Rakuten wesentlich besser als Rocket

der Investoren in Careem herausspringen:

https://www.internetworld.de/e-commerce/investor/...utet-1694930.html  

in Indonesia!
Sep 10, 2018 · 2 min read

Rakuten Viki is now available on Xiaomi TV in Indonesia, with plans to launch in India in the near future.

Rakuten Viki has partnered with Xiaomi, a Chinese electronics company, to offer Viki’s extensive library of premium television shows and movies through its latest MiTV and MiVideo applications. Beijing-based Xiaomi manufactures or invests in smartphones, mobile apps, laptops, and other consumer electronics.

As part of the partnership, Viki will be pre-installed on all Xiaomi Android smart TVs, and Viki’s library will be accessible to all Xiaomi users. The partnership launched last week in Indonesia, with plans to extend to India in the very near future.
According to Xiaomi, the number of daily active users of Xiaomi smartphones in Indonesia is expected to reach 22 million by the end of 2018.

https://blog.viki.com/...s-xiaomi-to-launch-in-indonesia-8b20d62dfe12  

Rakuten Viki boast over 40 million monthly active users for their video-on-demand and livestreaming content.

https://icoexaminer.com/ico-news/theta-strengthen-ties-with-rakuten/
 

https://www.youtube.com/watch?v=z6qZGjDx-xs
 

Ecommerce Company Rakuten Invests $100 Million in Rakuten Medical, Increasing Equity Share to 22.5%
Published: Aug 02, 2019 By Mark Terry

Rakuten Medical was formerly called Aspyrian Therapeutics. Since launching in 2015, it has raised almost $500 million.
The company’s lead program is ASP-1929, which was given Fast Track designation from both the U.S. Food and Drug Administration (FDA) and the Japanese Ministry of Health, Labour and Welfare. It is in Phase III clinical trials for recurrent head and neck squamous cell carcinoma (rHNSCC). The Phase II trial indicated the therapy had a high response rate in patients who failed existing treatment options.

The company’s technology is made up of a drug and device combination that uses monoclonal antibodies attached to a dye (IRDye 700DX). Using non-thermal red light, it excites the dye, which causes rapid and selective cell death and tumor necrosis with minimal effects to normal tissue. The monoclonal antibodies deliver the dye to the cancer cells.

The company plans to use the additional funds to expand development of the phototherapy program, bolster its business functions and to look for new investigational compounds and indications for its tech platform.

https://www.biospace.com/article/...-for-photoimmunotherapy-platform/
 

https://operatorwatch.3g4g.co.uk/2019/03/...nsitioning-from-mvno.html  

den Kursabtaucher bei Lyft eher positiv.

Denn er verhindert m.E., dass zu viel neues Kapital in den Sektor strömt und zu Überkapazitäten führt. Nach meinen Beobachtungen hat man hier von massiven Neuinvestitionen hier wenig gesehen, seit Lyft und Über ihre IPO's vom Stapel gehen ließen.

Da ich davon ausgehe, dass Lyft mit seinen IPO-Erlösen auch ohne Kapitalerhöhungen noch sehr lange zurecht kommt, sind die Kursabtaucher daher aus meiner Sicht für einen langfristig orientierten Anleger eher positiv.

Und als "Ausputzer" bzw. "Libero" haben sie außerdem Rakuten, die aber meines Erachtens ein ruhiges Spiel vor sich haben und wohl nicht eingreifen müssen.  

https://rocketbots.io/blog/ultimate-guide-to-viber-for-business/

After this source has Rakuten Viber a global market-share of 8% - not excellent, but not bad too.  

https://www.ascentialedge.com/insights/rakutens-path-ecommerce-success  

Rakuten Mobile CTO: We're Stronger, Faster & Cheaper Than You

https://www.lightreading.com/automation/...per-than-you/d/d-id/751486
 

„The largest shareholders in Careem include Japanese internet company Rakuten, Alwaleed bin Talal’s Kingdom Holding, Al Tayyar Travel Group, and Saudi Telecom Company. Rakuten is the largest institutional shareholder in Uber’s American rival Lyft as well.“

https://www.menabytes.com/uber-careem-deal-money-makers/
 

cash equivalents and short-term investments with no debt

Our adjusted EBITDA loss for the second quarter was $204 million compared to a loss of $191 million in the year ago period, and guidance for a loss between $270 million and $280 million. Adjusted EBITDA margins improved significantly to a loss of 24% versus 38% in the prior year, representing a 14 percentage point improvement year-over-year.

As of June 30, Lyft had over $3.3 billion of unrestricted cash, cash equivalents and short-term investments with no debt. As I will describe shortly in our outlook, we believe we have a clear path to profitability so our liquidity position remains extraordinarily strong. To summarize, Q2 was an outstanding quarter that significantly surpassed our guidance on both the top and bottom line. Our results benefited from strong market conditions, organic growth in riders, and the continued expansion of Lyft's transportation platform.

https://finance.yahoo.com/news/...-2019-022406687.html?.tsrc=fin-srch
 

Rakuten Marketing nutzt innovative, datengesteuerte Technologien, um Markenunternehmen dabei zu unterstützen, Verbraucher mit zeitnahen und authentischen digitalen Werbeerlebnissen zu erreichen. Bahnbrechende KI und maschinelles Lernen, gepaart mit einzigartigen Daten und Beständen aus dem Rakuten-Ökosystem, ermöglichen es Markenunternehmen, neue Zielgruppen zu identifizieren und bestehende wieder zu gewinnen. Diese prädiktive Technologie ermöglicht es Rakuten Marketing, wertvolle Erfahrungen zu sammeln, die Menschen lieben, was zu einer kosteneffizienten Leistung seiner integrierten Marketinglösungen führt: Affiliate, Display und Search.

Rakuten Marketing ist eine Abteilung von Rakuten Inc. (4755: TOKYO), eines der weltweit führenden Internet Service Unternehmen. Das Unternehmen hat seinen Hauptsitz in San Mateo, Kalifornien, und unterhält Niederlassungen in Australien, Singapur, Brasilien, Japan, Deutschland, Frankreich, dem Vereinigten Königreich und den USA.

https://rakutenmarketing.com/de-de/...eren-jeden-dritten-verbraucher/
 

Lyft will never be without cash, because of the level of today they can working 16 quarters = four years.

But the numbers will be better from quarter to quarter.  

Growth in both active riders and revenue per active rider exceeded our expectations. The number of active riders grew 41% year-over-year to 21.8 million, while revenue per active rider grew 22% year-over-year. As a result of our strong top line growth and an improving market environment, we generated significant operating leverage. This was a milestone quarter on our path to profitability. For more and more of our riders, Lyft is becoming a bigger part of how they get from point A to point B, for more affordable and efficient Shared Saver rides, to bikes that allow our riders to glide pass rush hour traffic, we're rapidly building a world where you can trade in your car keys and ride with Lyft.

We believe that Lyft will be the fastest and most accurate way to compare time and money across all relevant modes of transportation, and frictionlessly complete the transaction. This quarter's results are another significant step toward realizing that long-term vision.

https://finance.yahoo.com/news/...-2019-022406687.html?.tsrc=fin-srch
 

Cross-border trading to Japan from overseas countries is growing rapidly, now. There are some options for overseas merchants to do that, but you cannot move it forward without knowing the situation in Japan. Rakuten has the largest share of E-commerce market in Japan, about 27%.

https://www.rakutenexpo.com/en/rakutenichiba/
 

Global e-commerce sales grew 18% in 2018 to $2.86 trillion, out of a total global retail sales market of $18.84 trillion, achieving 15.2% market share. E-commerce is still in the early stages globally with penetration rates growing about 2% per year. So by end 2025 we can estimate we may reach about 30% market share if the same growth rate continues. Certainly emerging Asia has a large catch up potential.

Depending on how you measure it the top five global leaders in online shopping are Amazon (AMZN), JD.com (JD), Alibaba (BABA), eBay (EBAY), and Japan's Rakuten (OTCPK:RKUNF). Next comes Brazil's B2W Companhia Digital (OTC:BZWHF), Germany's Zalando (OTCPK:ZLNDY), and Groupon (GRPN).

https://seekingalpha.com/article/...25-main-players?mod=mw_quote_news
 

https://www.mallorcamagazin.com/nachrichten/...n-fast-alles-haus.html  

Spanish startup Glovo, which allows smartphone users to order any product and have it delivered, will invest EUR 3 million in Romania by the end of this year, thus doubling the investments already made in the country since launching local operations in May 2018, Ziarul Financiar reported.

The Glovo app is currently available in five cities – Bucharest, Cluj-Napoca, Timisoara, Iasi and Brasov – but by the end of this year it will also become available in Constanta Craiova, Galati, Bacau, Oradea, Sibiu, Ploiesti and Pitesti. For smaller cities, Glovo will use a marketplace model, allowing restaurants that have their own delivery service to use the platform, according to Glovo Romania general manager Victor Racariu.

In the first year of operations in Romania, Glovo delivered 1.8 million products. Most of the orders were for food and the preferred products were kebap (shaorma) – 510,000 products delivered, burgers – 380,000, and fries – 330,000. The “anything” category, which allows users to order diverse products from any store, was used for 130,000 orders, which included fashion items, gadgets, sports items or decorations.

https://www.romania-insider.com/glovo-expansion-romania-2019
 

https://finance.yahoo.com/news/...pears-160415130.html?.tsrc=fin-srch  

in 3945 zu, sehe allerdings den dort vermeldeten positiven Cash Flow etwas kritischer.

Denn ich habe zu der US-Variante des Cash Flow, die auch in Deutschland immer häufiger verwendet wird, eine kritische Haltung.

Aus meiner Sicht ist die alte deutsche Variante des Cash Flows, der sich aus dem Gewinn + Abschreibungen + Erhöhungen der Rückstellungen zusammensetzt, von größerer Aussagekraft als die US-Variante und auch bei uns immer mehr genutzte Definition, die auch noch die Veränderungen der Forderungen an Kunden und Verbindlichkeiten gegenüber Lieferanten einbezieht. Denn diese Veränderungen fluktuieren stark und sind oft stark zufallsbedingt

Wenn es um die Frage geht, wie lange auf längere Sicht die Cash reicht, halte ich daher das EBITDA von US-Firmen für aussagekräftiger als deren Cash Flow - und da hatte ich ja in # 3937 noch einen Minuswert von 204 Millionen angeführt, der allerdings sehr viel niedriger war als der ausgewiesene Verlust. Und ich hatte dort auch angeführt, dass Lyft mit seiner Cash noch vier Jahre bzw. 16 Quartale ohne Zufluss agieren kann, selbst wenn sich die Ertragssituation gegenüber dem heutigen Stand nicht verbessern würde. Insofern halte ich Untergangsszenarien für absurd.  

https://www.finanzen.ch/nachrichten/aktien/...ft-aktie-ein-1028489421  

Weg an stabileren Beschäftigungsverhältnissen für die Fahrer vorbei, die meines Erachtens auch kein Problem für Lyft oder Über sein sollten, wenn gleichzeitig Flexibilität erhalten bleibt  - denn neben einem Stundenlohn gibt es sehr viel andere flexiblere Entlohnungsformen auch im Rahmen von stabileren Beschäftigungsformen.

Ich halte das für außerdem für nachhaltiger, denn kein Staat kann tolerieren, dass Ihm Steuern vorenthalten und Soziallasten zugeschustert werden.

Zumindest Rakuten als größter Eigner von Lyft tickt auch in diesem Sinne.  

Rakuten Kobo unveils the Kobo Libra H2O: A lightweight, waterproof, 7” eReader with a fresh, modern design
Toronto, ON – September 4, 2019 –.

With the Kobo Libra H2O, Kobo’s team of expert product designers and software developers have married the features readers love—ergonomic one-handed page-turn buttons, waterproofing technology, ComfortLight PRO, a 7” HD Carta E Ink glare-free screen, and convertible SleepCovers—with an elevated aesthetic, enabling readers to choose the device and accessory that best reflects them. The Kobo Libra H2O is available in classic black and white, with four SleepCover options in black, grey, rose and aqua.

The Kobo Libra H2O, with enough storage for 6,000 books and weighing just 192 grams, will retail for $169.99 USD. Pre-orders begin in select countries on September 10 and the device will be available in stores and online as of September 17 in Canada, the US, the UK, Italy, the Netherlands, France, Japan, Spain, Portugal, Australia, New Zealand, Turkey, Belgium, Switzerland, Norway, Finland, Denmark, Sweden, Hong Kong and Taiwan.

https://global.rakuten.com/corp/news/press/2019/...=9&category=ec
 

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.

In trading on Tuesday, shares of Lyft Inc (Symbol: LYFT) entered into oversold territory, hitting an RSI reading of 28.2, after changing hands as low as $46.25 per share. By comparison, the current RSI reading of the S&P 500 ETF ( SPY ) is 48.1. A bullish investor could look at LYFT's 28.2 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.

https://www.nasdaq.com/article/lyft-becomes-oversold-cm1206827