Air Freight and Logistics

J&T EXPRESS-W

Today’s Key News Recap

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BEKE

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0526 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The US and Iran reached a framework for an MoU; Iran would reopen the Strait of Hormuz within 30 days of signing, the US would unfreeze $12bn of Iranian assets, and both sides would implement a ceasefire.This would significantly ease near-term Middle East tensions and stabilize the global energy supply chain (about 30% of crude flows through the strait). It supports a pullback in oil and a rebound in energy stocks.However, the arrangement is temporary and does not address core issues such as Iran's nuclear program. Longer-term execution remains uncertain.2) Hang Seng Indexes Company announced the results of its regular quarterly index rebalancing. ...

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BEKE rolls out HK buyback shield; Xiaomi faces earnings test tonight | Daily News Recap

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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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Meituan HK SDR 5to1

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Alibaba

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

J&T Express-W Repurchases 7.7162 Million Shares for HKD 63.28 Million

TikTok Shop Southeast Asia New Policy: Multi-store Expansion and Hong Kong Entity Benefits

J&T Global Express Repurchases 4.6 Million Shares for HKD 39.1 Million

J&T Global Express spends HK$54.78m to buy back 6.238m shares on June 16

J&T Global Express Repurchases 5.36 Million Shares for HKD 45.42 Million

J&T Express Investigated by State Post Bureau for Safety Management Failures

J&T Express Investigated by State Post Bureau, Shares Hit One-Month Low

J&T Express Investigated by National Postal Bureau for Safety Management Failures

J&T EXPRESS Southeast Asia Double 6 Parcel Volume Surges 83.5% to 213 Million

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

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PAN ASIA DATA H

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I-CABLE COMM

Jitu Express (01519.HK) 2024 Performance Conference Call

J&T Global Express filed a next-day return with the HKEX disclosing a share buyback on June 23, 2026. The company repurchased 9,548,000 WVR ordinary shares at a price range of HKD 8.07 to 8.45, totaling HKD 78.63 million. Post-transaction, issued shares excluding treasury decreased to 8,710,988,715, while treasury shares increased to 80,448,800.

PUBT

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J&T Global Express files HKEX next-day return disclosing share buyback at HKD 8.07-8.45

J&T Global Express filed a next-day return with the HKEX disclosing a share buyback. On June 22, 2026, the company repurchased 4,600,000 shares for treasury purposes at a price range of HKD 8.41 to HKD 8.71 per share, totaling an aggregate consideration of HKD 39.1 million. No shares were cancelled.

J&T Global Express files HKEX next-day return disclosing share buyback at HKD 8.41-8.71

J&T Global Express repurchased 4,536,000 WVR ordinary shares for treasury on June 18, 2026, at a price range of HKD 8.48 to 8.75, totaling HKD 39.15 million. No shares were cancelled, bringing total treasury shares to 66,300,800.

J&T Global Express files HKEX next-day disclosure return reporting share repurchase at HKD 8.48-8.75

J&T Global Express Ltd repurchased 4,531,000 WVR ordinary shares for treasury on June 17, 2026. The buyback occurred at a price range of HKD 8.55 to HKD 8.77 per share, with an aggregate consideration of HKD 39.14 million. This disclosure was filed via the Hong Kong Stock Exchange's regulatory system.

J&T Global Express files HKEX next-day disclosure return, reports share buyback at HKD 8.55-8.77

J&T EXPRESS-Wannounced it received an investigation notice from the State Post Bureau regarding work and production safety. The board believes this will not materially impact business operations or financial position. The company is conducting a parallel internal investigation and pledges full cooperation with authorities in accordance with laws.

AASTOCKS News

J&T EXPRESS-W : Investigation by State Post Bureau Not Expected to Have Material Impact on Business or Financial Position

J&T Global Express disclosed that a consolidated affiliate is under investigation by China's State Post Bureau regarding work and production safety. The company believes the probe will not materially impact its business or financial position and is cooperating with regulators while conducting an internal review. J&T advises investors to exercise caution but does not expect significant operational disruption. This highlights ongoing regulatory scrutiny in China's logistics sector.

Tip Ranks

J&T Global Express Unit Probed on Work and Safety by China Regulator

Daiwa Research reports that J&T Express faces potential rectification or fines from the State Post Bureau regarding workplace safety incidents, though financial impact is expected to be limited. The broker maintains a Buy rating, citing an 83.5% YoY parcel volume surge in Southeast Asia during early June. Additionally, Daiwa notes that Beijing's crackdown on e-commerce false advertising may further dampen China's slowing parcel growth.

Daiwa Securities Group Inc.

Daiwa Expects J&T EXPRESS-W  to Face Rectification or Fine, Limited Financial Impact

PDDL

KPDD

Beijing regulators summoned major e-commerce platforms including Alibaba, JD.com, and Pinduoduo to address marketing malpractices such as misleading advertising and inadequate disclosure during the 618 shopping festival. Authorities aim to curb 'involution-style' competition and restore market order. Concurrently, SAMR investigated online travel agencies for misconduct, while postal regulators probed J&T Express over safety practices.

- As China's "618" shopping festival approaches, the Beijing market regulator summoned major e-commerce platforms for marketing malpractice, including misleading advertising.  
- The regulator identified violations and ordered firms like Alibaba and JD.com to rectify issues amid heightened scrutiny to curb excessive competition and restore market order.  
- Additionally, concerns were raised about promotional transparency and the safety practices of courier company J&T Express, with authorities urging a shift from subsidy wars to innovation-driven competition.

SCMP

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As 618 shopping frenzy grows, Beijing warns e-commerce giants over price tactics

China's postal regulator has launched a formal safety probe into J&T Express following multiple workplace accidents, marking a significant escalation from previous warnings. The company's shares dropped over 5% as investors worry about potential heavy fines and increased compliance costs. J&T China accepted the investigation and pledged cooperation, establishing a task force to rectify safety risks amid scrutiny of its franchise model.

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J&T Express faces risk of tougher penalties as China opens formal safety probe

J&T EXPRESS-W(01519.HK)