Update shared on17 Oct 2025
Fair value Increased 0.85%Narrative Update: J&T Global Express Analyst Price Target Revision
Analysts have slightly increased their price target for J&T Global Express, raising it from $10.84 to $10.93. They cite modest improvements in projected revenue growth and profit margins as the reason for the revision.
What's in the News
- Reported third quarter 2025 results with total parcel volume reaching approximately 7.68 billion, a 23.1% year-on-year increase. All major markets achieved double-digit growth, especially in Southeast Asia and New Markets (Announcement of Operating Results).
- Commenced share repurchases authorized in June 2025. Up to 9.92% of issued share capital is eligible for repurchase, aiming to enhance net asset value per share and earnings per share (Buyback Transaction Announcements).
- Removed from the Hang Seng China Enterprises Index during index rebalancing (Index Constituent Drops).
- As of June 18, 2025, completed the repurchase of 72,472,600 shares for HKD 431.45 million under the buyback program initiated in late 2024 (Buyback Tranche Update).
- Board meeting held on August 29, 2025 to review and approve the group's interim results for the first half of 2025 (Board Meeting).
Valuation Changes
- Fair Value: Increased slightly from HK$10.84 to HK$10.93.
- Discount Rate: Marginally decreased from 7.86% to 7.85%.
- Revenue Growth: The projected annual growth rate has risen from 16.29% to 16.67%.
- Net Profit Margin: Improved modestly from 5.30% to 5.34%.
- Future P/E Ratio: The expected multiple has declined from 16.05x to 15.93x.
Disclaimer
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