Core Viewpoint - Daiwa's report indicates that J&T Express-W (01519) exceeded expectations in Q4 last year for growth in Southeast Asia and new markets, primarily due to increased online sales penetration and enhanced platform investments [1] Group 1: Company Performance - J&T Express's Q4 package volume growth surpassed expectations, prompting an upward revision of the package volume growth forecast for this year in Southeast Asia and new markets from 25%-30% to 30%-35% [1] - The company is now considered a top pick in the industry, with Daiwa maintaining a "Buy" rating and raising the target price from HKD 12.5 to HKD 14.5 [1] Group 2: Financial Projections - Daiwa has increased its earnings per share forecast for J&T Express for the years 2025 to 2027 by 4% to 37% [1] - The report anticipates a moderation in average price pressure in China [1]

Core Insights - The analysis company Adobe predicts that during the 96-hour Amazon Prime Day event, online retail sales in the U.S. are expected to surge to $23.8 billion [1] - Sales from July 8 to 11 are projected to increase by 28.4% compared to the same period last year [1] Summary by Category - **Sales Forecast** - U.S. online retail sales during Amazon Prime Day are anticipated to reach $23.8 billion [1] - This represents a significant year-over-year growth of 28.4% [1] - **Event Duration** - The Prime Day event will last for 96 hours, from July 8 to July 11 [1]