Rakuten wesentlich besser als Rocket
By Tae Kim
Aug. 26, 2019 10:08 am ET
Lyft stock will rally because the ride-hailing company will report markedly better-than-expected results next year, according to Guggenheim Securities.
https://www.barrons.com/articles/...8492?siteid=yhoof2&yptr=yahoo
26.08.19 16:07
Laut einer Aktienanalyse empfiehlt Jake Fuller, Analyst bei Guggenheim Securities, die Aktien des Fahrdienstvermittlers Lyft Inc. (ISIN: US55087P1049, WKN A2PE38, NASDAQ-Ticker: LYFT) nunmehr zum Kauf.
Ein verbessertes Umfeld im Markt für Fahrtenvermittlungen sollte Lyft Inc. nach Ansicht der Analysten von Guggenheim Securities bereits in 2021 ein positives EBITDA ermöglichen. Bislang sei ein solches Szenario erst für 2023 unterstellt worden.
Da Uber Technologies und Lyft nun an der Börse gelistet seien und Uber Margen im US-Geschäft benötige, um die internationale Expansion zu unterstützen, sei das Verhalten im Markt rationaler geworden, so der Analyst Jake Fuller.
In ihrer Lyft-Aktienanalyse stufen die Analysten von Guggenheim Securities den Titel von "neutral" auf "buy" hoch und veranschlagen ein Kursziel von 60,00 USD.
https://www.aktiencheck.de/exklusiv/...fitabel_Aktienanalyse-10285775
Lyft’s price increases according to demand elasticities
On August 7, Lyft announced that it began raising prices at some locations at the end of June. On its second-quarter earnings call, its CFO, Brian Roberts, said, “Our guidance incorporates modest price adjustments that went live towards the end of June. More specifically, we began to adjust prices on select routes and in select cities based on costs and demand elasticities. We expect that these changes will accelerate Lyft’s path to profitability.”
This comment implies that the company is only raising prices on routes where demand elasticity is low. So either higher prices won’t dissuade customers from still taking rides or the losses from such instances will be more than offset by the increase in fares overall.
https://marketrealist.com/2019/08/...p;utm_medium=feed&yptr=yahoo
There is no doubt that Cabify and Uber have accelerated from birth to reach the maximum number of possible cities. Although the bulk of its business is outside of Spain - Latin America and the United States, mainly - the national market has become an area of maximum importance for these two applications.
The Spanish company, present in ten countries of Latam, maintains in Spain the maximum number of open cities: Madrid, Malaga, Seville, Alicante, A Coruña, Murcia, Barcelona, Santander and Valencia.
In some cases there are certain aspects to consider. In Santander, for example, the company has launched a pilot test in which, in addition to rental vehicles with driver (VTC), you can hire the taxi service.
It is an agreement that the platform could replicate to the rest of Spanish cities. The General Director of Cabify, Mariano Silveyra, said recently that the taxis included in the application in the Cantabrian capital have increased their billing significantly since the launch of the agreement.
https://www.onlinemarketplaces.com/articles/...pread-throughout-Spain
RedDoorz announced a fresh investment of US$70M. The funding comes in quick succession after its US$45M round due to high investor demand.
This new investment is the first close of a larger Series C round and is led by Asia Partners with participation from new investors Rakuten Capital and Mirae Asset-Naver Asia Growth Fund.
The new capital will be used for market and product line expansions, and to build a second tech hub in Vietnam amongst other growth initiatives.
Singapore - RedDoorz, Southeast Asia's largest and fastest-growing hotel management and booking platform, announced today it raised US$70 million as first close of a larger Series C funding.
The startup's Series C investment follows shortly after RedDoorz announced its Series B funding of US$45 million in April 2019. The new funding brings the total amount of funds raised by the company to approximately US$140 million since its launch in 2015. RedDoorz is now among the best-funded startups in Singapore and, specifically, is the best funded company in its category of online affordable accommodations across Southeast Asia[1.
https://www.hospitalitynet.org/news/4094680.html
It handles delivery of orders from Rakuten Direct, Rakuten Books and Rakuten BRAND AVENUE, as well as some products of Rakuten Ichiba merchants using Rakuten Super Logistics. Since starting operation in 2016 in the Tokyo metropolitan area, it has steadily expanded its delivery range to cover around 26% of Japan's population.
RNN got a close-up look at the super-quick Rakuten EXPRESS delivery process, all the way from order to the customer's doorstep.
https://global.rakuten.com/corp/innovation/rnn/2019/0726/
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„Rakuten is a growth conglomerate with multiple drivers and a sterling balance sheet with cash and short-term investments worth roughly $12.5 billion.
And the stock is trading at just 10 times trailing earnings, booked a 16% increase in revenue during its latest quarter, and offers an impressive 30% return on equity. For now, we recommending buying half of one's expected full position in this stock.“
https://finance.yahoo.com/news/...ravel-rakuten-taps-e-100000034.html
Vergleicht das einmal mit anderen Wachstumsunternehmen oder solchen, die behaupten, dass sie welche seien.
Azimo, the U.K. headquartered money transfer service backed by Japan’s Rakuten Capital, amongst others, is seeing a change at the top: founder Michael Kent is stepping sideways to become “executive chairman,” while Azimo’s COO Richard Ambrose is being promoted to CEO. However, perhaps more noteworthy — within the context of a plethora of loss-making fintechs — is that the personnel changes co-inside with the company announcing that it reached profitability during Q2 this year. Azimo has raised $50 million of investment to date. Along with Rakuten, investors include eVentures, Greycroft, and Frog Capital. “We’ve bucked the trend in fintech by focusing on profitability and long-term sustainability,” says Ambrose (pictured below), who, prior to joining Azimo two years ago, was an executive at PayPal. “The next big challenge is growing Azimo from a European to a global fintech business. We’re sanguine about this challenge because Europe — with its range of languages, currencies and payment habits — is a good place to cut your teeth before going global”.
https://techcrunch.com/2019/08/28/azimo-ceo/
Catherine Shu@catherineshu / 9:01 am CEST • August 13, 2019
igital payments startup QFPay announced today that it has raised $20 million in new funding led by returning investors Sequoia Capital China and Matrix Partners. MDI Ventures (the investment arm of state-owned Indonesian telecom Telkom Indonesia), Rakuten Capital and VentureSouq also participated as new strategic investors.
According to Crunchbase, this brings QFPay’s total raised so far to $36.5 million. The funding will be used to develop new digital payment products.
QFPay is the largest global partner of WeChat Pay and Alipay, enabling them to process payments to merchants around the world. Founded in 2012, QFPay first launched in China and is known for its QR code-based technology. Its products include end-to-end online and offline mobile payment solutions and add-on services like food ordering and customer loyalty programs. The company claims that it has served more than 1.2 million merchants and processed over 1 billion transactions.
QFPay is currently present in 13 markets: Cambodia, China, Hong Kong, Indonesia, Japan, Korea, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand and United Arab Emirates.
https://techcrunch.com/2019/08/13/...p-new-digital-payment-solutions/
One of the key hangovers for Lyft stock is over. Its lock-in period ended on August 19, more than a month before it was previously set to expire. The market expected a major sell-off on the expiry of the lock-in period. When the stock saw a softer-than-expected fall, analysts’ and investors’ outlooks for it strengthened.
Investors are concerned about the path to profitability. They’ve long resorted to offering large discounts to customers and incentives to drivers to undercut the competition. These strategies have hurt the profitabilities.
In August, Lyft announced that it had started raising prices in some areas at the end of June. On the company’s second-quarter earnings call, CFO Brian Roberts said that the company was adjusting prices on select routes “based on costs and demand elasticities. We expect that these changes will accelerate Lyft’s path to profitability.”
https://marketrealist.com/2019/08/...p;utm_medium=feed&yptr=yahoo
Rakuten eyes doubling of ad revenue by 2021 via new movie studio
Internet services provider Rakuten has revealed plans to synergise its joint venture with film production company, The H Collective for the various businesses under its wing, including its advertising arm. According to Nikkei Asian Review, it looks to double its advertising revenue in 2018 to US$1.88 billion by 2021 by leveraging production of TV commercials based on scenes from Rakuten movies.
It also aims to benefit its other business units such as retail, television, telco and travel. In the news report, Rakuten’s group executive VP Makoto Arima explained that the intellectual property (IP) created by the studio will create a “significant impact” in expanding the company’s ecosystem.
Meanwhile, the original programming can also be added to its video platform Rakuten TV. The company, which plans to roll out its own 5G mobile network in 2020, aims to tap on the expanded movie library to acquire new customers for the service when released. Rakuten Travel, on the other hand, plans to offer tours to locations featured in the movies.
https://www.marketing-interactive.com/...y-2021-via-new-movie-studio/
"While an exodus of short sellers is good news for Lyft bulls, Dusaniwsky said there’s still cause for concern in the near-term given the stock’s recent weakness.
“It looks that short covering has now leveled off, and if long selling continues to hit the tape, we should see continued LYFT price weakness as there will be no short side based offsetting buying pressure on the stock,” Dusaniwsky said.
In fact, Dusaniwsky said there may still be a large number of company insiders waiting for an opportune time to unload their shares following the lockup expiration."
https://www.benzinga.com/analyst-ratings/...llowing-lockup-expiration
https://craft.co/lyft/funding-rounds
https://www.finanzen.net/nachricht/aktien/...e-grabpay-go-pay-7337618
USA
Published on January 30, 2019
The round was led by Evolution Media, the global tech, media and entertainment investment company backed by TPG Growth and Creative Artists Agency. Other backers in the company include Menlo Ventures, Reach Capital, Translink Capital, Rakuten Ventures, Innovation Endeavors, and others.
Co-founded in 2014, by Suren Markosian, CEO, and Kevin Donahue, Epic! is a digital reading platform for kids 12. Its subscription service includes unlimited access to a large digital library of over more than 35,000 books, read-to-me books, audiobooks and videos from 250 leading publishers such as HarperCollins, Macmillan, Sesame Workshop, National Geographic Kids, Smithsonian Enterprises. Kids can freely browse fiction and non-fiction titles, learning videos and teacher-created quizzes and reading lists.Epic! has now reached more than 10 million kids accessing the platform. The platform also offers 3,000 books in Spanish, French and Chinese.
http://www.finsmes.com/2019/01/epic-secures-30m-in-funding.html
Published: Aug 21, 2019 5:37 a.m. ET
https://www.marketwatch.com/press-release/...k-bookeen-etc-2019-08-21
Carousell bets on ad dollars; may fundraise in next 2 years
Sat, Aug 17, 2019 - 5:50 AM
CLINCHING advertising dollars will be a core focus for Carousell this year, and the online marketplace operator is willing to dish out more cash on talent to drive growth, chief executive Quek Siu Rui told reporters on Friday.
"Direct media ads and programmatic advertising are definitely going to be (part of) a huge scale-up in revenue stream for us. When you look at Carousell, we are actually a very attractive advertising ecosystem and premium publisher, just because of the real stickiness of the app," he said.
Carousell generated US$7 million in revenue for 2018, of which direct media services and programmatic advertising collectively accounted for US$4.17 million, The Business Times reported on Thursday. Its topline grew four times from the previous year.
Meanwhile, the startup, which is valued at over US$550 million, registered a loss of US$25 million in 2018. This is narrower than the year-ago loss of US$29.8 million.
Notably, Carousell's bottomline was hit by the US$17.5 million in staff costs, 2.5 times its topline for the year. This cost could be even higher in 2019, given its recent and planned hires in pursuit of monetisation.
https://www.businesstimes.com.sg/garage/...-fundraise-in-next-2-years
With Vietnam and Thailand making their mark in the world of apps, there is an untapped opportunity for performance marketers and businesses to reach and connect with new audiences.
From apps in ride-hailing, food delivery, hotel bookings and ecommerce already gaining popularity among users, the app market in Southeast Asia is at its greatest potential in the world.
https://applift.com/blog/...wave-mobile-advertising-in-southeast-asia
AUGUST 28, 2019
Segev believes that in order to maximize their potential, 5G networks must have some essential features: widespread coverage, homogeneity and the use of edge computing. The latter will be a key part of the Rakuten Mobile network, which is currently being rolled out in Japan to become the world’s first end-to-end cloud-native mobile network. Rakuten Mobile will exist on a private cloud based in two main data centers in addition to thousands of edge data centers incorporating Rakuten’s xEdge architecture. It will be ready for 5G from day one.
“Consumers will benefit from 5G, but enterprises will benefit more,” explained Tareq Amin, chief technology officer at Rakuten Mobile, and also a panelist for the NEST session. “When I look at the level of innovation you could drive with 5G, it is absolutely revolutionary. What you could do in a factory to automate machinery and sensor networks is something remarkable that a 4G network could never do.”
https://rakuten.today/blog/5g-business-warp-speed.html
New advertising technology, or "adtech", is providing the opportunity for mobile-app businesses, with large audiences sometimes numbering in the millions, to grow revenues by monetising existing user bases. These businesses have to date been largely unable, due to technological limitations and know-how, to serve programmatic ads within their apps. But now, thanks to new adtech solutions, that is starting to change, giving CFOs access to a new revenue stream that could be worth millions a year to their bottom lines.
https://www.businesstimes.com.sg/opinion/...support-bottomline-growth