Shares of JD LOGISTICS (02618) climbed nearly 4% during the trading session. At the time of reporting, the stock was up 3.32%, trading at 13.71 HKD with a turnover of 53.0446 million HKD.
Citi's Research and Rating
Citi released a research report stating that the recent decline in oil prices, barring a significant rebound, is expected to support JD LOGISTICS's margin performance in the second half of 2026. The bank has maintained its profit forecasts for 2026 to 2028 unchanged. It has set a target price of 18 HKD and reiterated a "Buy" rating, citing the stock's attractive valuation. The report noted that the growth momentum from the increase in third-party integrated supply chain customers and the recovery in Average Revenue Per User (ARPU) for JD LOGISTICS remains ongoing.
Financial Performance Forecast
Citi anticipates that JD LOGISTICS's revenue and adjusted net profit for the second quarter of 2026 will largely align with market expectations. Its current forecast for Q2 total revenue is 64 billion RMB, slightly above the market consensus of 63.6 billion RMB. The forecast for adjusted net profit is 2.581 billion RMB, also marginally exceeding market expectations.
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