Rakuten wesentlich besser als Rocket

DETROIT, Mich., January 14, 2019 – Magna, a mobility technology company and one of the world's largest automotive suppliers, delivered an update on its industry-first multi-year collaboration with Lyft, during a press conference today at the 2019 North American International Auto Show in Detroit.

“Lyft’s network combined with Magna’s automotive expertise has helped us reach major milestones on an aggressive timeline, which ultimately helps us bring the technology to market faster,” said Lyft Chief Strategy Officer Raj Kapoor. “We look forward to our continued partnership with Magna and what’s to come in 2019.”

https://www.magna.com/company/newsroom/releases/...national-auto-show
 

Key Statistics of Rakuten

P/E Ratio 7.35

Price to Book Ratio 1.3912

Price to Sales Ratio 1.0124

https://www.bloomberg.com/quote/4755:JP


Wären hier schon die Quartalszahlen für das Q4/18, die erst am Dienstag veröffentlicht werden, eingepflegt, würden m.E. die Zahlen noch niedriger ausfallen.
 

agency with an online selection of more than 31,000 hotels and ryokan in Japan.

https://travel.rakuten.com/
 

Spanish mobility company Cabify is driving a strategy based on the mobility-as-a-service (MaaS) model in order to fend off competition in Brazil posed by market leaders Uber and DiDi Chuxing-owned firm 99.

The MaaS market is expected to grow significantly in the next few years, reaching approximately $253.16 billion by 2023, according to Market Research Future. This is true particularly in mature markets such as the US and Europe owing to early adoption of the model, but developing countries are catching up fast, Brazil being particularly attractive due to its significant market size.

Cabify is confident that the MaaS model is the ideal approach for the Iberian and Latin markets in which it operates, including Brazil.

https://www.forbes.com/sites/...t-competition-in-brazil/#39a499df6af6
 

die Rakuten da investiert hat, das kann sich rächen wenn der von ihnen thematisierte "Schweinezyklus" zu Ende geht.

Zudem sind ja all diese neuen Mobilitätsdienste ständig von Regulerungen bedroht, da laufen in diversen Ländern entsprechende gesetzliche Initiativen.
Und ich denke auch zurecht.

Birgt eben schon ein hohes Risiko.  

natürlich.  

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

Latest IR Materials
Full Year and Fourth Quarter 2018
February 12, 2019
Presentation Material (hierauf klicken)

 

2011 346.425

2012 400.444

2013 518.568

2014 598.565

2015 713.555

2016 781.916

2017 944.474

2018 1.101.480

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

Latest IR Materials
Full Year and Fourth Quarter 2018
February 12, 2019

Earnings release, presentation material and supplement
Summary of Financial Data (hierauf klicken)

 

FY2017 FY2018 YoY

Revenue 944.5 1101.5 +16.6%

Non-GAAP Operating Income 167.0 161.1 -3.5%

IFRS Operating Income 149.3 170.4 +14.1%

https://global.rakuten.com/corp/investors/
und dort: 18Q4PPT_E.PDF

 

February 12, 2019 01:32 AM Eastern Standard Time

TOKYO--(BUSINESS WIRE)--Rakuten, Inc., a leading global innovation company in e-commerce, communications and fintech, and soon to be the operator of Japan’s newest and most innovative mobile network, today announced a strategic investment in US-based mobile technology company, Altiostar Networks, Inc., to be completed subject to approval by the Committee on Foreign Investment in the United States.

Rakuten is currently on track to achieve an industry first with the deployment of a fully virtualized mobile network in Japan in October 2019, including radio access, and the investment in Altiostar demonstrates Rakuten’s commitment to taking a leadership role in driving RAN virtualization. To build its 5G-ready mobile network infrastructure, Rakuten is nurturing an open ecosystem by actively participating in crafting solutions through engagement with industry leaders like Intel and Qualcomm, as well as ODMs and innovative Virtual RAN disruptors like Altiostar.

https://www.businesswire.com/news/home/20190211005851/en/
 

Rakuten Launches First Real-World End-to-End Tests in a Fully Virtualized Cloud-Native Mobile Network

Tokyo, Japan, February 12, 2019 – Rakuten today reported the success of the first real world test of its new mobile network and said it was on track for an October launch.

Soon to be the newest and most innovative mobile network operator in Japan, Rakuten Mobile Network, Inc. is currently building the world’s first end-to-end fully virtualized, cloud-native mobile network. The launch of commercial services planned for October 2019 will leverage an innovative architecture that is set to disrupt not only the telecom industry landscape in Japan but also the rest of the world. Built to serve millions of subscribers and adopting 5G systems architecture from launch, this will be world’s first cloud-native network that is fully virtualized from radio access network (RAN) to Core, with end-to-end automation for both network and services.

https://global.rakuten.com/corp/news/press/2019/...category=corp%20ec
 

Derartiges publizieren würde, würde m.E. gleich von einer Milliarden-Bewertung geredet werden, während das bei Rakuten als Risiko gesehen wird. Meines Erachtens sind das ideale Voraussetzungem für einem Einstieg oder Zukauf von Rakuten-Aktien.

 

Sept 17 = 950

Dec 17 = 980

Mar 18 = 1007

Jun 18 = 1030

Sep 18 = 1052

Dec 18 = 1073

https://global.rakuten.com/corp/investors/
und dort: 18Q4PPT_E.PDF

 

 

in einer Phase der Börsen Hausse wäre ich mit Aussagen vom idealen Einstiegspunkt aber mehr als vorsichtig, was der markt bislang als Risiken in die Bewertung einfliessen läßt verschwindet ja nicht in einer Zeit möglicher Gesamtwirtschaftlicher Abschwächung sondern verstärkt sich im gegenteil Hebelartig.

Vor solch schwachen Aktien wie Rakuten muß man also eher warnen, nicht zum Kauf locken.

Die Zahlen oben sprechen ja auch nicht dafür das sich die hohen Investitionen und Riesensummen die in neue Projekte und Unternehmen gesteckt wurden so schnell rechnen werden.  

Ganz egal, ob man das Non-GAAP Operating Income von 161.1 Billionen Yen oder das IFRS Operating Income von  170.4 Billionen Yen nimmt, stellt das für ein Unternehmen mit nur  ca. 10 Milliarden Dollar Marktkapitalisierung einen gigantischen Wert dar.

Selbst wenn wir den niedrigeren Wert von 161.1 Billionen Yen nehmen, sind das bei 1 Yen = 0,0092 Dollar immerhin 1,482 Milliarden US-Dollar und ein KGV von knapp unter 7.
 

Rakuten's Annual Revenues Top One T. Yen for 1st TimeMajor Japanese online shopping mall operator Rakuten Inc. <4755> said Tuesday that its annual revenues exceeded one trillion yen for the first time in the business year through December 2018. Rakuten posted consolidated revenues of 1,101,480 million yen, up 16.6 pct from the previous year, supported by strong banking, credit card and other financial operations. The group's operating and net profits grew 14.1 pct to 170,425 million yen and 28.7 pct to 142,282 million yen, respectively. Both figures marked record highs. The earnings were partly pushed up by a profit of 23.5 billion yen from the sale of matchmaking service unit O-net Inc. Rakuten, which is slated to become a fourth mobile phone carrier in Japan in October, also announced an agreement to form a strategic capital and business tie-up with U.S. mobile technology firm Altiostar Networks Inc.

https://www.nippon.com/en/news/yjj2019021200992/...-for-1st-time.html
 

sehen je nach Seite anders aus, eigene Berechnungen von ihnen wirken ja immer etwas seltsam.

So günstig wie sie immer behaupten ist Rakuten beileibe nicht.

https://de.marketscreener.com/RAKUTEN-INC-6814873/fundamentals/  

nach 80 Yen in 2018 und 105 Yen in 2018, was Istzahlen sind, auf die von Deiner Quelle als Schätzungen angegebenen 42,9 Yen für 2019, 41,5 Yen für 2020 und 40,5 Yen für 2021 sinken wird, ohne dass hierfür plausible Gründe vorliegen?  

dass bis zur Veröffentlichung der Ist-Zahlen für 2018 auch derartig niedrige Werte für 2018 durch diverse Quellen geisterten.  

Uber Technologies Inc. and Lyft Inc. have received initial feedback from the Securities and Exchange Commission about their confidential IPO filings, according to people familiar with the matter.

The two ride-hailing companies filed confidentially with the regulator in December. Barring another shutdown, Lyft continues to target a March or April listing, a person familiar with the matter said. Bloomberg has previously reported that the company was considering that timing.

https://www.bloomberg.com/news/articles/...k-as-latest-shutdown-looms  

das Rakuten weder mit AMAZON noch mit Alibaba wird mithalten können, um nur 2 Beispiele zu nennen.
Raku kauft wild um sich um ein eigenes Ökosystem zu etablieren und hat in jedem Bereich übermächtige Konkurrenten vor der Nase die das Rennen machen werden.
Und insofern war Rakuten sicherlich mal sehr gut, weil neu und innovativ. Aber das war eben einmal,du hast die beste Phase längst verpasst und investierst dein Geld Jahre zu spät.
Denn tatsächlich bewegt sich im Leben alles in Zyklen.  

Nokia selected as a key partner for Rakuten's end-to-end cloud-native mobile network in Japan
13 February 2019

Espoo, Finland - Nokia announced today it is working with Rakuten to build a new mobile network in Japan. Nokia will provide full turnkey services to plan, manage, deploy and integrate cloud RAN, AirGile cloud-native core network technology and several Nokia software functions.

Headquartered in Tokyo, Japan, the Rakuten Group offers more than 70 services in e-commerce, fintech, digital content and communications to more than 1.2 billion members across the globe.
Rakuten's distributed cloud network, along with Nokia and Rakuten's work to automate the network build and deployment process, will help reduce network operation costs and enhance operational efficiencies.

https://globenewswire.com/news-release/2019/02/13/...rk-in-Japan.html
 

https://www.ariva.de/rakuten-aktie/kurs  

Monetization accelerating on strong growth in both Telco (Viber in/Out) and content revenue

Total revenue
+36.1% YoY

Q4/17: Content 44%, Telco 56%

Q4/18: Content 61%,Telco 39%

https://global.rakuten.com/corp/investors/
und dort: 18Q4PPT_E.PDF