Jumia Technologies (JMIA)

• Market cap: $453M
• 1 day: -1.07%
• 5 days: -0.80%
• 1 month: -19.04%
• 3 months: -24.80%
• 6 months: -70.23%
• Year to date: -5.13%
• 1 year: 22.92%
• 5 years: -48.90%
• 10 years: -85.47%

About: Jumia Technologies AG is the pan-African e-commerce platform. The company's platform consists of a marketplace, which connects sellers with consumers. Its logistics service enables the shipment and delivery of packages from sellers to consumers, and the company's payment service facilitates transactions among participants active on its platform in selected markets. Jumia generates revenue from Sales of goods, Commissions, Fulfillment, Value-added services, and Marketing & Advertising. Its geographical segments are West Africa, North Africa, East & South Africa, Europe, and United Arab Emirates. The firm generates majority of its revenue from the West Africa segment.

Employees: 2,915

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

48% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $13.3M

13% more funds holding

Funds holding: 126 [Q2] → 142 (+16) [Q3]

9% more capital invested

Capital invested by funds: $159M [Q2] → $173M (+$14.2M) [Q3]

4.95% more ownership

Funds ownership: 11.18% [Q2] → 16.13% (+4.95%) [Q3]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $5 35% upside
• Avg. target: $5 35% upside
• High target: $5 35% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

RBC Capital Brad Erickson 70% 1-year accuracy 45 / 64 met price target

35% upside $5

Sector Perform Initiated

13 Nov 2024