Rakuten wesentlich besser als Rocket
Gibt es irgend ein Problem?
Ist doch nicht mehr normal das Ganze.
What do you think are the reasons for this continuous decline in value. Particularly in view of the fact that markets are on the rise and the economic environment is good.
Is it possible that the company Rakuten had an overvaluation which the market is now correcting bit by bit?
And is it possible for shareholders to keep their fingers off the stock because the strategic orientation of the company is becoming increasingly confusing?
I think it is so.
Optionen
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Wertpapier: Rakuten Group Inc |
Auf der anderen Seite sehe ich auch hohe Synergieeffekte und wenig Kosten für Marketing/Vertrieb. da auf dem japanischen Markt eh schon unzählige Kanäle bestehen.
http://www.handelsblatt.com/unternehmen/it-medien/...en/20711406.html
Und vielleicht gelingt es ja auch Viber stärker in den Markt zu dringen, die ausgerechnet auf dem Heimatmarkt der Mutter kaum eine Rolle spielen.
"Rakuten on Thursday estimated it would have to borrow as much as 600 billion yen ($5.3 billion) in the coming years to pay for its plans."
"If Jeff Bezos announced plans for Amazon.com Inc. to set up a telecom firm, you wouldn't imagine it to be a crazy idea.
Were Jack Ma to say that Alibaba Group Holding Ltd. is working to acquire wireless spectrum, you probably wouldn't think he was totally off his rocker, either.
But when Rakuten Inc., the Japanese e-commerce company, said Thursday it will apply for some mobile-phone frequency, observers and traders acted as though the board was out of its mind. The shares fell as much as 4.9 percent, the most in a month."
https://www.bloomberg.com/news/articles/...ell-phone-network-in-japan
Rakuten to buy low-cost smartphone operator Freetel
Online retail giant to be Japan's third-largest smartphone operator
TOKYO -- Japanese online retail giant Rakuten will acquire Freetel, the country's sixth-largest smartphone service operator, Rakuten said Tuesday.
The following year it was Australia’s turn: In August 2016, Rakuten Securities expanded its global forex coverage even further across the region with the acquisition of Australia-based “FXAsia Pty Ltd” (now Rakuten Securities Australia).
Just two months later, Rakuten Securities received approval to form a joint venture with Malaysia’s Kenanga Investment Bank, launching the country’s first-ever completely online equities brokerage platform Rakuten Trade in May 2017.
The strategies across the four countries share the same fundamental principles: highly competitive rates and excellent local customer service.
“When we go into new markets, we always implement our best practices,” explains Rakuten Securities President Yuji Kusunoki. “We identify markets with high potential and provide customers with low commissions and a high-tech, user-friendly platform.”
Rakuten plans to invest 200 billion yen ($1.78 billion) to bring the network online by 2019, with a total 600 billion yen ($5.35 billion) investment by 2025. The company apparently hopes to add 15 million subscribers.
http://www.androidpolice.com/2017/12/15/...eate-mobile-network-japan/
There seems to be something fundamental wrong with the Rakuten Stock.
Rakuten is seeking the bottom to find a fair price value - I think you should pay not more than 6 $.
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Wertpapier: Rakuten Group Inc |
Der daraus resultierende Kursrückgang der letzten beiden Tage wird meines Erachtens schnell korrigiert werden, wenn man merkt, dass hier ein Mücke zum Elefanten gemacht wurde.
Auch den Kursrückgang nach Bekanntgabe der letzten Quartalsergebnisse ist rational nur schwer nachzuvollziehen. Denn so schlecht waren sie auch wieder nicht:
Q3/17 Consolidated Results Summary
(JPY bn, IFRS)
Q3/16 Q3/17 YoY
Revenue 190.5 236.4 +24.1%
Non-GAAP Operating Income 30.2 57.8 +91.6%
IFRS Operating Income 26.4 51.5 +95.4%
https://global.rakuten.com/corp/investors/
Übel aufgestoßen ist aber anscheinend, die Gewinnsteigerungen fast ausschließlich aus Höherbewertungen/Verkäufen resultieren, Auf der anderen Seite hat man in diesem Quartal massiv Geld in die Umstellung/technische Aufrüstung (und sofort als Aufwand verbucht, also nicht aktiviert und Marketing (Barcelona) gesteckt.
Profit from Investment Portfolio in Q3/17
Valuation Gains from Ride-Sharing Investment = JPY 22.8 bn
Profit on Sale of The Grommet = JPY 5.0 bn
https://global.rakuten.com/corp/investors/
Während bei Amazon derartige gewinnmindernde Ausgaben problemlos toleriert werden, gibt es da bei Rakuten null Toleranz. Auch wenn die daraus resultierenden 24,1% Umsatzwachstum sicher nicht das Gellbe vom Ei sind, aber das jetzt erreichte KGV von unter 20 halte im Vergleich zu vergleichbaren Internet-Unternehmen für einen Witz.
Lyft just raised another $500 million— now it's valued at $11.5 billion
Reuters
Nov. 23, 2017
Uber rival Lyft is raising an additional $500 million in funding, according to a U.S. share authorization document filed in Delaware. Axios was first to report the news.
The additional funding round, led by Alphabet’s CapitalG, is an extension of the $1 billion round announced in October.
Lyft spokesman Adrian Durbin, confirming the funding round, in an e-mailed statement said, “Increasing the potential for this round will allow us to further accelerate our commitment to serving passengers and drivers.”
In October Lyft had said that the previous round of funding boosted its valuation to $11 billion from $7.5 billion. The fresh funding would raise its valuation to $11.5 billion.
http://www.businessinsider.com/...-115-billion-valuation-2017-11?IR=T