Update shared on 31 Oct 2025
Fair value Increased 3.83%Analysts have raised their price target for J&T Global Express from $10.93 to $11.35, citing a slight increase in projected revenue growth and updated market expectations.
What's in the News
- J&T Global Express reported a third quarter parcel volume of approximately 7.68 billion, a 23.1% year-on-year increase as a result of strong growth in Southeast Asia and New Markets (Announcement of Operating Results).
- The company commenced a share repurchase program in September 2025, with authorization to buy back up to 9.92% of its issued share capital (Buyback Transaction Announcements).
- Between January and June 2025, over 72 million shares were repurchased for a total of HKD 431.45 million under the ongoing buyback initiative (Buyback Tranche Update).
- J&T Global Express was recently removed from the Hang Seng China Enterprises Index (Index Constituent Drops).
- The Board is scheduled to consider and approve interim results for the first half of 2025 at its meeting on August 29, 2025 (Board Meeting).
Valuation Changes
- The consensus analyst price target has increased from HK$10.93 to HK$11.35, reflecting a modest upward revision.
- The discount rate has risen slightly, moving from 7.85% to approximately 7.89%.
- Revenue growth expectations have been raised marginally, from 16.67% to 16.79%.
- The net profit margin is essentially stable, decreasing slightly from 5.34% to 5.33%.
- The future P/E ratio has increased from 15.93x to 16.54x, indicating slightly higher market valuation multiples.
Disclaimer
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