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Confident in the revolution. A super revolution will occur in 2025.
JMIA
Jumia Technologies, the African Amazon, has finally hit bottom.
It had been hovering around 3 dollars, but woke up yesterday with the results of Black Friday.
A notable data point is,
The number of orders increased by 18% compared to the previous year in Q4, reaching 4.3 million units in 2 months, with a 9% increase in the number of customers.
The total Gross Merchandise Volume (GMV) based on fixed currency increased by 33% compared to the same period last year.
In other words, the Q4 financial results announced in February 2025 are almost certain to show impressive figures.
And why are investors so enthusiastic?
In previous financial statements, revenue/GMV calculations based on fixed currency may have sounded like an excuse for exchange rate losses.
However, the Nigerian Naira and the Egyptian Pound in 2024 have been consistently low for the past year, remaining in a state of collapse.
In other words, they remained stable throughout the year.
With the results of Q4, the calculation based on fixed currency is considered as Jumia's accomplishments and growth rate.
The strengthening of logistics investment is also evident in the data.
Processed 5.6 million items in 2 months, compared to 4.5 million items in the same period last year, showing a significant increase in scale.
Since its launch, continued investment in logistics has become a key differentiator for jumia technologies.
In 2024, large-scale factories were expanded in various locations.
The company's consistent investment strategy is steadily paying off.
Logistics (infrastructure) x E-commerce (infrastructure) x Payment (infrastructure) along with population explosion.
There is no doubt that a major revolution is about to happen in Africa.
The advocates of Amazon and TEMU are still.
Please carefully consider the differences between newcomers investing in logistics and JMIA, which has been investing in logistics for 10 years.
I actually think that the real competition begins when major players like Amazon and TEMU enter the market.
This is because their full entry will bring about healthy price competition and improve the lives of people in Africa.
That's the essence.
Being chosen and surviving only come from being helpful to others. Money follows afterward.
JMIA is currently earning trust.
Jumia has a strong presence in rural areas.
The outcome report of Black Friday shows encouraging data with a 44% increase year-on-year in physical commodity order outside the capital and major city centers of Nigeria in the first two months of the quarter.
I have repeatedly conveyed this thanks to the sales agents (mostly individuals) known as J-FORCE.
All policies are perfectly logical.
As we are fully investing in JMIA,
We no longer need to look at American employment statistics, JOLTS, or CPI.
Whether the American economy is booming or collapsing, it doesn't matter.
With the results from yesterday, the year-end rally is confirmed.
And even with inflation and currency depreciation, the Nigerian Naira is showing signs of stabilization. It continues to grow steadily.
The explosive expansion of JMIA’s sales channels is right in front of us.
Large investors are already entering Africa while the currency is still low. I am the same.
Finally, the conditions are right in Africa for people, goods, and money to converge.
But it's still not too late now.
This year's high is $15. It is expected to be achieved by Q1 earnings in May next year. After all, Q4 (earnings in February next year) is a strong performance.
2025 will be the first year of a super revolution.
Among holders, the challenge of reaching the all-time high of $60 since listing is a matter of when.
I think this has become a normal conversation.
Jumia Technologies, the African Amazon, has finally hit bottom.
It had been hovering around 3 dollars, but woke up yesterday with the results of Black Friday.
A notable data point is,
The number of orders increased by 18% compared to the previous year in Q4, reaching 4.3 million units in 2 months, with a 9% increase in the number of customers.
The total Gross Merchandise Volume (GMV) based on fixed currency increased by 33% compared to the same period last year.
In other words, the Q4 financial results announced in February 2025 are almost certain to show impressive figures.
And why are investors so enthusiastic?
In previous financial statements, revenue/GMV calculations based on fixed currency may have sounded like an excuse for exchange rate losses.
However, the Nigerian Naira and the Egyptian Pound in 2024 have been consistently low for the past year, remaining in a state of collapse.
In other words, they remained stable throughout the year.
With the results of Q4, the calculation based on fixed currency is considered as Jumia's accomplishments and growth rate.
The strengthening of logistics investment is also evident in the data.
Processed 5.6 million items in 2 months, compared to 4.5 million items in the same period last year, showing a significant increase in scale.
Since its launch, continued investment in logistics has become a key differentiator for jumia technologies.
In 2024, large-scale factories were expanded in various locations.
The company's consistent investment strategy is steadily paying off.
Logistics (infrastructure) x E-commerce (infrastructure) x Payment (infrastructure) along with population explosion.
There is no doubt that a major revolution is about to happen in Africa.
The advocates of Amazon and TEMU are still.
Please carefully consider the differences between newcomers investing in logistics and JMIA, which has been investing in logistics for 10 years.
I actually think that the real competition begins when major players like Amazon and TEMU enter the market.
This is because their full entry will bring about healthy price competition and improve the lives of people in Africa.
That's the essence.
Being chosen and surviving only come from being helpful to others. Money follows afterward.
JMIA is currently earning trust.
Jumia has a strong presence in rural areas.
The outcome report of Black Friday shows encouraging data with a 44% increase year-on-year in physical commodity order outside the capital and major city centers of Nigeria in the first two months of the quarter.
I have repeatedly conveyed this thanks to the sales agents (mostly individuals) known as J-FORCE.
All policies are perfectly logical.
As we are fully investing in JMIA,
We no longer need to look at American employment statistics, JOLTS, or CPI.
Whether the American economy is booming or collapsing, it doesn't matter.
With the results from yesterday, the year-end rally is confirmed.
And even with inflation and currency depreciation, the Nigerian Naira is showing signs of stabilization. It continues to grow steadily.
The explosive expansion of JMIA’s sales channels is right in front of us.
Large investors are already entering Africa while the currency is still low. I am the same.
Finally, the conditions are right in Africa for people, goods, and money to converge.
But it's still not too late now.
This year's high is $15. It is expected to be achieved by Q1 earnings in May next year. After all, Q4 (earnings in February next year) is a strong performance.
2025 will be the first year of a super revolution.
Among holders, the challenge of reaching the all-time high of $60 since listing is a matter of when.
I think this has become a normal conversation.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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juke4649 ky01_3369 : Is it sour grapes?
ky01_3369 : Isn't it difficult for holders of this stock to underperform?
赤銅錫乃介 ky01_3369 : Oh my, you're quite young, young man.
空条株太郎 : If it makes sense, it will come!
JMIA : If the usa economy goes into recession, JMIA will definitely be sold as well. Rather, it will be sold from risky assets, so emerging countries are the first targets for selling. Let's stop excessive provocation.
I like JMIA itself, so please wait quietly for the financial results. Unnecessary provocation is really unpleasant. Please.
J_M_RIN : That's great
Thank you for the information.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
J_M_RIN : The increasing cryptocurrency ownership rate among individuals in Africa, as well as the rise of assets such as bitcoin, is believed to lead to asset expansion, leading to consumption activities and potentially contributing to economic development.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I entered yesterday.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")