The e-commerce sector is currently showing strong bullish signals - with three exciting stocks in particular: Jumia, Shopify and Amazon.
$AMZN (+9.28%) Amazon has impressed with strong Q1 figures. The cloud division AWS is growing dynamically again, the advertising business is booming and the AI hype is providing an additional tailwind. The Group is more profitable than ever in operational terms, which should further boost the share price.
$SHOP (+16.01%) Shopify is benefiting massively from the trend towards the digitalization of retail. Following the successful restructuring in 2023, the company is now once again showing accelerated sales growth and solid margins. Particularly exciting: the Shop Pay network is increasingly becoming a real competitor to Apple's payment system.
$JMIA (+9.74%) Jumia, on the other hand, is the real underdog with moonshot potential: the "Amazon of Africa" has massively streamlined its cost structure, focused on profitable growth and stabilized its operating business. The continent is at the beginning of an e-commerce revolution - which is exactly where $JMIA (+9.74%) Jumia is perfectly positioned. The valuation is currently historically low, while the potential is huge.
A x10 in the summer? Sounds crazy - but is not unrealistic for microcaps with a structural tailwind. $Jumia could explode with just a few positive news (e.g. strategic partnership, turnaround figures or political impetus). Those who get in early could enjoy exponential gains in the summer.
Conclusion: $JMIA (+9.74%)
$AMZN (+9.28%) and $SHOP (+16.01%) are the solid performers in e-commerce - but $JMIA (+9.74%) is the speculative high-flyer to keep on your radar.