J&T Global Express' Earnings Likely Boosted by Southeast Asia Parcel Volume -- Market Talk

Dow Jones01-08

0413 GMT - J&T Global Express' earnings are likely to be boosted by stronger parcel volume growth in Southeast Asia, say Nomura's Rachel Guo and Jialong Shi in a note. The Jakarta-based logistics company's parcel volume growth in the region grew 74% on year in 4Q, boosted by e-commerce partners' gains, expansion of non-platform parcels and increasing market consolidation, the analysts say. This offset slower growth in the China business' parcel volume, which was weighed by Chinese efforts to curb price wars, among other reasons, they add. They raise their FY 2025 adjusted net profit estimate by 8.0% to reflect higher earnings for the Southeast Asian market. Nomura lifts its target price to HK$14.00 from HK$12.50 and maintains a buy rating. Shares are up 3.45% at HK$11.98. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 07, 2026 23:13 ET (04:13 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2601334291?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-08 12:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601334291","market":"nz","top_or_hot":-1,"title":"J&T Global Express' Earnings Likely Boosted by Southeast Asia Parcel Volume -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0413 GMT - J&amp;T Global Express' earnings are likely to be boosted by stronger parcel volume growth in Southeast Asia, say Nomura's Rachel Guo and Jialong Shi in a note. The Jakarta-based logistics company's parcel volume growth in the region grew 74% on year in 4Q, boosted by e-commerce partners' gains, expansion of non-platform parcels and increasing market consolidation, the analysts say. This offset slower growth in the China business' parcel volume, which was weighed by Chinese efforts to curb price wars, among other reasons, they add. They raise their FY 2025 adjusted net profit estimate by 8.0% to reflect higher earnings for the Southeast Asian market. Nomura lifts its target price to HK$14.00 from HK$12.50 and maintains a buy rating. Shares are up 3.45% at HK$11.98. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 23:13 ET (04:13 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>J&T Global Express' Earnings Likely Boosted by Southeast Asia Parcel Volume -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJ&T Global Express' Earnings Likely Boosted by Southeast Asia Parcel Volume -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-08 12:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0413 GMT - J&amp;T Global Express' earnings are likely to be boosted by stronger parcel volume growth in Southeast Asia, say Nomura's Rachel Guo and Jialong Shi in a note. The Jakarta-based logistics company's parcel volume growth in the region grew 74% on year in 4Q, boosted by e-commerce partners' gains, expansion of non-platform parcels and increasing market consolidation, the analysts say. This offset slower growth in the China business' parcel volume, which was weighed by Chinese efforts to curb price wars, among other reasons, they add. They raise their FY 2025 adjusted net profit estimate by 8.0% to reflect higher earnings for the Southeast Asian market. Nomura lifts its target price to HK$14.00 from HK$12.50 and maintains a buy rating. Shares are up 3.45% at HK$11.98. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 23:13 ET (04:13 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1151","symbol_name":"航空货运与物流","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601334291","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601334291","pubTimestamp":1767845580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0413 GMT - J&T Global Express' earnings are likely to be boosted by stronger parcel volume growth in Southeast Asia, say Nomura's Rachel Guo and Jialong Shi in a note. The Jakarta-based logistics company's parcel volume growth in the region grew 74% on year in 4Q, boosted by e-commerce partners' gains, expansion of non-platform parcels and increasing market consolidation, the analysts say. This offset slower growth in the China business' parcel volume, which was weighed by Chinese efforts to curb price wars, among other reasons, they add. They raise their FY 2025 adjusted net profit estimate by 8.0% to reflect higher earnings for the Southeast Asian market. Nomura lifts its target price to HK$14.00 from HK$12.50 and maintains a buy rating. Shares are up 3.45% at HK$11.98. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1151":"航空货运与物流","01519":"极兔速递-W"},"translate_title":"J&T Global Express的盈利可能会因东南亚包裹量而提振——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01519":0.9},"content_text":"0413 GMT - J&T Global Express' earnings are likely to be boosted by stronger parcel volume growth in Southeast Asia, say Nomura's Rachel Guo and Jialong Shi in a note. The Jakarta-based logistics company's parcel volume growth in the region grew 74% on year in 4Q, boosted by e-commerce partners' gains, expansion of non-platform parcels and increasing market consolidation, the analysts say. This offset slower growth in the China business' parcel volume, which was weighed by Chinese efforts to curb price wars, among other reasons, they add. They raise their FY 2025 adjusted net profit estimate by 8.0% to reflect higher earnings for the Southeast Asian market. Nomura lifts its target price to HK$14.00 from HK$12.50 and maintains a buy rating. Shares are up 3.45% at HK$11.98. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 07, 2026 23:13 ET (04:13 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601334291","isCrawlerRequest":true}