Nomura Anticipates JD LOGISTICS (02618.HK) to Exceed 4Q Revenue Expectations, but Fall Short on Profit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
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Source: aastocks
Revenue Prediction: Nomura forecasts JD LOGISTICS' 4Q25 revenue to rise by 20% YoY to RMB62 billion, exceeding market expectations by 4%.
Integration Impact: The anticipated revenue boost is attributed to the integration of Dada's on-demand delivery services, which will contribute nearly two months of additional revenue.
Profit Expectations: Despite the revenue increase, profits for JD LOGISTICS may fall short of market expectations.
Business Line Analysis: Nomura highlights strong growth in the internal integrated supply chain (ISC) business, driven by JD Retail's organic growth and additional revenue from on-demand delivery services.
Analyst Views on 02618
Wall Street analysts forecast 02618 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02618 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 11.510
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Current: 11.510
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
