Equity Analysis /
Global

Jumia shines brightest in the battle of the aspiring super apps

  • We compare the dominant e-commerce companies in Africa (Jumia), Southeast Asia (Sea) and Latam (MercadoLibre)

  • All three are aiming to become super apps for their region

  • The digital payments businesses of Sea and MercadoLibre are unjustly ignored; Jumia’s looming GMV boom is undervalued

Jumia shines brightest in the battle of the aspiring super apps
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
13 September 2021
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