 Post-pandemic city to evolve and offer a different type of urbanisation - the flux augmenting this change is technology  The split week will be the new normal and will have a knockon effect to city infrastructure, buildings and urban planning  We present 10 stocks under our global coverage to play four key areas of opportunity A different type of urbanisation In our related report ‘The changing shape of urbanisation’, 28 April 2021, we describe how we expect the post-pandemic city could evolve and offer a different type of urbanisation, as many peoples’ views and perceptions have changed about the way cities offer places to live, work and/or socialise. The ‘split week’ (divided between working from the office and home) will be the new normal and this will have a knock-on effect to transport systems, commercial premises, businesses and town and city planning. The flux to augment this change is technology and it will be its accelerated integration and wider adoption that will evolve our future cities.

Ways to play our four key areas of opportunity Government - smart city government-led contracts are generating lucrative tenders for experienced specialists – ST Engineering (STE SP) and Schneider Electric (SU FP) Connectivity – data centres are providing the next generation of network infrastructure – Segro (SGRO LN) and Keppel DC REIT (KDCREIT SP) Transport - is changing, cars are charging and e-bikes are booming as driverless becomes a realistic future norm, car combustion engines give way to electric and ebikes shift up a gear - Hyundai (005380 KS), VW Group (VOW GR), CATL (300750 CH), Merida (9914 TT) and Giant (9921 TT).

Workplaces - offices & WFH work patterns require more investment and development of flexible workspace – International Workspace Group (IWG LN)