Rakuten wesentlich besser als Rocket
(%, YoY) Revenue
Nine months ended September 30, 2017 676,477 20.9
Nine months ended September 30, 2016 559,357 8.7
https://global.rakuten.com/corp/investors/documents/results/
(%, YoY) Operating income
Nine months ended September 30, 2017 120,162 58.8
Nine months ended September 30, 2016 75,671 -
https://global.rakuten.com/corp/investors/documents/results/
Moderation
Zeitpunkt: 16.11.17 18:19
Aktion: Löschung des Beitrages
Kommentar: Spam - Zudem Urheberrechtsverletzung.
Zeitpunkt: 16.11.17 18:19
Aktion: Löschung des Beitrages
Kommentar: Spam - Zudem Urheberrechtsverletzung.
The Group’s e-commerce services will aim for further growth in gross transaction value and revenue through the development of a long-term, loyal customer base and the implementation of aggressive sales activities with the aim of winning new users, and by continuously pursuing initiatives targeting greater customer satisfaction, in addition to the expansion of the e-commerce market in Japan and overseas. We will also aim for growth in revenue by developing areas such as digital contents and the MVNO service where further growth is anticipated.
Quelle: siehe 302
In credit card related services, we will continue striving to achieve further growth of shopping transaction value by strengthening marketing initiatives aimed at expansion of market share and promotion of group synergy. However, depreciation expense and other expenses associated with updating the core system are expected to be incurred. In banking services, a solid expansion of operations is expected. Meanwhile, it is difficult to make a forecast for securities services due to the substantial impact of stock market conditions.
Quelle: siehe 302
(Millions of Yen) Internet Services FinTech Total
Segment Revenue 482,722 243,759 726,481
Segment Profit (Loss) 83,181 53,222 136,403
Nine months ended September 30, 2016 (January 1 to September 30, 2016)
(Millions of Yen) Internet Services FinTech Total
Segment Revenue 394,726 218,790 613,516
Segment Profit (Loss) 40,380 49,166 89,546
https://global.rakuten.com/corp/investors/documents/results/
- Non-GAAP OI: +91.6% YoY boosted by successful data-centric investment strategy
- Domestic E-Commerce GMS: +13.7% YoY, OI -6.7% YoY on investments in C2C and
start-up businesses
- FinTech: stable revenue growth at Rakuten Card, strong OI growth at Rakuten Bank,
Rakuten Securities bounced back
- Raising brand awareness: partnering with Golden State Warriors
https://global.rakuten.com/corp/investors/documents/results/
(Click at presentation material)
Number of Merchants 41,718 42,602 45,519
Quelle: 310
Für den schon weit fortgeschrittenen japanischen Markt m.E. ganz ordentlich. Neben diesen Zahlen kommen noch Veränderungen des Bestellumfangs hinzu. Und von Ichiba gehen wiederum außerdem Wirkungen auf das Netzwerk von Rakuten aus.
Q3/16 Q3/17 YoY
Revenue 190.5 236.4 +24.1%
Non-GAAP Operating Income 30.2 57.8 +91.6%
IFRS Operating Income 26.4 51.5 +95.4%
Quelle: 310
Warum der Kurs auf meines Erachtens derart gute Zahlen bisher wenig reagiert hat, weiß ich auch nicht.
Vielleicht haben sich einige an den Wachstumsraten von Alibaba orientiert und vergessen, dass Alibaba dafür ein sehr viel höheres KGV hat.
Yen
BasicDiluted
§
Nine months ended September 30, 2017
52.18 51.73
Nine months ended September 30, 2016
31.10 30.90
global.rakuten.com/corp/investors/documents/results/
Rechnet man 51,73 aufs Jahr hoch, kommt man 68,97.
Wenn man diese zum gestrigen Schlusskurs von 1127 in Relation setzt, kommt man auf ein KGV vpn lediglich 16,4.
TOKYO -- Japanese e-commerce company Rakuten on Monday logged a net profit of 72.6 billion yen ($640 million) for the nine months ended September, up 64% on the year, backed by valuation gains on its investment in the ride-sharing business.
To read the full
https://asia.nikkei.com/Business/Companies/...ride-sharing-investment
In the three months ended September 30, 2017 (July 1, 2017 to September 30, 2017), as a result of evaluating securities held the Rakuten Group, an increase in the fair value of securities due to the progress of business was confirmed, and the Company recorded a valuation gain of 22,769 million yen as "other income" in the consolidated income statement.
https://global.rakuten.com/corp/news/press/2017/1113_02.html
Domestic E-Commerce
Q3/16 Q3/17 YoY
Revenue 77.3 100.6 +30.1%
EBITDA 22.8 22.3 -2.3%
Ursache könnten Investitionen in diesem Bereich gewesen sein. Die anderen Zahlen in diesem Bereich waren okay
Increasing Ichiba Orders and Purchasers
Number of Orders*1
+8.3% YoY
Unique Purchasers*1
+5.3% YoY
Spending on Ichiba jumps
+112%
after becoming a
Rakuten Card member
global.rakuten.com/corp/investors/documents/results/
(Click at presentation material)
Q3/16 Q3/17 YoY
Revenue 18.8 25.0 +32.8%
Q3/16 Q3/17
EBITDA -0.1 1.0
Q3/16 Q3/17 YoY
Revenue 39.8 44.7 +12.5%
Q3/16 Q3/17
EBITDA -1.9 25.4 +27.2
Quelle hier und im letzten Posting wieder:
global.rakuten.com/corp/investors/documents/results/
(Click at presentation material)
Q3/16 Q3/17 YoY
Revenue 135.9 170.4 +25.3%
Q3/16 Q3/17 YoY
EBITDA 20.9 48.6 +133.1%
Quelle: siehe 320
FinTech Segment
Q3/16 Q3/17 YoY
Revenue 73.0 83.7 +14.6%
Q3/16 Q3/17 YoY
EBITDA 19.8 23.6 +18.9%
Quelle: siehe 320
https://investor.snap.com/news-releases/2017/11-07-2017-211621749
Trotzdem werden die mit 15 Milliarden Dollar höher bewertet als Rakuten, für das Viber nur eine von vielen Aktivitäten ist.
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: Scansoft