We hosted Vianet for an interactive presentation with a group of investors at our office yesterday. Following the event we provide a summary of our three key takeaways within this document (Page 2), re-iterating the investment case. Clearly we believe this is a company that deserves investor attention, having included it in our Research Best Ideas for 2019. As part of our new Thematic Framework for Technology we also highlight Vianet offers investors exposure to Consumer and Efficiency themes
07 Feb 2019
Investor presentation; key takeaways
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Investor presentation; key takeaways
Vianet Group plc (VNET:LON) | 65.5 -1.3 (-3.0%) | Mkt Cap: 18.6m
- Published:
07 Feb 2019 -
Author:
James Bayliss -
Pages:
4 -
We hosted Vianet for an interactive presentation with a group of investors at our office yesterday. Following the event we provide a summary of our three key takeaways within this document (Page 2), re-iterating the investment case. Clearly we believe this is a company that deserves investor attention, having included it in our Research Best Ideas for 2019. As part of our new Thematic Framework for Technology we also highlight Vianet offers investors exposure to Consumer and Efficiency themes