$Jumia Tec_老虎社区_美港股上老虎 - 老虎社区

蓝色小微风

$Jumia Technologies AG(JMIA)$ 虽然非洲可能是一个潜力很大的市场，但目前并不是。文化、习俗、法律和政策导致非洲实际上是一个严重割裂的碎片化小市场的集合，一方面运营成本很难实现规模效应，另一方面支付力薄弱，网络基础条件极差导致营收不确定。财报上体现出来的巨额亏损真是触目惊心。投资人以为亚马逊和阿里巴巴的成功可以在非洲复制，但美国和中国都是高度同质化的统一大市场，与非洲完全不同。看好Jumia的投资人很快就会失望，股价暴涨之后瞬间迎来暴跌。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

冲他
2019-04-17
冲他
有点以偏概全了，就像你看中国的大陕北荒原一样，以为那是中国，实际上无知还有上海，北京，深圳等发达城市。非洲充满饥饿和荒凉，你仅在新闻报道中看到，以为那是真实的非洲，实际上在某些地区，他们也是高度文明。
- 蓝色小微风:
  只有市梦率可以解释。很简单，这点营收撑不起这个股价，坐看一地鸡毛。上面的朋友说得对，和工业大麻一个德性。
- 小马哥6666:
  你可能没理解作者的意思
瞬间百万
2019-04-17
瞬间百万
这已经不是看好非洲电商的问题了，这就是炒作.就像之前的大麻股一样，一个营收才几千万刀的大麻股公司，就因为借助宣传大麻合法化，居然曾经被炒到200多刀一股，最高300.好多人100多刀还入场.最后热点散去，业绩支撑不了.一地鸡毛. 老虎还有这非洲电商.这样玩了，后面后遗症很大.
杭州西湖绿
2019-04-17
杭州西湖绿
呵呵

发表看法

5

6

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