Most people only look at Jumia $JMIA (+5,51%) 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 (+5,51%) 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 (+5,51%) 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 (+5,51%) 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 🚀💎🦍
