$J&T EXPRESS-W(01519)$ Everyone thinks J&T is a rising star in China’s courier game，but let’s be real, that’s just the side story. This company was born in Southeast Asia，and that’s still where it makes its real money.
2024 numbers say it all: China brings in 2/3 of the revenue but only 1/3 of the profits. Meanwhile, SEA only brings in 1/3 of the revenue, but a whopping 2/3 of the profit. So yeah, China’s their training ground, SEA is their kingdom.
Already started building my position, waiting for this dark horse to charge.
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