Vianet Share Discussion Threads

[bouleversee] 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.

[celeritas] 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.

[bouleversee] 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.

[celeritas] 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.

[its the oxman] 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.

[celeritas] 02/11/2021 16:04

Some one stuck an at best in, MM's making the most of it.

[bouleversee] 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.

[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 11:05

“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

[celeritas] 27/10/2021 09:21

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

[its the oxman] 27/10/2021 07:21

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

[celeritas] 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.

[jeffian] 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.

[celeritas] 26/10/2021 15:15

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 15:01

Not sure I understand the correlation between WTB and VNET?

[celeritas] 26/10/2021 14:42

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 12:17

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

[celeritas] 21/10/2021 09:12

Costa Coffee bets on machines for Belgian launch