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J&T Global Express Limited
(1519)
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Rating:62Neutral
Price Target:
HK$10.00
▲(2.88% Upside)
Action:Reiterated
Date:08/06/26
The score is primarily driven by improving financial performance (turnaround to profitability and stronger free cash flow) and supportive technical trends (price above major moving averages). These positives are tempered by a demanding valuation (high P/E with no dividend yield provided) and a balance-sheet risk factor from meaningful, rising leverage alongside thin net margins.
Positive Factors
Revenue scaling
Steady revenue expansion indicates continued scaling of the logistics network and sustained demand for parcel services. Maintaining growth across consecutive years can improve network density, support operating leverage, and strengthen the company’s position in e-commerce-driven delivery markets over the coming quarters.
Negative Factors
Thin net profitability
A net margin of roughly 1.6% leaves limited room for adverse changes in pricing, parcel volumes, or operating costs. Because a small decline in gross profit or efficiency could materially reduce earnings, sustaining the turnaround depends on continued cost discipline and favorable network economics.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue scaling
Steady revenue expansion indicates continued scaling of the logistics network and sustained demand for parcel services. Maintaining growth across consecutive years can improve network density, support operating leverage, and strengthen the company’s position in e-commerce-driven delivery markets over the coming quarters.
Read all positive factors
J&T Global Express Limited (1519) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$90.77B
Dividend YieldN/A
Average Volume (3M)40.09M
Price to Earnings (P/E)28.2
Beta (1Y)0.55
Revenue Growth31.91%
EPS Growth122.59%
CountryHK
Employees242,039
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)0.04
Shares Outstanding8,676,479,000
10 Day Avg. Volume26,854,937
30 Day Avg. Volume40,092,066
Financial Highlights & Ratios
PEG Ratio0.58
Price to Book (P/B)3.72
Price to Sales (P/S)0.96
P/FCF Ratio23.73
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$13.22Price Target Upside35.96% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
EPS Forecast (FY)0.06
Revenue Forecast (FY)HK$15.67B
J&T Global Express Limited Business Overview & Revenue Model
Company Description
Primarily operating in China, J&T Express specializes in providing comprehensive logistics solutions. They equip their clientele with digitally-driven and visually-enhanced express parcel delivery options, alongside offering convenient online serv...
How the Company Makes Money
J&T Global Express makes money primarily by charging customers (notably e-commerce platforms, online merchants, SMEs, and individual senders) for parcel delivery and related logistics services. Its key revenue streams typically include: (1) Expres...
J&T Global Express Limited Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
56
Neutral
Cash Flow
68
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 14.33B | 12.18B | 10.26B | 8.85B | 7.27B | 4.85B |
| Gross Profit | 1.88B | 1.41B | 1.08B | 472.80M | -270.24M | -544.74M |
| EBITDA | 1.39B | 979.64M | 733.34M | -551.56M | -998.76M | -5.80B |
| Net Income | 361.68M | 198.71M | 100.56M | -1.10B | 1.66B | -6.05B |
Balance Sheet | ||||||
| Total Assets | 11.36B | 8.80B | 7.29B | 6.60B | 5.94B | 6.54B |
| Cash, Cash Equivalents and Short-Term Investments | 2.95B | 2.26B | 1.70B | 1.53B | 1.52B | 2.23B |
| Total Debt | 3.83B | 2.91B | 2.05B | 1.79B | 1.59B | 687.75M |
| Total Liabilities | 7.11B | 5.91B | 4.77B | 4.12B | 10.92B | 13.18B |
| Stockholders Equity | 4.31B | 3.15B | 2.83B | 2.75B | -4.85B | -6.59B |
Cash Flow | ||||||
| Free Cash Flow | 564.28M | 494.40M | 252.49M | -132.63M | -1.10B | -1.49B |
| Operating Cash Flow | 1.35B | 1.09B | 807.43M | 341.95M | -519.82M | -967.17M |
| Investing Cash Flow | -2.88B | -663.81M | -573.63M | -858.85M | -859.76M | -1.00B |
| Financing Cash Flow | 1.43B | -800.00K | -99.96M | 500.90M | 881.33M | 3.47B |
J&T Global Express Limited Technical Analysis
Negative
9.72
Price Trends
9.82
Negative
9.49
Negative
9.93
Negative
Market Momentum
-0.11
Positive
36.87
Neutral
23.39
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1519, the sentiment is Negative. The current price of 9.72 is below the 20-day moving average (MA) of 9.82, below the 50-day MA of 9.82, and below the 200-day MA of 9.93, indicating a bearish trend. The MACD of -0.11 indicates Positive momentum. The RSI at 36.87 is Neutral, neither overbought nor oversold. The STOCH value of 23.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:1519.
J&T Global Express Limited Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | HK$175.65B | 14.34 | 10.86% | 3.59% | 10.46% | -0.16% | |
67 Neutral | HK$48.72B | 12.22 | 9.26% | 7.33% | -3.80% | 0.22% | |
67 Neutral | HK$123.05B | 10.59 | 15.95% | 3.33% | 21.24% | 25.73% | |
67 Neutral | HK$71.26B | 7.94 | 12.78% | ― | 29.20% | 16.27% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | HK$90.77B | 28.21 | 9.69% | ― | 31.91% | 122.59% | |
49 Neutral | HK$463.97M | -3.29 | -14.50% | 1.48% | 5.28% | -148.69% |
* Industrials Sector Average
HK:1519
J&T Global Express Limited
9.34
-0.30
-3.16%
HK:0598
Sinotrans
4.60
0.09
2.07%
HK:2057
ZTO Express (Cayman), Inc. Class A
162.40
17.96
12.44%
HK:2618
JD Logistics, Inc.
10.79
-2.96
-21.53%
HK:6123
YTO International Express and Supply Chain Technology Limited
1.15
-0.02
-1.71%
HK:6936
S.F. Holding Co., Ltd. Class H
29.42
-7.42
-20.15%
J&T Global Express Limited Corporate Events
J&T Global Express Grants Over 45 Million Share Awards Under 2024 Incentive Scheme
Sep 4, 2026
JT Global Express Limited has granted share awards over 45,696,708 Class B shares to 210 employees under its 2024 Share Incentive Scheme, with no consideration payable by the recipients and a grant date of September 4, 2026. The awards, tied to a ...
J&T Global Express Delivers Strong Interim Growth on Surging Parcel Volumes
Aug 20, 2026
JT Global Express reported a sharp increase in interim revenue and profitability for the six months ended 30 June 2026, underlining robust growth in its core express delivery services. Group revenue rose 39.5% year-on-year to USD7.67 billion, driv...
J&T Global Express Signs Connected Logistics Deals With S.F. Holding and Hive Box
Aug 20, 2026
JT Global Express Limited has entered into two master logistics service framework agreements with S.F. Holding and Hive Box, under which it will provide a broad range of logistics and related services. These include line-haul transportation, inter...
J&T Global Express Brings S.F. Founder Wang Wei Onto Board as Non-Executive Director
Aug 20, 2026
JT Global Express Limited has appointed Wang Wei, founder and de facto controller of S.F. Holding Co., Ltd., as a non-executive director with effect from August 20, 2026. Wang, a prominent figure in the logistics sector and chairman and CEO of S.F...
J&T Global Express Details Board and Committee Structure
Aug 20, 2026
JT Global Express Limited has announced the current composition of its board of directors, confirming a mix of executive, non-executive and independent non-executive directors led by Chairman and CEO Jet Jie Li. The updated structure highlights th...
J&T Global Express Sets August Board Meeting to Approve Interim Results and Mull Dividend
Aug 7, 2026
JT Global Express Limited has scheduled a board meeting for August 20, 2026 to review and approve its interim results for the six months ended June 30, 2026, and to consider the declaration of an interim dividend. The company will also host an ear...
J&T Global Express posts double-digit parcel growth and expands logistics network in H1 2026
Jul 7, 2026
JT Global Express Limited reported strong growth in parcel volumes for the second quarter of 2026, driven particularly by Southeast Asia and its “Other” markets. Total parcel volume for the quarter rose 24.2% year-on-year to 9,176.7 mi...
J&T Global Express Launches HKD 2 Billion On-Market Share Buy-Back Plan
Jun 25, 2026
JT Global Express has approved an on-market share buy-back plan, using an existing shareholder mandate to repurchase up to about 967 million Class B shares, or 10% of its issued share base, for a maximum outlay of HKD 2 billion. The buy-back will ...
J&T Global Express Wins Shareholder Backing for AGM Resolutions and Capital Mandates
Jun 25, 2026
JT Global Express Limited reported that all resolutions proposed at its June 25, 2026 annual general meeting were approved by shareholders via poll voting, covering both Class A and Class B shares. Shareholders adopted the audited financial statem...
J&T Global Express Unit Probed on Work and Safety by China Regulator
Jun 12, 2026
JT Global Express Limited has disclosed that one of its consolidated affiliated entities is under investigation by the State Post Bureau of the People’s Republic of China over work and production safety matters. The company’s board bel...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.