CLSA Optimistic About J&T EXPRESS-W's (01519) Overseas Expansion and China Recovery, Reiterates "Outperform" Rating

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Sep 15

CLSA issued a research report stating that J&T EXPRESS-W (01519) management believes the group's Southeast Asian business should maintain stable unit EBIT of $0.07 per order, and continue to expand market share through economies of scale and rapid growth on non-Shopee platforms. In the Chinese market, J&T EXPRESS-W management aims to maintain a relatively stable market share amid intense market competition. The firm expects that since August, as most provinces have gradually raised prices, this will help alleviate the group's profitability pressure in China. CLSA expressed optimism about J&T EXPRESS-W's overseas expansion and the potential bottoming out and recovery of its Chinese business operations. Therefore, the firm reiterated its "Outperform" rating.

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In the Chinese market, J&T EXPRESS-W management aims to maintain a relatively stable market share amid intense market competition. The firm expects that since August, as most provinces have gradually raised prices, this will help alleviate the group's profitability pressure in China. CLSA expressed optimism about J&T EXPRESS-W's overseas expansion and the potential bottoming out and recovery of its Chinese business operations. Therefore, the firm reiterated its \"Outperform\" rating.</p>","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>CLSA Optimistic About J&T EXPRESS-W's (01519) Overseas Expansion and China Recovery, Reiterates \"Outperform\" Rating</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\">\nCLSA Optimistic About J&T EXPRESS-W's (01519) Overseas Expansion and China Recovery, Reiterates \"Outperform\" Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-09-15 11:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CLSA issued a research report stating that J&T EXPRESS-W (01519) management believes the group's Southeast Asian business should maintain stable unit EBIT of $0.07 per order, and continue to expand market share through economies of scale and rapid growth on non-Shopee platforms. In the Chinese market, J&T EXPRESS-W management aims to maintain a relatively stable market share amid intense market competition. The firm expects that since August, as most provinces have gradually raised prices, this will help alleviate the group's profitability pressure in China. CLSA expressed optimism about J&T EXPRESS-W's overseas expansion and the potential bottoming out and recovery of its Chinese business operations. Therefore, the firm reiterated its \"Outperform\" rating.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4558","symbol_name":"双十一","start_time":0,"source_url":"","article_id":"1188965181","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1188965181","pubTimestamp":1757906176,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"CLSA issued a research report stating that J&T EXPRESS-W (01519) management believes the group's Southeast Asian business should maintain stable unit EBIT of $0.07 per order, and continue to expand...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4558":"双十一","BK4502":"阿里概念","BEST":"百世集团","BK1151":"航空货运与物流","BK4131":"航空货运与物流","01519":"极兔速递-W"},"translate_title":"里昂证券看好J&T EXPRESS-W(01519)海外扩张及中国复苏，重申“跑赢大市”评级","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01519":1,"BEST":1},"content_text":"CLSA issued a research report stating that J&T EXPRESS-W (01519) management believes the group's Southeast Asian business should maintain stable unit EBIT of $0.07 per order, and continue to expand market share through economies of scale and rapid growth on non-Shopee platforms. 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