help developers resume construction of apartments that have already been bought but are unfinished due to an industrywide shortage of funds
• Developers have this month been urging their regional branches to file loan applications as soon as possible and local authorities are conducting audits to select the first batch of projects to finance

• Chinese exports of solar panels to Europe have surged this year as countries hunt for alternative energy sources to fill the gap left by Russian natural gas.
• In the first seven months of 2022, China shipped photovoltaic (PV) modules with a combined capacity of 51.5 gigawatts to Europe, 25.9% more than the whole of last year
• China is the world’s largest supplier of photovoltaic products and the trade with Europe, including non-European Union countries

• Japanese auto makers have agreed to pay patent fees for mobile technology in connected cars, a win for equipment vendors
• It is also positive for NTT’s DoCoMo, which is a global leader in network technology R&D (fourth overall and largest in Japan) despite being a network operator
• KDDI also benefits as it already generates meaningful IoT revenue supported in part by automobile connectivity