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Posted by
Two Blokes Tue at 8:45 AM -
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Stock
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VNET Group is a Buy, considering my expectations of strong Q1 2025 results and the favorable read-throughs from recent events. I forecast VNET's revenue growth to hit 20% YoY in Q1 2025 with EBITDA rising 15% YoY, driven by an increase in data center utilization. The REIT listing approval by the Shanghai Exchange and Nvidia's chip adjustments for China have a positive impact on VNET.
