Core Insights - J&T reported strong operating data for 2Q25, with parcel volume increasing by an average of 24% YoY, primarily driven by a remarkable 66% YoY growth in the Southeast Asia (SEA) market [1][2] - The earnings forecast for 2025E/26E has been revised, with an increase of 18% for 2025E and a slight decrease of 2% for 2026E, reflecting an upward adjustment in parcel volume forecasts despite a minor reduction in pricing assumptions [1] - The target price (TP) has been raised to HK$10 from HK$6.9, indicating a positive outlook for J&T in the Hong Kong market due to its market share gains in the SEA region [1] Southeast Asia Market - The SEA volume surged by 66% YoY to 1.69 billion units, with growth accelerating from 50% in 1Q25, benefiting from strong sales growth from platforms like Temu, Shein, and TikTok [2] - Management believes that J&T has further strengthened its competitive advantage over major peers in terms of parcel volume growth in the SEA market [2] China Market - In China, parcel volume grew by 15% YoY to 5.6 billion units, although the growth rate slowed from 27% in 1Q24 [3] - The largest customer in China is PDD, followed by Douyin and Alibaba, with reverse parcels and individual orders accounting for 7% of total volume [3] - Management expressed a conservative outlook due to uncertainties from intense price competition [3] New Markets - New markets experienced a 24% YoY increase in volume to 89 million units, driven by growth in the Brazilian market [4] - J&T has initiated cooperation with Mercado Libre this year, and the entry of more e-commerce platforms into Brazil presents additional growth opportunities [4]

Industry Overview - The Australian cosmetics and personal care market is estimated to be approximately $8.7 billion in 2024 and is projected to reach $14 billion by 2033, with a compound annual growth rate (CAGR) of 5.47% [3] - Online retail sales in Australia have significantly outpaced the broader market, with a 12% increase in 2024, and health and beauty products specifically rising by 13.4% [3] Company Partnership - Globavend Holdings Limited has formed a strategic partnership with Strawberry Cosmetics (Services) Limited to provide a wide range of premium beauty products to the Australian market [2][4] - This partnership aims to enhance access to high-quality beauty brands for Australian consumers while expanding Globavend's presence in the e-commerce logistics sector [4][5] Logistics and Services - Globavend will leverage its logistics infrastructure across Hong Kong, Australia, and New Zealand to streamline cross-border fulfillment for Strawberrynet, improving shipping times and customer experience [6] - The company will offer comprehensive logistics services, including secured airfreight capacity, returns management, live customer support, and end-to-end parcel tracking [6] Market Demand - The partnership is timely as the Australian beauty sector is experiencing increased demand for international brands, facilitating a seamless online shopping experience for consumers [8] - This collaboration positions Globavend as a leader in end-to-end logistics solutions, paving the way for further partnerships and market expansion [8]

Core Points - Globavend Holdings Limited has regained compliance with Nasdaq's minimum bid price requirement after maintaining a closing bid price of at least $1.00 per share for 10 consecutive business days [1][2] - The listing matter has been closed, and the company's ordinary shares continue to trade on Nasdaq under the symbol "GVH" [2] Company Overview - Globavend Holdings Limited is an emerging e-commerce logistics provider offering end-to-end logistics solutions in Hong Kong, Australia, and New Zealand [3] - The company primarily serves enterprise customers, including e-commerce merchants and operators of e-commerce platforms, facilitating business-to-consumer (B2C) transactions [3] - Globavend provides integrated cross-border logistics services, including pre-carriage parcel drop-off, parcel consolidation, air-freight forwarding, customs clearance, on-carriage parcel transportation, and final delivery [3]

INTERIM RESULTS 2021 NAVIGATING DELTA 0636.HK This presentation may contain forward-looking statements, forecasts and/or projections. Statements that are not historical facts, including statements about the Company's belief and expectations are forward-looking statements. Any forward-looking statements, forecasts and projections contained in this presentation are based on certain assumptions and expectations of future events (which may or may not be included in this presentation) regarding the Company's pre ...

Logistics startup Stord said Monday that it's buying UPS subsidiary Ware2Go as it looks to expand its footprint in the e-commerce space.The company declined to provide specifics on the purchase price of the deal.The Atlanta-based company founded by former Thiel Fellow Sean Henry said the acquisition will boost Stord's competitive edge as it looks to chip away at the e-commerce space dominated by the likes of Amazon.Ware2Go is a third-party delivery company that looks to make quick delivery more accessible f ...