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    Louis Tsang • Citi

    Louis Tsang's questions to VNET Group Inc (VNET) leadership

    Louis Tsang's questions to VNET Group Inc (VNET) leadership • Q1 2025

    Question

    Louis Tsang from Citi asked about potential plans for a Hong Kong listing and whether the company is seeing a downward trend in electricity tariffs that could impact EBITDA margins.

    Answer

    A company Moderator responded that VNET is in 'in-depth conversation' with the Hong Kong Stock Exchange regarding a potential dual listing but could not provide a specific timeline. On the second point, the Moderator stated that the company does not currently see a declining trend in utility bills, which remain 'fairly stable'.

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    Louis Tsang's questions to GDS Holdings Ltd (GDS) leadership

    Louis Tsang's questions to GDS Holdings Ltd (GDS) leadership • Q2 2024

    Question

    Louis Tsang posed two questions: one on the domestic business regarding the pace of move-in, MSR recovery, and demand sustainability in China; and another on the international business concerning strategy in Johor amid competition and potential infrastructure limitations.

    Answer

    CFO Dan Newman stated that the higher move-in rate in China is expected to continue through next year and that the MSR is bottoming out. For the international business, CEO William Huang highlighted GDS's first-mover advantage in Johor, which he believes will persist for the next three years. He asserted that GDS is a 'market creator' and is already planning expansion into other regional markets.

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