View Financial HealthVNET Group 配当と自社株買い配当金 基準チェック /06VNET Group配当金を支払った記録がありません。主要情報n/a配当利回り0.1%バイバック利回り総株主利回り0.1%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新お知らせ • Jun 27+ 1 more updateVNET Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for $50 million worth of its shares.VNET Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its American Depositary Shares (ADSs), representing its six Class A ordinary shares. The company expects to utilize its existing funds to fund repurchases made under this program. Any repurchased ADSs may be classified and held in the name of the Company as treasury shares or ADSs, which may be cancelled or used for other purposes. The repurchase program will run for a period of 12 months.お知らせ • Mar 25+ 1 more update21Vianet Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for 48,634,493 shares, for $260 million.21Vianet Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to 48,634,493 Class B ordinary shares for $260 million. The shares will be repurchased at a price of $5.346 per share or $32.076 per American depository share. The company has entered into a share purchase agreement with Tuspark Innovation Venture Limited to repurchase its shares.すべての更新を表示Recent updatesお知らせ • Apr 21VNET Group, Inc. Announces Resignation of Qiyu Wang as Chief Financial Officer, Effective April 30, 2026VNET Group, Inc. announced that Mr. Qiyu Wang has resigned from his position as VNET's Chief Financial Officer for personal reasons, effective April 30, 2026.お知らせ • Mar 16VNET Group, Inc. Provides Earnings Guidance for the Full Year 2026VNET Group, Inc. provided earnings guidance for the full year 2026. For the year, the company expects its total net revenues to be in the range of RMB 11.5 billion to RMB 11.8 billion, representing year-over-year growth of 15.6% to 18.6%.お知らせ • Mar 05VNET Group, Inc. to Report Q4, 2025 Results on Mar 16, 2026VNET Group, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 16, 2026お知らせ • Feb 13VNET Group, Inc. Appoints Peter Zhihua Zhang as Senior Vice President, Operational Finance, Effective February 13, 2026VNET Group, Inc. announced the appointment of Mr. Peter Zhihua Zhang as Senior Vice President, Operational Finance, effective February 13, 2026. Mr. Zhang will be responsible for the Company's financial operations and is authorized to review and approve the Company's financial statements and related filings for SEC and Nasdaq compliance purposes, as applicable. Mr. Zhang will also serve as the Company's principal accounting officer in accordance with applicable U.S. federal securities laws, SEC rules, and Nasdaq requirements. Mr. Peter Zhihua Zhang is an experienced finance executive with broad leadership experience across global and China-based enterprises and deep expertise in corporate financial governance and operations across multiple industries. He joined VNET in October 2019 to oversee the Company's accounting, taxation, and compliance functions. In addition, he has played a key role in establishing financial systems for several of the Company's business units, effectively supporting the Company's operational compliance and steady growth, and leads the Company's domestic debt financing initiatives and strategic partnership with Microsoft. Prior to joining VNET, he served as Chief Financial Officer at a TMT enterprise and as finance director at Anta Group, as well as in key finance roles at Lenovo and TDK. Mr. Zhang is a Certified Management Accountant (CMA, USA) and holds a bachelor's degree in accounting from Jilin University and a Master of Business Administration from Renmin University of China.お知らせ • Nov 20VNET Group, Inc. Increases Earnings Guidance for the Full Year 2025VNET Group, Inc. increased earnings guidance for the full year 2025. The Company now expects total net revenues for 2025 to be between RMB 9,550 million to RMB 9,867 million, representing year-over-year growth of 16% to 19%.お知らせ • Nov 11VNET Group, Inc. to Report Q3, 2025 Results on Nov 20, 2025VNET Group, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025お知らせ • Nov 05Vnet Group, Inc. Issues First Holding-Type Real Estate Green Asset-Backed Security in China's Idc Sector Under Private Reit ProjectVNET Group, Inc. announced that the Company has successfully issued a holding-type real estate green asset-backed security under its newly-launched private REIT (the "Private REIT Project"), marking a first in China's IDC industry. The Private REIT Project will be listed on the Shanghai Stock Exchange as a standardized security product. This innovative special-purpose equity scheme will empower VNET to revitalize its existing IDC assets and recycle capital to fund its capacity expansion and other general corporate purposes, while reducing the Company's leverage ratio and optimizing its capital structure. Under the Private REIT Project, VNET will transfer a 100% equity interest in one of its existing retail IDC projects to a private REIT. 93% of this REIT will be subscribed by leading domestic institutional investors, including China Pacific Insurance (Group) Co. Ltd. ("CPIC"), while VNET will subscribe 7%. The overall offering size will be approximately RMB860 million, with equity consideration of approximately RMB800 million, indicating a valuation of approximately 13x EV/EBITDA. Following the completion of this transaction, VNET will serve as the issuer and originator for the private REIT Project and will remain responsible for the IDC project's operation to ensure its healthy long-term development. This is the highest possible rating in the relevant evaluation system, underscoring VNET's strong market position and commitment to sustainable development. The Private REIT Project's underlying data center asset is a premium retail IDC project located in a tier-one city in China, where demand for IDC services is robust and growing. Supported by premium network infrastructure, this IDC offers fast data transmission and low latency, seamlessly meeting customers' demand for reliable, premium services. Its high-quality, loyal customer base, including financial institutions and internet companies, generates stable and predictable cash flow.お知らせ • Aug 21VNET Group, Inc. Affirms Earnings Guidance for the Full Year 2025VNET Group, Inc. affirmed earnings guidance for the full year 2025. For the period,The Company expects total net revenues for 2025 to be between RMB 9,150 million to RMB 9,350 million, representing year-over-year growth of 11% to 13%.お知らせ • Aug 07VNET Group, Inc. to Report Q2, 2025 Results on Aug 21, 2025VNET Group, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 21, 2025お知らせ • Jun 27+ 1 more updateVNET Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for $50 million worth of its shares.VNET Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its American Depositary Shares (ADSs), representing its six Class A ordinary shares. The company expects to utilize its existing funds to fund repurchases made under this program. Any repurchased ADSs may be classified and held in the name of the Company as treasury shares or ADSs, which may be cancelled or used for other purposes. The repurchase program will run for a period of 12 months.お知らせ • May 14VNET Group, Inc. to Report Q1, 2025 Results on May 28, 2025VNET Group, Inc. announced that they will report Q1, 2025 results Pre-Market on May 28, 2025お知らせ • Mar 12VNET Group, Inc. Provides Earnings Guidance for the Year 2025VNET Group, Inc. provided earnings guidance for the year 2025. The company expects total net revenues for 2025 to be between RMB 9,100 million to RMB 9,300 million, representing year-over-year growth of 10% to 13%.お知らせ • Mar 10VNET Group, Inc. to Report Q4, 2024 Results on Mar 12, 2025VNET Group, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 12, 2025お知らせ • Nov 21Vnet Group, Inc. Revises Financial Guidance for the Year 2024VNET Group, Inc. increased its full year 2024 guidance for total net revenues. Specifically, the company now expected total net revenues for 2024 to be between RMB 8,000 million to RMB 8,100 million, representing year-over-year growth of 7.9% to 9.3%.お知らせ • Nov 07VNET Group, Inc. to Report Q3, 2024 Results on Nov 20, 2024VNET Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 20, 2024お知らせ • Nov 01VNET Group, Inc Announces Board and Committee ChangesVNET Group, Inc. announced the resignation of Mr. Changqing Ye as an independent director and a member of the audit committee of the Company's board of directors, effective October 31, 2024. Mr. Ye resigned for personal reasons and not due to any disagreement with the Board, the Company or any of its affiliates on any matter relating to the Company's operations, policies or practices. The Board has approved that Mr. Kenneth Chung-Hou Tai, who has served as an independent director of VNET since October 2012, will replace Mr. Ye as a member of the audit committee of the Board, effective October 31, 2024. Following the aforementioned changes, the Board now consists of six directors, including four independent directors. The audit committee of the Board is comprised of Mr. Sean Shao, Mr. Yoshihisa Ueno and Mr. Kenneth Chung-Hou Tai.お知らせ • Aug 28VNET Group, Inc. Affirms Financial Guidance for the Year 2024VNET Group, Inc. affirmed financial guidance for the year 2024. The Company expects total net revenues for 2024 to be between RMB 7,800 million to RMB 8,000 million, representing year-over-year growth of 5.2% to 7.9%.お知らせ • Aug 16VNET Group, Inc. to Report Q2, 2024 Results on Aug 27, 2024VNET Group, Inc. announced that they will report Q2, 2024 results on Aug 27, 2024お知らせ • Jul 30VNET Group, Inc Announces Change to Board CompositionVNET Group, Inc. announced the resignation of Mr. Erhfei Liu as an independent director of the Company's board of directors, effective July 24, 2024. Mr. Liu resigned for personal reasons and not due to any disagreement with the Board, the Company or any of its affiliates on any matter relating to the Company's operations, policies or practices. The Board has approved the appointment of Mr. David Lifeng Chen as a new independent director of the Board, effective immediately. Mr. Chen is a seasoned tech entrepreneur, executive, and venture capitalist with extensive operational and industrial expertise in both the U.S. and China. Since 2017, he has been serving as an Operating Partner for the Hongshan CBC Cross-border Digital Fund, a specialized fund dedicated to assisting global technology companies in entering or restructuring their operations in China. He has also been serving on the boards of GitLab China JV since 2021 and Atos China JV since 2018, respectively. From 2001 to 2012, Mr. Chen was the Co-Founder, Vice Chairman and President of VanceInfo, which later merged with HiSoft to form Pactera. Pactera was recognized by IDC as the largest banking IT services and solutions provider in China and was ranked among the global top 100 FinTech companies in 2020. Mr. Chen began his career in Silicon Valley, holding multiple management and technical positions at Asera, IBM Crossworlds, KPMG Consulting, and Oracle from 1995 to 2001. He holds a bachelor's degree in electrical engineering from Tongji University and a master's degree in computer engineering from the University of California, Irvine.お知らせ • Jul 12Josh Sheng Chen cancelled the acquisition of VNET Group, Inc. (NasdaqGS:VNET).Josh Sheng Chen enter into preliminary non-binding proposal letter to acquire VNET Group, Inc. (NasdaqGS:VNET) in a management buyout transaction for $1.2 billion on September 13, 2022. As per the transaction, Josh Sheng Chen to acquire all of the outstanding ordinary shares of the Company for $8.2 in cash per American depositary share, or approximately $1.3667 per ordinary share. The transaction will be funded with a combination of equity and debt financing. On October 14, 2022 announced that the special committee (the “Special Committee”) of the Company’s Board of Directors (the “Board”) has retained Kroll Securities, LLC and Kroll, LLC (operating through its Duff & Phelps Opinions Practice) as its independent financial advisor, and Davis Polk & Wardwell LLP as its independent legal counsel. Josh Sheng Chen cancelled the acquisition of VNET Group, Inc. (NasdaqGS:VNET) on July 10, 2024.New Risk • Jun 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥1.6b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥1.6b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (77% increase in shares outstanding).Reported Earnings • Jun 04First quarter 2024 earnings released: CN¥0.71 loss per share (vs CN¥0.56 profit in 1Q 2023)First quarter 2024 results: CN¥0.71 loss per share (down from CN¥0.56 profit in 1Q 2023). Revenue: CN¥1.90b (up 5.1% from 1Q 2023). Net loss: CN¥187.0m (down 327% from profit in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.お知らせ • May 31VNET Group, Inc. Reaffirms Earnings Guidance for the Year 2024VNET Group, Inc. reaffirmed earnings guidance for the year 2024. The company expects net revenue to be in the range of CNY 7.8 billion to CNY 8 billion, representing a year-over-year increase of 5.2% to 7.9%.お知らせ • May 24VNET Group, Inc. to Report Q1, 2024 Results on May 29, 2024VNET Group, Inc. announced that they will report Q1, 2024 results After-Market on May 29, 2024お知らせ • Apr 23VNET Group, Inc. Announces CEO ChangesVNET Group, Inc. announced that Mr. Jeff Dong has resigned from his position as the Company's Chief Executive Officer due to personal reasons. Mr. Josh Sheng Chen, Founder and Co-chairperson of VNET, has been appointed to succeed Mr. Dong as the Company's interim CEO, effective immediately. The Company will announce once the appointment of the permanent CEO has been confirmed.Reported Earnings • Mar 29Full year 2023 earnings released: CN¥17.60 loss per share (vs CN¥5.25 loss in FY 2022)Full year 2023 results: CN¥17.60 loss per share (further deteriorated from CN¥5.25 loss in FY 2022). Revenue: CN¥7.41b (up 4.9% from FY 2022). Net loss: CN¥2.64b (loss widened 241% from FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany.お知らせ • Mar 28+ 1 more updateVNET Group, Inc. Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2023VNET Group, Inc. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2023. For the quarter, the company reported impairment of long-lived assets of RMB 506,686,000 and impairment of goodwill of RMB 1,364,191,000.お知らせ • Mar 15VNET Group, Inc. to Report Q4, 2023 Results on Mar 27, 2024VNET Group, Inc. announced that they will report Q4, 2023 results After-Market on Mar 27, 2024お知らせ • Jan 10VNET Group, Inc. Announces Board AppointmentsVNET Group, Inc. announced that its board of directors (the "Board") has appointed Mr. Jianbiao Zhu as an executive director of the Company to serve as the co-chairman of the Board alongside Mr. Josh Sheng Chen, effective January 10, 2024. Mr. Zhu brings extensive experience in private equity and secondary market investments as well as financial management to VNET's Board. He currently serves as an executive director, the vice chairman of the board of directors, the chairman of the strategic development committee, a member of the executive committee and the chief executive officer of Shandong High-Speed Holdings Group Limited. Moreover, Mr. Zhu has been an independent non-executive director of Beijing Energy International Holding Co. Ltd. since June 2021, and a responsible officer of Sunfine Asset Management (Hong Kong) Limited since August 2019. Mr. Zhu is a co-founder of Longfine Capital Management Co. Ltd. and Sunfine Asset Management (Hong Kong) Limited and served as both companies' chief executive officer from February 2018 to May 2021. From November 2012 to March 2017, he held various positions with CITIC Private Equity Funds Management Co. Ltd., including chief operating officer, investment decision committee member and investment management committee member. Prior to that, Mr. Zhu was the executive deputy general manager and the chairman of the investment decision committee for Changsheng Fund Management Co. Ltd., chief inspector and director of the research and development department for Golden Eagle Asset Management Co. Ltd., and a lecturer on the Faculty of Investment and Finance of Guangdong University of Finance and Economics. Mr. Zhu holds a bachelor's degree in economics from Jiangxi University of Finance and Economics and master's and doctorate degrees in finance from Jinan University.New Risk • Dec 29New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 77% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (77% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CN¥65m net loss in 3 years).New Risk • Dec 28New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 77% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (77% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CN¥65m net loss in 3 years).お知らせ • Dec 28VNET Group, Inc. announced that it has received $299.000001 million in funding from Success Flow International Investment Limited, Choice Faith Group Holdings LimitedOn December 28, 2023, VNET Group, Inc. closed the transaction.お知らせ • Dec 27Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against VNET Group, IncGlancy Prongay & Murray LLP (“GPM”), announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York captioned Semerak v. VNET Group, Inc., et al., Case No. 23-cv-11187, on behalf of persons and entities that purchased or otherwise acquired VNET Group, Inc. (“VNET” or the “Company”) securities between April 8, 2022 and February 15, 2023, inclusive (the “Class Period”). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Exchange Act”). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action.お知らせ • Dec 12VNET Group, Inc. announced that it has received $299.000001 million in funding from Success Flow International Investment Limited, Choice Faith Group Holdings LimitedOn December 11, 2023, VNET Group, Inc. closed the transaction.New Risk • Nov 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CN¥66m net loss in 3 years). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).New Risk • Nov 18New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: CN¥265m Forecast net loss in 3 years: CN¥66m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CN¥66m net loss in 3 years).お知らせ • Nov 17VNET Group, Inc. announced that it expects to receive $299.000001 million in funding from Success Flow International Investment Limited, Choice Faith Group Holdings LimitedVNET Group, Inc. announced that it has entered into a securities purchase agreement to issue 650,424,192 class A ordinary shares at a price of $0.4597 per share for the gross proceeds of $299,000,001 in the transaction. The transaction will include participation from Success Flow International Investment Limited, for 455,296,932 shares for the proceeds of $209,299,999.6404 acquiring 29.5% stake in the company and Choice Faith Group Holdings Limited for 195,127,260 shares for the proceeds of $89,700,001.422 acquiring 12.6% stake in the company. The closing of the Proposed Investment is expected to occur around the end of 2023 or January 2024.New Risk • Nov 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (4.1% increase in shares outstanding).Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CN¥1.89b (up 4.0% from 3Q 2022). Net loss: CN¥50.5m (loss narrowed 88% from 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.お知らせ • Nov 17VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2023VNET Group, Inc. provided earnings guidance for the full year of 2023. For the period, the Company expects total net revenues to be between RMB 7,400 million and RMB 7,600 million, representing a year-over-year growth of 4.7% to 7.6%, this compares with total net revenues expected between RMB 7,600 million and RMB 7,900 million. The outlook update is mainly due to the Company’s continuous focus on high-quality revenues to maintain the long-term sustainability of the Company’s operations.お知らせ • Nov 04VNET Group, Inc. to Report Q3, 2023 Results on Nov 15, 2023VNET Group, Inc. announced that they will report Q3, 2023 results After-Market on Nov 15, 2023New Risk • Oct 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Aug 24VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2023VNET Group, Inc. provided earnings guidance for the full year of 2023. The Company expects net revenues for the full year of 2023 to be in the range of RMB 7,600 million to RMB 7,900 million representing a year-over-year growth of 7.6% to 11.8%. The above outlook remains unchanged from the previously provided estimates.Reported Earnings • Aug 24Second quarter 2023 earnings released: CN¥1.57 loss per share (vs CN¥2.55 loss in 2Q 2022)Second quarter 2023 results: CN¥1.57 loss per share (improved from CN¥2.55 loss in 2Q 2022). Revenue: CN¥1.82b (up 5.6% from 2Q 2022). Net loss: CN¥232.9m (loss narrowed 38% from 2Q 2022). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.お知らせ • Aug 11VNET Group, Inc. to Report Q2, 2023 Results on Aug 23, 2023VNET Group, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 23, 2023お知らせ • Jul 29+ 1 more updateVNET Group, Inc. Announces Executive ChangesVNET Group, Inc. announced that Mr. Tim Chen has been appointed as the company's chief strategy officer. Mr. Qiyu Wang, former Vice President of Finance, was promoted to succeed Tim as the Company's chief financial officer, effective immediately. In his new role, Qiyu will oversee the company's finance, legal, mergers and acquisitions, and investor relations. Mr. Qiyu Wang joined the Company in April 2022 and has served as the Vice President of Finance since then. Prior to joining the Company, Qiyu had over 20 years' experience in the Chinese telecommunications industry, in charge of business operations, financial management and capital operations. From 2016 to 2021, Qiyu served as a Vice President of China Telecom Global Limited, overseeing strategic business development and mergers and acquisitions. From 2010 to 2016, he served as the Chief Financial Officer of China Communications Services International Limited. Prior to that, he served as the finance manager at the headquarters of China Telecommunications Corporation Limited. Qiyu received his EMBA from Hong Kong University of Science and Technology. Tim has served as the Company's Chief Financial Officer since May 2021. He also served as the Company's Chief Strategy Officer from August 2020 to April 2021. Prior to joining the Company, Tim served as Chief Financial Officer of Asia Maritime Pacific (Hong Kong) Limited over a decade from 2009 and has 14-year experience in prominent investment banking and private equity firms, including two years at Affinity Equity Partners, eight years at Morgan Stanley and four years at J.P. Morgan from 1996 to 2009. Tim received a bachelor of science degree in industrial engineering and operations research from Columbia University in New York.お知らせ • May 26VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2023VNET Group, Inc. provided earnings guidance for the full year of 2023. For the year, the Company expects net revenues to be in the range of RMB 7,600 million to RMB 7,900 million, representing a year-over-year growth of 7.6% to 11.8%.Reported Earnings • May 25First quarter 2023 earnings released: EPS: CN¥0.56 (vs CN¥0.61 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.56 (down from CN¥0.61 in 1Q 2022). Revenue: CN¥1.81b (up 9.7% from 1Q 2022). Net income: CN¥82.3m (down 9.3% from 1Q 2022). Profit margin: 4.6% (down from 5.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings.お知らせ • May 12VNET Group, Inc. to Report Q1, 2023 Results on May 24, 2023VNET Group, Inc. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on May 24, 2023Reported Earnings • Mar 22Full year 2022 earnings released: CN¥5.25 loss per share (vs CN¥3.43 profit in FY 2021)Full year 2022 results: CN¥5.25 loss per share (down from CN¥3.43 profit in FY 2021). Revenue: CN¥7.07b (up 14% from FY 2021). Net loss: CN¥776.0m (down 257% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Buying Opportunity • Feb 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €6.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 56% per annum over the same time period.Reported Earnings • Nov 23Third quarter 2022 earnings released: CN¥2.87 loss per share (vs CN¥1.09 profit in 3Q 2021)Third quarter 2022 results: CN¥2.87 loss per share (down from CN¥1.09 profit in 3Q 2021). Revenue: CN¥1.81b (up 16% from 3Q 2021). Net loss: CN¥425.2m (down 372% from profit in 3Q 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Nov 23VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2022VNET Group, Inc. provided earnings guidance for the full year of 2022. The Company expects net revenues for the full year of 2022 to be in the range of RMB 7,250 million to RMB 7,550 million. The forecast reflects the Company's current and preliminary views on the market and its operational conditions, which does not factor in any of the potential future impacts caused by the ongoing COVID-19 pandemic, and is subject to change.お知らせ • Nov 10VNET Group, Inc. to Report Q3, 2022 Results on Nov 22, 2022VNET Group, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 22, 2022お知らせ • Oct 21CDH and PAG Reportedly Mulls Bid for VNETCDH Investment Management Company Limited and PAG are considering bids for VNET Group, Inc. (NasdaqGS:VNET), according to people familiar with the matter. CDH and PAG have separately been exploring financing and deal structures for a potential offer, the people said. The investors could either bid on their own or form a consortium with other prospective bidders, the people said. Considerations are ongoing and the companies could still decide against pursuing a transaction, they said. A representative for PAG declined to comment, while representatives for CDH and Vnet didn’t immediately respond to requests for comment on October 19, 2022.お知らせ • Sep 16+ 1 more updateVNET Group, Inc. Announces Resignation of Samuel Yuan-Ching Shen as Executive Chairman of Retail IDC Business GroupVNET Group, Inc. announced that Mr. Samuel Yuan-Ching Shen decided to resign from his positions as the Company's Chief Executive Officer and Executive Chairman of Retail IDC Business Group due to personal reasons, and he will remain with the Company as a senior advisor to the senior management.お知らせ • Sep 14Josh Sheng Chen enter into preliminary non-binding proposal letter to acquire VNET Group, Inc. (NasdaqGS:VNET) in a management buyout transaction for $1.2 billion.Josh Sheng Chen enter into preliminary non-binding proposal letter to acquire VNET Group, Inc. (NasdaqGS:VNET) in a management buyout transaction for $1.2 billion on September 13, 2022. As per the transaction, Josh Sheng Chen to acquire all of the outstanding ordinary shares of the Company for $8.2 in cash per American depositary share, or approximately $1.3667 per ordinary share. The transaction will be funded with a combination of equity and debt financing.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: CN¥1.72b (up 15% from 2Q 2021). Net loss: CN¥377.2m (down 183% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 13% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 31VNET Group, Inc. Provides Earnings Guidance for the Full Year 2022VNET Group, Inc. provided earnings guidance for the full year 2022. For the period, the company expects net revenues to be in the range of RMB 7,250 million to RMB 7,550 million.お知らせ • Aug 26Vnet Group, Inc. Announces Resignation of Yao Li as a Member of the Board of Directors and Member of the Compensation Committee of the BoardVNET Group, Inc. announced the resignation of Mr. Yao Li as a member of the Company's board of directors and member of the compensation committee of the Board. Mr. Li's resignation was for personal reasons and was not due to any disagreement with the Board, the Company or any of its affiliates on any matter relating to the Company's operations, policies or practices. The Company would like to take this opportunity to express its appreciation to Mr. Li for his service to VNET in the past years. Following Mr. Yao Li's resignation, the Board consists of six directors, including five independent directors, and the compensation committee of the Board comprises Mr. Yoshihisa Ueno, Mr. Kenneth Chung-Hou Tai and Mr. Sheng Chen.お知らせ • Aug 20VNET Group, Inc. to Report Q2, 2022 Results on Aug 30, 2022VNET Group, Inc. announced that they will report Q2, 2022 results After-Market on Aug 30, 2022お知らせ • Aug 10VNET Group, Inc. Announces Board ChangesVNET Group, Inc. announced that its board of directors has appointed Mr. Changqing Ye as a new director of the Company and a member of the audit committee of the Board, effective August 9, 2022. Mr. Changqing Ye has served as an independent director of Baozun Inc. Mr. Ye has also served as an independent non-executive director of Luzhou Bank Co. Ltd. Ascentage Pharma Group International, Jinxin Fertility Group Limited since June 2019 and Hygeia Healthcare Holdings Co., Limited. From February 2011 to December 2015, Mr. Ye served as an investment committee member, group chief financial officer and a managing director of CITICPE Group. Prior to that, Mr. Ye worked at PricewaterhouseCoopers Zhong Tian LLP from April 1993 to January 2011. Mr. Ye received a bachelor's degree in journalism from Huazhong University of Science and Technology in China and a master's degree in business administration from Warwick University in the United Kingdom. Mr. Ye is a certified public accountant in China. In addition, the Company announced the following changes to the committees of the Board: The Board appointed Mr. Sheng Chen as a member of the compensation committee of the Board and a member of the nominating and corporate governance committee of the Board. The Board also approved that Mr. Kenneth Chung-Hou Tai will no longer serve as a member of the audit committee of the Board and Mr. Erhfei Liu will no longer serve as a member of the compensation committee of the Board. Both Mr. Kenneth Chung-Hou Tai and Mr. Erhfei Liu will continue serving as directors of the Company. These changes to the committees of the Board became effective August 9, 2022.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to €5.05, the stock trades at a trailing P/E ratio of 8.1x. Average forward P/E is 24x in the IT industry in Germany. Total loss to shareholders of 19% over the past three years.お知らせ • May 26VNET Group, Inc. Reaffirms Earnings Guidance for the Full Year 2022VNET Group, Inc. reaffirmed earnings guidance for the full year 2022. For the year, the company expects net revenues to be in the range of RMB 7,450 million to RMB 7,750 million. The outlook remains unchanged from the previously provided estimates.お知らせ • May 12VNET Group, Inc. to Report Q1, 2022 Results on May 24, 2022VNET Group, Inc. announced that they will report Q1, 2022 results After-Market on May 24, 2022Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €5.85, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 24x in the IT industry in Germany. Total loss to shareholders of 13% over the past three years.Reported Earnings • Apr 28Full year 2021 earnings released: EPS: CN¥3.43 (vs CN¥26.81 loss in FY 2020)Full year 2021 results: EPS: CN¥3.43 (up from CN¥26.81 loss in FY 2020). Revenue: CN¥6.19b (up 28% from FY 2020). Net income: CN¥494.3m (up CN¥3.70b from FY 2020). Profit margin: 8.0% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 23%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Chairman of Strategic Advisory Board & Independent Director Yao Li was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 12The Hina Group and Industrial Bank Co., Ltd., Shanghai Branch proposed to acquire VNET Group, Inc. (NasdaqGS:VNET) for $1.2 billion.The Hina Group and Industrial Bank Co., Ltd., Shanghai Branch proposed to acquire VNET Group, Inc. (NasdaqGS:VNET) from Personal Group Limited and others for $1.2 billion on April 11, 2022. As per the terms of the agreement, the buyers shall acquire all outstanding ordinary shares of VNET at $8.00 in cash per American depositary share or $1.3333 per ordinary share. There can be no assurance that any definitive offer will be made, that any agreement will be executed or that the proposed transaction or any other transaction will be approved or consummated.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €4.92, the stock trades at a trailing P/E ratio of 10.2x. Average forward P/E is 26x in the IT industry in Germany. Total loss to shareholders of 20% over the past three years.Reported Earnings • Apr 02Full year 2021 earnings released: EPS: CN¥3.47 (vs CN¥26.81 loss in FY 2020)Full year 2021 results: EPS: CN¥3.47 (up from CN¥26.81 loss in FY 2020). Revenue: CN¥6.19b (up 28% from FY 2020). Net income: CN¥500.1m (up CN¥3.70b from FY 2020). Profit margin: 8.1% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Apr 01VNET Group, Inc. Announces Impairment of Long-Lived Assets for the Fourth Quarter Ended December 31, 2021VNET Group, Inc. announced Impairment of long-lived assets of $81,619,000 for the fourth quarter ended December 31, 2021.お知らせ • Mar 31VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2022VNET Group, Inc. provided earnings guidance for the full year of 2022. For the full year of 2022, the Company expects net revenues to be in the range of RMB 7,450 million to RMB 7,750 million. The midpoints of the Company's updated estimates imply an increase of 22.8% and 16.9% year over year in net revenues .Breakeven Date Change • Dec 31No longer forecast to breakevenThe 13 analysts covering VNET Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of CN¥224.7m in 2021. New consensus forecast suggests the company will make a loss of CN¥333.8m in 2023.Reported Earnings • Oct 31Second quarter 2021 earnings released: EPS CN¥3.10 (vs CN¥19.27 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.50b (up 31% from 2Q 2020). Net income: CN¥449.9m (up CN¥2.57b from 2Q 2020). Profit margin: 30% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Executive Departure • Oct 12COO & CEO of Retail IDC Business Group Chunfeng Cai has left the companyDuring their tenure, earnings grew by 47% annually compared to the industry average of 35%. On the 1st of October, Chunfeng Cai left the company after 1.9 years in the role. We don't have any record of a personal shareholding under Chunfeng's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.63 years, which is considered inexperienced in the Simply Wall St Risk Model.Breakeven Date Change • Aug 26Forecast to breakeven in 2021The 14 analysts covering 21Vianet Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥146.4m in 2021. Earnings growth of 26% is required to achieve expected profit on schedule.お知らせ • Aug 2521Vianet Group, Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 202121Vianet Group, Inc. provided revenue guidance for the third quarter and full year of 2021. For the quarter, the company expects net revenues to be in the range of RMB 1.53 billion to RMB 1.55 billion. For the year, the company expects net revenues to be in the range of RMB 6.10 billion to RMB 6.30 billion.Reported Earnings • Aug 25Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.50b (up 31% from 2Q 2020). Net income: CN¥455.9m (up CN¥2.58b from 2Q 2020). Profit margin: 31% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.Reported Earnings • May 27First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥1.39b (up 27% from 1Q 2020). Net loss: CN¥84.7m (loss narrowed 39% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.お知らせ • May 2621Vianet Group, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 202121Vianet Group, Inc. provided earnings guidance for the second quarter and full year of 2021. For the second quarter of 2021, the company expects net revenues to be in the range of RMB 1,470 million to RMB 1,490 million. For the full year of 2021, the company expects net revenues to be in the range of RMB 6,100 million to RMB 6,300 million.Reported Earnings • May 01Full year 2020 earnings released: CN¥26.81 loss per share (vs CN¥1.64 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CN¥4.83b (up 27% from FY 2019). Net loss: CN¥3.20b (loss widened CN¥3.02b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 143 percentage points per year, which is a significant difference in performance.Executive Departure • Apr 14Director has left the companyOn the 13th of April, Wenbin Chen's tenure as Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Wenbin's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Mar 25Full year 2020 earnings released: CN¥26.62 loss per share (vs CN¥1.64 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CN¥4.83b (up 27% from FY 2019). Net loss: CN¥3.18b (loss widened CN¥3.00b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance.お知らせ • Mar 25+ 1 more update21Vianet Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for 48,634,493 shares, for $260 million.21Vianet Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to 48,634,493 Class B ordinary shares for $260 million. The shares will be repurchased at a price of $5.346 per share or $32.076 per American depository share. The company has entered into a share purchase agreement with Tuspark Innovation Venture Limited to repurchase its shares.決済の安定と成長配当データの取得安定した配当: 217Aの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 217Aの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場VNET Group 配当利回り対市場217A 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (217A)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (IT)2.6%アナリスト予想 (217A) (最長3年)0%注目すべき配当: 217Aは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 217Aは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 217Aの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 217Aが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 09:20終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋VNET Group, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関James RatcliffeBarclaysHuiqun LiBofA Global ResearchEric ChuCanaccord Genuity28 その他のアナリストを表示
お知らせ • Jun 27+ 1 more updateVNET Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for $50 million worth of its shares.VNET Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its American Depositary Shares (ADSs), representing its six Class A ordinary shares. The company expects to utilize its existing funds to fund repurchases made under this program. Any repurchased ADSs may be classified and held in the name of the Company as treasury shares or ADSs, which may be cancelled or used for other purposes. The repurchase program will run for a period of 12 months.
お知らせ • Mar 25+ 1 more update21Vianet Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for 48,634,493 shares, for $260 million.21Vianet Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to 48,634,493 Class B ordinary shares for $260 million. The shares will be repurchased at a price of $5.346 per share or $32.076 per American depository share. The company has entered into a share purchase agreement with Tuspark Innovation Venture Limited to repurchase its shares.
お知らせ • Apr 21VNET Group, Inc. Announces Resignation of Qiyu Wang as Chief Financial Officer, Effective April 30, 2026VNET Group, Inc. announced that Mr. Qiyu Wang has resigned from his position as VNET's Chief Financial Officer for personal reasons, effective April 30, 2026.
お知らせ • Mar 16VNET Group, Inc. Provides Earnings Guidance for the Full Year 2026VNET Group, Inc. provided earnings guidance for the full year 2026. For the year, the company expects its total net revenues to be in the range of RMB 11.5 billion to RMB 11.8 billion, representing year-over-year growth of 15.6% to 18.6%.
お知らせ • Mar 05VNET Group, Inc. to Report Q4, 2025 Results on Mar 16, 2026VNET Group, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 16, 2026
お知らせ • Feb 13VNET Group, Inc. Appoints Peter Zhihua Zhang as Senior Vice President, Operational Finance, Effective February 13, 2026VNET Group, Inc. announced the appointment of Mr. Peter Zhihua Zhang as Senior Vice President, Operational Finance, effective February 13, 2026. Mr. Zhang will be responsible for the Company's financial operations and is authorized to review and approve the Company's financial statements and related filings for SEC and Nasdaq compliance purposes, as applicable. Mr. Zhang will also serve as the Company's principal accounting officer in accordance with applicable U.S. federal securities laws, SEC rules, and Nasdaq requirements. Mr. Peter Zhihua Zhang is an experienced finance executive with broad leadership experience across global and China-based enterprises and deep expertise in corporate financial governance and operations across multiple industries. He joined VNET in October 2019 to oversee the Company's accounting, taxation, and compliance functions. In addition, he has played a key role in establishing financial systems for several of the Company's business units, effectively supporting the Company's operational compliance and steady growth, and leads the Company's domestic debt financing initiatives and strategic partnership with Microsoft. Prior to joining VNET, he served as Chief Financial Officer at a TMT enterprise and as finance director at Anta Group, as well as in key finance roles at Lenovo and TDK. Mr. Zhang is a Certified Management Accountant (CMA, USA) and holds a bachelor's degree in accounting from Jilin University and a Master of Business Administration from Renmin University of China.
お知らせ • Nov 20VNET Group, Inc. Increases Earnings Guidance for the Full Year 2025VNET Group, Inc. increased earnings guidance for the full year 2025. The Company now expects total net revenues for 2025 to be between RMB 9,550 million to RMB 9,867 million, representing year-over-year growth of 16% to 19%.
お知らせ • Nov 11VNET Group, Inc. to Report Q3, 2025 Results on Nov 20, 2025VNET Group, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025
お知らせ • Nov 05Vnet Group, Inc. Issues First Holding-Type Real Estate Green Asset-Backed Security in China's Idc Sector Under Private Reit ProjectVNET Group, Inc. announced that the Company has successfully issued a holding-type real estate green asset-backed security under its newly-launched private REIT (the "Private REIT Project"), marking a first in China's IDC industry. The Private REIT Project will be listed on the Shanghai Stock Exchange as a standardized security product. This innovative special-purpose equity scheme will empower VNET to revitalize its existing IDC assets and recycle capital to fund its capacity expansion and other general corporate purposes, while reducing the Company's leverage ratio and optimizing its capital structure. Under the Private REIT Project, VNET will transfer a 100% equity interest in one of its existing retail IDC projects to a private REIT. 93% of this REIT will be subscribed by leading domestic institutional investors, including China Pacific Insurance (Group) Co. Ltd. ("CPIC"), while VNET will subscribe 7%. The overall offering size will be approximately RMB860 million, with equity consideration of approximately RMB800 million, indicating a valuation of approximately 13x EV/EBITDA. Following the completion of this transaction, VNET will serve as the issuer and originator for the private REIT Project and will remain responsible for the IDC project's operation to ensure its healthy long-term development. This is the highest possible rating in the relevant evaluation system, underscoring VNET's strong market position and commitment to sustainable development. The Private REIT Project's underlying data center asset is a premium retail IDC project located in a tier-one city in China, where demand for IDC services is robust and growing. Supported by premium network infrastructure, this IDC offers fast data transmission and low latency, seamlessly meeting customers' demand for reliable, premium services. Its high-quality, loyal customer base, including financial institutions and internet companies, generates stable and predictable cash flow.
お知らせ • Aug 21VNET Group, Inc. Affirms Earnings Guidance for the Full Year 2025VNET Group, Inc. affirmed earnings guidance for the full year 2025. For the period,The Company expects total net revenues for 2025 to be between RMB 9,150 million to RMB 9,350 million, representing year-over-year growth of 11% to 13%.
お知らせ • Aug 07VNET Group, Inc. to Report Q2, 2025 Results on Aug 21, 2025VNET Group, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 21, 2025
お知らせ • Jun 27+ 1 more updateVNET Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for $50 million worth of its shares.VNET Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its American Depositary Shares (ADSs), representing its six Class A ordinary shares. The company expects to utilize its existing funds to fund repurchases made under this program. Any repurchased ADSs may be classified and held in the name of the Company as treasury shares or ADSs, which may be cancelled or used for other purposes. The repurchase program will run for a period of 12 months.
お知らせ • May 14VNET Group, Inc. to Report Q1, 2025 Results on May 28, 2025VNET Group, Inc. announced that they will report Q1, 2025 results Pre-Market on May 28, 2025
お知らせ • Mar 12VNET Group, Inc. Provides Earnings Guidance for the Year 2025VNET Group, Inc. provided earnings guidance for the year 2025. The company expects total net revenues for 2025 to be between RMB 9,100 million to RMB 9,300 million, representing year-over-year growth of 10% to 13%.
お知らせ • Mar 10VNET Group, Inc. to Report Q4, 2024 Results on Mar 12, 2025VNET Group, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 12, 2025
お知らせ • Nov 21Vnet Group, Inc. Revises Financial Guidance for the Year 2024VNET Group, Inc. increased its full year 2024 guidance for total net revenues. Specifically, the company now expected total net revenues for 2024 to be between RMB 8,000 million to RMB 8,100 million, representing year-over-year growth of 7.9% to 9.3%.
お知らせ • Nov 07VNET Group, Inc. to Report Q3, 2024 Results on Nov 20, 2024VNET Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 20, 2024
お知らせ • Nov 01VNET Group, Inc Announces Board and Committee ChangesVNET Group, Inc. announced the resignation of Mr. Changqing Ye as an independent director and a member of the audit committee of the Company's board of directors, effective October 31, 2024. Mr. Ye resigned for personal reasons and not due to any disagreement with the Board, the Company or any of its affiliates on any matter relating to the Company's operations, policies or practices. The Board has approved that Mr. Kenneth Chung-Hou Tai, who has served as an independent director of VNET since October 2012, will replace Mr. Ye as a member of the audit committee of the Board, effective October 31, 2024. Following the aforementioned changes, the Board now consists of six directors, including four independent directors. The audit committee of the Board is comprised of Mr. Sean Shao, Mr. Yoshihisa Ueno and Mr. Kenneth Chung-Hou Tai.
お知らせ • Aug 28VNET Group, Inc. Affirms Financial Guidance for the Year 2024VNET Group, Inc. affirmed financial guidance for the year 2024. The Company expects total net revenues for 2024 to be between RMB 7,800 million to RMB 8,000 million, representing year-over-year growth of 5.2% to 7.9%.
お知らせ • Aug 16VNET Group, Inc. to Report Q2, 2024 Results on Aug 27, 2024VNET Group, Inc. announced that they will report Q2, 2024 results on Aug 27, 2024
お知らせ • Jul 30VNET Group, Inc Announces Change to Board CompositionVNET Group, Inc. announced the resignation of Mr. Erhfei Liu as an independent director of the Company's board of directors, effective July 24, 2024. Mr. Liu resigned for personal reasons and not due to any disagreement with the Board, the Company or any of its affiliates on any matter relating to the Company's operations, policies or practices. The Board has approved the appointment of Mr. David Lifeng Chen as a new independent director of the Board, effective immediately. Mr. Chen is a seasoned tech entrepreneur, executive, and venture capitalist with extensive operational and industrial expertise in both the U.S. and China. Since 2017, he has been serving as an Operating Partner for the Hongshan CBC Cross-border Digital Fund, a specialized fund dedicated to assisting global technology companies in entering or restructuring their operations in China. He has also been serving on the boards of GitLab China JV since 2021 and Atos China JV since 2018, respectively. From 2001 to 2012, Mr. Chen was the Co-Founder, Vice Chairman and President of VanceInfo, which later merged with HiSoft to form Pactera. Pactera was recognized by IDC as the largest banking IT services and solutions provider in China and was ranked among the global top 100 FinTech companies in 2020. Mr. Chen began his career in Silicon Valley, holding multiple management and technical positions at Asera, IBM Crossworlds, KPMG Consulting, and Oracle from 1995 to 2001. He holds a bachelor's degree in electrical engineering from Tongji University and a master's degree in computer engineering from the University of California, Irvine.
お知らせ • Jul 12Josh Sheng Chen cancelled the acquisition of VNET Group, Inc. (NasdaqGS:VNET).Josh Sheng Chen enter into preliminary non-binding proposal letter to acquire VNET Group, Inc. (NasdaqGS:VNET) in a management buyout transaction for $1.2 billion on September 13, 2022. As per the transaction, Josh Sheng Chen to acquire all of the outstanding ordinary shares of the Company for $8.2 in cash per American depositary share, or approximately $1.3667 per ordinary share. The transaction will be funded with a combination of equity and debt financing. On October 14, 2022 announced that the special committee (the “Special Committee”) of the Company’s Board of Directors (the “Board”) has retained Kroll Securities, LLC and Kroll, LLC (operating through its Duff & Phelps Opinions Practice) as its independent financial advisor, and Davis Polk & Wardwell LLP as its independent legal counsel. Josh Sheng Chen cancelled the acquisition of VNET Group, Inc. (NasdaqGS:VNET) on July 10, 2024.
New Risk • Jun 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥1.6b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥1.6b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (77% increase in shares outstanding).
Reported Earnings • Jun 04First quarter 2024 earnings released: CN¥0.71 loss per share (vs CN¥0.56 profit in 1Q 2023)First quarter 2024 results: CN¥0.71 loss per share (down from CN¥0.56 profit in 1Q 2023). Revenue: CN¥1.90b (up 5.1% from 1Q 2023). Net loss: CN¥187.0m (down 327% from profit in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.
お知らせ • May 31VNET Group, Inc. Reaffirms Earnings Guidance for the Year 2024VNET Group, Inc. reaffirmed earnings guidance for the year 2024. The company expects net revenue to be in the range of CNY 7.8 billion to CNY 8 billion, representing a year-over-year increase of 5.2% to 7.9%.
お知らせ • May 24VNET Group, Inc. to Report Q1, 2024 Results on May 29, 2024VNET Group, Inc. announced that they will report Q1, 2024 results After-Market on May 29, 2024
お知らせ • Apr 23VNET Group, Inc. Announces CEO ChangesVNET Group, Inc. announced that Mr. Jeff Dong has resigned from his position as the Company's Chief Executive Officer due to personal reasons. Mr. Josh Sheng Chen, Founder and Co-chairperson of VNET, has been appointed to succeed Mr. Dong as the Company's interim CEO, effective immediately. The Company will announce once the appointment of the permanent CEO has been confirmed.
Reported Earnings • Mar 29Full year 2023 earnings released: CN¥17.60 loss per share (vs CN¥5.25 loss in FY 2022)Full year 2023 results: CN¥17.60 loss per share (further deteriorated from CN¥5.25 loss in FY 2022). Revenue: CN¥7.41b (up 4.9% from FY 2022). Net loss: CN¥2.64b (loss widened 241% from FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany.
お知らせ • Mar 28+ 1 more updateVNET Group, Inc. Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2023VNET Group, Inc. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2023. For the quarter, the company reported impairment of long-lived assets of RMB 506,686,000 and impairment of goodwill of RMB 1,364,191,000.
お知らせ • Mar 15VNET Group, Inc. to Report Q4, 2023 Results on Mar 27, 2024VNET Group, Inc. announced that they will report Q4, 2023 results After-Market on Mar 27, 2024
お知らせ • Jan 10VNET Group, Inc. Announces Board AppointmentsVNET Group, Inc. announced that its board of directors (the "Board") has appointed Mr. Jianbiao Zhu as an executive director of the Company to serve as the co-chairman of the Board alongside Mr. Josh Sheng Chen, effective January 10, 2024. Mr. Zhu brings extensive experience in private equity and secondary market investments as well as financial management to VNET's Board. He currently serves as an executive director, the vice chairman of the board of directors, the chairman of the strategic development committee, a member of the executive committee and the chief executive officer of Shandong High-Speed Holdings Group Limited. Moreover, Mr. Zhu has been an independent non-executive director of Beijing Energy International Holding Co. Ltd. since June 2021, and a responsible officer of Sunfine Asset Management (Hong Kong) Limited since August 2019. Mr. Zhu is a co-founder of Longfine Capital Management Co. Ltd. and Sunfine Asset Management (Hong Kong) Limited and served as both companies' chief executive officer from February 2018 to May 2021. From November 2012 to March 2017, he held various positions with CITIC Private Equity Funds Management Co. Ltd., including chief operating officer, investment decision committee member and investment management committee member. Prior to that, Mr. Zhu was the executive deputy general manager and the chairman of the investment decision committee for Changsheng Fund Management Co. Ltd., chief inspector and director of the research and development department for Golden Eagle Asset Management Co. Ltd., and a lecturer on the Faculty of Investment and Finance of Guangdong University of Finance and Economics. Mr. Zhu holds a bachelor's degree in economics from Jiangxi University of Finance and Economics and master's and doctorate degrees in finance from Jinan University.
New Risk • Dec 29New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 77% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (77% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CN¥65m net loss in 3 years).
New Risk • Dec 28New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 77% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (77% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CN¥65m net loss in 3 years).
お知らせ • Dec 28VNET Group, Inc. announced that it has received $299.000001 million in funding from Success Flow International Investment Limited, Choice Faith Group Holdings LimitedOn December 28, 2023, VNET Group, Inc. closed the transaction.
お知らせ • Dec 27Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against VNET Group, IncGlancy Prongay & Murray LLP (“GPM”), announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York captioned Semerak v. VNET Group, Inc., et al., Case No. 23-cv-11187, on behalf of persons and entities that purchased or otherwise acquired VNET Group, Inc. (“VNET” or the “Company”) securities between April 8, 2022 and February 15, 2023, inclusive (the “Class Period”). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Exchange Act”). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action.
お知らせ • Dec 12VNET Group, Inc. announced that it has received $299.000001 million in funding from Success Flow International Investment Limited, Choice Faith Group Holdings LimitedOn December 11, 2023, VNET Group, Inc. closed the transaction.
New Risk • Nov 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CN¥66m net loss in 3 years). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
New Risk • Nov 18New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: CN¥265m Forecast net loss in 3 years: CN¥66m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CN¥66m net loss in 3 years).
お知らせ • Nov 17VNET Group, Inc. announced that it expects to receive $299.000001 million in funding from Success Flow International Investment Limited, Choice Faith Group Holdings LimitedVNET Group, Inc. announced that it has entered into a securities purchase agreement to issue 650,424,192 class A ordinary shares at a price of $0.4597 per share for the gross proceeds of $299,000,001 in the transaction. The transaction will include participation from Success Flow International Investment Limited, for 455,296,932 shares for the proceeds of $209,299,999.6404 acquiring 29.5% stake in the company and Choice Faith Group Holdings Limited for 195,127,260 shares for the proceeds of $89,700,001.422 acquiring 12.6% stake in the company. The closing of the Proposed Investment is expected to occur around the end of 2023 or January 2024.
New Risk • Nov 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CN¥1.89b (up 4.0% from 3Q 2022). Net loss: CN¥50.5m (loss narrowed 88% from 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2023VNET Group, Inc. provided earnings guidance for the full year of 2023. For the period, the Company expects total net revenues to be between RMB 7,400 million and RMB 7,600 million, representing a year-over-year growth of 4.7% to 7.6%, this compares with total net revenues expected between RMB 7,600 million and RMB 7,900 million. The outlook update is mainly due to the Company’s continuous focus on high-quality revenues to maintain the long-term sustainability of the Company’s operations.
お知らせ • Nov 04VNET Group, Inc. to Report Q3, 2023 Results on Nov 15, 2023VNET Group, Inc. announced that they will report Q3, 2023 results After-Market on Nov 15, 2023
New Risk • Oct 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Aug 24VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2023VNET Group, Inc. provided earnings guidance for the full year of 2023. The Company expects net revenues for the full year of 2023 to be in the range of RMB 7,600 million to RMB 7,900 million representing a year-over-year growth of 7.6% to 11.8%. The above outlook remains unchanged from the previously provided estimates.
Reported Earnings • Aug 24Second quarter 2023 earnings released: CN¥1.57 loss per share (vs CN¥2.55 loss in 2Q 2022)Second quarter 2023 results: CN¥1.57 loss per share (improved from CN¥2.55 loss in 2Q 2022). Revenue: CN¥1.82b (up 5.6% from 2Q 2022). Net loss: CN¥232.9m (loss narrowed 38% from 2Q 2022). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
お知らせ • Aug 11VNET Group, Inc. to Report Q2, 2023 Results on Aug 23, 2023VNET Group, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 23, 2023
お知らせ • Jul 29+ 1 more updateVNET Group, Inc. Announces Executive ChangesVNET Group, Inc. announced that Mr. Tim Chen has been appointed as the company's chief strategy officer. Mr. Qiyu Wang, former Vice President of Finance, was promoted to succeed Tim as the Company's chief financial officer, effective immediately. In his new role, Qiyu will oversee the company's finance, legal, mergers and acquisitions, and investor relations. Mr. Qiyu Wang joined the Company in April 2022 and has served as the Vice President of Finance since then. Prior to joining the Company, Qiyu had over 20 years' experience in the Chinese telecommunications industry, in charge of business operations, financial management and capital operations. From 2016 to 2021, Qiyu served as a Vice President of China Telecom Global Limited, overseeing strategic business development and mergers and acquisitions. From 2010 to 2016, he served as the Chief Financial Officer of China Communications Services International Limited. Prior to that, he served as the finance manager at the headquarters of China Telecommunications Corporation Limited. Qiyu received his EMBA from Hong Kong University of Science and Technology. Tim has served as the Company's Chief Financial Officer since May 2021. He also served as the Company's Chief Strategy Officer from August 2020 to April 2021. Prior to joining the Company, Tim served as Chief Financial Officer of Asia Maritime Pacific (Hong Kong) Limited over a decade from 2009 and has 14-year experience in prominent investment banking and private equity firms, including two years at Affinity Equity Partners, eight years at Morgan Stanley and four years at J.P. Morgan from 1996 to 2009. Tim received a bachelor of science degree in industrial engineering and operations research from Columbia University in New York.
お知らせ • May 26VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2023VNET Group, Inc. provided earnings guidance for the full year of 2023. For the year, the Company expects net revenues to be in the range of RMB 7,600 million to RMB 7,900 million, representing a year-over-year growth of 7.6% to 11.8%.
Reported Earnings • May 25First quarter 2023 earnings released: EPS: CN¥0.56 (vs CN¥0.61 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.56 (down from CN¥0.61 in 1Q 2022). Revenue: CN¥1.81b (up 9.7% from 1Q 2022). Net income: CN¥82.3m (down 9.3% from 1Q 2022). Profit margin: 4.6% (down from 5.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings.
お知らせ • May 12VNET Group, Inc. to Report Q1, 2023 Results on May 24, 2023VNET Group, Inc. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on May 24, 2023
Reported Earnings • Mar 22Full year 2022 earnings released: CN¥5.25 loss per share (vs CN¥3.43 profit in FY 2021)Full year 2022 results: CN¥5.25 loss per share (down from CN¥3.43 profit in FY 2021). Revenue: CN¥7.07b (up 14% from FY 2021). Net loss: CN¥776.0m (down 257% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Buying Opportunity • Feb 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €6.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 56% per annum over the same time period.
Reported Earnings • Nov 23Third quarter 2022 earnings released: CN¥2.87 loss per share (vs CN¥1.09 profit in 3Q 2021)Third quarter 2022 results: CN¥2.87 loss per share (down from CN¥1.09 profit in 3Q 2021). Revenue: CN¥1.81b (up 16% from 3Q 2021). Net loss: CN¥425.2m (down 372% from profit in 3Q 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Nov 23VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2022VNET Group, Inc. provided earnings guidance for the full year of 2022. The Company expects net revenues for the full year of 2022 to be in the range of RMB 7,250 million to RMB 7,550 million. The forecast reflects the Company's current and preliminary views on the market and its operational conditions, which does not factor in any of the potential future impacts caused by the ongoing COVID-19 pandemic, and is subject to change.
お知らせ • Nov 10VNET Group, Inc. to Report Q3, 2022 Results on Nov 22, 2022VNET Group, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 22, 2022
お知らせ • Oct 21CDH and PAG Reportedly Mulls Bid for VNETCDH Investment Management Company Limited and PAG are considering bids for VNET Group, Inc. (NasdaqGS:VNET), according to people familiar with the matter. CDH and PAG have separately been exploring financing and deal structures for a potential offer, the people said. The investors could either bid on their own or form a consortium with other prospective bidders, the people said. Considerations are ongoing and the companies could still decide against pursuing a transaction, they said. A representative for PAG declined to comment, while representatives for CDH and Vnet didn’t immediately respond to requests for comment on October 19, 2022.
お知らせ • Sep 16+ 1 more updateVNET Group, Inc. Announces Resignation of Samuel Yuan-Ching Shen as Executive Chairman of Retail IDC Business GroupVNET Group, Inc. announced that Mr. Samuel Yuan-Ching Shen decided to resign from his positions as the Company's Chief Executive Officer and Executive Chairman of Retail IDC Business Group due to personal reasons, and he will remain with the Company as a senior advisor to the senior management.
お知らせ • Sep 14Josh Sheng Chen enter into preliminary non-binding proposal letter to acquire VNET Group, Inc. (NasdaqGS:VNET) in a management buyout transaction for $1.2 billion.Josh Sheng Chen enter into preliminary non-binding proposal letter to acquire VNET Group, Inc. (NasdaqGS:VNET) in a management buyout transaction for $1.2 billion on September 13, 2022. As per the transaction, Josh Sheng Chen to acquire all of the outstanding ordinary shares of the Company for $8.2 in cash per American depositary share, or approximately $1.3667 per ordinary share. The transaction will be funded with a combination of equity and debt financing.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: CN¥1.72b (up 15% from 2Q 2021). Net loss: CN¥377.2m (down 183% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 13% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 31VNET Group, Inc. Provides Earnings Guidance for the Full Year 2022VNET Group, Inc. provided earnings guidance for the full year 2022. For the period, the company expects net revenues to be in the range of RMB 7,250 million to RMB 7,550 million.
お知らせ • Aug 26Vnet Group, Inc. Announces Resignation of Yao Li as a Member of the Board of Directors and Member of the Compensation Committee of the BoardVNET Group, Inc. announced the resignation of Mr. Yao Li as a member of the Company's board of directors and member of the compensation committee of the Board. Mr. Li's resignation was for personal reasons and was not due to any disagreement with the Board, the Company or any of its affiliates on any matter relating to the Company's operations, policies or practices. The Company would like to take this opportunity to express its appreciation to Mr. Li for his service to VNET in the past years. Following Mr. Yao Li's resignation, the Board consists of six directors, including five independent directors, and the compensation committee of the Board comprises Mr. Yoshihisa Ueno, Mr. Kenneth Chung-Hou Tai and Mr. Sheng Chen.
お知らせ • Aug 20VNET Group, Inc. to Report Q2, 2022 Results on Aug 30, 2022VNET Group, Inc. announced that they will report Q2, 2022 results After-Market on Aug 30, 2022
お知らせ • Aug 10VNET Group, Inc. Announces Board ChangesVNET Group, Inc. announced that its board of directors has appointed Mr. Changqing Ye as a new director of the Company and a member of the audit committee of the Board, effective August 9, 2022. Mr. Changqing Ye has served as an independent director of Baozun Inc. Mr. Ye has also served as an independent non-executive director of Luzhou Bank Co. Ltd. Ascentage Pharma Group International, Jinxin Fertility Group Limited since June 2019 and Hygeia Healthcare Holdings Co., Limited. From February 2011 to December 2015, Mr. Ye served as an investment committee member, group chief financial officer and a managing director of CITICPE Group. Prior to that, Mr. Ye worked at PricewaterhouseCoopers Zhong Tian LLP from April 1993 to January 2011. Mr. Ye received a bachelor's degree in journalism from Huazhong University of Science and Technology in China and a master's degree in business administration from Warwick University in the United Kingdom. Mr. Ye is a certified public accountant in China. In addition, the Company announced the following changes to the committees of the Board: The Board appointed Mr. Sheng Chen as a member of the compensation committee of the Board and a member of the nominating and corporate governance committee of the Board. The Board also approved that Mr. Kenneth Chung-Hou Tai will no longer serve as a member of the audit committee of the Board and Mr. Erhfei Liu will no longer serve as a member of the compensation committee of the Board. Both Mr. Kenneth Chung-Hou Tai and Mr. Erhfei Liu will continue serving as directors of the Company. These changes to the committees of the Board became effective August 9, 2022.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to €5.05, the stock trades at a trailing P/E ratio of 8.1x. Average forward P/E is 24x in the IT industry in Germany. Total loss to shareholders of 19% over the past three years.
お知らせ • May 26VNET Group, Inc. Reaffirms Earnings Guidance for the Full Year 2022VNET Group, Inc. reaffirmed earnings guidance for the full year 2022. For the year, the company expects net revenues to be in the range of RMB 7,450 million to RMB 7,750 million. The outlook remains unchanged from the previously provided estimates.
お知らせ • May 12VNET Group, Inc. to Report Q1, 2022 Results on May 24, 2022VNET Group, Inc. announced that they will report Q1, 2022 results After-Market on May 24, 2022
Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €5.85, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 24x in the IT industry in Germany. Total loss to shareholders of 13% over the past three years.
Reported Earnings • Apr 28Full year 2021 earnings released: EPS: CN¥3.43 (vs CN¥26.81 loss in FY 2020)Full year 2021 results: EPS: CN¥3.43 (up from CN¥26.81 loss in FY 2020). Revenue: CN¥6.19b (up 28% from FY 2020). Net income: CN¥494.3m (up CN¥3.70b from FY 2020). Profit margin: 8.0% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 23%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Chairman of Strategic Advisory Board & Independent Director Yao Li was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 12The Hina Group and Industrial Bank Co., Ltd., Shanghai Branch proposed to acquire VNET Group, Inc. (NasdaqGS:VNET) for $1.2 billion.The Hina Group and Industrial Bank Co., Ltd., Shanghai Branch proposed to acquire VNET Group, Inc. (NasdaqGS:VNET) from Personal Group Limited and others for $1.2 billion on April 11, 2022. As per the terms of the agreement, the buyers shall acquire all outstanding ordinary shares of VNET at $8.00 in cash per American depositary share or $1.3333 per ordinary share. There can be no assurance that any definitive offer will be made, that any agreement will be executed or that the proposed transaction or any other transaction will be approved or consummated.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €4.92, the stock trades at a trailing P/E ratio of 10.2x. Average forward P/E is 26x in the IT industry in Germany. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: CN¥3.47 (vs CN¥26.81 loss in FY 2020)Full year 2021 results: EPS: CN¥3.47 (up from CN¥26.81 loss in FY 2020). Revenue: CN¥6.19b (up 28% from FY 2020). Net income: CN¥500.1m (up CN¥3.70b from FY 2020). Profit margin: 8.1% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 01VNET Group, Inc. Announces Impairment of Long-Lived Assets for the Fourth Quarter Ended December 31, 2021VNET Group, Inc. announced Impairment of long-lived assets of $81,619,000 for the fourth quarter ended December 31, 2021.
お知らせ • Mar 31VNET Group, Inc. Provides Earnings Guidance for the Full Year of 2022VNET Group, Inc. provided earnings guidance for the full year of 2022. For the full year of 2022, the Company expects net revenues to be in the range of RMB 7,450 million to RMB 7,750 million. The midpoints of the Company's updated estimates imply an increase of 22.8% and 16.9% year over year in net revenues .
Breakeven Date Change • Dec 31No longer forecast to breakevenThe 13 analysts covering VNET Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of CN¥224.7m in 2021. New consensus forecast suggests the company will make a loss of CN¥333.8m in 2023.
Reported Earnings • Oct 31Second quarter 2021 earnings released: EPS CN¥3.10 (vs CN¥19.27 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.50b (up 31% from 2Q 2020). Net income: CN¥449.9m (up CN¥2.57b from 2Q 2020). Profit margin: 30% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Executive Departure • Oct 12COO & CEO of Retail IDC Business Group Chunfeng Cai has left the companyDuring their tenure, earnings grew by 47% annually compared to the industry average of 35%. On the 1st of October, Chunfeng Cai left the company after 1.9 years in the role. We don't have any record of a personal shareholding under Chunfeng's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.63 years, which is considered inexperienced in the Simply Wall St Risk Model.
Breakeven Date Change • Aug 26Forecast to breakeven in 2021The 14 analysts covering 21Vianet Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥146.4m in 2021. Earnings growth of 26% is required to achieve expected profit on schedule.
お知らせ • Aug 2521Vianet Group, Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 202121Vianet Group, Inc. provided revenue guidance for the third quarter and full year of 2021. For the quarter, the company expects net revenues to be in the range of RMB 1.53 billion to RMB 1.55 billion. For the year, the company expects net revenues to be in the range of RMB 6.10 billion to RMB 6.30 billion.
Reported Earnings • Aug 25Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.50b (up 31% from 2Q 2020). Net income: CN¥455.9m (up CN¥2.58b from 2Q 2020). Profit margin: 31% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 27First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥1.39b (up 27% from 1Q 2020). Net loss: CN¥84.7m (loss narrowed 39% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.
お知らせ • May 2621Vianet Group, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 202121Vianet Group, Inc. provided earnings guidance for the second quarter and full year of 2021. For the second quarter of 2021, the company expects net revenues to be in the range of RMB 1,470 million to RMB 1,490 million. For the full year of 2021, the company expects net revenues to be in the range of RMB 6,100 million to RMB 6,300 million.
Reported Earnings • May 01Full year 2020 earnings released: CN¥26.81 loss per share (vs CN¥1.64 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CN¥4.83b (up 27% from FY 2019). Net loss: CN¥3.20b (loss widened CN¥3.02b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 143 percentage points per year, which is a significant difference in performance.
Executive Departure • Apr 14Director has left the companyOn the 13th of April, Wenbin Chen's tenure as Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Wenbin's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Mar 25Full year 2020 earnings released: CN¥26.62 loss per share (vs CN¥1.64 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CN¥4.83b (up 27% from FY 2019). Net loss: CN¥3.18b (loss widened CN¥3.00b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 25+ 1 more update21Vianet Group, Inc. (NasdaqGS:VNET) announces an Equity Buyback for 48,634,493 shares, for $260 million.21Vianet Group, Inc. (NasdaqGS:VNET) announces a share repurchase program. Under the program, the company will repurchase up to 48,634,493 Class B ordinary shares for $260 million. The shares will be repurchased at a price of $5.346 per share or $32.076 per American depository share. The company has entered into a share purchase agreement with Tuspark Innovation Venture Limited to repurchase its shares.