JD Logistics' 4Q Results Likely a Mixed Bag -- Market Talk

Dow Jones01-06

0515 GMT - JD Logistics coming 4Q results is likely to be a mixed bag, according to Nomura analysts Rachel Guo and Jialong Shi in a research note. Revenue is expected to rise 20% on the year, they say. Solid growth from JD.com's retail unit likely helped the business of its logistics arm in 4Q, they say. However, net profit is likely to underperform due to weaker profitability of its freight delivery businesses amid by fierce market competition, increased frontloaded investment and a nearly 200 million yuan loss caused by one-off issues, the analysts note. The company expects to claim 80%-90% of this loss through insurance. Nomura maintains a buy rating, with a target price of HK$17.00. Share last traded at HK$11.72. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

January 06, 2026 00:15 ET (05:15 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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