Rakuten wesentlich besser als Rocket

Man sollte nicht von sich auf andere schließen, sondern sich an der Realität (Clicks) orientieren.  

http://www.ilounge.com/news/viber-add-dark-mode-for-iphone  

https://chats.viber.com/avon_russia/en  

Wert von Lyft ist, aber ich habe bisher nur wenige durchgehend plausibel klingende Analysen gelesen.

Was ich allerdings nicht nachvollziehen kann ist, wenn  jemand eine Fixkostendegression bestreitet bzw. gar nicht sieht.

Ebenso nicht nachvollziehen kann ich, wenn jemand Netzwerkeffekte als Null gegeben ansieht - auch senn sie wesentlich kleiner sind.

Ob die Eintrittshürden sehr niedrig sind, muss sich m.E. noch herausstellen, auch bei den sozialen Netzwerken gab es in der Startphase viele, von denen nur wenige überlebten.

Und weil im Filing steht, dass das Nichterreichen des autonomen Fahrens die Rentabilität beinträchtigen kann, bedeutet das nicht, dass man auch ohne autonomes Fahren auskommen kann. Schließlich steht in den USA beim Kauf eines Backofens im Prospekt, dass dort die Katze hineinhüpfen kann und ein Dachhasenbraten entsteht.  

Alliance to expand customer base for both partners and improve service convenience for members in Taiwan

Taipei, March 14, 2019 – Rakuten, Inc., a leading global innovation company in e-commerce, communications and fintech and PChome Online Inc., Taiwan’s leading e-commerce service group, today announced the forming of a strategic alliance at a media event in Taipei. The alliance will leverage each company’s unique strengths to expand consumer reach and improve service convenience for members in Taiwan.

Under the alliance agreement, PChome will sell Japan products from Rakuten Ichiba merchants on PChome's e-commerce platforms, promote Taiwan Rakuten Card, sell Rakuten Kobo e-reader devices, and provide members with new and exciting ways to earn, spend and exchange Rakuten Super Point and PChome Point on PChome Online and Rakuten e-commerce platforms.

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

countries

Reuters•March 14, 2019
FRANKFURT (Reuters) - Japanese e-commerce firm Rakuten plans to expand its video-on-demand streaming service to 42 European countries, partnering with leading smart TV makers to offer movies in high-definition at the push of a remote-control button.

Loss-making Rakuten TV says it has nearly 7 million pay-per-view customers in a dozen countries. With the wider European rollout, planned for this summer, it estimates that it will reach more than 30 million European households.

Roca estimated that Rakuten TV would be available on more than 80 percent of the smart TVs that occupy increasingly large amounts of wallspace in living rooms around Europe.

Roca declined to disclose Rakuten TV's financials but said that "loyal" viewers typically watched two movies a month. The firm's revenues grew by nearly 40 percent last year.

https://finance.yahoo.com/news/...pand-movie-streaming-231519526.html
 

https://www.statista.com/outlook/368/100/.../worldwide#market-revenue  

How tech startup Carousell drove C2C commerce in Asia
26 Feb 2019

Valued at half a billion dollars, Carousell now operates in seven key markets across Asia Pacific, counting Rakuten Ventures, Sequoia Capital, and Golden Gate Ventures among its investors. Just last year, Carousell pulled S$117.25 million (US$85 million) in Series C funding, the largest round ever raised in the regional classifieds space.

With its sights set on long-term growth, Carousell is working towards Version 4.0, where it is “reimagining classifieds for an AI-first world”. The company aims to inspire every person in the world to start selling by leading the digital transformation of online classifieds – first for Asia, and next, the world.

https://www.edb.gov.sg/en/news-and-resources/...-south-east-asia.html
 

https://techcrunch.com/2019/03/14/...-lg-philips-and-hisense-remotes/  

https://www.thejakartapost.com/news/2019/03/07/...o-be-super-app.html  

Careem CEO Wael Abu al-Ella stated on Saturday that the company would inject investments up to $120 million in Egypt starting in 2019, and aims to serve 300 million passengers in the MENA over the next 10 years.

https://ww.egyptindependent.com/...ents-up-to-us-120-million-in-2019/
 

Platzform.

The Rakuten Viki OTT TV platform has a reach of over 40 million users in 190-plus countries via Rakuten Viki and its Korean entertainment brand, Soompi. The company also includes a production arm that develops and invests in Viki Originals such as Dramaworld and upcoming co-productions with studios in Asia and Hollywood.

https://www.digitaltveurope.com/2018/12/13/rakuten-viki-names-new-ceo/
 

Sell on Rakuten: A beginner’s guide to get started and succeed in 2019
January 23, 2019 by Altamash

To all the sellers based out of the USA and looking to increase their sales channels, selling on Rakuten, can be a good idea. The marketplace has 90 million annual visitors. Also, Rakuten is known for its Loyalty Bonus program – Rakuten Superpoints which means visitors convert to repeat buyers.

Rakuten is super serious to grow and scale. To increase its footprint and boost brand image it has partnered with leading sporting clubs, leagues, and pop-stars such as FC Barcelona, NBA, Golden State Warriors, Rakuten Eagles, and Shakira.

Rakuten is chosen by big and small brands alike. There are already some top brands like Dell, Lenovo, Aosom, Altatac, Office Depot, Airweave, Dyson, Skymall and Tiger have made Rakuten online marketplace as their sales channel.

The Rakuten has a diverse network which includes e-commerce companies, logistics, and marketing firms and loyalty bonus programs such as Rakuten Viki, Rakuten Marketing, Rakuten Viber, and Rakuten Super Logistics.

https://cedcommerce.com/blog/...e-to-get-started-and-succeed-in-2019/
 

Q. What is the basis of your belief that the world’s first fully virtualized end-to-end
cloud-native network that you are building will be able to the millions of users you are
expecting?

A. (Amin)
Our telecommunications network features a cloud architecture foundation in which
elasticity is of utmost importance. We have carried out load tests under a variety of
conditions on the functions such as the packet core, radio access and IMS. Through
these tests, we were able to discover problems early and make fixes to the software.
Going forward, we will concentrate on testing the cloud foundation, and make efforts to
maintain the elasticity of the cloud foundation regardless of the workload. Also, while
other operators are shifting from IPv4 to IPv6, we already have one of the largest IPv6
blocks in Japan, so massive scaling up is a possibility. In addition, the backbone
infrastructure has a transport capacity of 100 Gbps, and we will operate multiple
datacenters. Due to the above points, we believe our network architecture is capable of
scaling up in all areas, and will be able to respond flexibly to the increases in traffic.

https://global.rakuten.com/corp/investors/
18Q4QA_E.pdf

 

https://www.cnbc.com/video/2019/03/15/...t-leg-of-their-ipo-race.html

Und spannend für Rakuten ist dabei, welche Wert durch die 13%-Beteiligung offen gelegt werden. Meine Schätzungen liegen bei ca. 3 Milliarden US-Dollar.
 

Careem CEO Wael Abu al-Ella stated on Saturday that the company would inject investments up to $120 million in Egypt starting in 2019, and aims to serve 300 million passengers in the MENA over the next 10 years.

Around 100 million passengers have been using Careem’s vehicles since 2012, Abu al-Ella said.
Abu al-Ella added that Careem would offer new services including the “Careem Bus” and the “Careem Now” food delivery service in 2019.

The company would offer its services in four governorates, with two governorates in Upper Egypt and another one in Lower Egypt by 2019.

https://ww.egyptindependent.com/...ents-up-to-us-120-million-in-2019/
 

Nationwide to offer BlueVine small business financing to customers
March 8, 2019

Following its July 2018 investment in business lending company BlueVine Capital Inc., Nationwide has announced an expanded agreement to extend BlueVine financing to small businesses.
Nationwide will implement BlueVine's online platform for small business loans through its business solutions center. BlueVine offers up to $250,000 in working capital and up to $5 million in invoice factoring.

The platform is designed to render a decision within 10 minutes.

https://www.mobilepaymentstoday.com/news/...s-financing-to-customers/
 

gibt es jetzt indirekt auch eine Beziehung zu Inter Mailand:

http://mobile.ytsports.cn/news-4387.html

Auch wenn die gegen die Eintracht diese Woche nichts "gerissen" haben.  

offering

18th February 2019

Sydney-based specialist insurance group POP Insurance Holdings and its subsidiary, Fusion Specialty M&A MGA, have entered a strategic partnership with Rakuten General Insurance to focus on mergers and acquisitions (M&A) transactions in Japan.

The partnership is offering a full suite of transaction insurance solutions to serve the growing Japanese private equity and corporate M&A marketplace, including warranty & indemnity, tax opinion, and contingent liability offerings.

Under the arrangement, Rakuten will provide distribution, direct insurance paper and insurance administration services locally for the Japanese M&A insurance market.

In return, Fusion M&A will deliver capacity, as well as distribution, underwriting and claims management services to support Rakuten’s growth across Asia Pacific.

https://www.reinsurancene.ws/...rs-with-rakuten-on-japan-ma-offering/
 

In other news, Rakuten Bank reported a 20+% increase in deposits during fiscal year 2018. Total deposits of JPY 2,481bn (USD 22.5bn) compare favorably with much touted European challenger banks like N26, which is reported to have reached just about EUR 1bn (USD 1.1bn) in customer balances. On the other hand, Marcus, the consumer financial services arm of investment bank Goldman Sachs, has reached USD 35bn in deposits since its inception, the fasted pace for any FinTech startup on record.

https://medium.com/tokyo-fintech/...-app-gets-a-facelift-bfa16d35550f
 

in Singapore in 2018:

https://aseanup.com/top-e-commerce-sites-singapore/  

fifth largest retail forex broker by volume in August 2017 from Finance Magnates.

https://www.sec.rakuten.com.hk/en/2019-welcome-offer-jan

 

Ridehailing firm Lyft will make its Nasdaq debut as early as next week at a valuation of up to $23 billion, The Wall Street Journal reports. The business will reportedly price its shares at between $62 and $68 apiece, raising roughly $2 billion in the process.

San Francisco-based Lyft has raised a total of $5.1 billion in venture capital funding from key stakeholders including the Japanese e-commerce giant Rakuten, which boasts a 13 percent pre-IPO stake, plus General Motors (7.76 percent), Fidelity (7.1 percent), Andreessen Horowitz (6.25 percent) and Alphabet (5.3 percent). Early investors, like seed-stage venture capital firm Floodgate, also stand to reap big returns.
Lyft will trade under the ticker symbol “LYFT.”

https://techcrunch.com/2019/03/17/...-could-value-the-company-at-23b/
 

in größerem Umfang Cash macht, da sie m.E. nicht so pessimistisch sind wie einige aus  dem Analystenumfeld, was die weitere Entwicklung anbetrifft.

Hinzu kommt, dass man als maßgeblicher Anteilseigner von Cabify einen Merger von zwei Unternehmen mitgestalten könnte, der idealer nicht sein könnte.

Da allerdings nach den neuesten Regeln der Wert des Aktienbestandes quartalsmäßig angepasst werden muss, kann das - entsprechend den Kursbewegungen von Lyft - zu erheblichen Gewinnschwankungen führen, wie es z.B. auch bei Berkshire der Fall ist.  

https://www.youtube.com/watch?v=MOb0Hwax_cI