Rakuten wesentlich besser als Rocket

aus 2017 momentan mit 1,51  Milliarden bewertet.

https://www.ariva.de/comdirect_bank-aktie/bilanz-guv

Der Gewinn in Dollarmillionen ist beim Rakuten-Banking in etwa dreimal so hoch. Nimmt man die Comdirect als Maßstab, müsste allein dieser Bereich von Marketing 4,5 Milliarden wert sein.

Im Gegensatz zu Comdirect ist beim Rakuten-Banking das Wertpapiergeschäft nicht dabei und auch nicht Rakuten, deren Gewinne noch extra betrachtet werden müssen und noch dazukommen.  

https://appleapple.top/...-year-increased-by-40-to-82-million-people/  

Angst zu nehmen, dass sie von Amazon schikaniert werden, wenn sie zusätzlich auf Rakuten oder weiteren Marktplätzen anbieten.

https://www.tagesschau.de/wirtschaft/amazon-kartellamt-101.html

Meines Erachtens genügen hier aber nicht nur kartellrechtliche Maßnahmen, sondern hier sollte auch das Strafrecht gegen Gesetzesbrecher innerhalb von Amazon eingesetzt werden - so wie dieser Tage wegen Geldwäsche bei der Deutschen Bank.

Wer trägt die deutschen Staatsanwälte hier endlich einmal zum Jagen? Oder fangen die nur Bagatelltäter gern oder werden vorn ihren Chefs ausgerbremst?
 

Net income of Rakuten Card alone in the last four quarters = 8,149 + 8,332 + 8,580 + 8,679 = 33,740 million JPY (1 Yen = $ 0.0089) = $ 300 million

https://secure.irwebcasting.com/181108/52/ebcd71a97c/

As of today, American Express Co's share price is $110.82. American Express Co's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Sep. 2018 was $4.22. Therefore, American Express Co's P/E ratio for today is 26.26.

https://www.gurufocus.com/term/pe/AXP/PE-Ratio/American-Express-Co

If the net income of Rakuten Card were valued like the net-income of American Express, the value of Rakuted Card would be $ 7.878 billion.
 

von Rakuten den Börsenwert von Rakuten haushoch übertreffen. Und das ist umso verwunderlicher, weil im Rahmen des Eco-Systems von Rakuten die einzelnen Bereiche nicht unverbunden nebeneinander stehen, sondern sich gegenseitig positiv beeinflussen, und zwar mit stark steigender Geschwindigkeit.

Daher auch meine Aussage, dass die Aktie extrem unterbewertet ist - denn wer Banken, Versicherungen und Tefefongesellschaften angreift und in ihren Grundfesten erschüttert, wird von den Angegriffenen, die wichtige Anlageentscheidungen treffen, gemieden und vielleicht sogar geshortet. Das würde aber meines Erachtens nur Sinn machen, wenn Rakuten für seine Expansion auf Kapitalerhöhungen, also die Ausgabe neuer Aktien angewiesen wäre.

Das ist aber nicht der Fall, da der Cash Flow giigantisch ist und man wie bei der Daiting Agentur auch nicht zwingend  zum Eco-System passende Untenrehmen zu Cash machen kann.

Und 2019 kommt vermutlich schon massenhaft Cash von den IPO's von Lyft und Pinterest- nach meinen Schätzungen zwischen 3 und 4 Milliarden US-Dollar, wenn man die gesamten Beteiligungen zu Cahs macht, wovon ich nicht ausgehe.  Aber ein bis zwei Milliarden könnte ich mir schon vorstellen, denn insbesondere bei Pinterest sehe ich die Nowendigkeit von Verknpfungen nicht übermäßig.

Langfristig wird sich Rakuten auf seinen inneren Wet einpegeln - und da liegen wir m.E. bei $30 und mehr.




 

Into the future …

• Newest MNO in Japan

• Have taken bold technological decisions

• Building on best practices including opensource

• Extensive testing and validation going on

• Automation of operation is a major objective

https://events.linuxfoundation.org/wp-content/...okyo2018-Rakuten.pdf

Very important; Click the source, too!
 

LeoGaming launched payment acceptance in favor of Viber Out in Ukraine
15:04, 22 October 2018 Ukraine 484 0 CN

Now, customers can replenish the Viber Out account at the cash-in payment kiosks.Ukrainian company LeoGaming, which processes payments for gaming services and social services accounts together with Viber launches Viber Out payments. They will be processed in Ukrainian hryvnias (UAH) and without commission. In order to use the services the customer should pay through the cash-in payment kiosks, or using bank card.

Read more on UNIAN: https://www.unian.info/society/...-favor-of-viber-out-in-ukraine.html
 

http://info.viber.com/rs/879-RYH-696/images/...ong-Form%20%281%29.pdf  

with a net-income of $ 196.6  million?

The results in the last four quarters was 5,860 million JPY+5,776 million +JPY 5,275 million JPY+ 5,167 million JPY = 22,087 million JPY = $ 196.6 million (1 JPY = $ 0.089)

global.rakuten.com/corp/investors/
Latest IR Materials Third Quarter 2018
Download
presentation material

Ein KGV von 20 sollte man m.E. hier mindestens zugestehen, was auf einer Bewertung der $ 196.6 Million in Höhe 3,932 US-Dollar Milliarden hinausliefe.
 

die Valuation des Banking-Bereiches  von 4,5 Milliarden US-Dollar (siehe Posting 2751)

die Valuation des CardBereiches  von 7,878 Milliarden US-Dollar (siehe Posting 2754)

und die Valuation des Securities-Bereiches  von 3,932 Milliarden US-Dollar (siehe Posting 2759)

erhält man mit 16,310 Milliarden schon einen Wert,  der 50% größer ist als die gesamte Marktkapitalisierung von Rakuten.



 

For the forecast of consolidated operating results for Fiscal 2018, the Rakuten Group aims at double-digit growth from the previous fiscal year for consolidated revenues, excluding results from the securities business which are impacted substantially by the stock market.

global.rakuten.com/corp/investors/
Latest IR Materials Third Quarter 2018
Download
presentation material
18Q3tanshin_E.pdf
 

Rakuten-Beteiligung offengelegz.

http://nymag.com/intelligencer/2018/11/...ers-as-it-preps-to-ipo.html  

https://www.recode.net/2018/11/28/18114790/...nb-pinterest-lyft-slack  

noch werden.

https://www.reuters.com/article/us-cabify-m-a/...r-lyft-idUSKBN1JW1X0

Und Cabify passt so ideal zu Lyft, dass man sich Cabify aus Sicht von Lyft schon malen müsste. Und dazu kommt, dass Rakuten by Cabify ein dicker Eigner ist, dessen Anteil ich zwischen 30% und 40% sehe, und bei Lyft ebenfalls, wo ich den Anteil von Lyft irgendwo zwischen 12% und 18% vermute.

 

Cooperation in six areas aimed at improving citizen services and further developing the region
Tokyo, December 1, 2018 - Rakuten, Inc. today announced that it has signed a comprehensive cooperation agreement with Kobe City with the aim of improving services for citizens of the city and further developing the region.

Rakuten opened its Kobe Branch Office in 2007, and has since worked to promote the Kobe brand and provide operational support to businesses in the city through its e-commerce services. Since 2015, Rakuten has also been involved in the management of J.League soccer team Vissel Kobe, which is based in Kobe City, and made efforts to promote the development of the region through sports. In June this year, Rakuten also concluded an agreement with Kobe City to offer citizens of the city more convenient library services by providing the Rakuten OverDrive digital library service.

In the agreement, Rakuten and Kobe City will carry out a variety of initiatives aimed at expanding future opportunities for the young people of the city, including human resource development leveraging Rakuten’s experience in industry-academia collaboration, bolstering hospitality systems ahead of the expected growth in inbound tourism demand, and the introduction of the latest technologies through collaboration with the Rakuten Institute of Technology.

https://global.rakuten.com/corp/news/press/2018/...category=corp%20ec
 

Rakuten Smartphone App Payment Service “Rakuten Pay” to be made available at MINISTOP Stores Nationwide

Tokyo, December 3, 2018 – Rakuten, Inc. today announced that the smartphone app payment service “Rakuten Pay” will be made available at all MINISTOP convenience stores in Japan (2,225 stores*1) operated by MINISTOP Co., Ltd., from Monday December 17, 2018.  

The Rakuten Pay smartphone app allows Rakuten members to easily link the credit cards registered on their Rakuten account to make payments via the app. The service offers three payment methods: the “QR scan” method in which the user scans a QR code using their smartphone; the “Code display” method in which a shop assistant scans a barcode or QR code displayed on users’ smartphone; and the “Self” method in which the user selects the shop to which they wish to make a payment to and enters the amount to pay.

The payment method to be offered at MINISTOP convenience stores is the “Code display” payment method.

https://global.rakuten.com/corp/news/press/2018/...egory=ec%20fintech
 

Infobip and Viber Enhance Market Presence in Philippines
________________________________________
MANILA, Philippines, March 27, 2018 /PRNewswire/ --

Helping Enterprises reach its Client and Customer base with impactful Measures
Global communications platform company Infobip strengthens its presence and market in Manilla offering Viber enterprise messaging campaigns for the region's businesses and organizations.

Bank of the Philippine Islands is planning to utilize Viber and Infobip to enhance the customer experience for their cardholders.  

"We are very excited to begin working with Viber and Infobip. There is significant value to explore how we can utilize Viber as a new tool in reaching out to our clients, our BPI cardholders. Viber will serve as a relevant new channel for our bank where we can further our customer engagement," said Monica Vergara, Head of Marketing and Media Solutions at BPI Cards.

59 percent of the South East Asia's smartphone users have Viber installed.

"Viber's impressive presence in the region will, through our partnership and platform integration, enable any business superior, direct marketing outreach," said Silvio Kutic, CEO of Infobip.

https://www.prnewswire.co.uk/news-releases/...lippines-678021053.html
 

dazu::

An ownership of Rakuten existiing by this 13 Fintechs:

Acrons

Azimo

Bluevine

C odapay

Currencycloud

Dacadoo

Everleger

Folio

InsiktKreditech

Premfina

Siimpleinsurance

Torantec

Upstart

https://capital.rakuten.com/
 

5 of this 13 companies are members of the-fintech-250-list-at-future-of-fintech:

Acorns

Blue Vine

Currency Cloud

Kredittech

Simpleinsurance

https://www.prnewswire.com/news-releases/...of-fintech-300480303.html
 

https://asia.nikkei.com/Business/Business-Trends/...ond-China-success  

https://etailment.de/news/start-ups/...tm_campaign=news&utm_term=

Versicherungsmakler und -vertreter wie der Herr Kaiser sind hier außen vor. Aber der Mangel an Arbeitskräften in vielen Branchen ermöglicht ja unzählige Möglichkeiten der Umschulung.  

Viber can be a powerful solution for companies, mainly because its chat features are great tools for customer care. You can use it for multiple things relating to your business, such as promoting your company with Viber Public Account. It makes it easier to share fresh information and product pictures with your existing customers. Consequently, a lot of businesses have recognized the potential of Viber early on. Rightfully so, considering instant messaging is a part of the daily life for many people.

Viber is a great way to connect, internationally and locally. This makes Public Chat the first point of contact with your customer, which allows you to create a strong interaction and a real-time connection. Consequently, this trend will only keep growing in the years to come. Real-time conversations are the future because messaging is a hybrid between e-mail and live chat. The customer can send messages that you can respond to later.

Live chat is already a trend –  customers are chatting with businesses over the Viber app. It’s predicted that it will become the prime way of communicating with customers. This is largely due to the benefits it offers for both customers and businesses. Are you ready to use Viber to communicate with your customers? New business opportunities await.

https://www.paldesk.com/viber-business-important-channel/
 

Curbside’s system centers on ARRIVE—a cloud-based arrival prediction technology that plugs into retailers’ mobile apps. ARRIVE tells restaurants when customers are outside the restaurant for pick up without the need for them to check in. Using updated traffic data and historical approach patterns, it also sends an alert to the store when customers are minutes away. Reliable time-based notifications allow restaurants to use these alerts as a trigger to prepare food so that it is hot when consumers arrive.
“Guests want someone to come out within a couple of minutes of arrival—and greet them with food and a smile,” Waldman says. “With this technology, employees can actually meet guests in the parking lot food-in-hand when they pull in.”

https://www.qsrmagazine.com/content/why-curbside-pickup-new-drive-thru
 

Kreditech has been licensed by the RBI to operate as an NBFC with the first-of-its-kind licence in Indian financial history for digital lending business and app-based financing, the Germany-based company said in a release on Monday.

New Delhi: Kreditech has been licensed by the RBI to operate as an NBFC with the first-of-its-kind licence in Indian financial history for digital lending business and app-based financing, the Germany-based company said in a release on Monday.

Kreditech's product suite for India will offer individualised direct-to-consumer loans as well as its Lending-as-a-Service Solution for vendors (LAAS), which allows partners to offer customised credit products to their customers, it added.

“With a market potential of roughly USD 1 trillion in revenue for the next five years, India clearly is the most promising emerging market for Kreditech...Our proprietary credit scoring technology can assess an applicant's creditworthiness in seconds and with higher precision than traditional credit-bureau based systems can," said David Chan, CEO at Kreditech.

http://www.asianage.com/business/economy/151018/...ding-business.html
 

Acorns Said To Seek $700M Valuation, So Let’s Talk About That
Alex Wilhelm
November 16, 2018

This morning Bloomberg reported that Acorns, a startup that helps people save and invest small amounts of money from everyday transactions, is “looking to raise more than $100 million” at a valuation that could be “north of $700 million.” If successful, it would put quite a lot of money into the class of services that help people get into a savings routine.

https://news.crunchbase.com/news/...aluation-so-lets-talk-about-that/