View ValuationJ&T Global Express 将来の成長Future 基準チェック /56J&T Global Express利益と収益がそれぞれ年間34.1%と15.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.9% 35%なると予測されています。主要情報34.1%収益成長率34.98%EPS成長率Logistics 収益成長17.1%収益成長率15.8%将来の株主資本利益率20.93%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Peter Lai was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 27J&T Global Express Limited, Annual General Meeting, Apr 21, 2026J&T Global Express Limited, Annual General Meeting, Apr 21, 2026, at 09:30 China Standard Time.お知らせ • Mar 16J&T Global Express Limited to Report Fiscal Year 2025 Results on Mar 30, 2026J&T Global Express Limited announced that they will report fiscal year 2025 results on Mar 30, 2026お知らせ • Aug 11J&T Global Express Limited to Report First Half, 2025 Results on Aug 29, 2025J&T Global Express Limited announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • May 26J&T Global Express Limited, Annual General Meeting, Jun 18, 2025J&T Global Express Limited, Annual General Meeting, Jun 18, 2025, at 15:00 China Standard Time.お知らせ • Feb 19J&T Global Express Limited to Report Q4, 2024 Results on Mar 05, 2025J&T Global Express Limited announced that they will report Q4, 2024 results on Mar 05, 2025お知らせ • Nov 01J&T Global Express Limited (SEHK:1519) commences an Equity Buyback Plan for 881,216,623 shares, representing 10% of its issued share capital, under the authorization approved on June 18, 2024.J&T Global Express Limited (SEHK:1519) commences share repurchases on October 30, 2024, under the program mandated by the shareholders in the Annual General Meeting held on June 18, 2024. As per the mandate, the company is authorized to repurchase up to 881,216,623 shares, representing 10% of its issued share capital. The repurchases will lead to an enhancement of the net asset value per share and/or earnings per share for the company. The repurchases will be made out of the funds legally available for such purpose in accordance with its memorandum of association and Bye-laws and the applicable laws and regulations of Cayman Islands. The authority shall expire at the earliest of the next Annual General Meeting, the date on which the next Annual General Meeting is required to be held or the date on which the authority is varied or revoked in a General Meeting. As of June 18, 2024, the company had 8,812,166,235 shares, comprising 979,333,410 Class A Shares and 7,832,832,825 Class B Shares, and no shares in treasury. On October 29, 2024, the company announced a share repurchase program. Under the program, the company will repurchase HKD 1,000 million worth of shares. The program will be financed by available cash reserves and free cash flow of the Company.Reported Earnings • Aug 21First half 2024 earnings released: EPS: US$0.003 (vs US$0.21 loss in 1H 2023)First half 2024 results: EPS: US$0.003 (up from US$0.21 loss in 1H 2023). Revenue: US$4.86b (up 21% from 1H 2023). Net income: US$27.6m (up US$668.6m from 1H 2023). Profit margin: 0.6% (up from net loss in 1H 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.お知らせ • Aug 19J&T Global Express Limited Announces Executive ChangesJ&T Global Express Limited announced that Ms. Hui Yin Shan has resigned as the company secretary of the Company has resigned as the company secretary of the Company and ceased to act as an authorised representative of the Company under Rule 3.05 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited and the authorised representative for accepting service of process and notices on behalf of the Company in Hong Kong as required under Rule 19.05(2) of the Listing Rules and Part 16 of the Companies Ordinance with effect from 19 August 2024. The Board announced that following the resignation of Ms. Hui, Ms. Shang Quanxi and Mr. Cheng Ching Kit have been appointed as the joint company secretaries of the Company with effect from 19 August 2024. Mr. Cheng has also been appointed as an Authorised Representative and the Process Agent in replacement of Ms. Hui with effect from 19 August 2024. Ms. Shang joined the Group in October 2021 and currently serves as the Director of Legal and Compliance of the Company, primarily responsible for overseeing the legal and compliance affairs of the Group, providing legal advice and support for the Group's investment and financing projects, and assisting with the Company's information disclosure. Before joining the Company, Ms. Shang worked successively as a Senior Investment Manager and a Vice President at China Financial Services Holdings Limited from September 2018 to June 2021. From July 2017 to September 2018, she was a Senior Investment Manager at China Shun Ke Long Holdings Limited. Between November 2016 and June 2017, Ms. Shang worked as a Corporate Finance Manager at Hong Kong International Capital Management Limited. Prior to that, she served as Assistant to the Senior Partner at W K TO & CO SOLICITORS from July 2013 to October 2016. Ms. Shang obtained her double bachelor's degrees in international politics and laws from Nanjing University in 2011 and her master of laws degree in international economic law from The Chinese University of Hong Kong in 2012. Mr. Cheng is an assistant vice president of SWCS Corporate Services Group (Hong Kong) Limited, a professional services provider specialising in corporate services, and has over 11 years of experience in corporate secretarial field. He is an associate member of both The Hong Kong Chartered Governance Institute and The Chartered Governance Institute in the United Kingdom. In addition, he holds a Bachelor of Commerce degree in finance from the University of Queensland, Australia and a master of laws degree in Chinese law from the University of Hong Kong. Pursuant to Rule 8.17 of the Listing Rules, an issuer must appoint a company secretary who satisfies the requirements under Rule 3.28 of the Listing Rules. Rule 3.28 of the Listing Rules provides that an issuer must appoint as its company secretary an individual who, by virtue of his academic or professional qualifications or relevant experience, is, in the opinion of the Stock Exchange, is capable of discharging the functions of a company secretary. Ms. Shang currently does not possess the academic or professional qualifications as required under Rule 3.28 of the Listing Rules. However, the Company considers that Ms. Shang is qualified to take on the position as a Joint Company Secretary by virtue of her relevant experience and it is beneficial to the Group as a whole to appoint Ms. Shang as a Joint Company Secretary. Therefore, the Company has applied for, and the Stock Exchange has granted a waiver (the Waiver) to the Company from strict compliance with the requirements under Rules 3.28 and 8.17 of the Listing Rules for a period of three years from the effective date of appointment of Ms. Shang as a Joint Company Secretary (the Waiver Period) on the conditions that: Ms. Shang must be assisted by Mr. Cheng during the Waiver Period; and the Waiver could be revoked if there are material breaches of the Listing Rules by the Company. Before the end of the Waiver Period, the Company must demonstrate and seek the confirmation from the Stock Exchange that Ms. Shang, having had the benefit of Mr. Cheng's assistance during the Waiver Period, has attained the relevant experience and is capable of discharging the functions of company secretary under Rule 3.28 of the Listing Rules such that a further waiver will not be necessary.お知らせ • Aug 07J&T Global Express Limited to Report First Half, 2024 Results on Aug 19, 2024J&T Global Express Limited announced that they will report first half, 2024 results on Aug 19, 2024お知らせ • May 27J&T Global Express Limited, Annual General Meeting, Jun 18, 2024J&T Global Express Limited, Annual General Meeting, Jun 18, 2024, at 15:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong KongReported Earnings • Mar 25Full year 2023 earnings released: US$0.26 loss per share (vs US$2.74 profit in FY 2022)Full year 2023 results: US$0.26 loss per share (down from US$2.74 profit in FY 2022). Revenue: US$8.85b (up 22% from FY 2022). Net loss: US$1.10b (down 167% from profit in FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.お知らせ • Mar 14J&T Global Express Limited to Report Fiscal Year 2023 Results on Mar 22, 2024J&T Global Express Limited announced that they will report fiscal year 2023 results on Mar 22, 2024Board Change • Feb 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Charles Yang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Charles Yang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 27J&T Global Express Limited has completed an IPO in the amount of HKD 5.481377 billion.J&T Global Express Limited has completed an IPO in the amount of HKD 5.481377 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,655,200 Price\Range: HKD 12 Discount Per Security: HKD 0.2352 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 293,895,200 Price\Range: HKD 12 Discount Per Security: HKD 0.2352 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 130,231,000 Price\Range: HKD 12 Discount Per Security: HKD 0.2352 Transaction Features: Bank Conversion; Regulation S; Rule 144A; Sponsor Backed Offering業績と収益の成長予測DB:J92 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202820,6851,0101,1911,7871212/31/202717,6207528651,5632112/31/202614,9675075201,2622012/31/202512,1581984941,088N/A9/30/202511,527179379985N/A6/30/202510,896159263883N/A3/31/202510,578130258845N/A12/31/202410,259101252807N/A9/30/20249,970-166274746N/A6/30/20249,681-432296685N/A3/31/20249,265-76781513N/A12/31/20238,849-1,101-133342N/A9/30/20238,372-750-44188N/A6/30/20237,895-398-749-167N/A3/31/20237,581629-925-343N/A12/31/20227,2671,656-1,100-520N/A12/31/20214,852-6,047-1,487-967N/A12/31/20201,535-565-416-155N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: J92の予測収益成長率 (年間34.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: J92の収益 ( 34.1% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: J92の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: J92の収益 ( 15.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: J92の収益 ( 15.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: J92の 自己資本利益率 は、3年後には高くなると予測されています ( 20.9 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 04:49終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋J&T Global Express Limited 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Fan TsoBofA Global ResearchGangxian LiuChina International Capital Corporation LimitedShimin HuCitic Securities Co., Ltd.25 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Peter Lai was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 27J&T Global Express Limited, Annual General Meeting, Apr 21, 2026J&T Global Express Limited, Annual General Meeting, Apr 21, 2026, at 09:30 China Standard Time.
お知らせ • Mar 16J&T Global Express Limited to Report Fiscal Year 2025 Results on Mar 30, 2026J&T Global Express Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
お知らせ • Aug 11J&T Global Express Limited to Report First Half, 2025 Results on Aug 29, 2025J&T Global Express Limited announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • May 26J&T Global Express Limited, Annual General Meeting, Jun 18, 2025J&T Global Express Limited, Annual General Meeting, Jun 18, 2025, at 15:00 China Standard Time.
お知らせ • Feb 19J&T Global Express Limited to Report Q4, 2024 Results on Mar 05, 2025J&T Global Express Limited announced that they will report Q4, 2024 results on Mar 05, 2025
お知らせ • Nov 01J&T Global Express Limited (SEHK:1519) commences an Equity Buyback Plan for 881,216,623 shares, representing 10% of its issued share capital, under the authorization approved on June 18, 2024.J&T Global Express Limited (SEHK:1519) commences share repurchases on October 30, 2024, under the program mandated by the shareholders in the Annual General Meeting held on June 18, 2024. As per the mandate, the company is authorized to repurchase up to 881,216,623 shares, representing 10% of its issued share capital. The repurchases will lead to an enhancement of the net asset value per share and/or earnings per share for the company. The repurchases will be made out of the funds legally available for such purpose in accordance with its memorandum of association and Bye-laws and the applicable laws and regulations of Cayman Islands. The authority shall expire at the earliest of the next Annual General Meeting, the date on which the next Annual General Meeting is required to be held or the date on which the authority is varied or revoked in a General Meeting. As of June 18, 2024, the company had 8,812,166,235 shares, comprising 979,333,410 Class A Shares and 7,832,832,825 Class B Shares, and no shares in treasury. On October 29, 2024, the company announced a share repurchase program. Under the program, the company will repurchase HKD 1,000 million worth of shares. The program will be financed by available cash reserves and free cash flow of the Company.
Reported Earnings • Aug 21First half 2024 earnings released: EPS: US$0.003 (vs US$0.21 loss in 1H 2023)First half 2024 results: EPS: US$0.003 (up from US$0.21 loss in 1H 2023). Revenue: US$4.86b (up 21% from 1H 2023). Net income: US$27.6m (up US$668.6m from 1H 2023). Profit margin: 0.6% (up from net loss in 1H 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.
お知らせ • Aug 19J&T Global Express Limited Announces Executive ChangesJ&T Global Express Limited announced that Ms. Hui Yin Shan has resigned as the company secretary of the Company has resigned as the company secretary of the Company and ceased to act as an authorised representative of the Company under Rule 3.05 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited and the authorised representative for accepting service of process and notices on behalf of the Company in Hong Kong as required under Rule 19.05(2) of the Listing Rules and Part 16 of the Companies Ordinance with effect from 19 August 2024. The Board announced that following the resignation of Ms. Hui, Ms. Shang Quanxi and Mr. Cheng Ching Kit have been appointed as the joint company secretaries of the Company with effect from 19 August 2024. Mr. Cheng has also been appointed as an Authorised Representative and the Process Agent in replacement of Ms. Hui with effect from 19 August 2024. Ms. Shang joined the Group in October 2021 and currently serves as the Director of Legal and Compliance of the Company, primarily responsible for overseeing the legal and compliance affairs of the Group, providing legal advice and support for the Group's investment and financing projects, and assisting with the Company's information disclosure. Before joining the Company, Ms. Shang worked successively as a Senior Investment Manager and a Vice President at China Financial Services Holdings Limited from September 2018 to June 2021. From July 2017 to September 2018, she was a Senior Investment Manager at China Shun Ke Long Holdings Limited. Between November 2016 and June 2017, Ms. Shang worked as a Corporate Finance Manager at Hong Kong International Capital Management Limited. Prior to that, she served as Assistant to the Senior Partner at W K TO & CO SOLICITORS from July 2013 to October 2016. Ms. Shang obtained her double bachelor's degrees in international politics and laws from Nanjing University in 2011 and her master of laws degree in international economic law from The Chinese University of Hong Kong in 2012. Mr. Cheng is an assistant vice president of SWCS Corporate Services Group (Hong Kong) Limited, a professional services provider specialising in corporate services, and has over 11 years of experience in corporate secretarial field. He is an associate member of both The Hong Kong Chartered Governance Institute and The Chartered Governance Institute in the United Kingdom. In addition, he holds a Bachelor of Commerce degree in finance from the University of Queensland, Australia and a master of laws degree in Chinese law from the University of Hong Kong. Pursuant to Rule 8.17 of the Listing Rules, an issuer must appoint a company secretary who satisfies the requirements under Rule 3.28 of the Listing Rules. Rule 3.28 of the Listing Rules provides that an issuer must appoint as its company secretary an individual who, by virtue of his academic or professional qualifications or relevant experience, is, in the opinion of the Stock Exchange, is capable of discharging the functions of a company secretary. Ms. Shang currently does not possess the academic or professional qualifications as required under Rule 3.28 of the Listing Rules. However, the Company considers that Ms. Shang is qualified to take on the position as a Joint Company Secretary by virtue of her relevant experience and it is beneficial to the Group as a whole to appoint Ms. Shang as a Joint Company Secretary. Therefore, the Company has applied for, and the Stock Exchange has granted a waiver (the Waiver) to the Company from strict compliance with the requirements under Rules 3.28 and 8.17 of the Listing Rules for a period of three years from the effective date of appointment of Ms. Shang as a Joint Company Secretary (the Waiver Period) on the conditions that: Ms. Shang must be assisted by Mr. Cheng during the Waiver Period; and the Waiver could be revoked if there are material breaches of the Listing Rules by the Company. Before the end of the Waiver Period, the Company must demonstrate and seek the confirmation from the Stock Exchange that Ms. Shang, having had the benefit of Mr. Cheng's assistance during the Waiver Period, has attained the relevant experience and is capable of discharging the functions of company secretary under Rule 3.28 of the Listing Rules such that a further waiver will not be necessary.
お知らせ • Aug 07J&T Global Express Limited to Report First Half, 2024 Results on Aug 19, 2024J&T Global Express Limited announced that they will report first half, 2024 results on Aug 19, 2024
お知らせ • May 27J&T Global Express Limited, Annual General Meeting, Jun 18, 2024J&T Global Express Limited, Annual General Meeting, Jun 18, 2024, at 15:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kong
Reported Earnings • Mar 25Full year 2023 earnings released: US$0.26 loss per share (vs US$2.74 profit in FY 2022)Full year 2023 results: US$0.26 loss per share (down from US$2.74 profit in FY 2022). Revenue: US$8.85b (up 22% from FY 2022). Net loss: US$1.10b (down 167% from profit in FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.
お知らせ • Mar 14J&T Global Express Limited to Report Fiscal Year 2023 Results on Mar 22, 2024J&T Global Express Limited announced that they will report fiscal year 2023 results on Mar 22, 2024
Board Change • Feb 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Charles Yang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Charles Yang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 27J&T Global Express Limited has completed an IPO in the amount of HKD 5.481377 billion.J&T Global Express Limited has completed an IPO in the amount of HKD 5.481377 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,655,200 Price\Range: HKD 12 Discount Per Security: HKD 0.2352 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 293,895,200 Price\Range: HKD 12 Discount Per Security: HKD 0.2352 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 130,231,000 Price\Range: HKD 12 Discount Per Security: HKD 0.2352 Transaction Features: Bank Conversion; Regulation S; Rule 144A; Sponsor Backed Offering