VNET Group: REIT Injection And Capex Growth Are The Major Positives

Group 1 - The article emphasizes the value investment strategy focusing on Asia-listed stocks, particularly those with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1] - VNET Group (NASDAQ: VNET) is highlighted as a stock still worthy of a Buy recommendation, with favorable corporate and market developments influencing this view [1] - The author provides insights and updates on investment opportunities in the Hong Kong market, targeting deep value and high-quality businesses [1]