Huarui
2019-04-17
再等一等
@Huarui：
理性看待是否入场Jumia
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再等一等</body></html>","text":"再等一等","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/900167034","repostId":900186744,"repostType":1,"repost":{"magic":2,"id":900186744,"tweetId":"900186744","gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":3500029881499402,"idStr":"3500029881499402","authorId":3500029881499402,"authorIdStr":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"理性看待是否入场Jumia","extraTitle":"","html":"<html><head></head><body><p>$Jumia Technologies AG(JMIA)$ </p> <p>昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数：</p> <table> \n <tbody> \n <tr> \n <td>($ in mn)</td> \n <td>Amazon</td> \n <td>Alibaba</td> \n <td>Jumia</td> \n </tr> \n <tr> \n <td><b>Operating Metrics</b></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td>GMV</td> \n <td> 292,826 </td> \n <td> 768,000 </td> \n <td> 949 </td> \n </tr> \n <tr> \n <td>Take rate</td> \n <td>25.2%</td> \n <td>4.2%</td> \n <td>15.8%</td> \n </tr> \n <tr> \n <td>Annual Active Consumer</td> \n <td> 310 </td> \n <td> 636 </td> \n <td> 4 </td> \n </tr> \n <tr> \n <td>Average Spending per Person (on Products)</td> \n <td> 945 </td> \n <td> 1,208 </td> \n <td> 237 </td> \n </tr> \n <tr> \n <td></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td><b>Financial</b></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td>Core Commerce Revenue</td> \n <td> 207,231 </td> \n <td> 32,427 </td> \n <td> 150 </td> \n </tr> \n <tr> \n <td>Yoy growth</td> \n <td>29.2%</td> \n <td>59.9%</td> \n <td>38.9%</td> \n </tr> \n <tr> \n <td></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td><b>Valuation Multiples</b></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td>Core Commerce EV</td> \n <td> 414,462 </td> \n <td> 455,000 </td> \n <td> 3,859 </td> \n </tr> \n <tr> \n <td>EV/GMV</td> \n <td>1.4x</td> \n <td>0.6x</td> \n <td>4.1x</td> \n </tr> \n <tr> \n <td>EV/Consumer</td> \n <td>1,337.0x</td> \n <td>715.4x</td> \n <td>964.8x</td> \n </tr> \n <tr> \n <td>EV/Core Commerce Rev</td> \n <td>2.0x</td> \n <td>14.0x</td> \n <td>25.7x</td> \n </tr> \n </tbody> \n</table> <p>以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。</p></body></html>","htmlText":"<html><head></head><body><p>$Jumia Technologies AG(JMIA)$ </p> <p>昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数：</p> <table> \n <tbody> \n <tr> \n <td>($ in mn)</td> \n <td>Amazon</td> \n <td>Alibaba</td> \n <td>Jumia</td> \n </tr> \n <tr> \n <td><b>Operating Metrics</b></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td>GMV</td> \n <td> 292,826 </td> \n <td> 768,000 </td> \n <td> 949 </td> \n </tr> \n <tr> \n <td>Take rate</td> \n <td>25.2%</td> \n <td>4.2%</td> \n <td>15.8%</td> \n </tr> \n <tr> \n <td>Annual Active Consumer</td> \n <td> 310 </td> \n <td> 636 </td> \n <td> 4 </td> \n </tr> \n <tr> \n <td>Average Spending per Person (on Products)</td> \n <td> 945 </td> \n <td> 1,208 </td> \n <td> 237 </td> \n </tr> \n <tr> \n <td></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td><b>Financial</b></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td>Core Commerce Revenue</td> \n <td> 207,231 </td> \n <td> 32,427 </td> \n <td> 150 </td> \n </tr> \n <tr> \n <td>Yoy growth</td> \n <td>29.2%</td> \n <td>59.9%</td> \n <td>38.9%</td> \n </tr> \n <tr> \n <td></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td><b>Valuation Multiples</b></td> \n <td></td> \n <td></td> \n <td></td> \n </tr> \n <tr> \n <td>Core Commerce EV</td> \n <td> 414,462 </td> \n <td> 455,000 </td> \n <td> 3,859 </td> \n </tr> \n <tr> \n <td>EV/GMV</td> \n <td>1.4x</td> \n <td>0.6x</td> \n <td>4.1x</td> \n </tr> \n <tr> \n <td>EV/Consumer</td> \n <td>1,337.0x</td> \n <td>715.4x</td> \n <td>964.8x</td> \n </tr> \n <tr> \n <td>EV/Core Commerce Rev</td> \n <td>2.0x</td> \n <td>14.0x</td> \n <td>25.7x</td> \n </tr> \n </tbody> \n</table> <p>以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。</p></body></html>","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数： ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/900186744","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["JMIA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":608,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1361,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/900167034"}
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