July 31, 2025 12:00 AM GMT Greater China IT Services and Software | Asia Pacific M Foundation Asia Summer School: Greater China IT Services and Software Morgan Stanley Asia Limited+ Yang Liu Equity Analyst Yang.Liu@morganstanley.com +852 2239-1911 Lydia Lin Equity Analyst Lydia.Lin@morganstanley.com +852 2239-1572 Greater China IT Services and Software Asia Pacific Industry View Cautious Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors sh ...

The Enterprise Software segment continues to perform well. In comparing our first half figures to last year, it is important to remember that the largest trade fair for the printing industry, Drupa, took place in May and June of 2024. Hybrid Software closed a lot of business during Drupa but that left the sales pipeline relatively weak in the third quarter, and we did not see a recovery until October of last year. The current situation is much better. Enterprise Software sales increased more than 7% in the ...