Jumia: What Africa's Amazon tells us about the e-commerce opportunity
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There is momentum behind EM e-commerce, and it will continue after the Covid-19 era
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Jumia has prepared itself for the supply chain disruptions and currency impact
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Beaten down EM e-commerce such as Jumia could ascend further if a deep-pocketed suitor comes calling
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.
This research is produced by a third party. The Tellimer team has had no editorial input into the content of the note.