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Biggest Overhang Removed; Chip Hope Rising

发布日期: 2026-05-14研究机构: Jefferies公司 / 股票: VNET.OQ报告页数: 8原文语言: 英语证据页码: 3

研报英文原文证据摘录

Biggest Overhang Removed; Chip Hope Rising

nitor - Describes securities whose company fundamentals and financials are being monitored, and for which no financial projections or opinions on the

investment merits of the company are provided.

Valuation Methodology

Jefferies' methodology for assigning ratings may include the following: market capitalization, maturity, growth/value, volatility and expected total return

over the next 12 months. The price targets are based on several methodologies, which may include, but are not restricted to, analyses of market risk,

growth rate, revenue stream, discounted cash flow (DCF), EBITDA, EPS, cash flow (CF), free cash flow (FCF), EV/EBITDA, P/E, PE/growth, P/CF, P/FCF,

premium (discount)/average group EV/EBITDA, premium (discount)/average group P/E, sum of the parts, net asset value, dividend returns, and return on

equity (ROE) over the next 12 months.

Jefferies Franchise Picks

Jefferies Franchise Picks include stock selections from among the best stock ideas from our equity analysts over a 12 month period. Stock selection is

based on fundamental analysis and may take into account other factors such as analyst conviction, differentiated analysis, a favorable risk/reward ratio

and investment themes that Jefferies analysts are recommending. Jefferies Franchise Picks will include only Buy rated stocks and the number can vary

depending on analyst recommendations for inclusion. Stocks will be added as new opportunities arise and removed when the reason for inclusion changes,

the stock has met its desired return, if it is no longer rated Buy and/or if it triggers a stop loss. Stocks having 120 day volatility in the bottom quartile of

S&P stocks will continue to have a 15% stop loss, and the remainder will have a 20% stop.

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