Vianet Share Discussion Threads

[ntv] 02/11/2021 13:06

Picked up a few as well

[foxman14] 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

[pottsypotts] 02/11/2021 12:20

Strange! Must be something leaking out

[foxman14] 02/11/2021 12:04

Blimey! Anybody know whats happened today. 15% drop.

[celeritas] 27/10/2021 12:05

“STRONG RECOVERY” IN REVENUES FOR VIANET GROUP

[celeritas] 27/10/2021 12:04

Rising sales sees Vianet signal a return to dividend payments to shareholders

[celeritas] 27/10/2021 10:21

Yep, I think it'll shift on before results now.

[its the oxman] 27/10/2021 08:21

Yes very positive, hardly reflected in the share price. Got to move higher.

[celeritas] 27/10/2021 07:15

Great update, looking forward to results in Dec and divi reinstatement in July.

[celeritas] 27/10/2021 00:10

It just shows, leisure/hospitality is picking up. Like you say, a good general indicator.

[jeffian] 26/10/2021 16:46

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.

[celeritas] 26/10/2021 16:15

UK demand in the leisure sector, there's definitely a read through.

· 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.

[jeffian] 26/10/2021 16:01

Not sure I understand the correlation between WTB and VNET?

[celeritas] 26/10/2021 15:42

Well if Whitbread are anything to go by we should be having a decent second half.

· Premier Inn's recovery in H1 was ahead of expectations

· Significant market outperformance in the UK, with Premier Inn total accommodation sales 12.3 pp ahead of the midscale and economy market in H1, and 13.9 pp ahead in Q2

· Expansion continuing at pace in Germany with the total open and committed pipeline now at 73 hotels, with statutory revenue 197.3% ahead of FY20

[its the oxman] 25/10/2021 13:17

Small selling but enough to see the bid tank to 91p. Overdone surely.

[celeritas] 21/10/2021 10:12

Costa Coffee bets on machines for Belgian launch

[illiswilgig] 13/10/2021 14:50

Yes, been topping up as I can't see a reason for the spike downwards - the market is in a very febrile mood at the moment.

[celeritas] 13/10/2021 10:30

Update anytime now, probs next week. I'm expecting plenty of improvement going into the back end of the year.

[celeritas] 08/10/2021 16:15

Brighton Pier FY earnings seen 'significantly ahead' of expectations

Leisure business Brighton Pier Group said on Friday that full-year earnings were expected to be "significantly ahead of market expectations" after a "strong" summer trading performance.

FTSE AIM All-Share

13:20 08/10/21

Brighton Pier stated that with all four divisions mostly opened throughout the 13 weeks ended 26 September, total net sales for the period came to £15.9m, up 145% year-on-year and 44% against the same pre-Covid period in 2019.

Like-for-like sales at the Pier were up 47% on 2020 and 14% on 2019, across its golf sites they were up 119% compared to 2020 and up 30% against 2019, and bar sales were up 36% on 2019, with most venues closed in 2020, significantly exceeding internal expectations.

[celeritas] 08/10/2021 15:46

Revolution Bars toasted a rebound in demand as the end of lockdown saw drinkers flood back into its watering holes.

The chain said the lifting of restrictions triggered ‘strong demand’ with sales up by 17 per cent compared with pre-pandemic levels, well ahead of its expectations.

[celeritas] 08/10/2021 14:25

That 27,000 cleared off the cheap stock.