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12.12.25 - 05:15
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Research: Daiwa Adds J&T EXPRESS-W TP to $12.5, Rating Buy (AAStocks)
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Daiwa published a research report reiterating rating at Buy for J&T EXPRESS-W (01519.HK), and adding its target price from $11 to $12.5 to reflect growth potential in Southeast Asia and new markets. After years of intense competition, the Thai market is moving towards consolidation, and management was optimistic about the pr......
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26.11.25 - 11:01
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Brazil′s Lucrative Logistics Market Poses Major Challenges for Chinese Firms, Regional Head says (Caixin)
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While the Brazilian market offers significant potential, it also poses challenges such as underdeveloped infrastructure and a complex regulatory and labor environment, the Brazil CEO of J&T Global Express Ltd. said.“After really understanding Brazil, you find that although there are many opportunities, it's not a market where a novice can just come in and dominate,” said Gui Linqun, who heads the logistics giant's operations in Latin America's largest economy.The allure of the Brazilian market is driven by rapidly rising e-commerce penetration, which is expected to reach a market scale of $78 billion in 2025, the highest in Latin America, according to eMarketer. This growth has attracted a wave of Chinese platforms. Fast-fashion platform Shein entered Brazil in 2019, followed by PDD Holdings Inc.'s Temu in June 2024. TikTok and Kwai joined the fray in late 2024 and early 2025, while Alibaba's AliExpress has been present for years.J&T, which launched in Brazil in May 2022, has become a key logisti...
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13.11.25 - 18:01
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Caixin Summit: Chinese E-Commerce Platforms in Southeast Asia Turn Profitable, Investor Says (Caixin)
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Chinese-backed e-commerce and logistics ventures are scaling quickly and reaching profitability across Southeast Asia, marking a turning point in the region's digital economy, according to Qu Tian, founder of ATM Capital.
“Based on our observations, China-backed TikTok Shop and Lazada have become fully profitable in Southeast Asia, and the brands and merchants that rely on these platforms are also seeing good profitability,” Qu said on Thursday at the 16th Caixin Summit in Beijing.
The transition to profitability represents a key milestone for Chinese firms expanding abroad. Their business models — combining e-commerce with advanced logistics — are gaining ground in one of the world's most rapidly expanding consumer markets. The trend highlights China's growing success in exporting its digital ecosystem and competing globally.
Qu, an early investor in logistics firm J&T Global Express Ltd., said the company's Southeast Asian operations are seeing both parcel volume and profitability climb shar...
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15.10.25 - 05:30
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Research: Daiwa Upgrades J&T EXPRESS-W (01519.HK) to Buy, Adds TP to $11 (AAStocks)
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J&T EXPRESS-W (01519.HK)'s 3Q25 total parcel volume rose by 23% YoY to 7.677 billion, according to Daiwa's research report. Of which, Southeast Asia parcel volume stood out, growing by 78.7% YoY to approx. 2 billion, beating both management and Daiwa expectations. The broker believed that the Southeast Asian express ......
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22.08.25 - 12:45
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Review: POP MART Joins HSCEI Family, J&T EXPRESS-W Removed; HSTECH Intact (AAStocks)
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Hang Seng Indexes Company announced the results of the second quarter review, adding POP MART (09992.HK) to the HSCEI constituents and deleting J&T EXPRESS-W (01519.HK), maintaining the number of index constituents at 50.There is no change to the HSTECH. The total number of constituents remains unchanged at 30. All changes w......
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05.08.25 - 06:15
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Midday Takeaway: HSI Closes Midday at 24,799, Up 66 pts; HSTI Closes Midday at 5,499, Up 18 pts; J&T EXPRESS-W Down over 3%; XD INC, ND PAPER, LEPU BIO, MGM CHINA, K. WAH INT'L Hit New Highs (AAStocks)
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At midday close, HSI rose 66 pts or 0.3% to 24,799. HSTI rose 18 pts or 0.3% to 5,499. HSCEI gained 16 pts or 0.2% to 8,910.Active Heavyweights:PING AN (02318.HK) closed at $53.25, down 0.7%BABA (09988.HK) closed at $115.4, down 0.7%MEITUAN (03690.HK) closed at $122.4, down 0.5%TENCENT (00700.HK) closed at $552.5, up 0.5%CCB (00......
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29.07.25 - 10:15
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Full-day Takeaway: HSI Closes at 25,524, Down 37 pts; HSTI Closes at 5,644, Down 19 pts; WUXI APPTEC Up over 11%; WUXI APPTEC, CSPC PHARMA, WUXI BIO, J&T EXPRESS-W, SINO BIOPHARM Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI dropped 37 pts or 0.1% to 25,524. HSTI dropped 19 pts or 0.3% to 5,644. HSCEI fell 31 pts or 0.3% to 9,145. Market turnover reached $267.01 billion.Active Heavyweights:XIAOMI (01810.HK) closed at $55.3, down 2.6%HKEX (00388.HK) closed at $440.8, down 1.9%CCB (00939.HK) closed at $8.19, down 1.8%MEITUAN (03690.HK) c......
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29.07.25 - 06:30
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Midday Takeaway: HSI Closes Midday at 25,319, Down 242 pts; HSTI Closes Midday at 5,564, Down 99 pts; XIAOMI Down over 3%; WUXI APPTEC, CSPC PHARMA, WUXI BIO, J&T EXPRESS-W, SINO BIOPHARM Hit New Highs (AAStocks)
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At midday close, HSI dropped 242 pts or 0.9% to 25,319. HSTI dropped 99 pts or 1.8% to 5,564. HSCEI fell 108 pts or 1.2% to 9,068.Active Heavyweights:XIAOMI (01810.HK) closed at $54.65, down 3.8%HKEX (00388.HK) closed at $438.4, down 2.4%CCB (00939.HK) closed at $8.19, down 1.8%MEITUAN (03690.HK) closed at $127.2, down 1.7%BABA ......
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28.07.25 - 10:15
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Full-day Takeaway: HSI Closes at 25,562, Up 173 pts; HSTI Closes at 5,664, Down 13 pts; PING AN Up over 3%; HKEX Up over 3%; SINO BIOPHARM, J&T EXPRESS-W, CHINA LIFE, LINK REIT, PICC P&C Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 173 pts or 0.7% to 25,562. HSTI dropped 13 pts or 0.2% to 5,664. HSCEI gained 26 pts or 0.3% to 9,177. Market turnover reached $250.30 billion.Active Heavyweights:PING AN (02318.HK) closed at $56.4, up 3.5%HKEX (00388.HK) closed at $449.4, up 3.1%BABA (09988.HK) closed at $120.6, up 2.2%XIAOMI (01810.HK) close......
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28.07.25 - 06:15
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Midday Takeaway: HSI Closes Midday at 25,490, Up 102 pts; HSTI Closes Midday at 5,644, Down 33 pts; PING AN Up over 3%; J&T EXPRESS-W, CHINA LIFE, LINK REIT, PICC P&C, SJM HOLDINGS Hit New Highs (AAStocks)
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At midday close, HSI rose 102 pts or 0.4% to 25,490. HSTI dropped 33 pts or 0.6% to 5,644. HSCEI gained 7 pts or 0.1% to 9,157.Active Heavyweights:PING AN (02318.HK) closed at $56.25, up 3.2%HKEX (00388.HK) closed at $448.2, up 2.8%BABA (09988.HK) closed at $120.1, up 1.8%XIAOMI (01810.HK) closed at $56.75, down 1.1%CCB (00939.H......
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25.07.25 - 10:16
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Full-day Takeaway: HSI Down 278 pts; HSTI Down 65 pts; MEITUAN Down over 3%; WUXI BIO, NONGFU SPRING, J&T EXPRESS-W, CKH HOLDINGS, WUXI APPTEC Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI dropped 278 pts or 1.1% to 25,388. HSTI dropped 65 pts or 1.1% to 5,677. HSCEI fell 107 pts or 1.2% to 9,150. Market turnover reached $281.77 billion.Active Heavyweights:MEITUAN (03690.HK) closed at $130.1, down 3.2%HKEX (00388.HK) closed at $435.8, down 2.8%BABA (09988.HK) closed at $118, down 1.9%XIAOMI (01810.HK......
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25.07.25 - 06:15
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Midday Takeaway: HSI Down 284 pts; HSTI Down 97 pts; WUXI BIO Up over 4%; WUXI BIO, NONGFU SPRING, J&T EXPRESS-W, WUXI APPTEC, LINK REIT Hit New Highs (AAStocks)
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At midday close, HSI dropped 284 pts or 1.1% to 25,383. HSTI dropped 97 pts or 1.7% to 5,645. HSCEI fell 116 pts or 1.3% to 9,140.Active Heavyweights:MEITUAN (03690.HK) closed at $131, down 2.5%XIAOMI (01810.HK) closed at $57.1, down 2.3%HKEX (00388.HK) closed at $438.4, down 2.2%BABA (09988.HK) closed at $117.7, down 2.2%TENCEN......
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21.07.25 - 06:15
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Midday Takeaway: HSI Closes Midday at 24,895, Up 69 pts; HSTI Closes Midday at 5,556, Up 17 pts; BEIGENE Down over 4%; NONGFU SPRING, CHINAHONGQIAO, WH GROUP, J&T EXPRESS-W, NTES Hit New Highs (AAStocks)
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At midday close, HSI rose 69 pts or 0.3% to 24,895. HSTI rose 17 pts or 0.3% to 5,556. HSCEI gained 12 pts or 0.1% to 8,999.Active Heavyweights:MEITUAN (03690.HK) closed at $130.8, up 2.7%BABA (09988.HK) closed at $117.9, up 1.8%CCB (00939.HK) closed at $8.37, down 1.2%TENCENT (00700.HK) closed at $517.5, down 0.3%XIAOMI (01810.......
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18.07.25 - 10:15
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Full-day Takeaway: HSI Up 326 pts; HSTI Up 89 pts; ZTO EXPRESS-W Up over 6%; HANSOH PHARMA, NONGFU SPRING, CHINAHONGQIAO, J&T EXPRESS-W, WH GROUP Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 326 pts or 1.3% to 24,825. HSTI rose 89 pts or 1.7% to 5,538. HSCEI gained 133 pts or 1.5% to 8,986. Market turnover reached $238.69 billion.Active Heavyweights:BABA (09988.HK) closed at $115.8, up 2.9%PING AN (02318.HK) closed at $52.85, up 2.6%CCB (00939.HK) closed at $8.47, up 1.9%XIAOMI (01810.HK) closed a......
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