Air Freight and Logistics

J&T EXPRESS-W

Vips

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VIPS

01519

03690

83690

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MPNGY

09988

89988

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$Vipshops(VIPS.US) released its Q4 2025 results on the evening of Feb 26. Despite earlier lowering guidance, the print still came in weaker: revenue slipped back into negative growth, while expense discipline kept profit growing.Specifically: 1) Core operating metrics — GMV growth stalled again this quarter, with YoY growth under 1%, missing market expectations. The drag came from another decline in active users, down Approx. 400k YoY, and a clear drop in order frequency per user, driving total orders down 5% YoY...

Vipshops

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VIPS: Negative Growth Again? 10% Shareholder Return to the Rescue

Jituan Express-W repurchased 1.5162 million shares for HKD 14.927 million

J&T Express Q1 2026 Earnings: Business Growth Accelerates, Policies Boost Profitability

J&T Express-W repurchased 2.27 million shares for HKD 23.2278 million

J&T Express-W Repurchased 1.5 Million Shares

J&T Express-W repurchased 1.49 million shares for HKD 15.617 million

Jitulex Express-W repurchased 1,039,600 shares for HKD 10.8694 million

J&T Express-W repurchased 216,200 shares

Macquarie Downgrades J&T Express's Earnings Forecast and Target Price

DBS Raises J&T Express Earnings Forecast and Target Price

BOA Securities Upgrades PT J&T Express Rating and Target Price, Projects Package Volume Growth

J&T Express Reports 2025 Earnings with Global Parcel Volume Exceeding 30 Billion

UBS Raises J&T Express Target Price to HKD 13.40

CMBI Ups J&T Express' 2026-2027 Profit Predictions and Target Price

J&T EXPRESS-W released FY2025 Q3 earnings on March 30, 2026 (BJT) with actual revenue of HKD 25.91 B and EPS of HKD 0.0466

J&T EXPRESS-W released FY2025 9 Months Earnings on March 30, 2026 (BJT), with actual revenue of HKD 68.88B and EPS of HKD 0.1157

J&T Express Announces 2025 Yearly Performance and Investment Agreement with SF Holding

J&T Express-W Reports 18.5% YoY Revenue Growth for FY2025

J&T Express Reports Revenue and Net Profit Growth in FY2025

J&T Express-W released FY2025 Q4 earnings on March 30 Pre-Market (BJT), actual revenue HKD 25.9 B, actual EPS HKD 0.0466

J&T EXPRESS-W released FY2025 earnings on March 30 Pre-Market (BJT), actual revenue HKD 94.8 B (forecast HKD 93.59 B), actual EPS HKD 0.1715 (forecast HKD 0.2726)

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GHPC

Jitu Express (01519.HK) 2024 Performance Conference Call

02057

FTXR

159666

516530

159662

CLSA's research report highlights that ZTO EXPRESS-W is expected to regain market share by 2026, with a projected net profit of RMB2.3 billion and a business volume growth of approximately 14% in Q1. The firm maintains an Outperform rating with a target price of HKD216, citing attractive valuation at about 10x forecast PE for FY2026. Additionally, CLSA is optimistic about J&T EXPRESS-W's overseas expansion, also assigning it an Outperform rating with a target price of HKD13.6.

- CLSA's report indicates that the "anti-involution" measures in China's express delivery industry are yielding positive outcomes, particularly for ZTO EXPRESS-W, which saw a 14% growth in business volume in Q1.  
- With a projected net profit of approximately RMB 2.3 billion, ZTO EXPRESS-W is expected to regain market share in 2026 and maintain stable profitability, leading to an attractive valuation at about 10x forecast PE for FY2026.  
- CLSA has maintained an Outperform rating on ZTO EXPRESS-W with a target price of HKD 216 and expressed optimism for J&T EXPRESS-W, also assigning it an Outperform rating with a target price of HKD 13.6.

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CLSA Expects ZTO EXPRESS-W  to Regain Market Share; Bullish on J&T EXPRESS-W Overseas Expansion Potential

J&T Global Express Limited has released its 2025 ESG Report, highlighting its commitment to sustainability through smart logistics and social responsibility. The report details advancements in energy management, employee rights, and community support. Key initiatives include the deployment of autonomous vehicles, energy-saving logistics equipment, and a focus on green packaging. The company also emphasizes employee welfare and community development, with projects in rural revitalization and disaster relief efforts. J&T Express aims to integrate sustainable practices into its operations while promoting high-quality development across its global logistics network.

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05:02 ETJ&T Express Releases 2025 ESG Report: From Smart Logistics to Social Responsibility, Writing a New Chapter in Sustainability

In a report released yesterday, from CLSA maintained a Buy rating on J&T Global Express Limited, with a price target of HK$13.60.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks J&T Global Express Limited has an analyst consensus of Strong Buy, with a price target consensus of HK$13.33.

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CLSA Sticks to Its Buy Rating for J&T Global Express Limited (1519)

Macquarie has lowered the target price for J&T EXPRESS-W to 13.9 yuan and removed it from the key buy list. Although J&T EXPRESS-W showed strong operational data in the first quarter of this year, with volumes in ASEAN and new markets growing by 80% and 100% respectively, and an 8% increase in the Chinese market, Macquarie has reduced its earnings forecasts for the fiscal years 2026 and 2027 by 4% and 5% due to higher risks in countries like Vietnam where oil prices are volatile, as well as weak pricing power with major clients

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Macquarie Group Limited

Macquarie lowers the target price for J&T EXPRESS to 13.9 yuan, removing it from the key list

DBS has reaffirmed its Buy rating for J&T Global Express Limited (1519), setting a price target of HK$13.50. Analyst Zoe Zhang, who has a 44.44% success rate, also covers other companies in the Industrials sector. Jefferies similarly maintained a Buy rating with a price target of HK$13.00 in a report from March 31.

DBS Sticks to Its Buy Rating for J&T Global Express Limited (1519)

J&T Global Express Limited reported a 26.2% year-on-year increase in parcel volume for Q1 2026, reaching 8.33 billion items. The Southeast Asia segment saw an impressive 80% surge, while China experienced mid-single digit growth. The company expanded its infrastructure, increasing outlets to 19,500 and sorting centers to 255. Analysts rate the stock (HK:1519) as a Buy with a price target of HK$12.50. J&T focuses on high-volume e-commerce and cross-border logistics in rapidly growing markets.

J&T Global Express Posts 26% Parcel Volume Surge in Q1 2026 on Southeast Asia Strength

J&T EXPRESS-W(01519.HK)

CLSA Expects ZTO EXPRESS-W to Regain Market Share; Bullish on J&T EXPRESS-W Overseas Expansion Potential

05:02 ETJ&T Express Releases 2025 ESG Report: From Smart Logistics to Social Responsibility, Writing a New Chapter in Sustainability

CLSA Sticks to Its Buy Rating for J&T Global Express Limited (1519)

Macquarie lowers the target price for J&T EXPRESS to 13.9 yuan, removing it from the key list

DBS Sticks to Its Buy Rating for J&T Global Express Limited (1519)

J&T Global Express Posts 26% Parcel Volume Surge in Q1 2026 on Southeast Asia Strength