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2021-06-09
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Adrina
2021-05-27
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Don't Wait For a Market Crash: These 2 Top Stocks Are On Sale
Adrina
2021-05-21
Interesting
JMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking
Go to Tiger App to see more news
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geddit ","listText":"Let’s geddit ","text":"Let’s geddit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132041298","repostId":"2138511164","repostType":4,"repost":{"id":"2138511164","pubTimestamp":1622036700,"share":"https://www.laohu8.com/m/news/2138511164?lang=&edition=full","pubTime":"2021-05-26 21:45","market":"us","language":"en","title":"Don't Wait For a Market Crash: These 2 Top Stocks Are On Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2138511164","media":"Motley Fool","summary":"At current levels, these two excellent companies are a bargain.","content":"<p>Waiting for a stock to bottom out before picking up its shares at a discount -- a practice known as timing the market -- is almost impossible to pull off consistently. Investors would have to know precisely when shares of a company have reached rock bottom, and for anyone who can always know that in advance, a career in fortune telling might be more lucrative than investing in stocks. Another way to buy stocks at a discount is to wait for a market crash.</p><p>After all, great companies will recover from a downturn, and those smart enough to hold their shares through thick and thin can be handsomely rewarded. If you don't have time to wait for the market to plunge, look for great stocks that have been under pressure of late, but whose businesses and long-term prospects remain intact. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> such companies are <b>Vertex Pharmaceuticals</b> (NASDAQ:VRTX) and <b>Shopify</b> (NYSE:SHOP).</p><h2>1. Vertex Pharmaceuticals</h2><p>Shares of biotech giant Vertex Pharmaceuticals are down a mere 3.9% over the past three months, compared to gains of 7.3% for the <b>S&P 500</b>. But that alone doesn't tell the whole story of the drugmaker's recent woes. In October 2020, Vertex's stock dropped precipitously in <a href=\"https://laohu8.com/S/AONE\">one</a> day after the company announced its decision to discontinue the development of VX-814, a potential treatment for alpha-1 antitrypsin deficiency (AATD).</p><p>The company's decision came after it observed elevated liver enzymes in several AATD patients in a midstage trial for VX-814. But this market reaction may have been a bit overblown. For <a href=\"https://laohu8.com/S/AONE.U\">one</a>, Vertex is known primarily for its drugs that treat the underlying causes of cystic fibrosis (CF), a rare genetic condition that affects a patient's internal organs.</p><p>Vertex's most important CF drug, Trikafta, has a patent that will be valid until 2037. Trikafta can treat about 90% of the CF population. Even if competitors -- some of whom are looking to develop competing CF drugs -- manage to enter this market, thanks to its first-mover advantage, Vertex will likely remain the leader in this space for the foreseeable future.</p><p>Also, while VX-814 may have helped diversify its revenue stream away from Trikafta and other CF medicines, Vertex has other promising pipeline products that could do just that. There is VX-864, another potential drug for AATD, which, according to the company, is \"structurally different\" from VX-814. In other words, the failure of the former is not at all indicative of what may happen to the latter. Vertex said it expects to release data from a phase 2 clinical trial for VX-864 in the first half of this year.</p><p>Then there is CTX001, a potential gene editing therapy for transfusion-dependent beta-thalassemia (TDT) and sickle cell disease (SCD) the company is developing in collaboration with <b>CRISPR Therapeutics</b>. CTX001 has shown success in preventing vaso-occlusive crises (a side effect of SCD that causes acute pain) in several patients, among other positive results.</p><p>Management believes regulatory submission for CTX001 could happen within the next 18 to 24 months. Further, Vertex is an ambitious company with several more pipeline candidates, including one targeted at type 1 diabetes. And if that seems like too much of a long shot, consider that the biotech generated a little more than $3 billion in free cash flow over the trailing 12-month period.</p><p>If none of its current programs pan out (which seems unlikely), expect Vertex to go out and purchase the rights to others -- or even acquire a smaller biotech with a rich and promising pipeline. The combination of all those factors makes Vertex a biotech stock still worth buying.</p><h2>2. Shopify</h2><p>In the past few months, the market hasn't been kind to high-flying growth stocks. Shares of e-commerce giant Shopify -- a market favorite and growth stock extraordinaire -- are down by 11.38% since late February. How long will the market keep Shopify down? I am not sure, but as a shareholder, I feel just fine. Shopify remains one of my highest conviction holdings for two simple reasons. First, there is the growth of the e-commerce industry.</p><p>Despite many investors and analysts preaching the death of brick and mortar businesses, these businesses are not quite dead yet. Sure, many traditional retailers are struggling, but online transactions still make up a small percentage of total transactions in the U.S. According to the U.S. Department of Commerce, e-commerce sales accounted for just 13.4% of total sales during the first quarter of 2021.</p><p>Keep in mind, e-commerce penetration is even lower in many other parts of the world, particularly in less developed nations. In other words, this space can still grow by leaps and bounds, and Shopify and its peers can continue to profit for many years (and potentially decades) to come.</p><p>Then there is Shopify's \"sticky\" business model: that is, one which is constructed in such a way as to retain customers, thereby creating a growing source of recurring revenue. Think about the amount of work it takes to create a storefront from scratch (which is what Shopify offers merchants on its platform), particularly for those who aren't tech or internet-savvy.</p><p>But that's just the first step -- then, a business owner has to attract customers to its shiny, new online presence. Merchants on Shopify's platform also rely on the company for a plethora of other services, including billing, shipping, and more. Once an entrepreneur has gone through all this trouble, the incentive to switch to one of Shopify's competitors is pretty low.</p><p>This isn't just a matter of convenience either, although that's part of it. But the process could actually be harmful to the business. This powerful source of a competitive advantage is why I am confident Shopify will keep most of its clients while continuously adding new ones. And that can only mean great news for the company's revenue, profits, and stock market performance in the long run.</p><p>In five years or so, we may look at the recent market turmoil as a great buying opportunity for Shopify.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Wait For a Market Crash: These 2 Top Stocks Are On Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Wait For a Market Crash: These 2 Top Stocks Are On Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 21:45 GMT+8 <a href=https://www.fool.com/investing/2021/05/26/dont-wait-for-a-market-crash-these-2-top-stocks-ar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Waiting for a stock to bottom out before picking up its shares at a discount -- a practice known as timing the market -- is almost impossible to pull off consistently. Investors would have to know ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/26/dont-wait-for-a-market-crash-these-2-top-stocks-ar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VERX":"Vertex, Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/05/26/dont-wait-for-a-market-crash-these-2-top-stocks-ar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138511164","content_text":"Waiting for a stock to bottom out before picking up its shares at a discount -- a practice known as timing the market -- is almost impossible to pull off consistently. Investors would have to know precisely when shares of a company have reached rock bottom, and for anyone who can always know that in advance, a career in fortune telling might be more lucrative than investing in stocks. Another way to buy stocks at a discount is to wait for a market crash.After all, great companies will recover from a downturn, and those smart enough to hold their shares through thick and thin can be handsomely rewarded. If you don't have time to wait for the market to plunge, look for great stocks that have been under pressure of late, but whose businesses and long-term prospects remain intact. Two such companies are Vertex Pharmaceuticals (NASDAQ:VRTX) and Shopify (NYSE:SHOP).1. Vertex PharmaceuticalsShares of biotech giant Vertex Pharmaceuticals are down a mere 3.9% over the past three months, compared to gains of 7.3% for the S&P 500. But that alone doesn't tell the whole story of the drugmaker's recent woes. In October 2020, Vertex's stock dropped precipitously in one day after the company announced its decision to discontinue the development of VX-814, a potential treatment for alpha-1 antitrypsin deficiency (AATD).The company's decision came after it observed elevated liver enzymes in several AATD patients in a midstage trial for VX-814. But this market reaction may have been a bit overblown. For one, Vertex is known primarily for its drugs that treat the underlying causes of cystic fibrosis (CF), a rare genetic condition that affects a patient's internal organs.Vertex's most important CF drug, Trikafta, has a patent that will be valid until 2037. Trikafta can treat about 90% of the CF population. Even if competitors -- some of whom are looking to develop competing CF drugs -- manage to enter this market, thanks to its first-mover advantage, Vertex will likely remain the leader in this space for the foreseeable future.Also, while VX-814 may have helped diversify its revenue stream away from Trikafta and other CF medicines, Vertex has other promising pipeline products that could do just that. There is VX-864, another potential drug for AATD, which, according to the company, is \"structurally different\" from VX-814. In other words, the failure of the former is not at all indicative of what may happen to the latter. Vertex said it expects to release data from a phase 2 clinical trial for VX-864 in the first half of this year.Then there is CTX001, a potential gene editing therapy for transfusion-dependent beta-thalassemia (TDT) and sickle cell disease (SCD) the company is developing in collaboration with CRISPR Therapeutics. CTX001 has shown success in preventing vaso-occlusive crises (a side effect of SCD that causes acute pain) in several patients, among other positive results.Management believes regulatory submission for CTX001 could happen within the next 18 to 24 months. Further, Vertex is an ambitious company with several more pipeline candidates, including one targeted at type 1 diabetes. And if that seems like too much of a long shot, consider that the biotech generated a little more than $3 billion in free cash flow over the trailing 12-month period.If none of its current programs pan out (which seems unlikely), expect Vertex to go out and purchase the rights to others -- or even acquire a smaller biotech with a rich and promising pipeline. The combination of all those factors makes Vertex a biotech stock still worth buying.2. ShopifyIn the past few months, the market hasn't been kind to high-flying growth stocks. Shares of e-commerce giant Shopify -- a market favorite and growth stock extraordinaire -- are down by 11.38% since late February. How long will the market keep Shopify down? I am not sure, but as a shareholder, I feel just fine. Shopify remains one of my highest conviction holdings for two simple reasons. First, there is the growth of the e-commerce industry.Despite many investors and analysts preaching the death of brick and mortar businesses, these businesses are not quite dead yet. Sure, many traditional retailers are struggling, but online transactions still make up a small percentage of total transactions in the U.S. According to the U.S. Department of Commerce, e-commerce sales accounted for just 13.4% of total sales during the first quarter of 2021.Keep in mind, e-commerce penetration is even lower in many other parts of the world, particularly in less developed nations. In other words, this space can still grow by leaps and bounds, and Shopify and its peers can continue to profit for many years (and potentially decades) to come.Then there is Shopify's \"sticky\" business model: that is, one which is constructed in such a way as to retain customers, thereby creating a growing source of recurring revenue. Think about the amount of work it takes to create a storefront from scratch (which is what Shopify offers merchants on its platform), particularly for those who aren't tech or internet-savvy.But that's just the first step -- then, a business owner has to attract customers to its shiny, new online presence. Merchants on Shopify's platform also rely on the company for a plethora of other services, including billing, shipping, and more. Once an entrepreneur has gone through all this trouble, the incentive to switch to one of Shopify's competitors is pretty low.This isn't just a matter of convenience either, although that's part of it. But the process could actually be harmful to the business. This powerful source of a competitive advantage is why I am confident Shopify will keep most of its clients while continuously adding new ones. And that can only mean great news for the company's revenue, profits, and stock market performance in the long run.In five years or so, we may look at the recent market turmoil as a great buying opportunity for Shopify.","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139852467,"gmtCreate":1621608244159,"gmtModify":1704360526959,"author":{"id":"3575337744012863","authorId":"3575337744012863","name":"Adrina","avatar":"https://static.tigerbbs.com/bcf465bf4c48c93a7efcdd930bd5c7bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139852467","repostId":"1175695362","repostType":4,"repost":{"id":"1175695362","pubTimestamp":1621605301,"share":"https://www.laohu8.com/m/news/1175695362?lang=&edition=full","pubTime":"2021-05-21 21:55","market":"us","language":"en","title":"JMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking","url":"https://stock-news.laohu8.com/highlight/detail?id=1175695362","media":"InvestorPlace","summary":"JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggern","content":"<p>JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggernaut</p>\n<p>Pan-African eCommerce giant <b>Jumia</b> (NYSE:<b><u>JMIA</u></b>) has a wild ride at the stock market in the past few months. JMIA stock shot up by more than 1500% from its pandemic lows earlier this year. However, in the past three months, it lost roughly 60% of its value.</p>\n<p>The reason is simple: its financials do not justify its lofty market capitalization of over $2.5 billion. Though that is true for now, the market is ignoring the business’ positioning and its incredible long-term potential.</p>\n<p>Jumia is a company in transition. It has shifted its business model towards third-party marketplace sales, which has heavily impacted its near-term growth. Moreover, it aims to be less reliant on one-off sales such as in electronics towards higher-frequency product categories such as clothing, food, and others.</p>\n<p>Additionally, higher-order frequency items will positively impact the penetration of its fintech offering called JumiaPay. It has also implemented several cost control measures and exited less profitable markets such as Cameroon.</p>\n<p>This being said, let’s look at Jumia in a little more depth and assess whether it’s a good investment now at this time.</p>\n<p><b>A Look at JMIA’s Financials</b></p>\n<p>It’s safe to that Jumia’s fundamentals aren’t impressive for its massive total addressable market and its meteoric valuation.</p>\n<p>Revenues in the past year declined by 12.9% though marketplace revenues grew by 19.6%. Moreover, its gross merchandise volume (GMV) was down by a considerable 19% for the full year. The trend has followed in its first-quarter results this year, where its GMV was down 13% and its sales dropped 6% on a year-over-year basis.</p>\n<p>The drop in revenues is linked to its transition in its business model, which I discussed earlier. However, an area where it is excelling is its gross margins.</p>\n<p>Gross margins rose by 22.3% last year compared to 2019, reaching positive territory after fulfillment expenses. Moreover, the trend followed in the first quarter this year, where gross profits reached €6.2 million, more than doubling year-over-year.</p>\n<p>The number of active users on its platform continues to rise at a healthy rate,experiencing a 12% growth in the past year compared to 2019.</p>\n<p>Additionally, the order volume on its platform increased by 5.1% in 2020 compared to 2019. It also increased by 3.3% in the first quarter this year; therefore, it appears that the company is slowly building towards a recovery in its top line.</p>\n<p><b>Market Opportunity</b></p>\n<p>Jumia operates in the fast-growing African market, which has the potential of becoming global growth’s new frontier.</p>\n<p>The company operates in 11 countries with 600 million people, which accounts for roughly 70% of Africa’s internet users.</p>\n<p>McKinsey estimates that the African eCommerce industry will account for approximately 10% of the continent’s retail sales by 2025, whichtotals $75 billion in revenues annually.</p>\n<p>Hence, it is clear that Jumia has penetrated a small portion of the market so far, and even if it ends up a fraction of its TAM, it could rapidly expand its market capitalization.</p>\n<p>In this regard, JMIA stock is fairly priced despite the weakness in its fundamentals. Analysts estimate suggest that it is trading at an 8% discount at this time.</p>\n<p><b>Bottom Line on JMIA Stock</b></p>\n<p>JMIA stock has been on a roller-coaster ride in the past few months. It’s a company in transition, but it appears to be playing its cards right in capturing a meaningful portion of the African eCommerce business.</p>\n<p>However, it needs to speed up its top-line growth in the next few quarters to ensure the relevancy of its narrative.</p>\n<p>In many ways, though, the pull-back presents an excellent opportunity to invest in the stock, which could have a massive growth runway ahead.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 21:55 GMT+8 <a href=https://investorplace.com/2021/05/jmia-stock-is-a-long-term-play-on-africas-booming-ecommerce-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggernaut\nPan-African eCommerce giant Jumia (NYSE:JMIA) has a wild ride at the stock market in the past ...</p>\n\n<a href=\"https://investorplace.com/2021/05/jmia-stock-is-a-long-term-play-on-africas-booming-ecommerce-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JMIA":"Jumia Technologies AG"},"source_url":"https://investorplace.com/2021/05/jmia-stock-is-a-long-term-play-on-africas-booming-ecommerce-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175695362","content_text":"JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggernaut\nPan-African eCommerce giant Jumia (NYSE:JMIA) has a wild ride at the stock market in the past few months. JMIA stock shot up by more than 1500% from its pandemic lows earlier this year. However, in the past three months, it lost roughly 60% of its value.\nThe reason is simple: its financials do not justify its lofty market capitalization of over $2.5 billion. Though that is true for now, the market is ignoring the business’ positioning and its incredible long-term potential.\nJumia is a company in transition. It has shifted its business model towards third-party marketplace sales, which has heavily impacted its near-term growth. Moreover, it aims to be less reliant on one-off sales such as in electronics towards higher-frequency product categories such as clothing, food, and others.\nAdditionally, higher-order frequency items will positively impact the penetration of its fintech offering called JumiaPay. It has also implemented several cost control measures and exited less profitable markets such as Cameroon.\nThis being said, let’s look at Jumia in a little more depth and assess whether it’s a good investment now at this time.\nA Look at JMIA’s Financials\nIt’s safe to that Jumia’s fundamentals aren’t impressive for its massive total addressable market and its meteoric valuation.\nRevenues in the past year declined by 12.9% though marketplace revenues grew by 19.6%. Moreover, its gross merchandise volume (GMV) was down by a considerable 19% for the full year. The trend has followed in its first-quarter results this year, where its GMV was down 13% and its sales dropped 6% on a year-over-year basis.\nThe drop in revenues is linked to its transition in its business model, which I discussed earlier. However, an area where it is excelling is its gross margins.\nGross margins rose by 22.3% last year compared to 2019, reaching positive territory after fulfillment expenses. Moreover, the trend followed in the first quarter this year, where gross profits reached €6.2 million, more than doubling year-over-year.\nThe number of active users on its platform continues to rise at a healthy rate,experiencing a 12% growth in the past year compared to 2019.\nAdditionally, the order volume on its platform increased by 5.1% in 2020 compared to 2019. It also increased by 3.3% in the first quarter this year; therefore, it appears that the company is slowly building towards a recovery in its top line.\nMarket Opportunity\nJumia operates in the fast-growing African market, which has the potential of becoming global growth’s new frontier.\nThe company operates in 11 countries with 600 million people, which accounts for roughly 70% of Africa’s internet users.\nMcKinsey estimates that the African eCommerce industry will account for approximately 10% of the continent’s retail sales by 2025, whichtotals $75 billion in revenues annually.\nHence, it is clear that Jumia has penetrated a small portion of the market so far, and even if it ends up a fraction of its TAM, it could rapidly expand its market capitalization.\nIn this regard, JMIA stock is fairly priced despite the weakness in its fundamentals. Analysts estimate suggest that it is trading at an 8% discount at this time.\nBottom Line on JMIA Stock\nJMIA stock has been on a roller-coaster ride in the past few months. It’s a company in transition, but it appears to be playing its cards right in capturing a meaningful portion of the African eCommerce business.\nHowever, it needs to speed up its top-line growth in the next few quarters to ensure the relevancy of its narrative.\nIn many ways, though, the pull-back presents an excellent opportunity to invest in the stock, which could have a massive growth runway ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":132041298,"gmtCreate":1622048725814,"gmtModify":1704178549213,"author":{"id":"3575337744012863","authorId":"3575337744012863","name":"Adrina","avatar":"https://static.tigerbbs.com/bcf465bf4c48c93a7efcdd930bd5c7bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Let’s geddit ","listText":"Let’s geddit ","text":"Let’s geddit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132041298","repostId":"2138511164","repostType":4,"repost":{"id":"2138511164","pubTimestamp":1622036700,"share":"https://www.laohu8.com/m/news/2138511164?lang=&edition=full","pubTime":"2021-05-26 21:45","market":"us","language":"en","title":"Don't Wait For a Market Crash: These 2 Top Stocks Are On Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2138511164","media":"Motley Fool","summary":"At current levels, these two excellent companies are a bargain.","content":"<p>Waiting for a stock to bottom out before picking up its shares at a discount -- a practice known as timing the market -- is almost impossible to pull off consistently. Investors would have to know precisely when shares of a company have reached rock bottom, and for anyone who can always know that in advance, a career in fortune telling might be more lucrative than investing in stocks. Another way to buy stocks at a discount is to wait for a market crash.</p><p>After all, great companies will recover from a downturn, and those smart enough to hold their shares through thick and thin can be handsomely rewarded. If you don't have time to wait for the market to plunge, look for great stocks that have been under pressure of late, but whose businesses and long-term prospects remain intact. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> such companies are <b>Vertex Pharmaceuticals</b> (NASDAQ:VRTX) and <b>Shopify</b> (NYSE:SHOP).</p><h2>1. Vertex Pharmaceuticals</h2><p>Shares of biotech giant Vertex Pharmaceuticals are down a mere 3.9% over the past three months, compared to gains of 7.3% for the <b>S&P 500</b>. But that alone doesn't tell the whole story of the drugmaker's recent woes. In October 2020, Vertex's stock dropped precipitously in <a href=\"https://laohu8.com/S/AONE\">one</a> day after the company announced its decision to discontinue the development of VX-814, a potential treatment for alpha-1 antitrypsin deficiency (AATD).</p><p>The company's decision came after it observed elevated liver enzymes in several AATD patients in a midstage trial for VX-814. But this market reaction may have been a bit overblown. For <a href=\"https://laohu8.com/S/AONE.U\">one</a>, Vertex is known primarily for its drugs that treat the underlying causes of cystic fibrosis (CF), a rare genetic condition that affects a patient's internal organs.</p><p>Vertex's most important CF drug, Trikafta, has a patent that will be valid until 2037. Trikafta can treat about 90% of the CF population. Even if competitors -- some of whom are looking to develop competing CF drugs -- manage to enter this market, thanks to its first-mover advantage, Vertex will likely remain the leader in this space for the foreseeable future.</p><p>Also, while VX-814 may have helped diversify its revenue stream away from Trikafta and other CF medicines, Vertex has other promising pipeline products that could do just that. There is VX-864, another potential drug for AATD, which, according to the company, is \"structurally different\" from VX-814. In other words, the failure of the former is not at all indicative of what may happen to the latter. Vertex said it expects to release data from a phase 2 clinical trial for VX-864 in the first half of this year.</p><p>Then there is CTX001, a potential gene editing therapy for transfusion-dependent beta-thalassemia (TDT) and sickle cell disease (SCD) the company is developing in collaboration with <b>CRISPR Therapeutics</b>. CTX001 has shown success in preventing vaso-occlusive crises (a side effect of SCD that causes acute pain) in several patients, among other positive results.</p><p>Management believes regulatory submission for CTX001 could happen within the next 18 to 24 months. Further, Vertex is an ambitious company with several more pipeline candidates, including one targeted at type 1 diabetes. And if that seems like too much of a long shot, consider that the biotech generated a little more than $3 billion in free cash flow over the trailing 12-month period.</p><p>If none of its current programs pan out (which seems unlikely), expect Vertex to go out and purchase the rights to others -- or even acquire a smaller biotech with a rich and promising pipeline. The combination of all those factors makes Vertex a biotech stock still worth buying.</p><h2>2. Shopify</h2><p>In the past few months, the market hasn't been kind to high-flying growth stocks. Shares of e-commerce giant Shopify -- a market favorite and growth stock extraordinaire -- are down by 11.38% since late February. How long will the market keep Shopify down? I am not sure, but as a shareholder, I feel just fine. Shopify remains one of my highest conviction holdings for two simple reasons. First, there is the growth of the e-commerce industry.</p><p>Despite many investors and analysts preaching the death of brick and mortar businesses, these businesses are not quite dead yet. Sure, many traditional retailers are struggling, but online transactions still make up a small percentage of total transactions in the U.S. According to the U.S. Department of Commerce, e-commerce sales accounted for just 13.4% of total sales during the first quarter of 2021.</p><p>Keep in mind, e-commerce penetration is even lower in many other parts of the world, particularly in less developed nations. In other words, this space can still grow by leaps and bounds, and Shopify and its peers can continue to profit for many years (and potentially decades) to come.</p><p>Then there is Shopify's \"sticky\" business model: that is, one which is constructed in such a way as to retain customers, thereby creating a growing source of recurring revenue. Think about the amount of work it takes to create a storefront from scratch (which is what Shopify offers merchants on its platform), particularly for those who aren't tech or internet-savvy.</p><p>But that's just the first step -- then, a business owner has to attract customers to its shiny, new online presence. Merchants on Shopify's platform also rely on the company for a plethora of other services, including billing, shipping, and more. Once an entrepreneur has gone through all this trouble, the incentive to switch to one of Shopify's competitors is pretty low.</p><p>This isn't just a matter of convenience either, although that's part of it. But the process could actually be harmful to the business. This powerful source of a competitive advantage is why I am confident Shopify will keep most of its clients while continuously adding new ones. And that can only mean great news for the company's revenue, profits, and stock market performance in the long run.</p><p>In five years or so, we may look at the recent market turmoil as a great buying opportunity for Shopify.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Wait For a Market Crash: These 2 Top Stocks Are On Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Wait For a Market Crash: These 2 Top Stocks Are On Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 21:45 GMT+8 <a href=https://www.fool.com/investing/2021/05/26/dont-wait-for-a-market-crash-these-2-top-stocks-ar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Waiting for a stock to bottom out before picking up its shares at a discount -- a practice known as timing the market -- is almost impossible to pull off consistently. Investors would have to know ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/26/dont-wait-for-a-market-crash-these-2-top-stocks-ar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VERX":"Vertex, Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/05/26/dont-wait-for-a-market-crash-these-2-top-stocks-ar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138511164","content_text":"Waiting for a stock to bottom out before picking up its shares at a discount -- a practice known as timing the market -- is almost impossible to pull off consistently. Investors would have to know precisely when shares of a company have reached rock bottom, and for anyone who can always know that in advance, a career in fortune telling might be more lucrative than investing in stocks. Another way to buy stocks at a discount is to wait for a market crash.After all, great companies will recover from a downturn, and those smart enough to hold their shares through thick and thin can be handsomely rewarded. If you don't have time to wait for the market to plunge, look for great stocks that have been under pressure of late, but whose businesses and long-term prospects remain intact. Two such companies are Vertex Pharmaceuticals (NASDAQ:VRTX) and Shopify (NYSE:SHOP).1. Vertex PharmaceuticalsShares of biotech giant Vertex Pharmaceuticals are down a mere 3.9% over the past three months, compared to gains of 7.3% for the S&P 500. But that alone doesn't tell the whole story of the drugmaker's recent woes. In October 2020, Vertex's stock dropped precipitously in one day after the company announced its decision to discontinue the development of VX-814, a potential treatment for alpha-1 antitrypsin deficiency (AATD).The company's decision came after it observed elevated liver enzymes in several AATD patients in a midstage trial for VX-814. But this market reaction may have been a bit overblown. For one, Vertex is known primarily for its drugs that treat the underlying causes of cystic fibrosis (CF), a rare genetic condition that affects a patient's internal organs.Vertex's most important CF drug, Trikafta, has a patent that will be valid until 2037. Trikafta can treat about 90% of the CF population. Even if competitors -- some of whom are looking to develop competing CF drugs -- manage to enter this market, thanks to its first-mover advantage, Vertex will likely remain the leader in this space for the foreseeable future.Also, while VX-814 may have helped diversify its revenue stream away from Trikafta and other CF medicines, Vertex has other promising pipeline products that could do just that. There is VX-864, another potential drug for AATD, which, according to the company, is \"structurally different\" from VX-814. In other words, the failure of the former is not at all indicative of what may happen to the latter. Vertex said it expects to release data from a phase 2 clinical trial for VX-864 in the first half of this year.Then there is CTX001, a potential gene editing therapy for transfusion-dependent beta-thalassemia (TDT) and sickle cell disease (SCD) the company is developing in collaboration with CRISPR Therapeutics. CTX001 has shown success in preventing vaso-occlusive crises (a side effect of SCD that causes acute pain) in several patients, among other positive results.Management believes regulatory submission for CTX001 could happen within the next 18 to 24 months. Further, Vertex is an ambitious company with several more pipeline candidates, including one targeted at type 1 diabetes. And if that seems like too much of a long shot, consider that the biotech generated a little more than $3 billion in free cash flow over the trailing 12-month period.If none of its current programs pan out (which seems unlikely), expect Vertex to go out and purchase the rights to others -- or even acquire a smaller biotech with a rich and promising pipeline. The combination of all those factors makes Vertex a biotech stock still worth buying.2. ShopifyIn the past few months, the market hasn't been kind to high-flying growth stocks. Shares of e-commerce giant Shopify -- a market favorite and growth stock extraordinaire -- are down by 11.38% since late February. How long will the market keep Shopify down? I am not sure, but as a shareholder, I feel just fine. Shopify remains one of my highest conviction holdings for two simple reasons. First, there is the growth of the e-commerce industry.Despite many investors and analysts preaching the death of brick and mortar businesses, these businesses are not quite dead yet. Sure, many traditional retailers are struggling, but online transactions still make up a small percentage of total transactions in the U.S. According to the U.S. Department of Commerce, e-commerce sales accounted for just 13.4% of total sales during the first quarter of 2021.Keep in mind, e-commerce penetration is even lower in many other parts of the world, particularly in less developed nations. In other words, this space can still grow by leaps and bounds, and Shopify and its peers can continue to profit for many years (and potentially decades) to come.Then there is Shopify's \"sticky\" business model: that is, one which is constructed in such a way as to retain customers, thereby creating a growing source of recurring revenue. Think about the amount of work it takes to create a storefront from scratch (which is what Shopify offers merchants on its platform), particularly for those who aren't tech or internet-savvy.But that's just the first step -- then, a business owner has to attract customers to its shiny, new online presence. Merchants on Shopify's platform also rely on the company for a plethora of other services, including billing, shipping, and more. Once an entrepreneur has gone through all this trouble, the incentive to switch to one of Shopify's competitors is pretty low.This isn't just a matter of convenience either, although that's part of it. But the process could actually be harmful to the business. This powerful source of a competitive advantage is why I am confident Shopify will keep most of its clients while continuously adding new ones. And that can only mean great news for the company's revenue, profits, and stock market performance in the long run.In five years or so, we may look at the recent market turmoil as a great buying opportunity for Shopify.","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139852467,"gmtCreate":1621608244159,"gmtModify":1704360526959,"author":{"id":"3575337744012863","authorId":"3575337744012863","name":"Adrina","avatar":"https://static.tigerbbs.com/bcf465bf4c48c93a7efcdd930bd5c7bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139852467","repostId":"1175695362","repostType":4,"repost":{"id":"1175695362","pubTimestamp":1621605301,"share":"https://www.laohu8.com/m/news/1175695362?lang=&edition=full","pubTime":"2021-05-21 21:55","market":"us","language":"en","title":"JMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking","url":"https://stock-news.laohu8.com/highlight/detail?id=1175695362","media":"InvestorPlace","summary":"JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggern","content":"<p>JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggernaut</p>\n<p>Pan-African eCommerce giant <b>Jumia</b> (NYSE:<b><u>JMIA</u></b>) has a wild ride at the stock market in the past few months. JMIA stock shot up by more than 1500% from its pandemic lows earlier this year. However, in the past three months, it lost roughly 60% of its value.</p>\n<p>The reason is simple: its financials do not justify its lofty market capitalization of over $2.5 billion. Though that is true for now, the market is ignoring the business’ positioning and its incredible long-term potential.</p>\n<p>Jumia is a company in transition. It has shifted its business model towards third-party marketplace sales, which has heavily impacted its near-term growth. Moreover, it aims to be less reliant on one-off sales such as in electronics towards higher-frequency product categories such as clothing, food, and others.</p>\n<p>Additionally, higher-order frequency items will positively impact the penetration of its fintech offering called JumiaPay. It has also implemented several cost control measures and exited less profitable markets such as Cameroon.</p>\n<p>This being said, let’s look at Jumia in a little more depth and assess whether it’s a good investment now at this time.</p>\n<p><b>A Look at JMIA’s Financials</b></p>\n<p>It’s safe to that Jumia’s fundamentals aren’t impressive for its massive total addressable market and its meteoric valuation.</p>\n<p>Revenues in the past year declined by 12.9% though marketplace revenues grew by 19.6%. Moreover, its gross merchandise volume (GMV) was down by a considerable 19% for the full year. The trend has followed in its first-quarter results this year, where its GMV was down 13% and its sales dropped 6% on a year-over-year basis.</p>\n<p>The drop in revenues is linked to its transition in its business model, which I discussed earlier. However, an area where it is excelling is its gross margins.</p>\n<p>Gross margins rose by 22.3% last year compared to 2019, reaching positive territory after fulfillment expenses. Moreover, the trend followed in the first quarter this year, where gross profits reached €6.2 million, more than doubling year-over-year.</p>\n<p>The number of active users on its platform continues to rise at a healthy rate,experiencing a 12% growth in the past year compared to 2019.</p>\n<p>Additionally, the order volume on its platform increased by 5.1% in 2020 compared to 2019. It also increased by 3.3% in the first quarter this year; therefore, it appears that the company is slowly building towards a recovery in its top line.</p>\n<p><b>Market Opportunity</b></p>\n<p>Jumia operates in the fast-growing African market, which has the potential of becoming global growth’s new frontier.</p>\n<p>The company operates in 11 countries with 600 million people, which accounts for roughly 70% of Africa’s internet users.</p>\n<p>McKinsey estimates that the African eCommerce industry will account for approximately 10% of the continent’s retail sales by 2025, whichtotals $75 billion in revenues annually.</p>\n<p>Hence, it is clear that Jumia has penetrated a small portion of the market so far, and even if it ends up a fraction of its TAM, it could rapidly expand its market capitalization.</p>\n<p>In this regard, JMIA stock is fairly priced despite the weakness in its fundamentals. Analysts estimate suggest that it is trading at an 8% discount at this time.</p>\n<p><b>Bottom Line on JMIA Stock</b></p>\n<p>JMIA stock has been on a roller-coaster ride in the past few months. It’s a company in transition, but it appears to be playing its cards right in capturing a meaningful portion of the African eCommerce business.</p>\n<p>However, it needs to speed up its top-line growth in the next few quarters to ensure the relevancy of its narrative.</p>\n<p>In many ways, though, the pull-back presents an excellent opportunity to invest in the stock, which could have a massive growth runway ahead.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJMIA Stock Looks Risky Here, but It’s a Long-Term Risk Worth Taking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 21:55 GMT+8 <a href=https://investorplace.com/2021/05/jmia-stock-is-a-long-term-play-on-africas-booming-ecommerce-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggernaut\nPan-African eCommerce giant Jumia (NYSE:JMIA) has a wild ride at the stock market in the past ...</p>\n\n<a href=\"https://investorplace.com/2021/05/jmia-stock-is-a-long-term-play-on-africas-booming-ecommerce-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JMIA":"Jumia Technologies AG"},"source_url":"https://investorplace.com/2021/05/jmia-stock-is-a-long-term-play-on-africas-booming-ecommerce-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175695362","content_text":"JMIA stock has lost a lot of value but is building its foundation as a Pan-African eCommerce juggernaut\nPan-African eCommerce giant Jumia (NYSE:JMIA) has a wild ride at the stock market in the past few months. JMIA stock shot up by more than 1500% from its pandemic lows earlier this year. However, in the past three months, it lost roughly 60% of its value.\nThe reason is simple: its financials do not justify its lofty market capitalization of over $2.5 billion. Though that is true for now, the market is ignoring the business’ positioning and its incredible long-term potential.\nJumia is a company in transition. It has shifted its business model towards third-party marketplace sales, which has heavily impacted its near-term growth. Moreover, it aims to be less reliant on one-off sales such as in electronics towards higher-frequency product categories such as clothing, food, and others.\nAdditionally, higher-order frequency items will positively impact the penetration of its fintech offering called JumiaPay. It has also implemented several cost control measures and exited less profitable markets such as Cameroon.\nThis being said, let’s look at Jumia in a little more depth and assess whether it’s a good investment now at this time.\nA Look at JMIA’s Financials\nIt’s safe to that Jumia’s fundamentals aren’t impressive for its massive total addressable market and its meteoric valuation.\nRevenues in the past year declined by 12.9% though marketplace revenues grew by 19.6%. Moreover, its gross merchandise volume (GMV) was down by a considerable 19% for the full year. The trend has followed in its first-quarter results this year, where its GMV was down 13% and its sales dropped 6% on a year-over-year basis.\nThe drop in revenues is linked to its transition in its business model, which I discussed earlier. However, an area where it is excelling is its gross margins.\nGross margins rose by 22.3% last year compared to 2019, reaching positive territory after fulfillment expenses. Moreover, the trend followed in the first quarter this year, where gross profits reached €6.2 million, more than doubling year-over-year.\nThe number of active users on its platform continues to rise at a healthy rate,experiencing a 12% growth in the past year compared to 2019.\nAdditionally, the order volume on its platform increased by 5.1% in 2020 compared to 2019. It also increased by 3.3% in the first quarter this year; therefore, it appears that the company is slowly building towards a recovery in its top line.\nMarket Opportunity\nJumia operates in the fast-growing African market, which has the potential of becoming global growth’s new frontier.\nThe company operates in 11 countries with 600 million people, which accounts for roughly 70% of Africa’s internet users.\nMcKinsey estimates that the African eCommerce industry will account for approximately 10% of the continent’s retail sales by 2025, whichtotals $75 billion in revenues annually.\nHence, it is clear that Jumia has penetrated a small portion of the market so far, and even if it ends up a fraction of its TAM, it could rapidly expand its market capitalization.\nIn this regard, JMIA stock is fairly priced despite the weakness in its fundamentals. Analysts estimate suggest that it is trading at an 8% discount at this time.\nBottom Line on JMIA Stock\nJMIA stock has been on a roller-coaster ride in the past few months. It’s a company in transition, but it appears to be playing its cards right in capturing a meaningful portion of the African eCommerce business.\nHowever, it needs to speed up its top-line growth in the next few quarters to ensure the relevancy of its narrative.\nIn many ways, though, the pull-back presents an excellent opportunity to invest in the stock, which could have a massive growth runway ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189877789,"gmtCreate":1623253537841,"gmtModify":1704199530748,"author":{"id":"3575337744012863","authorId":"3575337744012863","name":"Adrina","avatar":"https://static.tigerbbs.com/bcf465bf4c48c93a7efcdd930bd5c7bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189877789","repostId":"1125363075","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
