Update shared on 15 Nov 2025
Fair value Increased 1.39%Analysts have raised their price target for J&T Global Express from $11.35 to $11.51, citing steady improvements in revenue growth and profit margin projections.
What's in the News
- Reported a 23.1% year-on-year increase in parcel volume for Q3 2025, reaching 7.68 billion parcels and averaging 83.4 million parcels daily across all major markets. There was strong growth in Southeast Asia and New Markets (Announcement of Operating Results).
- Began share repurchases on September 17, 2025, under a shareholder mandate that allows for the buyback of up to 890,555,186 shares (Buyback Transaction Announcements).
- Removed from the Hang Seng China Enterprises Index in September 2025 (Index Constituent Drops).
- Between January and June 2025, repurchased a total of 72,472,600 shares for approximately HKD 431.45 million under the ongoing buyback program (Buyback Tranche Update).
Valuation Changes
- Fair Value per share increased slightly, rising from HK$11.35 to HK$11.51.
- Discount Rate rose modestly, moving from 7.89% to 8.17%.
- Revenue Growth projection remained the same at 16.79%.
- Net Profit Margin estimate improved from 5.33% to 5.37%.
- Future P/E ratio forecast moved higher, rising from 16.54x to 16.77x.
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