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Share Name Share Symbol Market Type Share ISIN Share Description
Vianet Group Plc LSE:VNET London Ordinary Share GB00B13YVN56 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 81.50 80.00 83.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 8.4 -2.8 -6.8 - 24

Vianet Share Discussion Threads

Showing 901 to 924 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
16/11/2021
16:45
"Working with our suppliers, we have so far managed to mitigate the impact of the global semi-conductor supply shortages on customer installation programmes, however this has resulted in paying marginally higher stock premiums for components." The recent trading update does not suggest it's a problem having much impact. 90% of VNET's income is from "recurring revenues", i.e. monitoring and providing management information from existing installations. I don't know about "disappointing performance of late". They've been trading in a range since the market collapse last March and although they are upbeat about revenues recovering, we've made a substantial loss and are still not back at pre-Covid levels, currently trading around 10x 2019 profits. It's never been a high-PE share so that's probably why we are where we are until the market sees the colour of their money.
jeffian
16/11/2021
15:37
Quite. I should have thought there must be quite a few things a tech company needed which might not be readily available in present circumstances. Anyone needing microchips, for instance, is in a hole. Are Vianet not supplying the machines which automatically provide coffee or whatever as well as the software which operates them? However, Jeffian, feel free to come up with some other reasons for their somewhat disappointing performance of late.
bouleversee
16/11/2021
14:47
There is hardware involved, Doesn't the system rely on complex sensors so it knows if beer or cleaning fluid is going through the pipe? I am sure there are other things but that was an obvious one.
stpalm
04/11/2021
18:34
They're an IT company. What supplies?
jeffian
04/11/2021
13:35
The only possible read across is whether Vianet may also have problems in getting whatever supplies they need in a timely way.
bouleversee
04/11/2021
12:52
Vianet are very different to Next, I don't see the read across. This is a semi conductor issue affecting the whole world. Demand is very high but business will stock up just like people did with toilet rolls.
celeritas
04/11/2021
11:19
One would like to think so but Next, which had good results, have warned that supply difficulties will continue and I heard they are having to fly stuff in which nobody will be happy about. As regards Vianet, do you not think that that drop might have something to do with the increase in Covid cases when the cold weather has barely started and the consequences that that implies? I see the share price is picking up again so may top up but I have lost a huge amount by doing so with other companies after big falls so may just sit on my hands.
bouleversee
04/11/2021
10:13
The at best seller was given a raw deal the other day, a few others then see the move and panic. Take advantage if you can and go against you natural instincts which to most investors is fright. The update was good, business is much better, only negative was supply of parts but like toilet roll I expect the supply issues to normal out over the coming months.
celeritas
04/11/2021
09:42
Bizarre fall following a decent update. Have added a few. Hoping for an easy gain and move back clear of 100p. Or I'm missing something entirely.
its the oxman
02/11/2021
16:04
Some one stuck an at best in, MM's making the most of it.
celeritas
02/11/2021
13:36
Am curious to know what you traders call a few, i.e. what sort of sums you risk in such a situation, if that isn't a state secret.
bouleversee
02/11/2021
13:06
Picked up a few as well
ntv
02/11/2021
12:39
Looks like someone bailing so grabbed a few. Time will tell
foxman14
02/11/2021
12:29
Yuk! That sounds nasty😁 Better not be though. They only gave a trading statement 4 days ago
foxman14
02/11/2021
12:20
Strange! Must be something leaking out
pottsypotts
02/11/2021
12:04
Blimey! Anybody know whats happened today. 15% drop.
foxman14
27/10/2021
11:05
“STRONG RECOVERY” IN REVENUES FOR VIANET GROUP hTtps://www.insidermedia.com/news/north-east/strong-recovery-in-revenues-for-vianet-group
celeritas
27/10/2021
11:04
Rising sales sees Vianet signal a return to dividend payments to shareholders hTtps://www.business-live.co.uk/technology/rising-sales-sees-vianet-signal-21981155
celeritas
27/10/2021
09:21
Yep, I think it'll shift on before results now.
celeritas
27/10/2021
07:21
Yes very positive, hardly reflected in the share price. Got to move higher.
its the oxman
27/10/2021
06:15
Great update, looking forward to results in Dec and divi reinstatement in July.
celeritas
26/10/2021
23:10
It just shows, leisure/hospitality is picking up. Like you say, a good general indicator.
celeritas
26/10/2021
15:46
Whitbread's principal business is hotels. Their remaining interest in pubs/branded restaurants is minimal. I'm not sure they are of much use to VNET other than as the most general indicator that people are beginning to spend again post-Covid, but you can see that from many other areas of the economy anyway.
jeffian
26/10/2021
15:15
UK demand in the leisure sector, there's definitely a read through. ยท Leisure demand remains strong in the UK into H2, with business demand improving, resulting in September total accommodation sales up 9.7% vs FY20. "Our Smart Zones division is set to recover in line with the UK pub and US hospitality markets, as well as gaining revenue momentum from its market and retail data insight services. As we exit the lockdown phases, our draught beer insights remain highly valuable for customers to understand trading performance and patterns and aid decision-making. We have already received orders and enquiries for installations of new systems, as well as exploring new services designed to help clients during these uncertain times.
celeritas
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
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