Rakuten wesentlich besser als Rocket

https://www.ariva.de/news/...ank-rakuten-top-chancen-in-japan-7109483  

Rakuten is a diversified, undervalued and under-covered Japanese conglomerate. The company posts strong revenue and operating income figures every quarter yet the market cannot see past the bleeding e-commerce business. Even though domestic e-commerce provides less than 50% of op income and revenue, it seems investors main focus is on declining margins in e-commerce caused by competition from Amazon in Japan. I would urge potential investors to look at Viber, Ebates, Curbside, Price Minister, Rakuten TV, Rakuten Marketing, the Fintech segment, the MNO business, etc. in order to recognize the value of Rakuten's total ecosystem instead of just its largest business.

https://seekingalpha.com/article/4196683-rakuten-inc-q2-update
 

https://it-blogger.net/...nger-erhaelt-business-chats-inbox-funktion/  

             Rakuten§Rakuten 5 Yr. Avg.
Price to Sales 1.14 2.92
Price to Earnings 10.69 38.95
Price to Cash Flow 9.12 -
Price to Book 1.72 4.12
 EV/EBITDA      6.36     -
§
Table Compiled by Author From Morningstar

https://seekingalpha.com/article/4196683-rakuten-inc-q2-update
 

https://www.auslandsueberweisung.org/azimo-erfahrungen-bewertung/  

PocketMath is the world's largest, self-serve, mobile advertising platform for buying programmatic real-time bidding (RTB) inventory.

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PocketMath is located in Singapore, San Francisco, Austin, Washington, D.C., Mumbai, and Sydney - with a burgeoning presence in China + Japan.

https://www.crunchbase.com/organization/pocketmath
 

https://www.prweb.com/releases/2018/06/prweb15579690.htm  

https://rakuten.today/blog/..._medium=RSS&utm_campaign=RSS+Reader  

"Perhaps the most important part of the 2018 Q2 report was the information regarding Rakuten's plans for its controversial mobile network operator (MNO) business. Rakuten began its foray into the mobile network business with its mobile virtual network operator(MVNO), which leased its telecommunications infrastructure from established mobile carrier NTT DOCOMO, back in 2014. The business now has 277 shops, 59 of which opened in Q2/18 and had over 1.5 million customer accounts at the end of 2017(reported annually). Revenue growth at Rakuten Mobile has been impressive as well. Each year since its founding the business has at least doubled its revenues YoY. Currently, Rakuten has plans to establish its own MNO infrastructure by the beginning of FY 2019 in Tokyo, Nagoya, and Osaka. The remainder of the country is expected to be covered by 2026. In February, Rakuten gave investors a capital investment plan which included a JPY 600 billion cap-ex price tag for the MNO construction. Some good news was revealed in Q2 as reduced cap ex figures are required due to the installation of base systems coming along better than expected. Although the new cap-ex estimate is still well over JPY 500 billion the reduction is good news for the business going forward."

https://seekingalpha.com/article/4196683-rakuten-inc-q2-update

 

https://capital.rakuten.com/

Inzwischen sind es 34 geworden.  

INSIKT Completes $25 Million Social Bond Securitization; Drives Social Impact, CRA and Economic Returns for Investors

Unique crowdfunding effort for loan funding supports mission to build financially healthy low-income communities

July 31, 2018 12:12 PM Eastern Daylight Time
SAN FRANCISCO--(BUSINESS WIRE)--INSIKT, a CDFI-certified fintech company disrupting the predatory lending industry, today announced the results of its recent debt crowdfunding effort having completed 15 private market securitization issuances for a total of $247M. INSIKT is an innovator in social capital, creating a direct-to-investor micro-securitization platform that supports the company’s mission to build financially healthy low-income communities.

https://www.businesswire.com/news/home/...-Social-Bond-Securitization
 

Go-Jek, on the other hand, is taking its ride-hailing services into several oversea markets with a longer term plan of expanding into other on-demand businesses. The company announced in June it would enter several new Southeast Asian markets--Singapore, Thailand, Vietnam and the Philippines--within the next few months, starting with beta testing in Vietnam last month. The Indonesian company that was initially established as a ride-hailing app in 2010 has already expanded to become an on-demand service coordinator, providing food delivery or even at-home massages. It's also pushing into mobile payments, acquiring three Indonesian fintech companies at the end of 2017.

https://www.forbes.com/sites/daniellekeetonolsen/...ion/#3a105c5454b4
 

Cyndx Announces Investment by Rakuten Capital
Zachary Hickey June 12, 2018

Funding to accelerate product development and support global expansion
NEW YORK, NY – Cyndx Holdings LLC (“Cyndx”) today announced that Rakuten Capital, the investment arm of global innovation leader Rakuten, Inc., headquartered in Tokyo, is making an investment into Cyndx and its subsidiaries, Cyndx Networks LLC and CDX Advisors LLC.
The investment will help Cyndx accelerate the development of its unique suite of fintech products as well as support the expansion of CDX Advisors globally.

https://cyndx.net/cyndx-announces-investment-by-rakuten-capital/
 

die auch oben nicht in den 34 Beteiligungen von Rakuten Capital enthalten ist, sondern vermutlich Rakuten direkt zugeordnet ist.

Online retailer Rakuten buys into US cancer treatment venture
CEO Mikitani, himself Aspyrian Therapeutics' top investor, sees synergies
November 27, 2017 18:14 JST

Rakuten CEO Hiroshi Mikitani
TOKYO -- Japanese online retailer Rakuten is entering the cancer treatment business by acquiring more than 20% of U.S. medical startup Aspyrian Therapeutics.
Rakuten CEO Hiroshi Mikitani, who already owns the top stake in Aspyrian, serves as chairman of the venture's board and revealed the investment plan.
The California startup plans to conduct clinical trials on a promising treatment method called photoimmunotherapy in Japan, alongside ongoing trials in the U.S. The basic idea behind the treatment is to kill cancer cells by activating the immune system.

https://asia.nikkei.com/Business/Business-Deals/...treatment-venture2
 

Tareq Amin, Rakuten, Inc. - CTO

So very delighted to be here. Actually, very excited to be in Japan. So as Yoshi talked about, my life journey took me from U.S., India and now Japan.

And the goal is very simple: How do we build the most disruptive network not just in Japan but in the world? So the cost structures that Yoshi talked about is just a glimpse of what you're going to see very soon in terms of technology disruption, cloud-native network and a lot differentiated services to end consumers in Japan.
So the mobile network business is a key focus area for Rakuten, and there's a very good reason for it. So I hope, in the next few months, we will start sharing glimpses of all of the advancements that we have done in building this network. We're making tremendous progress. We're on schedule, on budget and most importantly, building this disruptive technology.

So wait to see a little bit more. I think at the end of the year, hopefully, we'll be able to start sharing glimpses of what makes this network very different than anything you have seen in Japan. And actually, frankly speaking, not just in Japan, but I think globally. So as Yoshi talked about, not having legacy is a very big plus for us. So this is just the beginning, a quick introduction. Hopefully, we'll speak more in the future.

https://finance.yahoo.com/news/...ript-4755-t-earnings-172921370.html
 

erreichen will: Rakuten aims to increase advertising revenue to 200 billion yen by 2021

Rakuten : Acquires Ad Platform Developer and Provider LOB

Tokyo, July 5, 2018 - Rakuten, Inc. today announced that it has reached a final agreement regarding the acquisition of LOB Inc., a developer and supplier of advertising platforms, as a wholly owned subsidiary.

In May 2018, the company consolidated its suite of advertising-related products under the Rakuten Marketing Platform brand, in order to achieve a more integrated approach to marketing. In addition, Rakuten aims to increase advertising revenue to 200 billion yen by 2021. At present, the majority of revenue comes from adverts on the more than 70 services, including the Rakuten Ichiba internet shopping mall. However, Rakuten will collaborate with LOB to develop a global advertising platform in order to deliver adverts more efficiently on platforms other than Rakuten Group services.

https://www.marketscreener.com/...eveloper-and-Provider-LOB-26877169/
 

"Next, I wanted to touch on the potential of Rakuten's ad business. In June, Rakuten acquired Ad application developer LOB for an undisclosed amount in a move to expand its advertising business to external applications. The company has made clear it aims to increase advertising revenue to JPY 200 billion by 2021. Rakuten's ad business is growing at an average of 17.8% YoY over the past six months (not including acquisitions). The potential is great, but reaching the JPY 200 billion figure is a lofty target."

https://seekingalpha.com/article/4196683-rakuten-inc-q2-update
 

von Rakuten Capital

PremFina Signs on 20 New Brokers in 2018 and Counting
LONDON, May 8, 2018 /PRNewswire/

PremFina (the "Company") is proud to announce the recent go-live of insurance brokers: Reactive Insurance, Larsen Howie, The Auto Group (TAG), and Motor Products Online (MPO), amongst 20 brokers that signed on to PremFina's financing or software platform in the first quarter of 2018.
The new brokers represent significant traction for PremFina, the newest entrant in the 30-year-old UK premium finance market. It has already captured 6% of the top 50 UK brokers with its award winning software and market competitive funding.

The Company's tailored, flexible financing solutions, broker branded software and documentation, together with dedicated broker support - dubbed the 'PremFina Trifecta' - has caught the interest of brokers looking to make a change in their existing business models. Some brokers choose to use PremFina's Software-as-a-Service (SaaS) only and deploy their own funds instead to finance customer credit agreements.

http://www.prnewswire.co.uk/news-releases/...-counting-682036621.html
 

der den bisherigen Vorteil von Amazon kompensiert:

Mikitani went on to explain Rakuten’s plans for remedying the industry’s logistics issues through achievement of the One Delivery vision, initially announced to merchants at the New Year Conference earlier this year. In short, Rakuten will manage merchant deliveries from end to end, working through both Rakuten’s own logistics network and external partners to improve service, effectively manage costs and increase capacity.

Merchants will be able to store products in the expanding Rakuten fulfilment centers, to be picked and shipped with the aid of the latest automated systems. Customers will be able to opt for faster deliveries and not only be able to check the status of their packages, but also specify the exact delivery time and method (such as pickup at a convenience store or delivery locker, or alternatively, doorstep delivery).

Rakuten will utilize automation and AI to its full potential, merging delivery data and purchase data to combine deliveries of items purchased from different merchants. By boosting warehouse and delivery efficiency, Rakuten aims to cut down on both delivery time and costs for storage and transport.

https://rakuten.today/blog/one-delivery-rakuten-expo.html
 

gedacht:

Some background information includes the fact that Japan’s largest e-commerce giant Rakuten has teamed up with Chubu Electric Power, TEPCO Group and Kansai Electric Power Co to become a cellular company for the Big 3 to contend with. The 4G deployment will use the utilities companies’ telecoms and transmissions towers and other infrastructure. No wonder since residential and business telecom users’ expenses just keep escalating, and perhaps Rakuten can find fresh, new ways to decrease those costs and in turn … churn rates. Rakuten, if all goes well, will be Japan’s 4th MNO later this year 2018.

Other utilities’ companies that have the potential to assist Rakuten Mobile Network to achieve a complete Japan nation coverage include:
Chugoku Electric Power Company (CEPCO)
Chubu Electric Power (Chuden)
Hokuriku Electric Power Company (Hokuden)
Hokkaido Electric Power Company (HEPCO)
Kyushu Electric Power (Kyuden)
Okinawa Electric Power Company (Okiden)
Tokyo Electric Power Company (TEPCO)
Tohoku Electric Power (Tohokuden)
Shikoku Electric Power Company (Yonden)

https://blog.didx.net/2018/06/05/rakuten-mno-japan-did-numbers/

 

 

Habe mir gerade noch einmal die Fundamentalitäten von Rakuten angesehen.
Buffetts Aussage in einen Brief von ihm war einmal, dass eine der wichtigsten Größen das Wachstum des Eigenkapitals sei. Seit 2011 hat Rakuten dieses fast verdreifacht. Ebenso wie den Umsatz.
Es dürfen von mir aus gerne noch einmal Kurse um den Buchwert kommen. Will meine Position noch weiter ausbauen, bevor Rakuten in den Köpfen der Großen ankommt.


@Börsenfreak Das Logo erinnert mich an die Deutsche Bank. Das macht mir Angst. Aber ansonsten werde ich es mir mal ansehen, wenn es bei uns erscheint.  

Rakuten invests $36m in restaurant reservation site
Partnership with Japan's Gurunavi will create new services
AKANE OKUTSU, Nikkei staff writer July 30, 2018

TOKYO -- Japanese internet services company Rakuten announced on Monday that it is investing 4 billion yen ($36 million) for a 10% stake in local restaurant reservation site Gurunavi to create new services using data owned by both companies.

Rakuten will buy the stake from its founder, becoming the second largest shareholder by Aug. 22.
The two companies are planning to integrate their membership system and loyalty points program and will use their data and the customer base for marketing and to create new services.

Gurunavi operates a review and reservation site that lists 60,000 restaurants. The company collects fees from these restaurants, and also provides them with consulting services.

https://asia.nikkei.com/Business/Business-Deals/...t-reservation-site
 

 

The banking systems digitalization works across platforms: in the future, consumers will increasingly handle all banking transactions using their smartphone, relying on support from chatbots. Furthermore, in some countries, Instant Payments have already made available the technology for fast direct deposits, which is an ideal pairing for chatbot banking. Which solution will ultimately establish itself in individual countries is a question of the culture of use. Everyone can test this for themselves as they pay their bills at the gas station, in the supermarket, at the kiosk or in the hotel. Although cash is accepted everywhere, some prefer to pay for gasoline with the debit card, while they use a credit card in the hotel. For banks, this means their IT Infrastructure needs to be as flexible as possible in order to offer a suitable service in line with the ever-changing customers' requirements.

https://www.finextra.com/blogposting/14749/...chatbots-or-mobile-apps