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bearish
J&T Global Express
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J&T Global Express Q224 Operating Stats: Volume Growth Fell Vs Q124 | We Revisit Valuation | AVOID
Equity Bottom-Up
339 Views
09 Jul 2024 01:33
Y/Y parcel volume growth at J&T Global Express in Q224 fell sharply compared to Q124's rate of growth, and the slowdown hit all three of the company's reporting segments.
What is covered in the Full Insight:
Introduction
Volume Growth Analysis
Equity Valuation
Margin and Profitability Concerns
Conclusion and Recommendation
SUMMARY
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Insight Stream
ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID
21 Aug 2024
J&T Global Express H124 Results: A Dramatic Turnaround? But Something Doesn't Make Sense
21 Aug 2024
Monthly Chinese Express Tracker | Strong June Volume | Weak Pricing and Intl | (July 2024)
30 Jul 2024
SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US
08 Jul 2024
J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back
15 Apr 2024
J&T Global Express Pre-IPO, Part 5 | Analysis of H123 Performance | Updated EV Estimate US$9.1 Bn
04 Oct 2023
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