View ValuationJ&T Global Express 향후 성장Future 기준 점검 5/6J&T Global Express (는) 각각 연간 34.1% 및 15.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.9% 로 예상됩니다.핵심 정보34.1%이익 성장률34.98%EPS 성장률Logistics 이익 성장17.1%매출 성장률15.8%향후 자기자본이익률20.93%애널리스트 커버리지Good마지막 업데이트20 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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.공시 • 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.공시 • 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, 2026공시 • 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, 2025공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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 Offering이익 및 매출 성장 예측DB:J92 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202820,6851,0101,1911,7871212/31/202717,6207528651,5632112/31/202614,9675075201,2622012/31/202512,1581984941,088N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: J92 의 연간 예상 수익 증가율(34.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: J92 의 연간 수익(34.1%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: J92 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: J92 의 수익(연간 15.8%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: J92 의 수익(연간 15.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: J92의 자본 수익률은 3년 후 20.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 09:26종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스J&T Global Express Limited는 28명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Fan TsoBofA Global ResearchGangxian LiuChina International Capital Corporation LimitedShimin HuCitic Securities Co., Ltd.25명의 분석가 더 보기
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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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