Rakuten wesentlich besser als Rocket

als bei Lyft und Pinterest. Ein IPO ist hier m.E. noch weiter entfernt - allerdings würde ich aus der Sicht von Rakuten einen auch schon diskutierten Merger mit Lyft vorziehen - Rakuten is an Lyft und noch stärker an Cabify maßgeblich beteiligt.

Cabify grows more than 500% in 2017 and will triple its development team in 2018

Cabify closed 2017 with a global growth of more than 500% in gross revenues and travel requests, tripled its installed base and multiplied by six the number of trips made compared to 2016, according to the company in a statement.

The company of Spanish origin has explained that the growth is due to “knowledge and adaptation” to the particularities of the markets in which it operates, particularly in Latin America, a region in which it has concentrated efforts and created services to improve mobility.

“The company has consolidated its leadership in the corporate sector in 2017, counting its portfolio with more than 50,000 corporate clients globally,” said the statement, which also states that companies working with Cabify reduced their mobility costs by 40%.

It has also advanced that in 2018 it will invest in “strengthening and improving” its services in the cities, for which it will triple its research and technological development team. Specifically, the company will launch a new application for passengers and a platform to improve corporate transport.

https://magazineoftravel.com/...-triple-its-development-team-in-2018/
 

dauern:

Careem nails $2 billion valuation after raising $200 million in the ongoing funding round

Careem, the biggest rival to Uber in the Middle East, has raised $200 million in an ongoing funding round co-led by Saudi-based Kingdom Holding Company. The company expects to raise a further $500 million by the end of the round, which is expected to bring its net worth to nearly $2.5 billion.

Other investors in this ongoing round include Al Tayyar Group, Rakuten, and STV.

As a platform with 30 million users and presence in 120+ cities, Careem is uniquely positioned to tap into this opportunity by expanding into new verticals.

As of today, Careem has made its inroads into 15 countries across the Middle East and South Asia. Despite its limited reach geographically, the company already boasts nearly 50 percent of Uber’s user numbers.

https://startupbahrain.com/news/...lion-in-the-ongoing-funding-round/

 

5-Year Forecast
▲ 38.127 USD

https://walletinvestor.com/stock-forecast/rkunf-stock-prediction
 

Acorns Grow Inc could reach $700mn valuation in funding round

Fintech startup Acorns Grow Inc is planning a funding round that could see its value reaching over $700mn, according to Bloomberg. The company offers digital wealth management services, putting spare cash into funds managed by the likes of Vanguard Group and BlackRock. The app operates as a ‘micro-investing’ account, letting users have small amounts of money automatically invested in EFTs (exchange-traded funds) in what is becoming a growing trend in the Fintech space. Users can also control how much “risk” they would like to take with their investments. It currently has over $1bn in assets under management (AUM) and around 4mn people have signed up to the app so far. Some high-profile investors in Acorns are currently PayPal, BainCapital, BlackRock, Rakuten, Capital Group and many more.

https://www.businesschief.com/finance/7521/...uation-in-funding-round
 

Go-Jek reportedly raises another funding, valued at US$9B+
Already receiving commitment for US$1.2 billion, the total amount that Go-Jek raises in this round could reach US$1.5 billion

https://e27.co/...ly-raises-another-funding-now-values-us9b-20181030/
 

Compare the P/E’s and the growth-rates of the named companies with the numbers of Rakuten and the result will be: The competitors of Rakuten was and are overvalued and Rakuten is extreme undervalued.

Amazon and other big tech stocks are being crushed: Here's the simple explanation
Yahoo Finance•November 19, 2018

Reality continues to rain down on formerly high-flying big tech stocks. That reality? Sales growth in 2019 will probably be less explosive than 2018.

Blame slowing user growth at the likes of Facebook or more competition for Amazon from the increasingly digitally savvy Target – the fact is the sales growth environment for big tech is taking a turn for the worse. Sales for Facebook, Apple, Amazon and Alphabet are expected to grow 17% in 2019 according to Jefferies, cooling from a blistering 26% pace this year. That deceleration in growth is indeed something many investors in big tech are not used to.

The sales outlook isn’t that much rosier for other household tech names sporting insane valuations. Twitter’s sales growth is expected to slow to 14% next year from 25% in 2018. EBay’s sales are seen rising 5% in 2019 versus 8% this year.

https://finance.yahoo.com/news/...s-simple-explanation-133758448.html
 

1,68 Milliarden schon auf die Waage bringt, bezweifele ich, obwohl Funderbeam ansonsten eine solide Adresse ist.

Ich wäre mit einer Bewertung in der Höhe der Hälfte für dieses Unternehmen, wo Rakuten stark beteiligt ist (siehe auch die Finanzierungsrunden B und C, dabei einmal als Lead) schon sehr zufrieden.

https://www.funderbeam.com/startups/glovo-app?ref=teleport
 

Such divergences are a joke and will never lasten:

Key Statistics of Rakuten
P/E Ratio 8.70
Price to Book Ratio 1.6471
Price to Sales Ratio 1.1985
https://www.bloomberg.com/quote/4755:JP


Key Statistics of Amazon
P/E Ratio 98.73
Price to Book Ratio 19.0626
Price to Sales Ratio 3.3536
https://www.bloomberg.com/quote/AMZN:US
 

Lyft: 14% of a company-value of 18 billion = 2.52 billion

Cabify = 28% of 2.4 billion = 0.672 billion

Careem = 10% of 2.2 billion = 0.22 billion

Go-Jek = 5% of 9 billion = 0.45 billion

Glovo = 30% of 0.9 billion = 0.27 billion

Acorns = 10% of 0.7 billion = 0.07 billion

Carousell = 20% 0f 0.7 billion = 0.14 billion

and a lot of additional smaller ownerships
 

im Jahr?

Im Fintech-Bereich ergaben sich in den ersten neun Monaten trotz der Belastungen des Versicherungsbereichs durch Naturkastastrophen immerhin 60.795 Millionen Yen Gewinn. Umgerechnet auf Dollar sind das bei 1 Yen = 0,009 Dollar) 547 Millionen  Dollar für die ersten neun Monate in 2018. Hochgerechnet auf das Gesamtjahr sind das 729 Millioen US-Dollar Gewinn allein im Fintech-Bereich.

„As a result, the FinTech segment recorded ¥302,698 million in revenue, a 24.2% year-on-year increase, while segment profit stood at ¥60,795 million, a 14.2% year-on-year increase.“

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

aus dem letzten Posting so bewertet wie Fintech-Gewinne von Wirecard, wo der vom Unternehmen geschätzte Gewinn für 2018 von 570 Millionen zu einer Marktkapitalisierung auch nach dem Kursrückgang von noch 16,1 Milliarden führt,

http://www.aktiencheck.de/exklusiv/...Verkaufen_Aktienanalyse-9227806

müsste allein der Fintechbereich von Rakuten schon mit 20,6 Milliarden bewertet werden, ca. das Doppelte der momentanen Marktkapitalisierung von Rakuten, und den Internetbereich und die Beteiligungen gäbe  es noch gratis dazu.  

Race to an IPO

Finally, Lyft is considered to be further along in its plan to go public,

... (automatisch gekürzt) ...

https://finance.yahoo.com/news/...may-attractive-ubers-193328062.html

 

is after my estimates between 15% and 20%:

https://app.dealroom.co/companies/lyft
 

(and I add: from Lyft after the IPO from Lyft)

"All this places Cabify in a perfect environment for an acquisition that will undoubtedly be very substantial. The company, which has carried out a brilliant international deployment based on a sustainable culture that in many cities beats Uber in terms of price/quality, currently lacks the technology to develop autonomous driving, although it could, eventually, reach agreements with tech companies. But the simplest route and the one its investors would likely choose, and they call the shots, not the founders or managers, would be the eventual sale to a bigger fish prepared to pay a good price for access to a key market.

To reiterate, I have little doubt that Cabify will eventually be sold and will make its founders and investors very rich. Whether that time has come or whether it should continue developing its expansion plans to improve its price is another matter."

https://medium.com/enrique-dans/...d-up-being-bought-out-9d4956db4272
 

The ownership of Rakuten on Cabify could reach about 40% after the following numbers:

https://app.dealroom.co/companies/cabify  

NOVEMBER 22, 2018
by RNN

Spartan was announced in September 2018 as Rakuten's latest global partner. It is the world's largest and most well-known obstacle course race with 200-plus races hosted in 40 locations and a global participation of 5 million.

https://global.rakuten.com/corp/innovation/rnn/2018/1107/
 

https://www.aquafadas.com/blog-aquafadas-recognised-content-industry/  

 

die jetzt auch das letzte Quartal beinhaltet, besser.

https://de.statista.com/statistik/daten/studie/...tzer-ids-bei-viber/

Die große Preisfage ist aber weiterhin: In welchem Umfung und in welchem Tempo kann man sdie jetzt mehr als eine Milliarde User zu Geld machen=
 

und sich klar macht das die Aktie in Zeiten globalen ökonomischen Wachstums und haussierenden Börsen sogar deutlich an Kapitalisierung verloren hat, dann läßt sich die Frage nur so beantworten :
"Vermutlich wird es noch viele Jahre dauern bis Rakuten die Viber User evtl. zu Geld macen kann."

Und vielleicht eben auch nie.


p.s.
was ist denn mit dem Besen den du fressen wolltest, wenn Rakuten bis Jahresende nicht zweistellig vor dem Komma notiert ?
Ist ja nicht mehr lange bis Jahresende.

https://www.ariva.de/forum/...r-als-rocket-511168?page=43#jumppos1088

Oder machst du den Mikitani ?
Große Sprüche, nix dahinter ?  

Das ordne ich einem anderen CEO, den Du auch kennst, zu.  

Fintechgewinnen im Jahr?

Im Fintech-Bereich von Rakuten ergaben sich in den ersten neun Monaten trotz der Belastungen des Versicherungsbereichs durch Naturkastastrophen immerhin 60.795 Millionen Yen Gewinn. Umgerechnet auf Dollar sind das bei 1 Yen = 0,009 Dollar) 547 Millionen  Dollar für die ersten neun Monate in 2018. Hochgerechnet auf das Gesamtjahr sind das 729 Millioen US-Dollar Gewinn allein im Fintech-Bereich.

„As a result, the FinTech segment recorded ¥302,698 million in revenue, a 24.2% year-on-year increase, while segment profit stood at ¥60,795 million, a 14.2% year-on-year increase.“

https://global.rakuten.com/corp/investors/documents/results/
und dort auf:
Earnings Release for Q3 of FY2018 Financial Results
(auf Seite 6)
 

in den ersten 9 Monaten aus dem letzten Posting so bewertet wie Fintech-Gewinne von Hypoport, wo der vom Unternehmen ausgewiesene  Gewinn für die ersten 9 Monate von  2018 von ca. 17 Millionen

https://www.hypoport.de/hypoport/uploads/2018/10/...richt-Deutsch.pdf

zu einer Marktkapitalisierung auch nach dem Kursrückgang von noch 1,01 Milliarden führt,

https://www.ariva.de/hypoport-aktie

müsste allein der Fintechbereich von Rakuten schon mit 32,5 Milliarden bewertet werden, ca. das Dreifache der momentanen Marktkapitalisierung von Rakuten, und den Internetbereich und die Beteiligungen gäbe  es noch gratis dazu.
 

Currencycloud for international payments play
15 May 2018

Cashplus is on a mission to bring fairer, more transparent outbound international payments services to its fast-growing number of SME customers, as it seeks to level the playing field for small businesses wanting a fairer deal from financial services providers.

The company, Britain’s original challenger to banks, has teamed up with Currencycloud, one of the best established global payments operators on the market to launch direct, secure, international payments to business customers later this summer.

https://www.finextra.com/pressarticle/73879/...national-payments-play
 

von Rakuten steht für 35,7% Prozent der Umsätze von Rakuten in Q3/2018, die restlichen 64,3% kommen aus dem Internet Service Segment.

https://global.rakuten.com/corp/investors/financial/segment.html