I have been with Jumia $JMIA (-9,4 %) since € 1.50 and AMD $AMD (-10,01 %) I bought a lot more at € 80.
Airbus also $AIR (-2,1 %) always delivers.
Paypal $PYPL (-9,04 %) must now follow suit, but here too I see prices above €100 soon.
Puestos
37I have been with Jumia $JMIA (-9,4 %) since € 1.50 and AMD $AMD (-10,01 %) I bought a lot more at € 80.
Airbus also $AIR (-2,1 %) always delivers.
Paypal $PYPL (-9,04 %) must now follow suit, but here too I see prices above €100 soon.
I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:
5,000 € - Jumia $JMIA (-9,4 %)
Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.
7,500 € - AMD $AMD (-10,01 %)
AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.
2.500 € - PayPal $PYPL (-9,04 %)
Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.
5,000 € - Airbus $AIR (-2,1 %)
Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.
Conclusion:
I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.
What do you think - would you weight differently or do you have a position in one of these stocks yourself?
Jumia $JMIA (-9,4 %) has clearly left the €10 mark behind 🚀
The reason: analysts have raised the price target to $15 - and this has given the share a strong boost.
I'm now reporting back after my vacation in Greece, where I've already made a few nice days with partial profits from Jumia 🇬🇷☀️.
Nevertheless, I remain extremely bullish: I am now going to buy up again, because I am convinced that we will soon reach the €50 mark with this share.
Good luck to all investors and continued success!
🚀 Jumia $JMIA (-9,4 %) has cracked the €9 mark! 🎉
I am delighted that Jumia is finally back in double digits. For me, this is a strong signal that the market recognizes the potential of this share:
African growth: the young, digital middle class is growing rapidly.
E-commerce infrastructure: Jumia is building structures that could set the standard in the long term.
Strong momentum story: The chart shows that investors are regaining confidence.
Of course, the risk remains high - but that is precisely what makes Jumia exciting. 🔥
Those who are already in are happy about the rally. For me personally, exceeding €9 is a psychologically important step forward.
How do you see the next few weeks - consolidation or directly towards €10+? 📈🦍💎📈
Most people only look at Jumia $JMIA (-9,4 %) only look at losses and sales curves - and have completely overlooked the most exciting assets. It is precisely these points that could cause the share price to explode over the next few years:
1️⃣ Africa's data gold mine
Jumia $JMIA (-9,4 %) is sitting on a unique database of millions of consumer habits. No Western player has this - and this is precisely the foundation for advertising, loans and fintech models. Whoever has data controls the market.
2️⃣ Logistics as a moat
While others are still dreaming, Jumia $JMIA (-9,4 %) has built up a functioning supply network in extremely difficult markets. This network could soon run as a profitable standalone business itself - and is practically impossible for competitors to copy.
3️⃣ JumiaPay = hidden unicorn
Africa is skipping bank branches and going straight into mobile payments. JumiaPay is the first mover here and is growing with every purchase. If JumiaPay is valued separately at some point, this alone could be a billion-dollar company - and multiply the share price.
👉 For me, Jumia is $JMIA (-9,4 %) is currently one of the most exciting high-risk/high-reward plays on the market. If you only look at today's figures, you don't understand what value will be raised here in 3-5 years 🚀💎🦍
Put your money where your mouth is $JMIA (-9,4 %) 💎🚀🍻🦍🦍
And that wasn't the last purchase
Analysis of the quarterly figures for $JMIA (-9,4 %) - Q2 2025 (period until June 30, 2025)
1. turnover & growth
Revenue rose to USD 45.6 million in the second quarter of 2025, which corresponds to an impressive increase of 25 % compared to Q2 2024 (or +22 % at constant exchange rates).
Gross Merchandise Volume (GMV) reached USD 180.2 million, which is +6 % (or +5 % in constant FX). Excluding the South African and Tunisian markets, GMV for physical goods grew by 10 % .
2. profitability & losses
The operating loss was reduced to USD 16.5 million, a decrease of 18 % compared to the previous year (or -21 % in constant FX).
Adjusted EBITDA loss decreased to USD 13.6m (-17% YoY or -19% in constant FX) .
The pre-tax loss amounted to USD 16.3 million, an improvement of 28 % compared to the previous year (-17 % in constant FX).
3. cash position & liquidity
Jumia has a liquidity position of USD 98.3 million, which has decreased by USD -12.4 million compared to Q1 2025 (in Q2 2024 it was only USD -8.7 million; compared to Q1 2025 with USD -23.2 million) .
At USD -12.7 million, operating cash flow was significantly more positive than in the first quarter (USD -21.2 million) and also better than Q2 2024 (USD -8.4 million), supported by a strong working capital contribution of USD +4.1 million.
4. key operating figures & market trends
Number of orders grew by 18% YoY, while active quarterly customers increased by 13
In Nigeria in Q2: orders increased by 25 %, GMV even increased by 36 % .
Sales of international items (cross-border) grew by 36 % YoY .
5. outlook & guidance
The Executive Board raised the forecast for the full year 2025:
Orders for physical goods to grow 25-30% YoY (previously 20-25%).
GMV is now expected to grow by 15-20% (previously 10-15%).
Expected pre-tax loss narrowed to USD -45 million to USD -50 million (previously USD -50 million to USD -55 million).
Long-term: break-even (before taxes) targeted in Q4 2026; full profitability planned for 2027 .
Conclusion and why I $JMIA (-9,4 %) continue to buy
The company is delivering remarkable sales and GMV growth rates - especially in the core physical goods business.
Nigeria stands out as a strong growth driver, and cross-border sales are also booming.
The increased efficiency is reflected in falling losses, improved operating cash flow and a fuller liquidity base.
Strategy & future prospects:
The raised outlook for 2025 signals confidence in growth power and operational discipline.
The clearly communicated targets - break-even at the end of 2026, profitability in 2027 - create transparency for investors.
There are also other aspects such as the use of AI, etc.
🚀💎🦍$JMIA
In the last few days $JMIA (-9,4 %) seems to have ignited the turbo - double-digit daily gains have almost become a habit. The reason: after months of sideways movement and a sharp cut in costs, the market is beginning to see the potential again.
The company is benefiting from growing e-commerce demand in Africa, improved margins and rising sales per customer. At the same time, the valuation - measured in terms of potential growth - is still in the lower range. For investors, this means that despite the recent rally, the entry price is attractive by historical standards. If you take a long-term view, you are more likely to see the beginning of a movement here than the end.
I buy after 🦍💎🚀
I. HAVE. IT. YOU. TOLD.
JUMIA +30%!!! 🎉📈💥 $$JMIA (-9,4 %)
And what did I write before? An explosion of +20 to +30% is possible and realistic - and that's exactly what's happened now!!! I'm completely freaking out!!! 😂🔥
Everyone doubted, everyone laughed... but today I'm laughing.
I bought when others were still hesitating - and now it's CHEAP!!! 💰💰💰
I swear, I need some oxygen - Jumia has officially set my portfolio on fire today!!!
AFRICA BOOMS and Jumia is the king of e-commerce - anyone who doesn't wake up now is beyond help!!! 🦁🌍
#JUMIA #BOOOM #30Percent #GetQuin #ECommerceKing
Today is big numbers day at Jumia $JMIA (-9,4 %) - and I am extremely excited. The company has recently worked hard on operational efficiency, cut costs significantly and focused on its highest-margin markets. If this is reflected in the figures today, a real rally could start.
The share is extremely small, volatile and under the radar - this offers enormous potential for surprises. Should Jumia surprise positively in terms of sales growth or cash flow, share price reactions of +20 to +30 % are absolutely realistic.
I am positioned and ready for the bang. 📊🔥
Who else is in or buying the potential breakout?
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