Core Insights - The report highlights that Jitu Express (01519.HK) is a rapidly growing global express delivery company originating from Southeast Asia, with a strong presence in 13 countries, benefiting from the rise of e-commerce and social media platforms in the region, as well as profitability recovery in China and explosive growth in new markets [2][3]. Company Overview - Jitu Express is positioned to leverage three key growth drivers: the booming e-commerce market in Southeast Asia, the recovery of profitability in China due to reduced competition, and the rapid expansion of e-commerce in new markets [2][3]. Financial Projections - The adjusted net profit forecasts for Jitu Express from 2025 to 2027 are projected to be $369 million, $563 million, and $750 million, representing year-on-year growth rates of 84.3%, 52.6%, and 33.1% respectively [3]. - The expected adjusted EPS for the same period is $0.040, $0.061, and $0.081 per share [3]. Valuation and Investment Rating - Given the high growth potential in Southeast Asia and the Latin America and Middle East markets, the company is expected to command a valuation premium. The target P/E ratio for 2026 is set at 27x, based on the projected adjusted EPS of $0.061 [3]. - The report assigns a "Buy" rating for Jitu Express, indicating a favorable outlook for the company's stock performance [3].

极兔速递-W(01519.HK)发布公告，于2025年12月25日，卖方、New Exploration Investment、Jet Global、 Onwing Global与公司订立股份转让协议I，据此，Onwing Global(公司附属公司)同意收购且卖方及New Exploration Investment同意出售Jet Global合共约36.99%(按已转换基准)的股权，总对价最高为9.50亿美 元。 本文源自：金融界AI电报 ...

极兔速递-W(01519)发布公告，于2025年12月25日，卖方、New Exploration Investment、Jet Global、 Onwing Global与公司订立股份转让协议I，据此，Onwing Global(公司附属公司)同意收购且卖方及New Exploration Investment同意出售Jet Global合共约36.99%(按已转换基准)的股权，总对价最高为9.50亿美 元。 于2025年12月25日，eWTP、JNT Express KSA、J&T KSA与公司订立股份转让协议II，据此，J&T KSA(公司非全资附属公司)同意收购且eWTP同意出售JNT Express KSA合共约46.55%的股权，总对价最 高约为1.06亿美元。 于本公告日期，公司间接拥有JNT Express KSA约53.45%权益，而JNT Express KSA为公司的非全资附属 公司。建议JNT Express KSA转让完成后，JNT Express KSA将由公司间接全资拥有且将继续为公司的附 属公司，而JNT Express KSA的财务业绩将继续并入公司的财务报表中。 建议转让拟 ...

Group 1 - The company has entered into a share transfer agreement with New Exploration Investment, Jet Global, and Onwing Global, where Onwing Global will acquire approximately 36.99% of Jet Global's shares for a total consideration of up to $950 million [1] - As of the announcement date, the company indirectly holds about 63.81% of Jet Global's equity before the conversion of convertible notes, which will reduce to approximately 59.44% after the conversion [1] - Jet Global will continue to be a subsidiary of the company, and its financial performance will be consolidated into the company's financial statements [1] Group 2 - A separate share transfer agreement has been established with eWTP, JNT Express KSA, and J&T KSA, where J&T KSA will acquire approximately 46.55% of JNT Express KSA's shares for a total consideration of up to $106 million [2] - The company currently holds about 53.45% of JNT Express KSA's equity, and post-transfer, JNT Express KSA will be indirectly wholly owned by the company [2] - The proposed transfers aim to optimize the company's capital structure and create favorable conditions for long-term development, while also extending payment obligations to enhance financial flexibility [2]

人民财讯12月28日电，极兔速递在港交所公告，公司于12月25日订立两份股份转让协议，根据协议，公 司附属公司Onwing Global拟收购Jet Global合共约36.99%的股权，总对价最高为9.5亿美元；公司附属公 司J&T KSA拟收购JNT Express KSA合共约46.55%的股权，总对价最高约为1.06亿美元。于本公告日 期，New Exploration Investment所持可转换票据获转换前公司间接拥有Jet Global约63.81%权益；间接拥 有JNTExpress KSA约53.45%权益。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 須予披露交易 收購非全資附屬公司股權 緒 言 茲提述招股章程「歷史及公司架構」一節所披露的Jet Global投資者退出權及eWTP 退出權，所有Jet Global投資者及eWTP獲授予退出權，並可於上市後行使該等退 出權。鑒於Jet Global投資者退出權及eWTP退出權以及New Exploration Investment的 退出，訂約各方經公平磋商，轉而與Jet Global投資者、New Exploration Investment 及eWTP協 定，本 集 團 將 根 據 下 述 詳 列 的 股 份 轉 讓 協 議 的 條 款 及 條 件，分 別 收購彼等各自於Jet Global及JNT Express KSA的 股 權。 於2025年12月25日，賣 方、New Exploration Investment、Jet Global ...

格隆汇12月28日丨极兔速递-W(01519.HK)公布，于2025年12月25日，公司的全资附属公司华星(借款人) 以及公司(作为担保人)与(其中包括)若干银行(原始贷款人)订立融资协议。根据融资协议，原始贷款人同 意向借款人提供若干人民币定期贷款融资。其中包括：(i)最高人民币20亿元的融资，期限自作出首笔贷 款当日起计12个月;及最高人民币15亿元的融资，期限自作出首笔贷款当日起计36个月。 ...

Core Viewpoint - The company, Jitu Express-W (01519), has announced a financing agreement involving its wholly-owned subsidiary, Huaxing, which will secure loans from several banks for operational funding [1] Group 1: Financing Details - The financing agreement includes a maximum loan of RMB 2 billion, with a term of 12 months from the date of the first loan disbursement [1] - Additionally, there is a maximum loan of RMB 1.5 billion, with a term of 36 months from the date of the first loan disbursement [1]

Core Viewpoint - Jitu Express-W (01519) announced a financing agreement involving its wholly-owned subsidiary Huaxing, which will receive loans from several banks, indicating a strategic move to secure funding for operational or expansion purposes [1] Financing Details - The financing agreement includes a maximum loan of RMB 2 billion with a term of 12 months from the date of the first loan disbursement [1] - Additionally, there is a maximum loan of RMB 1.5 billion with a term of 36 months from the date of the first loan disbursement [1]

（於 開 曼 群 島 註 冊 成 立 以 不 同 投 票 權 控 制 的 有 限 責 任 公 司） （股 份 代 號：1519） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 J&T Global Express Limited 極兔速遞環球有限公司 貸款融資 於2025年12月25日，華 星（「借款人」）以及本公司（作 為 擔 保 人）與（其 中 包 括）若 干 銀 行（「原始貸款人」）訂 立 融 資 協 議。根 據 融 資 協 議，原 始 貸 款 人 同 意 向 借 款 人 提 供 若 干 人 民 幣 定 期 貸 款 融 資。其 中 包 括：(i)最高人民幣2,000,000,000元的融 資，期 限 自 作 出 首 筆 貸 款 當 日 起 計12個 月；及(ii)最高人民幣1,500,000,000元的融 資，期 限 自 作 出 首 筆 貸 款 當 日 起 計36個 月。 根據融資協議獲 ...