Rakuten wesentlich besser als Rocket
Major Key players in this Market:
Amazon.com Inc.
MercadoLibre Inc.
eBay Inc.
Otto Group
Wal-Mart Stores Inc.
Snapdeal.com
Alibaba Group Holding Limited
Tesco PLC
Rakuten Inc.
Flipkart Internet Private Limited
Read more: https://www.digitaljournal.com/pr/...co-plc-rakuten-inc#ixzz7Z5C1F3b7
- Sun Chlorella to be presenting partner of inaugural tournament, which will host teams from Indonesia, Japan, Philippines and Taiwan.
https://www.businesswire.com/news/home/...%80%9D-in-Tokyo-This-August
Rakuten is a large conglomerate of e-commerce, financial, telecom, and consumer service dominating the Japanese online economy. The telecom segment has been a major cash drain and spooked investors out. The strong growth and quality of the core business have been ignored and left the company undervalued. The mobile business is set to turn profitable and this should change the narrative (and valuation multiples) around Rakuten.
A High-Quality Core Business
Rakuten is the largest actor in the Japanese e-commerce sector and gaining even more dominance every year. It is highly profitable and with very strong margins compared to other generalist e-commerce platforms like Amazon or Alibaba.
As a stand-alone company, this segment could single-handily justify the current market valuation of the Rakuten Group, with all the rest of the company offered for free.
https://finmasters.com/rakuten-stock-research-report/#extended-summary
"So I personally think that market pessimism on Rakuten is unwarranted. Expansion into mobile was a risky venture that might pay off more than anyone expected. And even if this was not the case, the value of e-commerce, FinTech, and overall ecosystem justify a higher valuation."
https://finmasters.com/rakuten-stock-research-report/#extended-summary
By Contributor -June 1, 20220
B Carousell is one of Singapore’s most well-known startup unicorns, synonymous with buying and selling new and secondhand goods.
Over the years, Carousell went on to attract additional funding from major investors such as Rakuten, Golden Gate Ventures, Naver and 500 Startups.
Then in September 2021, Carousell hit its biggest milestone. It raised $100 million in fresh funds from STIC Investments. This brought its valuation to US$1.1 billion – finally reaching unicorn status nine years after its founding.
https://financialhorse.com/carousells-journey-to-ipo-in-2022/
2 days ago
https://rakuten.today/blog/...-sporting-diversity-rakuten-eagles.html
1.§The quality and growth of e-commerce segment alone coils support a much higher market cap. We will also discuss why some Japanese equities deserve a second look, especially growing and modern companies.
2.§The capital intensive phase of the mobile operations is largely done. Their losses should drop dramatically and they might even turn profitable.
3.§The Rakuten ecosystem is a world-class moat, and the mobile activity reinforces it.
4.§The financial branch of the company is largely not discussed, despite large opportunities available in Online Banking, FinTech, Insurtech, and for monetizing the data collected.
5.§The investment in mobile network technology has been used to develop a unique technology stack, similar to what Amazon did with AWS. It could be massively adopted abroad by low-cost mobile operators, as demonstrated by some recent high-margin sales of the solution. This will also transform Rakuten’s investing profile from “Japan e-commerce” to a diversified international tech conglomerate.“
https://finmasters.com/...stock-research-report/#quick-stock-overview
Moderation
Zeitpunkt: 18.07.22 12:58
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers
Zeitpunkt: 18.07.22 12:58
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers
Rakuten presents a different picture. The core e-commerce business is highly profitable and has been so for a long while. Operating margins are stable or improving, standing at 8-10% for the retail segment (approximately double Amazon’s margins) and 12-14% for the financial services segment.
The recent losses come exclusively from the massive costs linked to Rakuten’s development of its own nationwide mobile network. Since 2018, these losses have exploded and entirely overwhelmed the rest of the profitable businesses of the company.
https://finmasters.com/...stock-research-report/#quick-stock-overview
July 12, 2022
Partnering with the Golden State Warriors solved a “top of the funnel” challenge that Rakuten had when it rebranded and reached out to U.S. Consumers, said Amit Patel, CEO and president of Rakuten Americas.
https://www.youtube.com/watch?v=JTME7UEZ5O8
- 500 billion points issued in the 11 months since Rakuten achieved its 2.5 trillion cumulative points milestone.
Tokyo, July 19, 2022 – Rakuten Group, Inc. today announced that the total cumulative number of points issued through its Rakuten Points loyalty program has exceeded three trillion*1. Through the ongoing implementation of a variety of campaigns, the resurgence of offline consumption and increased usage of Rakuten Group services, 500 billion Rakuten Points have been issued in the 11 months since Rakuten achieved the 2.5 trillion total cumulative points issued milestone.
To commemorate the new milestone, a dedicated website explaining the ways in which Rakuten Points can be collected was launched earlier today. A special three trillion cumulative Rakuten Points issued campaign is also planned for the near future *2.
In addition to Rakuten services such as Rakuten Ichiba, Rakuten Card, Rakuten Bank and Rakuten Mobile, Rakuten’s flagship loyalty program Rakuten Points can also be earned and spent when shopping on Rakuten’s diverse portfolio of services and at partner stores across Japan. Launched in November 2002, the points program is approaching its 20th anniversary this year. Rakuten Points reached the milestone of one trillion total cumulative points issued in July 2017, followed by two trillion points in September 2020 and 2.5 trillion points in August 2021. In addition, the average number of points earned per Rakuten member increased by approximately 1.4 times*3 in the three-year span between 2019 and 2021, while the number of members who have earned 100,000 or more total points has exceeded 7.5 million*4.
Contributing factors to the achievement of three million total cumulative points issued include a variety of ongoing campaigns across the Rakuten Group. On the Rakuten Ichiba online marketplace, this includes the “Okaimono Marathon” and Rakuten Super Sale events, and other group services continue to offer incentives such as the Super Point Up Program, which scales up the amount of points earned according to the number of Rakuten Group services being used.
Elsewhere, Rakuten Card’s transaction value is increasing due to the increased number of cards being issued as well as the recovery in offline spending, while services such as Rakuten Pay and Rakuten Point Card have seen a dramatic increase in the amount of usage at participating stores. Additionally, Rakuten Mobile subscribers are increasing and other Rakuten Group services have been receiving active use – all factors that have contributed to achieving three trillion total cumulative points issued.
Rakuten’s unique ecosystem consists of more than 70 services spanning e-commerce, travel, finance, telecommunications, sports and more. Rakuten Points can be used on many Rakuten services and at affiliated merchants (approximately five million locations) and can also be exchanged with approximately 50 different points and miles programs issued by partner companies. The ways in which customers can use their Rakuten Points continues to expand: Easy Point Investment by Rakuten Point Club gives users a simulated investment experience using Rakuten Points, while similarly the Point Bitcoin by Rakuten Point Club service offers users a Bitcoin-trading experience. Additionally, Rakuten Point Interest allows users to increase their Rakuten Points in accordance with a predetermined interest rate.
Combined with constant improvements made to the convenience of Rakuten’s services, these campaigns and initiatives have contributed to the loyalty program’s popularity, and Rakuten Points has been consecutively named the number 1 loyalty points program in Japan for overall customer satisfaction. Rakuten Points has also been rated the points program users in Japan most want to earn and spend*5.
https://global.rakuten.com/corp/news/update/2022/0719_01.html
Cristina Constandache Chief Revenue Officer at Rakuten Viber
July 12, 2022
An expert opinion from Cristina Constandache, Chief Revenue Officer at Rakuten Viber, one of the world’s largest messaging apps with over 1 billion downloads on Android and thousands of businesses that are using Viber for Business Solutions every day to connect with their customers.
Messaging and messaging apps have evolved significantly in recent years. They are no longer just a way to send text messages. In fact, they are now full-fledged platforms that offer a variety of services. In this article, we will discuss what’s new and recent in messaging apps in 2022 and what it means not just for end users, but for businesses that are looking for innovative ways to connect with their customers.
https://www.forbusiness.viber.com/en/blog/post/...-and-functionality/
Today in 2022, Viber’s list of features and solutions for a rich user experience includes:
Messaging
Audio and video private and group calls
Channels
Stickers
GIFs
AR Lenses
Disappearing messages
Payments and money transfers
Viber Out: an ability to call any mobile or landline number in the world
https://www.forbusiness.viber.com/en/blog/post/...-and-functionality/
Rakuten is the 4th mobile operator in Japan. Reaching that position was a massively costly operation. It is now a done deal, with 96% of the population covered. The roaming charges that used to kill mobile profitability are now a thing of the past. Aggressive promotion and pricing have helped the launch. Market penetration is lower than ideal, but with a strong growth pattern.
The most concerning issue is that the telecom spectrum is hoarded by the competition and regulators are very slow to attribute a fair share to Rakuten. Profitability is hoped for 2023, but might also take a few years longer if there are delays in allocating more electromagnetic spectrum.
Rakuten developed a unique and innovative open RAN technology for building its mobile network. This cut CAPEX and operation costs by more than 1/3. This technology is now getting re-sold and deployed by Rakuten to mobile operators outside of Japan. The first confirmed deal is worth $2B just for the German market, with virtually every other developed country a potential target. The total addressable market for this solution could reach up to $150B.
https://finmasters.com/...stock-research-report/#quick-stock-overview
UBS Downgrades Rakuten to Neutral From Buy, Adjusts Price Target to 670 Yen From 1,600 Yen
06/22/2022 | 07:43am BST
https://www.marketscreener.com/quote/stock/...rom-1-600-Yen-40782956/
Erricson and other from Rakuten disrupted companies are bigger clients of UBS than Rakuten.
"Rakuten Anshin Extended Warranty"
https://www.rakuten-insurance.co.jp/news/article/2022/20220719/
Am 20. Juli 2022 startete Rakuten Mobile eine Kampagne, um 5.000 Rakuten-Punkte zusätzlich zu den regulären Vorteilen an diejenigen zu verschenken, die sich zum ersten Mal bei einer Rakuten-Mobilfunklinie angemeldet haben. Das Enddatum der Kampagne steht noch nicht fest.
https://appllio.com/news/...-29911-rakuten-mobile-5000points-campaign
Gabriel predicts first-generation open RAN solutions will be capable of supporting most private wireless use cases, and therefore may find a foothold in enterprise networks. Her firm forecasts open RAN will account for 71% of all small cells deployed in the private enterprise sector in 2026.
Private network opportunities may reduce the risk that open RAN vendors will go out of business while waiting for public carriers to deploy their solutions, wrote Gabriel. Some vendors could end up specializing in private wireless.
“There is no particular reason why the private enterprise network market and the public macro network market should share the same architecture and ecosystems, given their contrasting requirements and economics,” Gabriel observed.
https://www.fiercewireless.com/private-wireless/...-match-made-heaven
Infovista enables accurate Open RAN network planning with launch of Planet 7.7
Paris, France – July 21st, 2022 – Infovista, the global leader in network lifecycle automation (NLA), today announced support for Open RAN planning with the launch of version 7.7 of Planet, its AI-powered RF planning solution. Operators looking to deploy O-RAN in greenfield or as a replacement to existing network infrastructure can now accurately model their network deployment to identify the optimal topology.
The launch of version 7.7 brings Planet’s highly accurate AI-powered RF modeling to O-RAN. As seen recently, improving modeling precision in RAN planning and design optimization can drive significant CAPEX savings for mobile operators by either increasing RAN capacity or deferring investment in additional spectrum and radio equipment. An independent report by analyst firm Mobile Experts, Accurate RAN Planning Saves Billions, published in July 2022 calculated that a nationwide U.S. mobile network could save approximately $2 billion over a 10-year period through a reduction in the number of base stations and smalls cells deployed.
Infovista and Rakuten will jointly present at an upcoming webinar hosted by Mobile World Live “How can data-driven RAN planning reduce the time and cost of 5G network deployment”, on 27 July 2022.
https://ukprimenews.com/technology/...ning-with-launch-of-planet-7-7/
https://mmdlabo.jp/column/detail_2089.html
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