bearish
J&T Global Express H124 Results: A Dramatic Turnaround? But Something Doesn't Make Sense
301 Views21 Aug 2024 09:45
The Chinese domestic express segment reportedly drove a strong Y/Y improvement in adjusted EBITDA at J&T Global Express. But some of the drivers of the reported improvement appear odd.
What is covered in the Full Insight:
- Review of H124 results
- Revenue and EBITDA by segment
- Odd mix of factors allegedly lifted China margins
- Not a convincing performance for J&T
- Conclusion
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Quick Take on J&T Global Express Q324: Volume Growth in All Segments Slowed Dramatically14 Oct 2024
- BUY/SELL/HOLD: Hong Kong Stock Updates (August 21)22 Aug 2024
- ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID21 Aug 2024
- J&T Global Express Q224 Operating Stats: Volume Growth Fell Vs Q124 | We Revisit Valuation | AVOID09 Jul 2024
- SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US08 Jul 2024
- J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back15 Apr 2024
x