Rakuten wesentlich besser als Rocket

- und daher habe ich mir nach dem Einstieg bei Alibaba, die inzwischem mehr als 20% gut gemacht haben, auch einige Rakutens gekauft.

Look Out Amazon, Here Comes...Rakuten?
Japanese e-commerce firm Rakuten announced on Tuesday it is acquiring Ebates for $1 billion.

The acquisition, which Rakuten hinted at last week, is part of the Japanese company’s push to grow its base beyond its domestic market and hopefully, become a global player. Having made some $1.2 billion acquisitions to date along these lines, this is Rakuten’s most ambitious move to date.

However, investors are dubious that the company can absorb yet another foreign acquisition, much less one the size of Ebates, despite Rakuten’s strong cash position.
Then there is the ever-present Amazon, which dominates the e-commerce market in the U.S. Few believe it will falter in the face of Chinese giant Alibaba, much less a Rakuten-Ebates combo.

Rakuten Goes Forth

Not surprisingly, Rakuten says it is undaunted. For starters, it has assembled a very interesting mix of acquisitions. There is messaging app Viber, which it purchased for $900 million in February, the Canadian ebook offering Kobo, Spanish video service Wuaki.tv, Viki, a digital content platform and Buy.com.
Now it has picked up Ebates.

http://www.forbes.com/sites/erikamorphy/2014/09/...ere-comes-rakuten/  

https://www.iid.co.jp/contents-Internet/...nmobile-mikitani-campaign/

 

bei einem Yen-Kus von 0,0062 einen Euro-Kurs von 4,93.  

Rakuten Mobile mobile phone subscription market share Japan 2021-2024

Published by Statista Research Department, Jul 30, 2024

Rakuten Mobile, Inc. accounted for 2.9 percent of mobile phone subscriptions in Japan in 2024, which was an increase of 0.7 percentage points over the previous year. Next to NTT Docomo, Inc., the KDDI Group, and SoftBank Corp., Rakuten Mobile is one of the main mobile phone operators in Japan.

https://www.statista.com/statistics/1356594/...cription-market-share/
 

Which Is Better: WhatsApp Or Viber? Key Takeaways

As of now, there is no clear winner in the Viber versus WhatsApp debate from a business perspective.
Both are excellent messaging apps that offer unique features and benefits for businesses.
WhatsApp has a larger user base and a user-friendly interface, making it easier to connect with a wider audience.

On the other hand, Viber offers more customization options and advanced security features, which can be crucial for businesses dealing with sensitive information.

Choosing between the two largely depends on your business needs and priorities, as well as the location and preferences of your target audience.

So, which is better for your business—WhatsApp or Viber?

Consider these questions:
         •§Which app does your target audience prefer?
         •§What features are most important for your business operations?
         •§Do you prioritize a larger user base or advanced security features?

In English-speaking countries like the USA, UK, Canada, and Australia, WhatsApp is more widely preferred.

Conversely, Viber is popular in countries such as Russia, Ukraine, Belarus, Greece, and several Middle Eastern countries.

Evaluate these key takeaways to decide which messaging app is the right fit for your business.

https://dexatel.com/blog/viber-vs-whatsapp/
 

1&1 Netz: Netzabdeckung, Roaming & Bestandskundenpläne
24. Juni 2024

Thorsten Neuhetzki

https://www.inside-digital.de/ratgeber/...oaming-bestandskundenplaene
 

Published by C. Diep, Jul 17, 2024

In the first quarter of 2024, the number of member IDs registered at Rakuten amounted to over 142 million. The most recent figure constitutes an increase of over four percent compared to the first quarter of the previous year. The Japanese e-commerce company is headquartered in Tokyo, where it was founded in 1997.

https://www.statista.com/statistics/223349/rakuten-members/
 

mit einem stärkeren Rückgang abgestraft wurde als der Nikkei.

Beim Nikkei, ob das jetzt in dem Umfang berechtigt war, kann man das ansatzweise nachvollziehen. Angesichts der vermuteten Zinssenkungen in den USA erwartet man eine Aufwertung des Yens, die den Gewinn von stark exportorientierten japanischen Unternehmen beeintrachtigen würde.

Derartiges ist bei Rakuten nahezu zu 0% der Fall. Vielmehr würde durch eine Aufwertung des Yens der Import von Gütern nach Japan erleichtert - und das wäre gut für Rakuten Ichiba, die ein wichtiges Einfallstor für derartige japanische Importe sind.  

Essential Viber Statistics And Facts For Marketers To Boost Up Their Businesses

https://www.enterpriseappstoday.com/stats/viber-statistics.html
 

https://mitto.ch/12-shocking-viber-statistics/
 

Rakuten Card's shopping gross transactions value FY 2014-2023

Published by Statista Research Department, Apr 4, 2024

In the fiscal year 2023, the shopping gross transaction volume of Rakuten Card Co., Ltd. amounted to around 21.1 trillion Japanese yen, up from 18.2 trillion yen in the previous year. Rakuten Card is a credit card company that was established in 2001 and is part of Rakuten Group.

https://www.statista.com/statistics/1313701/...ing-transaction-value/
 

The statement also recognized “the transformative power of critical and emerging technologies to support sustainable development in the Indo-Pacific and deliver economic and social benefits. We continue to advance the development of a trusted, secure and robust telecommunications network, and promote supplier diversification, Open Radio Access Networks (Open RAN) and joint projects such as the Open RAN deployment in Palau.” Other topics covered included cyber, media and information environment, the important role of women and girls in the prevention and resolution of conflicts and in peacebuilding, disaster response, terrorism, and the Quad Partnership for Cable Connectivity and Resilience, among others.

https://www.internationalaffairs.org.au/...ustralian-foreign-affairs/
 

Open-RAN Investment by Operators to Surge in Next Five Years Reaching $39 Billion, as Operators Focus on Maximising Network Efficiency

Hampshire, UK – 29th July 2024: A new study by Juniper Research, the foremost experts in telecommunications markets, has found that annual operator investment into O-RAN (Open Radio Access Networks) will reach $11 billion in 2029; rising from $2 billion in 2024.

This culmination of nearly $40 billion of global investment into AI network automation by 2029 will be driven by the need to cater for increasing cellular connections and data.

https://www.juniperresearch.com/press/...to-surge-in-next-five-years/
 

1&1 now anticipates an investment volume (cash capex) of around €460 million (previously expected: approx. €380 million after €295.6 million in 2023).

https://www.stock-world.de/nachrichten/adhoc/...t-2024-n17323498.html
 

JOINT FACT SHEET: Second U.S.-Singapore Critical and Emerging Technology Dialogue

August 01, 2024

Critical Infrastructure and Technology Supply Chains

Welcoming joint engagements on connectivity technologies such as 5G, Open Radio Access Network (RAN), and future generation communications networks.

Exploring collaboration between the State Department and IMDA to promote secure 5G networks and foster enabling environments for innovative approaches such as Open RAN.

https://www.whitehouse.gov/briefing-room/...ging-technology-dialogue/
 

O-RAN: Tracking the Spread of Open RAN in 2024

Tuesday, 30 July 2024

Alex Webb Research Analyst

While the rollout of O-RAN has experienced a multitude of delays, we expect large-scale rollouts of O-RAN to take shape in 2025 and 2026, culminating in the deployment of over two million O-RAN-compliant base stations in 2029. This acceleration of O-RAN rollouts will be driven by key operators such as AT&T and Vodafone, all of whom have signed significant deals for O-RAN infrastructure development or begun significant O-RAN RFQs.

As the above infographic illustrates, ten countries have begun deployment or seen commercial launches of O-RAN services, including Canada, Peru, India, Japan, Romania, the UK, and the US. An additional five are also currently field testing O-RAN, including Brazil, Spain, Turkey, and Saudi Arabia.

https://www.juniperresearch.com/resources/...ead-of-open-ran-in-2024/
 

Rakuten Card Guide: English Support, Payments, Renewals, and More!

https://matcha-jp.com/en/10822
 

Rakuten Advertising Reviews 2024: Details, Pricing, & Features

https://www.g2.com/products/rakuten-advertising/reviews
 

because the increase of the Yen is for the business of Rakuten a non-event.  

today again.  

das machst du ja erfolglos seit 2014 und es ist schon wirklich beeindruckend, wie standhaft du dich weigerst, an der Börse irgendwas dazu lernen zu wollen.
Rakuten hat sich in den positiven und sogar euphorischen Börsenphasen als schlechtes Investment erwiesen, da ist es wie öfter angesprochen wirklich keine Überraschung, dass eine solche Schrottaktie in negativen Marktphasen noch weiter abgestraft wird.  

Bei einem derart eczellenten Kontroindikator kann m.E. der Shortsquezze nicht weit sein, zumal auch am Donnerstag noch Quartealsergebnisse anstehen, die nach meiner festen Überzeugung eine weitere Verbesserung der Egebnisse anzeigen werden.  

Nobody can build an additional network ln Japan like Rakuten had build.  

O-RAN Market 2024 Growth Rate by Key Manufacturers, Trends Analysis and Forecast to 2032
The global O-RAN market size was valued at USD 2944.8 million in 2023 and is forecast to a readjusted size of USD 44420 million by 2030 with a CAGR of 47.4%

https://www.linkedin.com/pulse/...growth-rate-key-manufacturers-tajve
 

 

My advice for shortsellers: Go panic first!