21 Vianet Group (NASDAQ:VNET)

CAPS Rating: 2 out of 5

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Member Avatar TMFivyflora (69.16) Submitted: 4/29/2014 5:38:36 PM : Outperform Start Price: $24.64 VNET Score: +9.93

21Vianet is a direct beneficiary of rising internet traffic growth. It is a direct play to China's surging internet traffic growth. The company is the largest internet data center service provider after CT and CU. It provides superior quality data center with 99.99% power-up time compared to other carriers. Given the strong demand, management plans to increase its IDC capacity by 70% YoY in 2014 and another 42% YoY in 2015. it is also the sole partner of Microsoft's cloud services in China, so I think this business could multiply and become a lucrative business.

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Member Avatar 4sigma (33.14) Submitted: 2/15/2012 12:56:32 AM : Underperform Start Price: $11.10 VNET Score: -108.36

How does it make ANY income?

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Member Avatar shanghsiao (< 20) Submitted: 7/30/2011 3:10:40 AM : Outperform Start Price: $13.48 VNET Score: +58.88

The industry where 21V is in is facing strong demand from different vertical internet companies in China, such as media contents, e-commerce, wireless, gaming, etc.. Due to far behind of China internet structure, the strong growth of this industry in China will continue for a long time. Assuming good execution by 21V, their market share shall continue to expand.

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Member Avatar saryamane (< 20) Submitted: 4/23/2011 1:57:06 PM : Outperform Start Price: $19.40 VNET Score: -0.99

Chinese cloud

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