Company J&T Global Express Limited

Company J&T Global Express Limited

1519

KYG4990A1040

Air Freight & Logistics

Analysts' Consensus

Equities

1519

KYG4990A1040

Air Freight & Logistics

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Share class

Shareholders

Company contact information

Sector

Sales per Business

Sales per region

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Other Air Freight & Logistics

Business Summary

Sales per Business

Sales per region

Share class

Shareholders

Company contact information

Sector

Sales per Business

Sales per region

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Other Air Freight & Logistics

Market Closed - Hong Kong S.E. Other stock markets 04:08:07 2024-05-09 am EDT			5-day change	1st Jan Change
7.63 ^HKD	+4.09%		+14.22%	-51.77%

Apr. 27	Certain Class B Ordinary Shares of J&T Global Express Limited are subject to a Lock-Up Agreement Ending on 27-APR-2024.	CI
Apr. 09	J&T Global Express' Total Parcel Volume Rises 49% in Q1	MT

J&T Global Express Ltd is a China-based company principally engaged in global logistics services. The Company's businesses include express delivery services, cross-border logistics services, sales accessories and other services. The express delivery services cover Southeast Asia, China, Latin America and the Middle East, including Vietnam, Malaysia, Philippines, Thailand, Cambodia and others. The cross-border logistics services include small parcels, freight forwarding and warehousing solutions. The sales accessories include Jitu brand packaging supplies and decorations. The other services mainly include reusable materials and logistics property rental.

HKD in Million	2022	Weight	2023	Weight	Delta
Express Delivery Services 91.4 %	50,744	89.2 %	63,311	91.4 %	+24.77%
Cross-border Services 7.5 %	5,563	9.8 %	5,165	7.5 %	-7.15%
Rental 0.6 %	348	0.6 %	430	0.6 %	+23.70%
Accessories 0.4 %	186	0.3 %	260	0.4 %	+39.78%
Others 0.2 %	67	0.1 %	114	0.2 %	+70.53%

HKD in Million	2022	Weight	2023	Weight	Delta
China 59.1 %	32,075	56.4 %	40,940	59.1 %	+27.64%
South-East Asia 29.8 %	18,650	32.8 %	20,617	29.8 %	+10.55%
Cross-border 7.5 %	-	-	5,165	7.5 %	-
New Markets 3.7 %	-	-	2,559	3.7 %	-

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	7,832,832,825	7,754,504,497 ( 99.00 %)	0	99.00 %
Stock B	1	979,333,410	969,540,076 ( 99.00 %)	0

Name	Equities	%	Valuation
TENCENT HOLDINGS LIMITED 6.858 %	537,194,540	6.858 %	719 M $
Boyu Capital Advisory Co. Ltd. 6.839 %	535,662,745	6.839 %	717 M $
ATM Capital Co. Ltd. 5.950 %	466,082,830	5.950 %	624 M $
Ming Yong Chen 4.764 %	373,175,910	4.764 %	500 M $
Global Express Fund LP 4.335 %	339,527,725	4.335 %	455 M $
Xiao Jing Liang 4.184 %	327,712,070	4.184 %	439 M $
Yu Feng Cheng 1.831 %	143,380,855	1.831 %	192 M $
D1 Capital Partners LLC /Private Equity/ 0.3355 %	26,279,800	0.3355 %	35 M $

Name	Equities	%	Valuation
Jie Li 100.00 %	979,333,410	100.00 %	1 311 M $

J&T Global Express Ltd.

Room 1001, Block A, Tower 5 No. 1777 Hualong Road

201700, Shanghai

http://www.jteexpress.com

address J&T Global Express Limited(1519)

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

0.9377 USD

Average target price

1.531 USD

Spread / Average Target

+63.29%

Consensus

Estimates Revisions

Company calendar

	1st Jan change	Capi.
J&T GLOBAL EXPRESS LIMITED	-52.59%	8.26B
UNITED PARCEL SERVICE INC.	-6.02%	126B
FEDEX CORPORATION	+1.99%	63.49B
DHL GROUP	-14.41%	48.17B
EXPEDITORS INTERNATIONAL OF WASHINGTON INC.	-8.15%	16.49B
INPOST S.A.	+23.37%	8.29B
SG HOLDINGS CO.,LTD.	-20.87%	6.58B
SINOTRANS LIMITED	+29.05%	5.34B
YAMATO HOLDINGS CO LTD	-31.80%	4.44B
MAINFREIGHT LIMITED	-1.30%	4.13B

Other Air Freight & Logistics

Industrials

Transportation

Freight & Logistics Services

Air Freight & Logistics

Other Air Freight & Logistics