Rakuten wesentlich besser als Rocket

https://www.cnbc.com/2017/10/20/...billion-led-by-googles-parent.html  

seines Anteils an Lyft zum 30.9 dieses Jahres noch auf der Basis der 6,9 Milliarden vorgenommen haben, denn die Finanzierungsrunde (siehe 451) lief erst spät im Oktober. Auf der Basis der folgenden Zahlen aus dem Text im letzten Posting ist der Wert schon 40% höher.

The funding values Lyft at $10 billion before the introduction of new capital -- a significant jump from the company's last valuation of $6.9 billion.

Besonders absurd ist, dass die Börse Rakuten für diese Heraufsetzung, die neben einer ordentlichen kleineren Steigerung noch eine große weitere Steigerung des Gewinns herbeiführte, bestrafte - so wie übrigens vor etwas mehr als einem Jahr, als sie auf einige Beteiligungen Wertberichtigungen durchführten.  

Rakuten Leads $530M Investment In Lyft

TOKYO, March 12, 2015  – Rakuten, Inc. (TOKYO: 4755), today announced that it has agreed to purchase a 11.9% stake in Lyft, the San Francisco-based ride-sharing service provider and sharing economy pioneer. Rakuten is investing $300M as the lead investor in Lyft’s series E investment round.

https://global.rakuten.com/corp/news/press/2015/0312_01.html
 

sollen laut der weiter oben schon angeführten slirde presentation zum dritten Quartal 2017 von Rakuten gekommen sein.

Lyft has raised a total of $600 million in new funding, with a post-money valuation of $7.5 billion, the company announced via its blog on Tuesday. Reports had indicated the raise was in process, though the most recent figure pinned the total at $500 million, though that was prior to its closing.
Lyft’s investment included new funding partners including Canada’s Public Sector Pension Investment Board, as well as participation from Alliance Bernstein, Baillie Gifford, KKR and previous investors Rakuten, Janus Capital and others.

https://techcrunch.com/2017/04/11/lyft-raises-600m-at-7-5b-valuation/
 

letzten Postings dürfte der Anteil von Rakuten an Lyft zwischen 13 % und 15% liegen. Bei 11 Milliarden Wert von Lyft wären das immerhin zwischen 1,43 und 1,65 Milliarden.

Der Kurs von Rakuten spiegelt das meines Erachtens aber nicht widerl
 

Research Now and Rakuten AIP Agree to Data Partnership in Asia

Covers mutual use of panel data and expansion of solutions across multiple markets
PLANO, Texas and TOKYO, Dec. 4, 2017 /PRNewswire/ -- Research Now, the global leader in digital market research data, and Rakuten AIP, the leader in online market research data in Asia, have entered into a strategic alliance that enables mutual access to each other's panel data and the development of digital research products and service. The agreement brings together Research Now's global reach and Rakuten AIP's recognized strength in twelve Asian countries: Japan, China, India, South Korea, Taiwan, Thailand, Indonesia, Hong Kong, Singapore, Malaysia, Vietnam and Philippines.

https://finance.yahoo.com/news/...ow-rakuten-aip-agree-150000422.html
 

https://www.careem.com/dubai/about-careem  

Careem reveals Rakuten as its second major investor
The e-commerce company is the other major investor in the Dubai-based ride hailing company along with Saudi Telecom.
The Japanese e-commerce giant Rakuten has been confirmed as a second new major strategic investor in Careem, as part of a US$350 million financing package announced yesterday by the ride sharing company.
Rakuten, the world’s largest e-retailer outside China and the US, was confirmed yesterday as the co-leader of a $350m fund-raising drive by Careem, together with Saudi Telecom, alongside a series of smaller investors.
Saudi Telecom said on Sunday that it had reached an agreement to acquire a 10 per cent stake in Careem, which operates in 47 cities in 11 countries, for $100m.
Mudassir Sheikha, Careem’s chief executive, told The National that Rakuten had acquired “a meaningful equity stake” in the company using the same valuation, declining to give further details.
Ratuken did not respond to requests for comment.
The Japanese company already owns a 10 per cent stake in Lyft, the second largest ride-hailing service in the US behind Uber, as well as shareholdings in similar companies including Indonesia’s Go-Jek and Cabify, which operates in Spanish and Portuguese speaking markets in Europe and Latin America.
Oskar Mielczarek de la Miel, Rakuten’s head of ride-sharing and fintech investments, and an as yet unnamed Saudi Telecom executive, will be on the board of the company.

https://www.thenational.ae/business/...second-major-investor-1.172663
 

https://www.forbes.com/sites/parmyolson/2017/06/...avan/#14eaf5b62828
 

http://www.wiwo.de/unternehmen/dienstleister/...-werden/20103270.html  

Spanish taxi-booking app Cabify secures funding from RakutenUber challenger aims to push into Latin America with $12m from Japan’s largest e-commerce company
The market for Uber-style taxi-booking services is hotting up, with Cabify, a Madrid-based application with a rapidly growing presence in Latin America and Spain, securing fresh funding led by Rakuten, the largest e-commerce company in Japan by sales.The deal announced on Monday will provide Cabify with $12m to further fund its push into Latin America. It also provides the company with the stamp of approval from one of the most high-profile investors in internet services. Cabify’s latest financing round underscores growing investor interest in the rivals to Uber in specific markets, that often have a leg up on their US rival due to language and regulatory context. In Madrid, for example, Uber has been banned, leaving the market largely to its Spanish rival.

https://www.ft.com/content/79964fcc-6e92-11e5-aca9-d87542bf8673
 

Cabify raises $120m at a $320m valuation led by Rakuten to take on Uber in Latin America
Posted Apr 20, 2016 by Ingrid Lunden (@ingridlunden)

Mark up one more sizeable round of funding for another regional startup that is rivalling Uber and other services in the world of on-demand transportation. Cabify, a ride-sharing app based out of Madrid and active in Spain and Latin America, has raised $120 million — money that it plans to use to continue building out its business on both sides of the Atlantic, starting first in Brazil and Argentina. It’s currently active in 14 cities.

The Series C round values the company at $320 million ($200 million pre-money), and it is notable also for who is investing. Rakuten — the Japanese e-commerce giant that also backs Lyft and had invested in Cabify previously — is leading the round, with participation from others whose names are not being disclosed.

https://techcrunch.com/2016/04/20/...o-take-on-uber-in-latin-america/
 

https://techcrunch.com/2017/05/09/cabify-100-million/  

aber in erster Linie einmal der Aktienkurs entscheidend. Und der fällt mittlerweile ja schon täglich, ganz egal was die Märkte machen.

PS: Ich halte ja den Aktienkurs von Hypoport für zu hoch bei den Quartalszahlen in 2017 aber deshalb schreibe ich doch dort nicht Tag für Tag. Was treibt dich denn dort mehr zu schreiben als hier zum Beispiel.  

https://books.https://techcrunch.com/2017/05/09/...%20pay&f=false  

Ich gehe davon aus, dass wir unterschiedliche zeitliche Präferenzen haben..

Ich benutze die momentanen Kurse zum Aufstocken der Bestände, richtig ist aber sicher, dass Rakuten bei seinen Investitionen in die Zukunft keinerlei Rücksicht auf Aktienkurse nimmt und die Börsen im Gegensatz zu Amazon und Alibaba das nicht honorieren.  

Natürlich billige auch ich Alibaba und Amazon Premiumzuschläge zu - aber nicht in dem Maße, wie sie sich dies in den KGV-Unterschieden zu Rakuten ausdrückt.  

Und erst recht nicht den von Dir genannten Aktien - wo ich einen Abschlag gegenüber Rakuten sowohl vom Gewinnwachstum her als auch hinsichtlich der Innovationskraft sehe.  

Rakuten Card proved to be their strongest fintech counterpart. The annual transaction volume for last year alone was over US$5 trillion. Kinzai Institute for Financial Affairs Inc foresees it to become the largest credit card company in Japan based on transaction volume.

https://themalaysianreserve.com/2017/11/14/...0-fintech-demand-grows/
 

Rakuten Inc  (OTCPK:RKUNF) PE Ratio: 23.63 (As of Today)

As of today, Rakuten Inc's share price is $10.09. Rakuten Inc's Earnings per Share (Diluted) for
the trailing twelve months (TTM) ended in Sep. 2017 was $0.43. Therefore, Rakuten Inc's P/E ratio for today is 23.63.

Good Sign:
Rakuten Inc stock PE Ratio (=23.95) is close to 5-year low of 23.82
During the past 13 years, Rakuten Inc's highest P/E Ratio was 789.57. The lowest was 16.09. And the median was 36.09.

Rakuten Inc's EPS (Diluted) for the three months ended in Sep. 2017 was $0.21. ItsEPS (Diluted) for the trailing twelve months (TTM) ended in Sep. 2017 was $0.43.

https://www.gurufocus.com/term/pe/OTCPK:RKUNF/PE-Ratio/Rakuten-Inc
 

• RAKUTEN, INC.
Notice Regarding the Status of Share Buyback

 Rakuten, Inc. announces the status of the repurchase of its own shares as follows pursuant to Article 156 of the Companies Act of Japan as applied pursuant to Article 459, Item 1, Paragraph 1.
1．Class of shares repurchased：Common stock of the Company
2．Number of shares repurchased：3,901,000 shares
3．Total purchase amount：JPY 4,515,082,500
4．Repurchase period：November 1, 2017 ～ November 30, 2017 (on a contract basis)
5．Method of repurchase：Shares were purchased on the Tokyo Stock Exchange

https://global.rakuten.com/corp/news/press/2017/1201_04.html
 

Aus den nachstehenden Zahlen und Überlegungen zu den Geschäfsmodellen zieht der Autor den Schluss, dass Amazon und Yahoo irgendwann Rakuten überholen werden und den Endkampf auf dem japanischen Markt unter sich ausfechten – und ähnlichen Meinungen sind wohl weiter verbreitet und führen mit zu der eklatanten Unterbewertung von Rakuten. Ich halte insbesondere die Ein-Dimensionalität der Argumentation, die nur auf die Schnelligkeit der Lieferung zum Zeitpunkt 2016 setzt, für absurd. Schon ein Jahr später hat Rakuten enorm aufgeholt und punktet zudem über den Ausbau des Ecosystems, das die beiden Konkurrenten so nicht bieten können. Dass Kaufen auch emotionale Dimensionen hat, scheint der Autor nicht kapiert zu haben – und hier lässt Rakuten die beiden Rivalen weit hinter sich (Poldi, die Warriors und Barcelona lassen grüßen).

Due to differences in business models, the Japanese way to gauge online retail market share is to measure the total value of products distributed. As of 2016, Rakuten (OTCPK:RKUNF, OTCPK:RKUNY) still leads the pack, with Amazon Japan and Yahoo Japan (OTCPK:YAHOF, OTCPK:YAHOY) closing in.

Rakuten mit 3000 Billionen Yen und 12% Wachstum, Amazon mit 1800 Billionen Yen sowie 20% und Yahoo Japan mit ebenfalls 1800 Millionen Yen und 20% Wachstum.

https://seekingalpha.com/article/...m-hiccups-long-term-asian-success
 

Posting meines Erachtens übersehen oder nicht verstanden hat;

An ecosystem of services with membership at the core

Rakuten Group’s broad range of online and off-line services includes e-commerce, travel, FinTech, digital contents and communications, as well as credit cards, banking, securities, insurance, electronic money and even professional sports. By linking these many diverse services through a common membership and loyalty program, we have created a unique Rakuten Ecosystem.

By using these services – whether shopping, streaming content, banking, or other – members can earn Rakuten Super Points, which can then be used to enjoy other services. As it enables and encourages user engagement across multiple platforms and services, the Rakuten Ecosystem is a unique strength that minimizes customer acquisition costs and maximizes the lifetime value of each Rakuten member to the Group and drives growth of gross transaction value (GTV). Close to 90 million registered members based in Japan can now easily access services across the Ecosystem using a single Rakuten member ID. We look forward to expanding the Ecosystem to encompass all of our more than 1 billion global users.

https://global.rakuten.com/corp/about/strength.html
 

There are 2.5 million apps on the App Store and three million on Google Play. Just six of them have achieved massive scale in messaging, and only three of those have a global rather than a regional user base.

One of those is the 900-million member Viber.

https://www.forbes.com/sites/johnkoetsier/2017/12/...re/#10d6a36a4929
 

die Konkurrenz ist ein Legende.

https://rakutensl.com/why-rsl/


Allerdings zwingen Sie niemand auf ihren Plattformen auch ihre Lieferdienste in Anspruch zu nehmen.  

We have 30 countries where we a a leader or co-leader, mostly in Eastern Europe, the European Union, Russia, and the Middle East, as well as North Africa and southeast Asia. In all of those countries, we’re strong … we have reached the scale where the new user will find a lot of his friends in there. In many of them, we have 90% market share.

John Koetsier: How did you achieve that scale?

Agaoua: One reason was speed … our product was there before the other ones localized.
Also, we put a lot of effort into creating local partnerships, especially in sports and media. And we have deliberate strategy about integrating those partnerships immediately after user acquisition. For sports … we just love sports, and build out exclusive content via chatbots and group chat with sports stars that make it attractive.

We’re now trying to fight back … partly by targeting specific segments like immigrants, who need to communicate back home to places where Viber is strong.