Rakuten wesentlich besser als Rocket

Irgendwie kann ich Dein Posting bei mehr als 16 Millionen gehandelter Aktien in Tokio nicht nachvollziehen.

16,490,900
https://www.bloomberg.com/quote/4755:JP


 

Domestic  E-Commerce Operating Income un ca. 10% gestiegen:

Q4/17 Domestic  E-Commerce Operating Income was 19.0 JPY bn

Growth of Marketplace business  +1.8 (JPY bn)
・Rakuten Ichiba
・Rakuten Travel
・Rakuten GORAetc.

Investing phase business -2.0 (JPY bn)
・Rakuma
・Rakuten Brand Avenue
・Rakuten Books
・Rakuten BIC
・Rakuten Seiyu Netsuperetc.

Logistics-related investments / costs etc. -4.9 (JPY bn)


Q4/18  Domestic  E-Commerce Operating Income 13.8 JPY bn


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

 

LAS VEGAS, Feb. 13, 2019 /PRNewswire/ -- Rakuten Super Logistics (RSL), the national leader in e-commerce order fulfillment, announced that it will open six additional fulfillment centers in 2019, expanding its operations to a total of 18 markets.

"Our continued expansion into major metropolitan markets is a commitment to our clients. We're creating a network that provides our clients a greater choice and flexibility that aligns their customer base with their product." said Mike Manzione, Chief Executive Officer of RSL. "With the change to zone-based pricing for First Class Packages, all clients must reconsider how to locate their product closer to their customers." Manzione continues.

RSL's state-of-the-art technology and cloud-based fulfillment platforms fully integrate with major e-commerce platforms including: Rakuten.com, Shopify, Amazon, Magento, Walmart Marketplace and eBay.

https://www.prnewswire.com/news-releases/...us-markets-300794796.html
 

Initial investment (2012 to date) = 1,849 Milliarden US-Dollar

Gain = 1,536  Milliarden US-Dollar

Fair value  (as of December 2018) = 3,348 Milliarden US-Dollar

ROI = Return on Investment = 83%

IRR = Interner Zinsfuß = jährliche Verzinsung = 25%

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

I'd like to be brief in explaining about highlights of 2018, the business results as well as the strategy, including Mobile business. But first, the first message that I'd like to emphasize is that we are still growing. The revenue grew by 16.6% even with the size of business. And operating income are now -- operating income with that. And revenue is JPY 1.1 trillion and operating income is JPY 170.4 billion. Consolidated revenue, the 16.6% growth year-on-year. Global GTV, 18.4% growth with JPY 15.4 trillion; Domestic E-commerce GMS, the -- usually we have about 11%, 12% growth but in Q4, we have achieved JPY 12.9% growth with JPY 3.4 trillion as GMS. Rakuten Card GTV, JPY 7.5 trillion, plus 23% year-on-year

https://finance.yahoo.com/news/...ript-4755-t-earnings-225903953.html  

- m.E. völlig ungerechtfertigt,

Das wird bisher nicht, wie es m.E. sein sollte, an der Börse abgefeiert, sondern man zweifelt noch immer daran, dass Rakuten die technischen Probleme meistert und vor allem das auch noch zu Bruchteilen der Investitionssummen der Konkurrenz hinbekommt.

"I will be brief in discussing Mobile business because this is going to be elaborated later on. This is completely new, disruptive, the different type of the network. We successfully concluded the field test for the virtual network. And I would say that about 90% of problems have been already resolved with that. In addition to that, stability, scalability, low cost, low investment, agility plus 5G ready from day 1."

https://finance.yahoo.com/news/...ript-4755-t-earnings-225903953.html
 

enthalten:

"Rakuten released news this week of progress on its network rollout. The Japanese ISP is making a new entrance as a mobile network operator with licensed spectrum, and has targeted October 2019 for its launch.

In its release Rakuten names the following as partners: Cisco Systems, Nokia, Altiostar Networks, Intel, Red Hat, OKI, Fujitsu, Ciena, NEC/Netcracker, Qualcomm, Mavenir, Quanta Cloud Technology, Sercomm, Tech Mahindra, Allot, Innoeye, and Viavi."

http://the-mobile-network.com/2019/02/...ns-virtual-network-showcase/
 

mit den letzten Postings beschriebenen Möglichkeiten und Chancen, gehe ich davon aus, dass allein dieses Start-Up eine höhere Marktkapitalisierung hätte als die 10 Milliarden US-Dollar, die das komplette Unternehmen Rakuten aufweist.  

The new Rakuten mobile network will be launched entirely on the cloud, with end-to-end automation and programmable infrastructure, ensuring stability, scalability and agility, as well as effectively managing costs. It will also leverage Rakuten’s extensive ecosystem of over 70 services in e-commerce, fintech and digital content to offer customers a value proposition without parallel in the market. The power of Rakuten’s brand with consumers and its existing customer base of over 100 million registered members will provide a robust foundation for rapid growth.

“Our vision is to build a network that innovates at the speed of software and scales at the speed of cloud and, with a culture founded in technical and operational innovation, we are uniquely positioned to achieve that,” said Tareq Amin, Rakuten Mobile Network’s Chief Technology Officer.

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

network

HELSINKI, Feb 13 (Reuters) - Japanese e-commerce firm Rakuten has picked Nokia Oyj as a key partner for its new mobile network in Japan, which is due to launch later this year, the Finnish company said on Wednesday.

Nokia said it would plan, manage, deploy and integrate mobile network technology and software for Rakuten.

Rakuten has more than 100 million users in Japan, something it can build upon when it enters the market as a mobile operator and digital services provider.

https://www.nasdaq.com/article/...anese-mobile-network-20190213-00179
 

The financial business, we are seeing a remarkable growth in the bank accounts for Rakuten Bank, Rakuten Bank and Securities, both of them, their joined SPUs. And now, Rakuten Bank, every day 4,000 additional accounts are added. Last year, we had new 800,000 accounts or -- and daily about 4,000 accounts. And the -- in the case of Rakuten Securities, they -- with additional 560,000 accounts, we reached 3 million. And in fact, the number of newly acquired accounts is more than twice compared to competitors.

https://finance.yahoo.com/news/...ript-4755-t-earnings-225903953.html
 

Lyft to woo investors with fast U.S. growth in IPO race with Uber

SAN FRANCISCO/NEW YORK (Reuters) - Lyft Inc will pitch investors on its fast growth in the United States as it seeks to beat out Uber Technologies Inc to become the first publicly listed ride-hailing company, according to people familiar with the matter.

Lyft plans to tell investors its U.S. market share is approaching 40 percent, up from 35 percent in early 2018, the people said. The company has pushed aggressively into smaller and mid-sized cities. Lyft currently serves more than 600 American and Canadian cities, three times more than in early 2017.
San Francisco-based Lyft is under pressure to sell investors on its prospects as it races neck-and-neck with Uber to an initial public offering (IPO) that could come as early as the second quarter of 2019.
If Lyft gets to list first, it would avoid being judged by the valuation given to its larger rival.

It is estimated to be worth between $20 billion and $30 billion, compared to Uber’s prospects for a valuation of up to $120 billion. So Lyft will be seeking to assure IPO investors it represents an attractive bet compared to its more established competitor, people familiar with its marketing strategy said.

https://www.reuters.com/article/...n-ipo-race-with-uber-idUSKCN1Q40FZ
 

letzten Posting heißt und einer von mir auf ca. 12% geschätzten Beteiligungsquote von Rakuten an Lyft kann sich allein schon aus dieser Beteiligung an Lyft für Rakuten ein Wert von 3 Milliarden US-Dollar ableiten lassen.  

meines Erachtens aus einem Pinterest-IPO hinzu, wo ich eine Beteiligung von ca. 5% annehme.

Als ein stark wachsendes soziales Netzwerk ist Pinterest vor allem den Nutzern von Facebook oder Instagram bereits ein Begriff. Das Unternehmen betreibt eine Art Foto-Pinwand für Nutzer, welche ihre Inhalte gegenseitig bewerten und weiter teilen können. Monatlich nutzen dies mehr als 250 Millionen Nutzer weltweit. Damit ist die Plattform laut folgender Statista-Recherche mit einem Marktanteil von 12,6 Prozent bei mobilen Endgeräten die zweitbeliebteste Social-Media-Seite in der Zielgruppe. Für Pinterest bedeutet diese enorme Reichweite einen Umsatz von etwa einer Milliarde US-Dollar pro Jahr. Weiteres Kapital soll dieses Wachstum nun noch beschleunigen.

Wie Internetworld bereits im Dezember berichtete, steht der Börsengang im Jahr 2019 bevor – vermutlich bereits im April. Eine Bewertung von mehr als zwölf Milliarden US-Dollar ist möglich. Goldman Sachs wird dabei eine maßgebliche Rolle spielen, wie Recode b https://www.trading-treff.de/kurznachrichten/...-wall-streeterichtet.

https://www.trading-treff.de/kurznachrichten/...ng-an-der-wall-street
 

Q4 2018 (Billions JPY)

Revenue 311.0

Net Income 34.0

Profit Margin 11.04%

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

18 Jan 2019 ·

Go-Jek’s ambitions to launch its ride-hailing services in the Philippines have hit a snag. But that hasn’t stopped it from pursuing its wider ambitions in the archipelago.

The Indonesian ride-hailing company said today it’s “making a substantial acquisition of shares” in Manila-based fintech startup Coins.ph. A source familiar with the transaction told Tech in Asia that Go-Jek acquired a majority stake in the Filipino firm.

TechCrunch reports that the deal is worth US$72 million.

https://www.techinasia.com/gojek-invests-coinsph
 

Lyft's largest shareholder is the Japanese e-commerce company Rakuten, and its CEO, Hiroshi Mikitani, is on the company's board. Rakuten, the largest e-retailer outside China and the U.S., is a big investor in ride-hailing companies. It has shares in Indonesia's Go-Jek and Cabify, which have operations in both Europe and Latin America, and in 2016 invested $350 million in Careem, a Dubai-based ride sharer.

https://www.autoblog.com/2019/02/05/...tional-expansion/?guccounter=1
 

Mention the likes of Iliad and Reliance Jio in the company of traditional telcos and you might just kill the conversation. Both operators have stormed into their respective markets with a different way of thinking about commercial offerings and technology, unencumbered by legacy baggage. The impact on the old school has been devastating.

Now you can add a new name to the list of disruptors: Rakuten. The Japanese ecommerce player, with about 100 million customers, last year announced bold plans to build a greenfield fourth mobile network in one of the world's most developed telecom markets. Last week, it published details of its network plans and the partners it would use.

https://www.lightreading.com/mobile/5g/...ns-status-quo/d/d-id/749521
 

Uber is in talks to acquire Careem to help the ride-hailing giant expand in the Middle East in a deal that could value the Dubai-based firm at $2 billion to $2.5 billion, people with knowledge of the plans said in September. Saudi billionaire Alwaleed joined a $500 million-fundraising round by Careem in 2017 and invested again in October. Kingdom Holding also has a seat on the company’s board.

https://skift.com/2019/01/23/...ing-service-careem-backs-uber-merger/
 

https://play.google.com/store/apps/...com.acorns.android&hl=en_US  

Published 15th February 2019
Rakuten TV (Spain)

Spanish movie and TV streaming OTT service Wuaki.tv was founded in 2009, and went on to be acquired by Japan’s Rakuten in 2012, the world’s third largest e-commerce group, for an undisclosed fee. The service was then rebranded as Rakuten TV in July 2017.   Operations and figures: Rakuten TV operates in 11 countries in Europe, including key markets like the UK, France, Germany and Italy. It has approximately 5 million subscribers, rising from 3 million at the end of 2015, of which some 40% reside in Spain.   Parent company Rakuten doesn’t break out financials for its OTT video operations separately, but reported full year 2018 revenue of about $10 billion, up 16.6% year on year.

https://rethinkresearch.biz/articles/wuaki-tv-spain-rakuten-tv/
 

bzw. besser sichtbar werden, da ich nicht von einem Ausstieg von Rakuten bei Lyft ausgehe. Basis für diese Schätzung sind meine Annahme von ca. 12% Anteil von Rakuten an Lyft und die Zahlen aus dem nachstehenden Text:

"It looks like Lyft will beat Uber in the ride-sharing startups’ race to an IPO this year. The Wall Street Journal reports that Lyft will make its filing public as early as next week, and the IPO could be carried out by the end of March. The New York Times predicts Lyft will start trading in early April.
Lyft plans to list on the Nasdaq. Having raised $4.9 billion in venture capital, the company expects to be valued at $20 billion to $25 billion. "

http://fortune.com/2019/02/21/lyft-ipo-date/


 

einem erfolgreichen IPO Cabify übernehmen, da hier sehr viel gut zusammenpasst. Ich gehe dabei von einer Kombination von Cash und Aktien von Lyft aus, was die Bezahlung anbetrifft.

Recent reports that Lyft was about to buy Spain’s Cabify for some $3 billion have been denied by Cabify, which insists it will follow a roadmap that includes a Spanish IPO in over the next one or two years, while Lyft has issued the usual no comment.

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

In March 2015, Rakuten CEO Hiroshi Mikitani announced that Rakuten had invested US$300mm in a then just-become-unicorn ride-sharing company called Lyft Inc (0812823D US), which at the end of the Series E round in May 2015 would leave it with ~11.9% of the company at a ~US$2.4-2.5bn post-money valuation. Recent articles suggest that Rakuten remains the top investor (though a WSJ article 2 weeks ago noted there would be golden shares. Hiroshi Mikitani remains a board member of Lyft.

That becomes important as by all accounts I can find (much more detail below), Rakuten continued investing in the four subsequent funding rounds through last summer, leaving the company as the largest single shareholder in Lyft as it prepares for its IPO later this spring.

https://www.smartkarma.com/home/daily-briefs/...-lyft-and-more/#tag_1
 

Rakuten’s other investments look good too (Rakuten led Series B, C, D, and E funding for Spanish-language ride-hailing app cabify from 2014-2018 (and reportedly pushed cabify to merge with Lyft last year) and has invested in multiple rounds in SE Asian version GoJek.

The runup to this IPO and the clarity a filing could provide on ownership could provide a near-term fillip to Rakuten’s share price.

Quelle:  Artikel im letzten Posting