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Huarui
2019-04-17

再等一等

理性看待是否入场Jumia

$Jumia Technologies AG(JMIA)$ 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。。。

理性看待是否入场Jumia

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 </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  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