Rakuten wesentlich besser als Rocket

Rakuten liefert auch im Q3 ab:
https://global.rakuten.com/corp/investors/documents/results/

Wenn es so weiter geht, wird man die Rakuten Aktie bald mehr beachten müssen. Derzeit erfolgt ein Wachstum auf Kosten von Gewinnen. Also eine langfristig angelegte Strategie vom Gründer und CEO Mikitani.  

das ich das nochmal erleben darf. Rakuten in Q3/2018 mit einem Gewinneinbruch, der mit Wachsumsinvestitionen erklärt wird.
Ich bin jetzt mit ca. 20% plus raus.  

@JRJAKOB hätte nichts dagegen wenn der Rakuten Chart bald dem von Hypoport ähnelt. Die Strategie hat sich bereits bei vielen Ecommerce Unternehmen mehr als gelohnt. Tencent, Alibaba, Amazon und Netflix sind da nur wenige von vielen.  

Das müsste er nämlich konsequenterweise, da der Gewinneinbruch nicht mehr zu den Fundamentals passt.  

da brauch ich keinen weiteren Gedanken verschwenden.  

Was spricht den so gegen Rakuten?

Der Umsatz ist doch so nachhaltiger!?
Eure Meinung  

Namen nur per boardmail  

https://finance.yahoo.com/news/...ript-4755-t-earnings-195036520.html  

China's cross-border e-commerce turnover to top USD1.3 trln in 2018
Source: Xinhua| 2018-09-09 19:14:20|Editor: Li Xia

XIAMEN, Sept. 9 (Xinhua) -- China's cross-border e-commerce is forecast to see turnover top 9 trillion yuan (1.3 trillion U.S. dollars) in 2018, according to a report released by the China E-Commerce Association.

The report, released on Sunday at the ongoing 20th China International Fair for Investment and Trade (CIFIT), held in Xiamen, east China's Fujian Province, said that the top 10 import sources of China's cross-border e-commerce trade in 2017 were Japan, the United States, the Republic of Korea, Australia, Germany, New Zealand, the Netherlands, France, Britain, and China's Hong Kong Special Administrative Region.

Cross-border e-commerce is most active in south China's Guangdong Province, followed by Beijing, east China's Zhejiang and Shandong provinces and central China's Henan Province for exports via e-commerce.

http://www.xinhuanet.com/english/2018-09/09/c_137456376.htm
 

Monetization accelerating on strong growth in both Telco (Viber In/Out) and content revenues
Total revenue+62.3% YoY

Q3/17: Content = 42%, Telco = 58%

Q3/18: Content = 54%, Telco = 46%

Telco: Viber Out, In
Content: Service messages, ads, stickers and others

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

The sustainable net-income of Rakuten in Q3/18

Operating Income 32.4
(excl. gains from investment business, one-off costs, and
upfront investments for future growth)

Extrapolated for the complete year 2018 = 129.6 Yen.

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

That are by a share-price of 930 divided through 129.6 only a P/E of 7.18.
 

Q3/18 Gains from Investment business, etc was 33.9.

If we add this amount to the operative income (excl. gains from investment business, one-off costs, and upfront investments for future growth) of 32.4 = 66.3.

Extrapolated for the complete year 2018 = 265.2 Yen.

That are by a share-price of 930 divided through 265.2 only a P/E of extreme low 3.51.

Quelle: wie im vorhergehenden Posting
 

sprudeln:

Gains from investment business, etc will not be in every quarter  33.9m, but I am sure, that IRR from this investments of about $3.2 billion will be 25% p.a. = $ 0.8 billion in the year or in the average $ 0.2 billion in the quarter = 22.2 billion Yen. That are by about 1.4 billion shares = about 15.7 Yen.

If we add this amount  of 15.7 to the operative income (excl. gains from investment business, one-off costs, and upfront investments for future growth) of 32.4 = 48.1.

Extrapolated for the complete year 2018 = 192.4 Yen.

That are by a share-price of 930 divided through 192.4 only a P/E of extreme low 4.83.


Quellen: wie in den letzten beiden Postings

 

Vergleicht einmal die KGV's aus den letzten Postings mit denen auf Aktienboards heiß diskutierten anderen Unternehmen.  

As for the results. As for the Rakuten Card, the revenue up 16.4% year-on-year. Operating income, up 12.3%, and as the -- it's still growing. The usage transaction value was over 22%, and the shopping revolving has exceeded JPY 600 billion. So we are seeing very, very stable as well as successful growth.

I mentioned about 16 million Rakuten Card holders. In order to grow 1 million cardholders, it took 7 months. But now we have reached 16 million.

https://finance.yahoo.com/news/...ript-4755-t-earnings-195036520.html
 

 

In addition, Hosaka said, "Economic spheres are now born in the FinTech business", "For example, between Rakuten card and Rakuten Bank, credit guarantee against card loan.Between Rakuten Bank and Rakuten life, Group credit insurance. Between Rakuten Bank and Rakuten Securities, synergies such as real-time remittance and financial intermediation "are said to have been born. In addition, "Issue Rakuten Point Card and Rakuten Card with Rakuten Edy, etc. We also charge money from Rakuten Bank to Rakuten Edy and exchange Rakuten and Rakuten Edy, so the company we have been able to do so far is There is nothing else ". Recently, "Rakuten Securities" can purchase investment trusts at Rakuten points, and services that can receive Rakuten points as a discount agreement for continuing insurance contracts at "Rakuten Life" have also begun.

https://rakuten.today/rakuten-innovation-ja/...tm_campaign=RSS+Reader
 

im letzten Posting relativiert ist die Tatsache, dass eine Ausdehnung in diesem Umfang über Japan hinaus kaum möglich ist - vielleicht noch in Taiwan.







 

Malaysia’s first completely online equities broker, Rakuten Trade Sdn Bhd is the result of a joint venture between Malaysia's Kenanga Investment Bank Berhad and Japan's Rakuten Securities, Inc.

Rakuten Trade extends its trading services including the app - iSPEED.my - the localised version of Japan’s leading mobile app developed by Rakuten Securities, Inc’s. Its web and mobile based trading services offer a 360° trading experience from account opening, execution, settlement of trade, research and trading ideas as well as rewards and financial knowledge. The all-in-one seamless platform enables investors to execute their own trading ideas end-to-end.

Rakuten Trade holds a restricted Capital Markets Services License (“CMSL”) by the Securities Commission Malaysia to deal in listed securities and provide investment advice.

https://www.rakutentrade.my/
 

Rakuten Card Launches in Taiwan

Tokyo, January 13, 2015 - Rakuten Card Co., Ltd. today announced that it has established Taiwan Rakuten Card, Inc., and from January 13, 2015, the new company has begun accepting applications for and issuing Taiwan Rakuten Card credit cards. Taiwan is the first country outside Japan in which Rakuten Card has issued its own credit card.

https://global.rakuten.com/corp/news/press/2015/0113_01.html
 

Rakuten Securities Australia is a Forex Broker offering Forex Trading services via MetaTrader 4 and MT4 Mobile trading platforms. Regarding orders execution model, Rakuten Securities Australia is most probably an a-book broker. Rakuten Securities Australia offers trading of currencies, indices, CFDs and commodities. Rakuten Securities Australia is regulated by the ASIC (Australia).

https://www.fxtradingrevolution.com/...curities-australia-review.html
 

Rakuten Securities Hong Kong (Rakuten Securities HK) is a subsidiary of the Japanese forex giant Rakuten Securities, one of the three largest forex brokers in Japan, and also a pioneer in leveraged foreign exchange trading in Hong Kong.

Rakuten Securities, Inc. (“Rakuten Securities”) is the securities division of Rakuten Group which operates as Japan’s largest E-Commerce provider. Rakuten Group is based in Japan, but operates globally through various subsidiaries offering business services like e-commerce, travel, banking, securities, credit card, e-money, portal and media, online marketing and professional sports, etc.

Actually, Rakuten Securities acquired the Hong Kong brokerage from FXCM in the autumn of 2015 and subsequently rebranded and relaunched it in 2016.

Rakuten Securities HK is regulated by the local Securities and Futures Commission (SFC). This means that the client trading accounts are well protected and fully within Hong Kong's legal jurisdiction.

https://www.forexbrokerz.com/brokers/...rities%20Hong%20Kong%20Review
 

Rakuten Europe Bank Launches Commercial Banking Operations in Europe
Headquartered in Luxembourg; Initial focus on SME customers in France

Tokyo, January 11, 2017 - Rakuten, Inc. today announced at a formal reception at the Embassy of Luxembourg in Tokyo that it has officially launched commercial banking operations in Europe with Rakuten Europe Bank S.A.

Rakuten Europe Bank will offer banking services throughout Europe. While initially focusing on providing payment, deposit and loan services for merchants on the PriceMinister e-commerce platform in France, the bank also plans to expand these services to merchants on other Rakuten Group marketplaces. Rakuten Europe Bank is positioned to become the banking platform for the businesses that make up the growing Rakuten Ecosystem in Europe, as well as offer banking services to new and high-growth FinTech businesses across the region.

https://global.rakuten.com/corp/news/press/2017/0111_01.html
 

Uber and Lyft Charge Toward Potential I.P.O.s Next Year

By Michael J. de la Merced and Kate Conger

Uber and Lyft have for years battled for customers in the fast-growing ride-hailing business. Now the bitter rivals may fight for investors in their initial public offerings.

Uber has received proposals from the investment banks Morgan Stanley and Goldman Sachs that say the technology giant could be worth as much as $120 billion in an I.P.O., two people briefed on the matter who were not allowed to discuss it publicly said on Tuesday.

https://www.nytimes.com/2018/10/16/technology/uber-lyft-ipo.html
 

einer der Miteigner ist. Allerdings halte ich die in der nachstehenden Quelle genannte Valuation von 20 Milliarden für etwas zu hoch.

https://accessipos.com/pinterest-ipo-fact-sheet/