Rakuten wesentlich besser als Rocket
Mar/18 = 1,007 Milliarden
Jun/18 = 1,030 Milliarden
Sep/18 = 1,053 Milliarden
Dec/18 = 1,074 Milliarden
Mar/19 = 1,095 Milliarden
Jun/19 = 1,113 Milliarden
Latest IR Materials
Download
Earnings release, presentation material and supplement
global.rakuten.com/corp/investors/
Der Umsatz ist dagegen gegenüber dem Vorjahreswert um 24,6% gestiegen, was bedeutet, das neben dem Anstieg der Userzahl um 8% der Umsatz je User um 16,6 gegenüber dem Vorjahr gestiegen ist. Im letzten Quartal resultierten 55% des Umsatzes aus Content und 45% aus Telco.
Latest IR Materials
Download
presentation material
global.rakuten.com/corp/investors/
Beijing-based e-scooter manufacturer Segway-Ninebot has launched a semi-autonomous model that can drive itself to charging stations. According to Reuters, the company already has customers lined up for the vehicle, including Uber and Lyft. Ninebot chief Gao Lufeng explained that the model, called KickScooter T60, will be controlled remotely from the cloud. He told the publication that it could lower operators' costs of maintenance and improve the economics of scooter sharing.
https://www.engadget.com/2019/08/16/...itself-to-chargers/?yptr=yahoo
https://www.finanzen.net/analyse/lyft_buy-canaccord_adams_679373
Carousell posts $7m revenue and $25m loss in 2018 as monetization efforts continue
https://www.techinasia.com/...loss-2018-monetization-efforts-continue
Das haben ja auch andere prominnte Web-Firmen schon so gemacht. Aber eine Unsicherheit, dass die auch einmal die Kurve kriegen ist bei mir schon da, denn Konkurrenz ist auch schon reichlich da.
Much like its more famous rideshare rival Uber (NYSE:UBER), Lyft is in the crosshairs of analysts as well as traders big and small. Nobody, it seems, likes Lyft at the moment. I’m more than willing to defend the apparently indefensible and I see a bright and expansive future for Lyft and for the rideshare market as a whole.
Uber’s Troubles Spill Over to Lyft Stock
Recent downward pressures on the LYFT stock price are the result of what’s known as the “sympathy effect.” When a famous stock in an industry tanks, oftentimes owners of similar stocks in the same industry will panic and dump their shares. This is irrational behavior. And, I believe that it’s also a prime buying opportunity when the sympathy effect causes a stock’s price to fall.
https://finance.yahoo.com/news/...k-dip-gift-investors-190621052.html
A Lyft Executive Says These 3 Things Will Help Your Business Make a Positive Social Impact
EntrepreneurAugust 14, 2019
Jessica Abo sits down with Lyft's Head of Global Policy and Social Impact to discuss how your company can strengthen its community engagement.
https://finance.yahoo.com/video/...utive-says-3-things-142616316.html
Furthermore, the equity method is applied to the investment in Altiostar Networks, Inc. (hereafter “Altiostar”) which was acquired in the three months ended June 30, 2019. The Rakuten Group’s stockholding and voting rights exceed 50%, but the board of directors, a key decision-making body whose composition in agreed on between stockholders, is such that the Rakuten Group does not have control and therefore a determination has been made that Altiostar is not a subsidiary.
https://global.rakuten.com/corp/investors/documents/results/
Latest IR Materials
Second Quarter 2019
August 8, 2019
Earnings Release for Q2 of FY2019 Financial Results
https://www.mobileworldlive.com/featured-content/...ack-launch-plans/
Rakuten had published the following about the strategy to introduce mobile:
"And we will take a 3-step approach. First, we would make the assurance about absolute stability in the first step that will take place in October as a small launch. And then although we are 100% confident, we want to see the result. And then online large-scale campaign would be introduced. And then there will be a major campaign and launch in the third step. Because the worst case scenario that would be the down or failure of network. And therefore -- that's why we decided to take 3-step approaches. I expected such a question to come out. And with this, I'd like to conclude today's meeting."
https://finance.yahoo.com/news/...ript-4755-t-earnings-173412431.html
I believe that such a strategy makes sense, but the nonsense-interpreation of Nikkei Asia Review is: „Rakuten will scale back the start of the mobile network.“
https://www.businesstimes.com.sg/garage/...-fundraise-in-next-2-years
Through the smartphone app, customers can make transactions for crypto asset trading accounts, such as depositing/withdrawing Japanese yen and depositing/withdrawing crypto assets, 24 hours a day, 365 days a year*2. The app also features many useful functions that allow customers to effectively manage their crypto assets, such as confirmation of assets deposited in Rakuten Wallet, the purchase and sale of crypto assets, and real-time chart rate confirmation*3. Three types of crypto assets can be traded: Bitcoin (BTC), Ethereum (ETH), and Bitcoin Cash (BCH).
Fees：
・Account opening – Free
・Account management – Free
・Purchase/sale of crypto assets – Free
・Deposits of Japanese Yen – Free
・Withdrawals of Japanese Yen – JPY 300
・Deposits of crypto assets – Free
・Withdrawals of crypto assets – BTC: 0.001 / ETH: 0.01 / BCH: 0.01
https://global.rakuten.com/corp/news/press/2019/...20fintech%20mobile
Lyft is partnering with GrowNYC and its community partner, BMS Family Health and Wellness Centers, to try to improve access to healthy food for some New Yorkers.
The three organizations are launching the "Grocery Access Program" that, in its first phase, is expected to help up to 200 families that have difficulty accessing full-service grocery stores and farmers markets in Brownsville, Brooklyn.
The goal is to minimize the negative impacts of "food deserts" by making it easier, faster, and less expensive for residents in these areas to shop at farmers’ markets.
In 2018, more than 16,000 New Yorkers used food stamps at GrowNYC markets, resulting in 50,265 visits and $1 million in sales.
Lyft expects to expand the program to other major metro areas as well.
https://www.bizjournals.com/newyork/news/2019/08/...hoo&yptr=yaho
https://www.goldmansachs.com/insights/pages/...of-mobility/report.pdf
Rakuten (RKUNY) is a well-diversified conglomerate with tentacles throughout Japan that has plenty of running room for international expansion.
Many of you may not have heard of Rakuten but I assure you that very few Japanese are not part of its ecosystem in multiple ways.
Its loyalty membership program is more than 100 million strong and it is Japan’s #1 internet bank, #1 credit card and one of the country’s leading travel platforms.
Rakuten’s core business is as an internet sales platform akin to Amazon. The company’s market share in Japan is about 25% — roughly equal to Amazon’s market share. Next comes Yahoo Japan at around 15%.
Recently, Rakuten’s early investment in Lyft (13% of shares) has bolstered earnings, and it has a strategic alliance with Wal-Mart.
Rakuten already has a large number of e-commerce cloud sites built with high-speed fiber connections in Japan. This offers RKUNY natural expansion capabilities into virtual mobile networks and 5G. If successful, this investment will put RKUNY in a strong position in Japanese telecoms.
https://www.moneyshow.com/articles/tptp072513-52244/
The Rakuten Group’s investment in Lyft, Inc. (hereafter Lyft) stock, which was originally accounted for as a financial instrument measured at fair value through profit or loss, will as of the accounting period for the six months ended June 30, 2019, be accounted for through the adoption of the equity method. This is due to, amongst other considerations, the Rakuten Group’s stockholding and voting rights in Lyft which, while below 20%, because of factors such as its stockholding and active involvement on the board of directors through its appointed director (also a director of the Rakuten Group) etc., enable the Rakuten Group to exert significant influence on Lyft. Further, due to factors such as agreements with Lyft, it is not practically feasible to align reporting periods, and consequently the equity method will be applied in the Rakuten Group’s consolidated financial statements with a three-month difference in reporting periods.
https://global.rakuten.com/corp/investors/
AUGUST 2, 2019
On July 5, 2019, Rakuten announced the addition of two new services for movie lovers on its Rakuten Pay (Online) payment platform. The services, "MOVIETICKET Same-day Ticket" and "Movie GIFT," are jointly launched by the "Eigakan-ni-ikou!" executive committee and "Movie Walker," which publishes the digital ticket site MOVIETICKET. "MOVIETICKET Same-day Ticket" allows users to purchase movie tickets and reserve seats online from the day of release, with payment possible via Rakuten Pay (Online) or various point services. With "Movie GIFT," users can exchange points or credit on Rakuten Pay (Online) for a prepaid code with which to purchase tickets on "MOVIETICKET Same-day Ticket." These services offer a handy new way to use points while making movie theater viewing more convenient and better value for users across Japan. At the press conference, Mickey commented on his aim to make use of Rakuten Group data assets to liven up the movie industry.
https://global.rakuten.com/corp/innovation/rnn/2019/0718/
Du alter Experte, welche Kurse siehst Du hier mittel- und langfristig? Das kann ich aus Deiner Postingflut nicht raus lesen.
Optionen
| Boardmail an "unratgeber" |
Wertpapier: Rakuten Group Inc |
July 3, 2019
Initial focus will be on app’s key markets such as Russia and the Philippines. Leading messaging app Viber – which connects over one billion users around the globe – is looking to make the move into the licensing space.
Viber is aiming to move its sticker characters – Violet, Legcat, Lola, Freddie, Eve and Rocco – into licensed product. The characters are part of Viber’s sticker ecosystem with around 20 billion stickers sent in 2018.
The move comes after Viber conducted user surveys in three of its top markets – Russia, the Philippines and Iraq – with the findings revealing that products featuring the characters would be well received. For example, in Russia over 83% of users showed willingness to own Viber-branded products such as apparel (40%), stationery (31%) and Pop items (32%). In the Philippines, the figure was over 85% and in Iraq, over 93%.
“We’re thrilled to announce that for the very first time Viber – a messaging platform with over 1 billion registered users – will be bringing its successful sticker characters to the licensing world,” Matan Kaufman, global product marketing director at Viber told Source.
https://www.licensingsource.net/...ing-app-viber-eyes-licensing-move/
Rakuten’s CEO and chairman Hiroshi Mikitani confirmed this week that the e-commerce giant will deploy 5G mobile services on a commercial basis in June 2020, just eight months after it enters the Japanese mobile market. Mikitani told CNBC that the new Rakuten Mobile venture will initially roll out its 4G LTE network before adding 5G capabilities soon after. ‘We are going to deploy what we call mobile edge computing. In Japan, we are going to have over 4,000 edge servers,’ Mikitani said. Edge servers, the CEO notes, are a type of computing architecture that are designed to improve network efficiencies and reduce latency.
Rakuten’s deployment strategy focuses on an end-to-end fully virtualised, cloud-native mobile network – unlike traditional mobile networks that rely on the installation of expensive hardware – theoretically making it cheaper and easier for it to build out the new mobile network, and will be able to provide the platform not only to Japan, but everywhere in the world,’ he is quoted as saying.
https://www.telegeography.com/products/...t-5g-services-by-june-2020/
While capital in both the private and public markets remains readily available, we do believe recent and expected public offerings in the space will serve as a catalyst for companies to begin to move toward profitability.
We do believe that much of this maturity will come from raising price, driving operating efficiencies, and ending venture funded subsidies to riders, drivers, and diners that have fueled much of the adoption of these services. For many users, ride-hailing or food delivery services are a luxury rather than a utility. We believe recent price increases in major markets, partly regulatory, partly a function of higher costs and tighter supply, have already served to materially slow growth in the category. While higher priced/less subsidized services will naturally grow slower, we see it as an inevitable process in the move towards a more rational competitive environment and sustainable growth/profitability.
https://www.goldmansachs.com/insights/pages/...of-mobility/report.pdf
Most analysts covering Lyft are bullish about the stock. As of yesterday, 21 (60%) of 35 analysts recommend “buy,” two recommend “sell,” and 12 recommend “hold.” Several analysts raised their price target for Lyft stock following the company’s strong second-quarter results. On August 8, Wedbush upgraded its rating for Lyft stock to “outperform” from “neutral,” and raised its price target to $75 from $67. Other price target increases for Lyft stock include:
•§D.A. Davidson: $74 from $72
•§SunTrust Robinson Humphrey: $75 from $68
•§Evercore ISI: $81 from $74
•§Credit Suisse: $96 from $95
•§Piper Jaffray: $79 from $78
•§Cowen: $84 from $78
•§RBC: $76 from $72
•§Canaccord Genuity: $78 from $75
In contrast, the Zephirin Group lowered its price target to $91 from $97.
https://marketrealist.com/2019/08/...p;utm_medium=feed&yptr=yahoo
February 10, 2019
Japan cross-border e-commerce market is expected to reach USD 3.40 billion by 2025, growing at a CAGR of 4.7% from 2017 to 2025. The emergence of e-commerce portals as a key selling medium on account of improved internet connectivity along with the presence of multiple applications in Android and iOS platforms is expected to remain one of the favorable factors over the next eight years.
The cross-border e-commerce Market is competitive with the presence of companies such as Amazon, Rakuten, and Kakaku. Over the coming years, companies are expected to focus on providing quality products from well-known brands from the U.S. and Europe in categories such as personal care and fashion. Some of the key players in the market include Amazon, Rakuten, Kakaku, Apple, DMM.com. Product availability partnerships with distributors in Japan are expected to remain a key strategy among key vendors in the coming years.
https://www.hexaresearch.com/press-release/...ommerce-market-analysis
ShoeBeDo: 4x Order Increase Through Personalized Viber Communications
Adding Viber as a communication channel proved to be the right choice to engage the modern shopper. The Viber campaign sent over Flow reached more than 70,000 shoppers, which was 46% of ShoeBeDo's loyalty base at the time of the campaign.
Following the succesful Viber campaign, ShoeBeDo's e-store saw 20 times more web visitors and a 4-time increase in orders, when compared to a period when Viber campaigns were not active. The number of Viber messages recipients remains stable.
https://www.infobip.com/en/resources/case-studies/...r-communications