Rakuten wesentlich besser als Rocket

http://optimism.rakuten.us/brandsinaction  

https://www.aip-global.com/rakuten-aip-to-strengthen-taiwan-presence/  

Rakuten Marketing industry leading solutions empower marketers to thrive in their evolved role and achieve the full potential of digital marketing, efficiently and effectively, with data-informed insights that create consistent, engaging and influential experiences across screens. Offering an integrated solution, along with unique insights and consultative partnerships, Rakuten Marketing delivers the tools that marketers need to increase efficiency, productivity and performance.

Rakuten Marketing is a division of Rakuten Inc. (4755: TOKYO), one of the world's leading Internet service companies. The company is headquartered in San Mateo, California, with offices in Australia, Brazil, Japan, the United Kingdom, and throughout the United States. Follow us on Twitter or learn more at http://rakutenmarketing.com.

https://finance.yahoo.com/news/...epaper-avoiding-data-100500487.html
 

https://gulfnews.com/business/sectors/technology/...ability-1.2197523  

8:13 pm, June 06, 2018

Jiji Press TOKYO (Jiji Press) — Rakuten Lifull Stay Inc. has said it will promote the utilization of “kominka” old Japanese-style houses for minpaku private lodging services in collaboration with two entities.

The two partners are HomeAway Inc. of the United States, one of the world’s largest vacation rental website operators, and the Japan Kominka Association, a group of old house appraisers, according to the plan, announced by the affiliate of major Japanese shopping mall operator Rakuten Inc. on Monday.

http://the-japan-news.com/news/article/0004490894
 

Rakuten Acquires Curbside, the Location-Centric Mobile Commerce Platform

Tokyo, June 8, 2018 - Rakuten, Inc., a global leader in innovation headquartered in Tokyo, today announced that it has acquired Curbside, the Palo Alto-based technology company whose solutions take friction out of the mobile order ahead customer experience at thousands of stores and restaurants.
“Curbside is changing the way traditional brick-and-mortar retailers and restaurants are interacting with their customers,” said Yaz Iida, President of Rakuten USA, Inc. “Welcoming Curbside to the Rakuten family is all about the consumer, and we are excited to be able to empower consumers with even more ways to enjoy shopping.”

https://global.rakuten.com/corp/news/press/2018/0608_01.html
 

Rakuten today reaches over 1 billion members worldwide, including those on its own Rakuten Ichiba online marketplace in Japan.

These sorts of integrations may not be limited only to the marketplace itself, however. Rakuten also has other consumer touch points, like communications app Viber and eBates.com, where Curbside could also reach the consumer audience in various ways. And it has investments in companies like Pinterest, Lyft, Cabify, and others, where it could do the same. It also has a partnership with Walmart in Japan in online grocery, where Curbside pickup could get involved.

“I can say there’s a ton of interest to bring this technology to Japan,” he notes. “They already touch 100 million consumers in Japan – their registered users. We could hook up this really big ecosystem of consumers and merchants,” adds Waldman.

https://techcrunch.com/2018/06/07/...obile-commerce-startup-curbside/

 

http://duettocloud.com/hotels-time-talk-chatbots-right-now/  

 

kennt nur eine einzige Richtung seit mehr als 5 Jahren nämlich abwärts.

Perf. seit Threadbeginn:   -52,94% Minus zweiundfünzig Prozent die 0,94% spare ich mal.
 

anscheinend zukaufen was sie wollen. Der Kurs spricht Bände und wie es in einer alten Börsenweisheit immer wieder heisst.

Der Markt macht den Kurs nicht die Meldungen über permanente Beteiligungen und Zukäufe.
Vielleicht sollte man sich einmal auf das Kerngeschäft konzentrieren und keinen Gemischtwarenladen aufbauen.  

In Q1/18 erzielt allein das FinTechSegment ein Operating Income von 20,6 Milliarden JPY, was beim Umrechnungskurs von 1 Yen = 0,0093 US-Dollar auf einen einen Betrag von ca. 191,5 Millionen US-Dollar im ersten Quartal hinausläuft – aufs Jahr 2018 hochgerechnet 766 Millionen Dollar.

FinTech Segment (JPY bn, IFRS)
Revenue 78.0 90.0 +15.5%
Operating Income 17.0 20.6 +20.9%

https://global.rakuten.com/corp/investors/

und dort auf:
Download
Earnings release, presentation material, Q&A summary and supplement

 

mehr als 20% ist im Fintech-Sektor m.E. eigentlich ein KGV von 25 die unterste Grenze. Wenn man daher die 766 Millionen für 2018 aus dem letzten Posting mit 25 multipliziert kommt man auf 19,15 Milliarden - das ist allein schon für den Fintech-Bereich ca. das Doppelte der momentanen Marktkapitalisierung.  

ein sehr viel geringeres Gewinnwachstum haben als der Fintech-Bereich von Rakuten  und trotzdem noch sehr viel höhere KGV's aufweisen als die im letzten Posting unterstellten 25.  

wenn er Eigentümer eines solch teuren Fintechs wäre und die Zahlen von Rakuten kennt, dürfte für Euch nicht schwer zu erahnen sein.  

@irgendwie Ja der Kurs geht nach unten obwohl das Unternehmen wächst. Eigentlich die ideale Ausgangsphase.
Besseres Zitat: Der Kurs lügt nie, doch wann sagt er die Wahrheit?

Und aktuell sehe ich eine andere Wahrheit als der Kurs mir zeigt...


@Libuda Bezüglich Rakuten TV: Ich persönlich bin begeistert. Ein besseres Angebot für 20 € im Jahr gibt es nicht. Klar hat man nicht das enorme Gratisangebot wie bei Prime und Netflix, aber die 400 Superpunkte für einen aktuellen Film JEDEN MONAT sind enorm stark. Nur scheint das nicht allzu stark gewürdigt zu werden. Vielleicht ist das für Filmjunkies zu wenig.  

nicht kommentiert, ob die Bewertung der 766 Millionen Net Income aus #1987  des Fintech-Bereichs von Rakuten mit einem KGV von 25,  was auf 19,15 Milliarden  allein für den Fintech-Bereich von Rakuten hinausläuft, angemessen sind.  

erst wieder damit beschäftigt, wenn er am Montag in sein Büro zurückgekehrt.  

MAY 15, 2018, 5:00 AM SGT

Financial products and payment services will soon be available at online classifieds site Carousell, thanks to a new initiative with DBS Bank.

It is not yet clear what DBS will be offering on Carousell, but it follows moves by the bank to strengthen its presence in the digital economy.

DBS is an investor in Carousell, having been a part of the company's latest Series C fund-raising round, which raised US$85 million (S$113 million).

https://www.straitstimes.com/business/...carousell-in-tie-up-with-dbs
 

SINGAPORE'S largest bank, DBS, has emerged as more than just a financial investor in Carousell. DBS will work with the online classifieds startup to build and implement the latter's new mobile wallet, CarouPay.

https://www.businesstimes.com.sg/technology/...mobile-wallet-caroupay
 

"Joining the Rakuten family will give Curbside resources to accelerate our platform, scale globally and help our partners tap into Rakuten’s sizable ecosystem," co-founder and CEO Jaron Waldman wrote in a blog about the sale.

Waldman and Denis Laprise, a pair of former Apple engineers, launched Curbside in 2013 and had raised between $40 million and $50 million from investors who include Yahoo founder Jerry Yang's AME Cloud Ventures, CVS, Index Ventures, Sutter Hull Ventures and Qualcomm Ventures.

The price of the deal hasn't been disclosed. Curbside was valued at more than $100 million when it raised its last venture round in 2015, according to PitchBook Data.

https://www.bizjournals.com/sanjose/news/2018/06/...ired-rakuten.html

 

Codapay is an alternative payment gateway in Southeast Asia. Codapay enable merchants to accept payments in Indonesia, Malaysia, Philippines, Thailand, and Singapore using payment channels that every consumer can use, even if they don’t have a credit or debit card: direct carrier billing, bank transfers, cash payments at convenience stores, and physical vouchers. By making a single technical connection and commercial agreement with Coda, our merchants (companies like Baidu, Gumi, and Garena) significantly increase their revenues in the rapidly growing markets that we serve. Similarly, by appointing Coda as a merchant aggregator, our payment channel providers (companies like SingTel, Indosat, and Maxis) generate significant net-new transaction volume.

Total Equity Funding: $3.2M in 4 Rounds from 7 Investors
Most Recent Funding: $2.3M Series A on December 2, 2013

http://fintechnews.sg/top-30-fintech-startups-in-singapore/
 

http://www.procontra-online.de/artikel/date/2018/...in-simplesurance/  

The Road To Video Monetization
Posted by ViSenze 02-May-2018

The time for publishers to derive new revenue from popular content formats has come. You may ask, why at this moment? What has changed? First off, visual formats - in particular video content - has exploded in popularity. Second, consumers are wholly embracing the online revolution and are purchasing more products online than ever before. Third, consumers are ready to purchase on whatever platform or site that is easily accessible for them. These introduce brand new and fruitful revenue streams for video publishers and their affiliate networks - and this works in three main ways

https://www.visenze.com/blog/the-road-to-video-monetization
 

und haben inzwischen fusioniert.

https://www.statista.com/statistics/753672/...among-smartphone-users/