CMBI Raises J&T EXPRESS-W (01519) Target Price to HK$13.4, Maintains "BUY" Rating

Stock News
2025/09/02

CMBI released a research report stating that J&T EXPRESS-W (01519) recorded a 66% year-on-year increase in adjusted net profit for the first half of the year, primarily driven by reduced expenses and financial costs. The company targets annual package volume growth of 56% and 38% in Southeast Asia and new markets respectively, with EBIT per package of $0.07 and $0.09 respectively. The firm has made minor adjustments to J&T EXPRESS-W's earnings forecasts for 2025-2027, raising the target price from HK$10 to HK$13.4 while maintaining a "BUY" rating. The firm remains optimistic about the company, believing it possesses competitive advantages and market share growth potential in Southeast Asia, as well as significant potential in new markets such as Brazil and the Middle East.

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