- Jumia is the leading pan-African e-commerce player and is likely to benefit from digitization and e-commerce adoption in Africa over the coming decades.
- JumiaPay may become the leading African fintech solution but consolidation in the space seems inevitable.
- Investors should keep a close look at how revenue, orders and cost efficiencies play out into 2021 as YoY comparisons become more objective following ongoing business mix shift.
- Jumia has been one of the most volatile stocks in 2020, and with volatility expected to continue, there are likely to be investment opportunities down the road.
For further details see:
Jumia Technologies: High Valuation Warrants Significant Improvement In Business Metrics