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J&T Global Express Limited (HK:1519)
:1519
Hong Kong Market

J&T Global Express Limited (1519) AI Stock Analysis

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HK:1519

J&T Global Express Limited

(1519)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
HK$12.50
▲(22.91% Upside)
The overall stock score is primarily influenced by the company's strong revenue growth and improvements in financial stability. However, the high P/E ratio suggests potential overvaluation, and technical indicators show mixed signals with a slightly negative MACD and an RSI approaching overbought levels. The absence of dividend yield and earnings call data further impacts the score.
Positive Factors
Strong multi-year revenue growth and scale
Sustained revenue expansion over multiple years demonstrates durable market share gains and successful scale-up of core logistics operations. Large top-line growth supports fixed-cost absorption, investment in network density and technology, and positions the firm to capture ongoing e-commerce structural demand.
Recovering gross margins
A material recovery in gross margins signals durable operational improvement—better pricing, route optimization, or cost control. Sustained margin expansion at the gross level enhances the company’s ability to reinvest in infrastructure and technology, improving long-term profitability potential.
Free cash flow turnaround and strong operating cash conversion
Return to positive free cash flow and an operating-cash-to-net-income ratio well above 1 indicate improving quality of earnings and durable cash generation. Stronger FCF supports capex funding, deleveraging, or strategic investments without relying heavily on external financing.
Negative Factors
Low net profitability
Persistently thin net margins despite high revenue point to structural cost or pricing pressures in the logistics model. Low profitability limits retained earnings available for reinvestment or shareholder returns and leaves less cushion to absorb higher fuel, labor, or interest costs over time.
Low return on equity
A ROE near single digits despite large revenues indicates limited capital efficiency and weak returns on invested equity. Over the medium term this can constrain investor upside and signals the business must improve margins or asset productivity to justify further capital deployment.
Moderate leverage and capital structure risk
A debt-to-equity ratio around 0.73 and sub-40% equity ratio reflect meaningful leverage for a capital-intensive logistics operator. This degree of leverage reduces financial flexibility, increases interest and refinancing risk, and makes the firm more vulnerable to demand shocks or margin compression.

J&T Global Express Limited (1519) vs. iShares MSCI Hong Kong ETF (EWH)

J&T Global Express Limited Business Overview & Revenue Model

Company DescriptionJ&T Express provides logistics services in China. It offers customers with digital, and visual express delivery services. It also serves its customers online. The company was founded in 2007 and is based in shanghai, China with additional locations in Indonesia, Cambodia, Singapore, Mexico, Philippines Vietnam, Malaysia, United Arab Emirates (UAE), Saudi Arabia, and Thailand.
How the Company Makes MoneyJ&T Global Express Limited generates revenue primarily through its core logistics and express delivery services. Key revenue streams include parcel delivery fees, freight forwarding charges, and warehousing service fees. The company capitalizes on the growing e-commerce sector by partnering with online retailers and businesses, enhancing its service offerings and increasing its volume of shipments. Additionally, strategic partnerships with technology firms allow J&T to improve operational efficiency and customer experience, further driving revenue growth. The company's extensive network and ability to provide tailored logistics solutions also contribute to its earnings.

J&T Global Express Limited Financial Statement Overview

Summary
J&T Global Express Limited has shown commendable growth in revenue and improvements in profitability and cash flow generation over the years. The company has made significant strides in stabilizing its financial position, with positive equity and improving margins. However, challenges remain in achieving higher profitability and managing leverage effectively.
Income Statement
75
Positive
The company has demonstrated significant revenue growth over the years, with a notable increase from $1.54 billion in 2020 to $10.26 billion in 2024. The gross profit margin has improved substantially, reaching 10.52% in 2024 from negative margins in previous years. However, the net profit margin remains low at 0.98% in 2024, indicating that profitability is still a challenge despite revenue growth. EBIT and EBITDA margins have also improved, but they are still relatively low at 2.05% and 7.15%, respectively.
Balance Sheet
60
Neutral
The company has shown improvement in its financial stability, with positive stockholders' equity reaching $2.83 billion in 2024. However, the debt-to-equity ratio is relatively high at 0.73, indicating a moderate level of leverage. The return on equity is low at 3.56%, suggesting limited profitability relative to equity. The equity ratio is 38.73%, reflecting a balanced financial structure but with some room for improvement.
Cash Flow
70
Positive
The cash flow statement shows positive trends, with free cash flow improving from negative values in previous years to $252 million in 2024. The operating cash flow to net income ratio is strong at 8.03, indicating good cash generation relative to profits. However, the free cash flow to net income ratio is lower at 2.51, suggesting that not all profits are translating into free cash flow. The free cash flow growth rate is positive, marking a turnaround from earlier losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue10.90B10.26B8.85B7.27B4.85B1.54B
Gross Profit1.08B1.08B472.80M-270.24M-544.74M-261.49M
EBITDA417.16M733.34M-551.56M-998.76M-5.80B-507.50M
Net Income159.34M100.56M-1.10B1.66B-6.05B-564.84M
Balance Sheet
Total Assets7.44B7.29B6.60B5.94B6.54B2.24B
Cash, Cash Equivalents and Short-Term Investments1.91B1.70B1.53B1.52B2.23B671.75M
Total Debt2.13B2.05B1.79B1.59B687.75M619.08M
Total Liabilities4.78B4.77B4.12B10.92B13.18B3.11B
Stockholders Equity2.96B2.83B2.75B-4.85B-6.59B-759.23M
Cash Flow
Free Cash Flow265.33M252.49M-132.63M-1.10B-1.49B-416.01M
Operating Cash Flow882.91M807.43M341.95M-519.82M-967.17M-154.70M
Investing Cash Flow-585.23M-573.63M-858.85M-859.76M-1.00B-635.09M
Financing Cash Flow-68.14M-99.96M500.90M881.33M3.47B1.29B

J&T Global Express Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price10.17
Price Trends
50DMA
10.58
Negative
100DMA
10.23
Negative
200DMA
9.13
Positive
Market Momentum
MACD
-0.10
Positive
RSI
34.76
Neutral
STOCH
12.68
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1519, the sentiment is Negative. The current price of 10.17 is below the 20-day moving average (MA) of 11.20, below the 50-day MA of 10.58, and above the 200-day MA of 9.13, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 34.76 is Neutral, neither overbought nor oversold. The STOCH value of 12.68 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:1519.

J&T Global Express Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
HK$74.49B10.3012.40%11.05%81.01%
72
Outperform
HK$135.12B14.9313.87%3.05%12.64%2.90%
66
Neutral
HK$3.11B5.7837.50%8.25%56.58%1963.38%
64
Neutral
HK$45.11B9.259.44%6.39%-17.69%-3.38%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
61
Neutral
HK$90.49B72.035.53%12.14%
54
Neutral
HK$12.76B9.368.51%3.55%26.36%-18.67%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1519
J&T Global Express Limited
10.17
3.96
63.77%
HK:0636
KLN Logistics Group Limited
7.06
0.73
11.55%
HK:0598
Sinotrans
5.18
1.85
55.60%
HK:2057
ZTO Express (Cayman), Inc. Class A
173.60
36.19
26.34%
HK:2618
JD Logistics, Inc.
11.19
-1.65
-12.85%
HK:2490
LC Logistics, Inc
5.44
-6.26
-53.50%

J&T Global Express Limited Corporate Events

J&T Global Express in Major Share Swap Deal With S.F. Holding
Jan 15, 2026

J&T Global Express has entered into a share subscription agreement with S.F. Holding under which it will subscribe for 225,877,669 H shares of S.F. Holding at HK$36.74 each, while S.F. Holding will subscribe for 821,657,973 Class B shares of J&T at HK$10.10 each. The deal, classified as a major transaction under Hong Kong listing rules, will give J&T a 4.29% stake in S.F. Holding and S.F. Holding an 8.45% stake in J&T’s enlarged share capital, without triggering consolidation of S.F. Holding’s results, and remains subject to shareholder approval, regulatory processes, and satisfaction of conditions precedent.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Proposes Governance and Capital Framework Overhaul
Jan 15, 2026

J&T Global Express Limited has proposed amendments to its existing memorandum and articles of association and plans to adopt an eighth amended and restated version, subject to shareholder approval by special resolution at an upcoming extraordinary general meeting. The revisions aim to align the company’s constitutional documents with the latest Hong Kong listing and regulatory requirements, including provisions for hybrid meetings and electronic voting, updates to the duties and composition of the nomination committee, clarified procedures for issuing non‑voting shares, enhanced powers to repurchase shares, and updated mechanisms for share capital changes and share premium reductions, signaling a tightening of governance practices and operational flexibility for the listed logistics group.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Posts 22% Parcel Growth in 2025 as Southeast Asia and New Markets Surge
Jan 6, 2026

J&T Global Express Limited reported strong parcel volume growth for 2025, driven by significant expansion in Southeast Asia and its New Markets segment, while China continued to deliver double-digit full-year growth despite a slight dip in fourth-quarter volumes. Total parcel volume for 2025 rose 22.2% year on year to about 30.1 billion, with average daily parcels increasing similarly, underscoring robust demand and an expanding operational footprint; at the same time, the company optimized its network structure, reducing the number of network partners in both SEA and China while adding outlets and sorting centers in key regions, indicating a shift toward higher operational efficiency and more concentrated infrastructure that could strengthen its competitive positioning in core markets.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Tightens Grip on Key Subsidiaries With US$1.06 Billion Buyout Deals
Dec 28, 2025

J&T Global Express Limited has moved to consolidate its control over key subsidiaries by entering into share transfer agreements to acquire additional stakes in Jet Global and JNT Express KSA. Through one agreement, its subsidiary Onwing Global will purchase about 36.99% of Jet Global for up to US$950 million, leaving Jet Global as a consolidated subsidiary. In a parallel deal, J&T KSA will buy approximately 46.55% of JNT Express KSA from eWTP for up to US$106 million, resulting in JNT Express KSA becoming an indirectly wholly owned subsidiary of the group. The transactions, triggered as an alternative to previously granted investor exit rights, are classified as discloseable under Hong Kong listing rules but do not require shareholder approval, and they strengthen J&T Global Express’s ownership and control over its international operations while maintaining full consolidation of these businesses in its financial results.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Secures Up to RMB3.5 Billion in New Term Loans Tied to Founder Control
Dec 28, 2025

J&T Global Express Limited has entered into new loan facility agreements under which its subsidiary Winner Star will have access to up to RMB3.5 billion in term loan financing, split between a 12‑month RMB2 billion facility and a 36‑month RMB1.5 billion facility, to support the group’s working capital needs. The facilities are backed by a guarantee from the listed parent and are subject to a change‑of‑control covenant tied to controlling shareholder Mr. Li, under which lenders can cancel undrawn commitments and demand immediate repayment if he ceases to hold the single largest voting stake or loses effective control over the company’s key policies, underscoring both the group’s reliance on bank funding and the centrality of its founder’s control to its capital structure and financing terms.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Strengthens Nomination Committee
Dec 16, 2025

J&T Global Express Limited has announced the appointment of Ms. Qinghua Liao and Mr. Peter Lai Hock Meng to its Nomination Committee, effective December 16, 2025. This change aligns with recent amendments to the Listing Rules and Corporate Governance Code, aiming to enhance the board’s diversity and effectiveness, and improve corporate governance practices.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Limited Announces Board Composition and Committee Roles
Dec 16, 2025

J&T Global Express Limited has announced the composition of its board of directors, which includes a mix of executive, non-executive, and independent non-executive directors. The board is led by Mr. Jet Jie Li, who serves as both Chairman and CEO. The announcement also outlines the membership of the company’s four committees, highlighting the roles and responsibilities of each director within these committees. This update is significant as it provides transparency into the governance structure of the company, which is crucial for stakeholders to understand the leadership dynamics and decision-making processes that may impact the company’s strategic direction.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Limited Forms Nomination Committee to Strengthen Governance
Dec 16, 2025

J&T Global Express Limited, a company incorporated in the Cayman Islands, has established a nomination committee to identify and recommend candidates for its board of directors. The committee will also oversee board performance evaluations and develop nomination guidelines in line with applicable laws and regulations. This move is part of the company’s efforts to enhance governance and ensure a diverse and independent board, which could positively impact its operations and industry positioning.

The most recent analyst rating on (HK:1519) stock is a Buy with a HK$13.40 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

J&T Global Express Secures CNY10 Billion Loan Facility with Contingent Obligations
Oct 17, 2025

J&T Global Express Limited has entered into a Facility Agreement with several banks to secure a CNY10 billion term loan facility. This loan, guaranteed by the company, will be used to refinance existing debt and for general corporate purposes. The agreement includes specific performance obligations tied to the company’s controlling shareholder, Mr. Li. If Mr. Li ceases to hold the largest voting rights or control over the company’s policies, the loan facility will be canceled, and all amounts will become due immediately. This move could impact the company’s financial stability and its strategic positioning in the logistics industry.

The most recent analyst rating on (HK:1519) stock is a Hold with a HK$10.50 price target. To see the full list of analyst forecasts on J&T Global Express Limited stock, see the HK:1519 Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 03, 2025