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  • 28 Apr 22
Cenkos: Vianet Group Plc -- Building sales momentum

The strength of re-opening from Q2A onwards has extended through H2E and Group earnings will be in line with expectations. Higher component costs are a feature of the technology market and artificially high prices will curtail a dividend until they recede. While we are yet to initiate a forecast for the new fiscal year, the current trajectory suggests the Group could achieve pre-pandemic run rate profitability within 6-12 months.

Companies: Vianet Group plc
  • 07 Dec 21
Cenkos: Vianet Group Plc -- Strong rebound

With Q2 stronger than Q1, the exit run rate and momentum from H1A suggests Vianet is on track to meet our forecasts. New Contactless sales are above pre-pandemic levels at Smart Machines and there are greenfield opportunities opening up at Smart Zones. The Group is on track to reach pre-pandemic profitability in early 2023 and grow steadily thereafter.

Companies: Vianet Group plc
  • 27 Oct 21
Cenkos: Vianet Group Plc -- Reopen

Both divisions have traded strongly in H1E. Almost all Smart Zones sites are now operational and the recovering momentum at Smart Machines continues. With a stronger Q2E and improving outlook thereafter, a sequential recovery profile is consistent with our expectations of an H2E weighted FY22E. Depending on cash flow and debt levels, management hopes and expects to return the company to dividend paying status in July.

Companies: Vianet Group plc
  • 15 Jun 21
Cenkos: Vianet Group Plc -- Forecasting the recovery

The robustness of the operating model and management's action to support customers and manage the cost base led to Vianet generating positive operating cash flow in FY21A. There is a strong pathway to recovery but the full extent is somewhat caveated on a full reopening profile that is yet to be confirmed. We are forecasting the Group to be free cash flow positive this year and see upside in the price as new order momentum returns.

Companies: Vianet Group plc
  • 14 Apr 21
Cenkos: Vianet Group Plc -- The reopening v2.0

Trading in H2 was better than H1A, albeit by a small margin, despite a more restricted trading period for its customer base as a result of the Government's policy of enforced lockdowns. Continued investment in the business we believe will see net debt slightly higher at the full year but this leaves the business very well placed to capitalise on opportunities in both existing and new markets.

Companies: Vianet Group plc
  • 08 Dec 20
Cenkos: Vianet Group Plc -- Strong runway to recovery

We believe Vianet has sufficient cash resource to see it through into a post COVID-19 vaccine world. The new lockdown measures may impact profitability and cash flow in H2 but probably not worse than that seen in the interim results. While our forecasts remain withdrawn, the balance sheet shows demonstrable strength which should encourage investors and we reinstate our recommendation at Buy.

Companies: Vianet Group plc
  • 30 Jun 20
Cenkos: Vianet Group Plc -- The reopening

The Smart Zones customer base is expected to reopen, to a large extent, this weekend. The reopening of pubs will bring forward a revised billing profile and markedly improve the Smart Zones revenue base. Smart Machines continues to operate profitably and the group's Business Interruption Loan should buttress the balance sheet through this year. While our forecasts remain withdrawn we can see an encouraging pathway to normalised trading next year.

Companies: Vianet Group plc
  • 02 Jun 20
Cenkos: Vianet Group Plc -- Leading the return to normal

Entering the new fiscal period, the majority of Smart Machines units are operating as normal. The Smart Zones customer base has largely contracted to remain live and connected, albeit at a reduced unit rate. Vianet has received a business interruption loan and is adequately financed well into next year. By then it is anticipated that trading will have normalised. Our forecasts remain withdrawn for now.

Companies: Vianet Group plc
  • 02 Jun 20
Vianet

FY20 results: low visibility, withdrawing rating

Companies: Vianet Group plc
  • 26 Mar 20
Cenkos: Vianet Group Plc -- Forecasts withdrawn

The prospective 2020E results will show good growth and cash generation but the last few weeks of the fiscal period were negatively impacted by COVID-19 pub closures. This limited access for new installations and technology upgrades in March and we anticipate these conditions will continue into the new fiscal period. We withdraw our forecasts and place our recommendation under review until macroeconomic conditions stabilise.

Companies: Vianet Group plc
  • 26 Mar 20
Vianet

COVID-19 Trading Update

Companies: Vianet Group plc
  • 12 Dec 19
Cenkos: Vianet Group Plc -- Growth and momentum as contracts come through

The organic growth rate and progress seen in the interim period is underpinned by the meaningful contracts signed over the last couple of years. The stock price rise is beginning to discount this growing momentum and we see further upside potential for the share price from multiple expansion and continued organic earnings growth.

Companies: Vianet Group plc
  • 12 Dec 19
Vianet

Interim Results

Companies: Vianet Group plc
  • 22 Oct 19
Small Cap Feast

African Export-Import Bank a supranational financial institution w hose purpose is to facilitate, prom ote and expand intra- and extra- African trade, of its potential intention to publish a registration document, the Bank hereby confirms its intention to proceed with an Initial Public Offering. The GDRs are expected to be admitted to the standard listing segment of the Official List of the FCA and to trading on the Main Market of the LSE. DNEG Limited intends to apply for adm ission of its Sh

Companies: THR HAYD FAB ADT VNET ODX KRPZ CREO OBC SWG

  • 21 Oct 19
Quarterly Research Outlook Autumn 2019

Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.

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Vianet Group plc

Company Profile

  • Personnel
  • Mark Hardwick Foster, Finance Director
  • Stewart Darling, CEO

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Vianet Group plc. We currently have 47 research reports from 4 professional analysts.

Latest News/RNS

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Date Source Announcement
03May22 13:28 RNS Vianet Group PLC - Holding(s) in Company
28Apr22 07:00 RNS Vianet Group PLC - Trading Update and Notice of Results
29Mar22 13:47 RNS Vianet Group PLC - Holding(s) in Company
28Mar22 17:55 RNS Vianet Group PLC - Transaction in Own Shares
28Mar22 08:40 RNS Vianet Group PLC - Transaction in Own Shares
18Mar22 17:16 RNS Vianet Group PLC - Transaction in Own Shares
08Mar22 07:00 RNS Vianet Group PLC - Transaction in Own Shares
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  • 20 Apr 22
Trading ahead of expectations

Volex has issued its year end trading update confirming revenues in excess of $605m and an operating profit in excess of $55m that are ahead of consensus FY22E expectations of $581m and $54.2m respectively. The Group continues to trade strongly whilst effectively managing global supply chain challenges and benefits from its proven ability to pass through inflationary cost increases, albeit with a time lag. Demand increased during the year, in particular in the EV sector where sales almost double

Companies: Volex plc
  • 10 May 22
Cenkos: Seeing Machines Ltd -- First Japanese OEM win

Seeing Machines has announced that it has been appointed by an existing customer and global Automotive Tier-1 supplier to deliver its FOVIO Driver Monitoring System (DMS) for a leading Japanese carmaker. This contract win, with an initial lifetime value of A$21m, is due to start production in 2025 and marks Seeing Machines' first production Automotive award in Japan bringing the total number of OEMs with which Seeing Machines has won business, to nine. Delivery is via the Company's deeply embedd

Companies: Seeing Machines Limited
  • 20 May 22
Cenkos: Healthcare Sector - Ward Round

Weekly round-up of AIM-listed healthcare news. Venture Life Group, GENinCode, Kromek, Alliance Pharma, Polarean Imaging, Benchmark Holdings, Ondine Biomedical, Verici Dx, Faron Pharmaceuticals, Avacta Group, Abingdon Health, Open Orphan, Belluscura, Hutchmed (China), Oxford Biodynamics

Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG

  • 17 May 22
Xpediator (XPD LN) - Good news on trading and CFO

XPD has re-hired Richard Myson as Group CFO to build back the Board and improve financial management, following various recent senior resignations. This is welcome news. Richard previously worked at XPD for 16 years, held numerous senior finance and non-finance positions, and helped steer the Group through the successful IPO in mid-2017. He left XPD in late 2018 but has remained in close contact with the Group. Richard owns c.1.4% of the shares. Further, hiring of a new non-executive chair and C

Companies: Xpediator Plc
  • 17 May 22
LIBERUM: Ilika* - Sales deferred for microbatteries


Companies: Ilika plc
  • 19 May 22
ITM Power - Funding Won for 5MW Gigastack

The award of £9.3m government funding towards the development of ITM’s 5MW Gigastack PEM electrolysers moves the company’s offer forward at a time when the market is being pushed forward by policy developments in the UK and in Europe.

Companies: ITM Power PLC
  • 13 May 22
Cenkos: Healthcare Sector -- Ward Round

Weekly round-up of AIM-listed healthcare news. Agronomics, Eden Research, IXICO, HeiQ, Trellus Health, NetScientific, Circassia, 4basebio, Fusion Antibodies, Surgical Innovations Group, Yourgene Health, Abingdon Health, Verici Dx, Poolbeg Pharma, Omega Diagnostics

Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG

  • 19 May 22
FY21/22: rock-solid

National Grid confirmed its safe-haven status by unveiling a strong set of FY21/22 figures, c. 3.3% above the consensus. The group is moving forward serenely, benefiting from its natural inflation indexation both at operational and dividend levels. The mid-term FY25/26 plan is backed even if the FY22/23 outlook expected at ‘broadly flat’ is admittedly a miss. But who cares? NG is the perfect benchmark for a flight-to-quality for investors awaiting better times.

Companies: National Grid plc
  • 24 Feb 22
Q4 21: RR misses consensus, Warren leaves, Putin starts a war, perfect…

Although RR has returned to growth in FY21, both sales and profitability have been disappointing. The resignation of Warren East after eight years as CEO will not help the stock, which saw its stock price fall as much as 18% today. The inflation in raw material and energy prices linked to Putin’s declaration of war won’t make the recovery of RR in FY22 any easier.

Companies: Rolls-Royce Holdings plc
  • 10 May 22
Hybridan Small Cap Feast 10/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No leavers Today. What’s cooking in the IPO kitchen? EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specific Integrated Circuits (ASICs). ASICs are integrated circuits or semiconductor chips developed for a particular use or product rather than for general purpose usage. ASICs help differentiate products through optimised hardware thereby making products smaller, faster, lower power and more

Companies: XTR XLM VRS SUP ROCK SLE SEMP OHG HDD FIH

  • 20 May 22
Hybridan Small Cap Feast 20/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in th

Companies: YCA 7DIG BOOM DMTR EYE KIBO NFC RST SPSY

  • 16 May 22
Cenkos: Oil & Gas Sector -- Tethys Oil, 88 Energy, Empyrean Energy, Longboat Energy, Neptune Energy, Sval Energi, TransGlobe Energy, Harbour Energy, Kosmos Energy, Touchstone Exploration, Genel Energy, Serinus Energy, i3 Energy, Orcadian Energy, Energean,

Oil climbed as a global squeeze on refined products continued to pull fuel prices higher with Russian diesel exports falling sharply. West Texas Intermediate rose 4.1% on Friday and eked out a weekly gain of 0.7% after a series of tumultuous trading sessions where lowered liquidity exacerbated price moves. Diesel exports from Russia dropped in April from their pre-war level as oil buyers seek to punish one of the world's biggest suppliers. Investors have also been keeping a close eye on Chi

Companies: FO 88E CHAR DEC EME GTC TRIN WEN

  • 19 May 22
Cenkos: Getech Group Plc - FY21 Results

2021 was a pivotal year for Getech, as the Company expanded its business model to accelerate the energy transition by using its world-class geoscience data, unique geospatial software and leading expertise to locate, develop and operate geoenergy and green hydrogen projects. This positions Getech ideally to support an anticipated global expansion in capital spending across the energy sector. Despite the uncertainties that existed throughout the year, FY21 revenue at £4.3m rose 20% YoY (in line w

Companies: GETECH Group plc
  • 17 May 22
Velocys - A Year of Commerical Progress

2021 has seen Velocys make substantial commercial progress both with its own synthetic fuel reference projects and with commercial developments in Japan. The business was well supported by a £26.2m fund raise and is now building capacity as interest in sustainable fuels grows and is increasingly recognised as contributing to fuel security.

Companies: Velocys plc
  • 19 May 22
Cenkos: Smart Metering Systems Plc - Continued strong momentum

SMS released an AGM update this morning confirming that it is currently trading in line with the Board's expectations, with solid growth in index linked annualised recurring revenues (ILARR) to £91.4m, continued strengthening in the meter installation run-rate (with further improvement expected throughout the year), strong performance of the first 50MW of batteries and further expansion of the grid-scale battery pipeline to 710MW. The balance sheet remains strong with £63.3m cash and £420m undra

Companies: Smart Metering Systems PLC