Rakuten wesentlich besser als Rocket

absehbar ist, wieviel Mobile-Kunden in welchen Zeitraumen nach dem Start des eigenen Mobile-Netzes im Oktober 2019  hinzugewonnen werden können.

Meines Erachtens sind bisher nur die Risiken durch die getätigten und noch anfallenden Investitionen eingepreist, dagegen nicht die gigantischen Chancen. Denn wenn der Start auch nur einigermaßen zufriedenstellend über die Bühne geht, sehe ich eine Chance für eine schnelle Kursverdoppelung - wenn man einmal bedenkt, welche Summen beim Teilbörsengang von Softbanks Mobile-Bereich aufgerufen und auch bezahlt wurden.  

Remember few months before Rakuten Mobile will start his own network

SoftBank mobile arm to be valued at about $63bn in IPO
Japanese group shows confidence in float and sets single indicative price of ¥1,500 a share

https://www.ft.com/content/ae39d196-f467-11e8-ae55-df4bf40f9d0d

 

Is Lyft The Next Volkswagen: How A Rehypothecation "Chain Reaction" May Trigger A Historic Short Squeeze

https://www.zerohedge.com/news/2019-05-09/...t-squeeze-chain-reaction
 

For example, I am sure, that the biggest owner Rakuten will not sell any share of Lyft.

Rakuten is additional the biggest owner of Cabify and I am sure, we will see an merger of Lyft and Cabify in the not too distant future.

The management of Lyft and Rakuten have together more than 50% of the votes by Lyft. And Rakuten has after my estimates an ownership of about 40% by Cabify.  

Rakuten Launches Rakuten Sports: New Live Streaming, Video on Demand Service Delivers Sports Content to Fans Worldwide

Tokyo, June 11, 2019 - Rakuten, Inc., a global leader in internet services, today announced the launch of Rakuten Sports. This new live streaming, video on demand (VOD) sports entertainment platform provided by Rakuten will deliver sports content to a global audience.

Rakuten Sports provides viewers with Meiji Yasuda J1 League matches from the 2019 season both live and on demand. The service’s content portfolio, currently centered on soccer, also features the original series Iniesta TV, which follows the international soccer star Andrés Iniesta who plays for the Rakuten Group’s J.League soccer club, Vissel Kobe. Rakuten has partnered with Lagardère Sports, the international media rights distributor of Japan’s professional football league, to distribute 2019 season J.League matches to fans in more than 140 countries and regions worldwide, excluding Japan and select regions.

https://global.rakuten.com/corp/news/press/2019/...=6&category=ec
 

 Jun-04-19 Initiated  SunTrust       Buy   $68
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 Jun-04-19 Initiated§RBC Capital Mkts Outperform $72

 Jun-04-19 Initiated MacquarieOutperform      
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 Jun-04-19 Initiated§Loop Capital Hold $60

 Jun-04-19 Initiated   Goldman   Neutral   $65
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 Jun-04-19 Initiated Citigroup       Buy   $70
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 Jun-04-19 Initiated§BTIG Research Buy $77

 Jun-04-19 Initiated  Barclays§Equal Weight $55

 May-03-19 Initiated§Atlantic Equities Underweight $50

 May-01-19 Initiated§Tigress Financial Buy

 Apr-23-19 Initiated       UBS       Buy   $82
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 Apr-23-19 Initiated    Stifel       Buy   $68
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 Apr-23-19 Initiated§Raymond James Outperform $85

 Apr-23-19 Initiated§Piper Jaffray Overweight $78

 Apr-23-19 Initiated§KeyBanc Capital Markets Sector Weight

 Apr-23-19 Initiated§JP Morgan Overweight $82

 Apr-23-19 Initiated§JMP Securities Mkt Outperform $78

 Apr-23-19 Initiated Jefferies       Buy   $86
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 Apr-23-19 Initiated§Credit Suisse Outperform $95

 Apr-23-19 Initiated     CowenOutperform$77

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https://finviz.com/quote.ashx?t=LYFT
 

https://venturebeat.com/2019/04/08/...expand-its-ai-lending-business/  

Rakuten Teams Up with Messi10 by Cirque du Soleil as the Show's Title Sponsor

Tokyo, June 12, 2019 – Rakuten, Inc., a global leader in internet services, today announced their partnership with the new show Messi10 by Cirque du Soleil, set to premiere in Barcelona on October 10, 2019. As part of the partnership, Rakuten will act as multi-continental sponsor for the show. Rakuten will also gain global exclusive distribution rights for the show’s official documentary, with Rakuten TV, Rakuten’s VOD platform, to premiere and distribute it in Europe. Rakuten also plans on using its messaging service Rakuten Viber as a platform to activate fan engagement and to promote the show worldwide.

https://global.rakuten.com/corp/news/press/2019/...&category=corp
 

   Insider                              §
       Dir       Off       10%§Shares Owned

Zimmer John Patrick President, Director
                   X         X          1,317,982
§
Sverchek Kristin General Counsel and Secretary
                             X          276,604
§
Roberts Brian Keith Chief Financial Officer
                             X          710,615
§
McNeill Jon Chief Operating Officer
                             X          1,365,568
§
Makavy Ran I. EVP and Chief Product Officer
                             X          850,471
§
Green Logan Chief Executive Officer, Director
                   X         X          1,317,982
§
Rakuten, Inc. 10% Owner
                                       X14,985,668
§
HOROWITZ BENJAMIN A Director
                   X                    6,040,010
§
JARRETT VALERIE B Director
                   X                    20,471
§
Wilderotter Mary Agnes Director
                   X                    13,562
§
Miura-Ko R. Ann Director
                   X                     1,650
§
Mikitani Hiroshi Director, 10% Owner
                   X                   X14,985,668
§
Aggarwal Prashant Director
                   X                    200,000
§
Lawee David Director
                   X                    12,579,855
§
https://fintel.io/n/us/lyft
 

Uber and Lyft both have room to run, Evercore says

Emily Bary

MarketWatch•June 13, 2019
Evercore ISI analyst Benjamin Black initiated coverage of Uber Technologies Inc.'s stock and Lyft Inc.'s stock at outperform late Wednesday, arguing that the ride-hailing companies can see their multiples expand once investors gain a better "education" on their business models. "We see powerful near term catalysts for re-rating of both stocks on the back of a quietly improving pricing environment, incentive maturation, and we expect both to show profitability sooner than consensus is modeling," Black wrote. For Uber, he sees room for the company to leverage its technology stack and brand name to gain traction with newer business areas. On Lyft, he wrote that " the scarcity (and strategic) value of Lyft's scaled North America rider network and long runway for growth serves to provide a valuation floor limiting the downside longer term." Black set a $60 target on Uber shares and a $74 target on Lyft shares. Uber's stock has risen 14% over the past month, and Lyft's stock has climbed 21% and the S&P 500 has gained 2.4%.

https://www.marketwatch.com/story/...rketWatch.com%20-%20MarketPulse)
 

Rakuten LIFULL STAY Offers Japanese Vacation Rental Inventories to trivago
- Expanding sales and marketing channels with one of the world’s largest online hotel search platforms
Tokyo – WEBWIRE – Friday, April 19, 2019

Rakuten LIFULL STAY, Inc., a Rakuten Group company providing vacation rental services in Japan, today announced that it will provide its inventory of Japanese vacation rental properties listed on its vacation rental and accommodation booking site “Vacation STAY” to trivago, one of the world’s largest online hotel search platforms. This is Rakuten LIFULL STAY’s first offering to a global online travel search platform.

https://www.webwire.com/ViewPressRel.asp?aId=239452
 

Apr 25, 2019 -
Used smartphone market explodes

By Natasha Li / Staff reporter

The secondhand smartphone market is growing, customer-to-customer platform Rakuma said yesterday, after it saw 1,815 percent year-on-year sales growth in the segment in the past quarter.
Up to 60 percent of secondhand smartphones listed on the app are sold within 24 hours, The global secondhand market in 2025 is going to reach about US$39 billion in revenue, up from almost US$20 billion in 2017, according to Persistence Marketing Research.

In terms of preference, Rakuma said that Apple remains one of the most popular brands among Taiwanese customers, with 18.6 percent of sales for the iPhone 6 at NT$5,321 per unit.Samsung smartphones come in second, followed by HTC and Asus

http://www.taipeitimes.com/News/biz/archives/2019/04/25/2003713981  

Back on the battlefield of Southeast Asia, Grab and Go-Jek are competing to become the region’s ‘super app.’ Since Uber exited more than a year ago, the ride-hailing war has developed into a contest to become the daily go-to app for the region’s 600 million consumers. That’s seen Go-Jek and Grab steadily add new features and services. Those range from the obvious like food and grocery deliveries, to messages, haircuts and other services on demand, and now even games, video streaming and other entertainment.

Grab operates in eight countries while Go-Jek, which finally forayed outside of Indonesia last year, is present in four.

Go-Jek is the midst of raising a round that it claims has already passed the $1 billion mark at a valuation approaching $10 billion.

https://techcrunch.com/2019/06/12/go-jek-india/  

https://www.uctoday.com/unified-communications/...messaging-features/  

 

Lyft stock went public at $72 a share, and Evercore believes it could exceed that within a year, setting a target price of $74. As the analyst explains, Lyft is a "pure play beneficiary of the increasingly powerful demographic and secular tailwinds within [North American] ridesharing, which is disrupting the $1.2T US auto transportation market."

It's also a leader in ridesharing, with Evercore predicting Lyft's revenue will grow at "1.5x+ the industry bookings rate through '25 or a 23% CAGR" -- and potentially as fast as 30% to 35% per year over the next three years.

Admittedly, even Evercore doesn't see profits in Lyft's future before 2022 at the earliest. But as the analyst points out, positive earnings in 2022 would mean the company turns profitable one full year before most analysts expect it to. (Before you get too excited, though, you should know that S&P Global Market Intelligence estimates show consensus projections giving Lyft "normalized" earnings of $0.48 per share in 2023.

https://www.fool.com/investing/2019/06/13/...ut-uber-and-lyfts-n.aspx
 

Apr.15 -- Siu Rui Quek, co-founder and chief executive officer at Carousell, discusses the company’s expansion plans in Asia, fundraising, where he sees opportunity, expanding into the U.S. and combating counterfeit goods. He speaks on “Bloomberg Markets: Asia.

https://www.bnnbloomberg.ca/company-news/video/...ans-in-asia~1660393  

Lyft, Agero partner to offer rides for consumers requiring tow assistance

Reuters) - Roadside assistance provider Agero Inc said on Tuesday it would partner with ride hailing company Lyft Inc to provide rides for consumers whose cars are disabled and require a tow assistance.
The service will provide consumers, whose vehicles require a tow, a complimentary Lyft ride from their breakdown site to their destination, the company said here in a statement.

Based in Medford, Massachusetts, Agero serves about 115 million car owners every year in partnerships with auto manufacturers, insurance carriers and others.

https://uk.reuters.com/article/us-lyft-agero/...istance-idUKKCN1TJ220
 

Rakuten, the Japanese e-commerce giant, is ramping up its challenge to Amazon and Netflix with plans to expand its video-on-demand service in Europe, at the same time as teaming up with four major TV manufacturers to embed a special Rakuten button on their remote controls.

Rakuten TV, its VOD subsidiary based in Spain, announced last week that it has inked a deal with Samsung Electronics, LG, Philips and Hisense to introduce a remote control button on their smart TV units that will link directly to its streaming service.

Planned for this summer, the rollout also includes an ambitious target of adding 30 new countries in Europe to its distribution network, bringing the total across the region and Japan to 42.

It is estimated that the dual move will propel it to reach 30 million households in Europe, more than tripling Rakuten TV’s presence on the continent.

https://www.warc.com/newsandopinion/news/..._europes_vod_market/41816
 

rideshare partner

Ryan Lynch

American City Business Journals•June 19, 2019

Lyft Inc. is partnering with Disney resorts on both the East and West Coast as an official ride-share partner of the theme park giant.

The San Fransisco-based ride-hailing app (Nasdaq: LYFT) along with Disney (NYSE: DIS) announced the partnership will begin on June 18 at both its Orlando and Anaheim, California, resorts.

https://www.bizjournals.com/orlando/news/2019/06/19/disney  

but after my estimates only a little.

A "fundamentally different" social media company

Initiating Pinterest stock at outperform with a $33 price target, investment bank Wedbush makes the case that the company is "fundamentally different than other social media platforms where users typically come to share news and experiences with friends/global community."

Because much of the content on the platform includes things to buy, Citigroup, for example, called Pinterest "a monetization engine" last month, and Wedbush agrees that the company seems well-positioned to "capture greater wallet share due to the commerce intent rich nature of the platform."

https://finance.yahoo.com/news/...fferent-other-social-190755948.html  

muss sich in Deutschland noch verbessern:

https://www.shopanbieter.de/...rktplatz-gewinnt-im-direkten-vergleich  

Provides shopping, leisure and lifestyle services to make daily life more convenient and enjoyable.

https://global.rakuten.com/corp/about/company/commerce.html
 

I have listed a few chatbot platforms for publishing your chatbot:
         o§Facebook Messenger
         o     Skype
         o     Email 
         o     Slack §
         o§Amazon Echo
         o      LINE
         o  Telegram 
         o   Twitter 
         o     Viber 
         o  Websites 
         o    WeChat 
         o   Android 
         o iOS
§
https://www.esparkinfo.com/in-depth-guide-of-chatbot.html
 

BUILDING A CONSUMER-FOCUSED ECOSYSTEM
JUNE 21, 2019
Mickey Mikitani, Chairman and CEO, Rakuten, Inc.

Global conglomerates are everywhere; large companies that offer a wide range of products and services, seeking out efficiencies of scale and new synergies. At Rakuten, we’ve taken the concept a step further. We, like many global companies, have many divisions under one brand. We offer e-commerce, entertainment, financial services, logistics and mobile messaging, just to name a few; all operating under the Rakuten corporate banner. But we’re doing more than just assembling a collection of businesses.

Since we started with an e-commerce marketplace more than 20 years ago, we have consistently moved toward realizing a vision of an ecosystem for Rakuten members – a virtual marketplace of products and services that would empower the lives of our members, serving them with convenience and multiple other benefits as they shop, bank, travel, connect with others and more.

https://rakuten.today/blog/consumer-focused-ecosystem.html