Rakuten wesentlich besser als Rocket

Pendeln wir nun um 5,5 EUR?

Nach dem 06.07. werde ich wahrscheinlich Nachkaufen.

Cheers
C  

okay.

https://www.statista.com/statistics/828585/...isfaction-with-lyft-us/  

Uber Technologies Inc. and Careem Networks FZ are in preliminary talks to combine their Middle Eastern ride-hailing services, hoping to resolve a costly rivalry as Uber prepares for a public offering next year, according to three people familiar with the matter.

The companies have discussed a number of potential deal structures, but they haven’t come to an agreement on the contours, according to the people, who asked not to be identified because the talks are private.

https://www.bloomberg.com/news/articles/...em-to-merge-in-middle-east
 

Viber
Viber set out on a mission to honor diehard soccer fans around the world. This messaging platform, which happens to be more secure than Telegram, started by launching an in-chat leaderboard feature that lets users track their match predictions.

Users have the option to create a custom leaderboard for a private group or to connect to a community of World Cup fans through a global leaderboard. Those who participate in the global leaderboard are entered into a contest, where they have the chance to win sticker packs, Viber Out credit or other select prizes by making accurate match predictions and collecting points.

https://www.entrepreneur.com/article/315797
 

Rakuten : C2C Marketplace App Rakuma To Establish New Customer Support Facility in Niigata

Tokyo, June 11, 2018 - Rakuten, Inc. today announced that it will establish a new customer support facility for the C2C marketplace app Rakuma, operated by Rakuten, Inc. and Rakuten Group subsidiary Fablic, inc. The 'Rakuma CS Niigata Office' will open on June 11, 2018. With the new facility, Rakuten will increase the number of customer support staff in order to create an environment in which users can utilize the Rakuma service more safely and securely.

http://www.4-traders.com/RAKUTEN-INC-6814873/news/...iigata-26745647/
 

RAKUMA AND FRIL COMBINE TO AIM FOR NUMBER ONE PLACE IN JAPAN C2C
MARCH 16, 2018

Two of Japan’s biggest consumer-to-consumer (C2C) platforms are joining forces. Last month, Rakuten announced that its two flea market apps, Rakuma and Fril, would be merging under the Rakuma brand to increase the merchandise offering and pursue efficiencies in operations, providing the distinctive platform of choice for Japan’s C2C users.

After over a year in the Rakuten family, Fril is now joining forces with Rakuma to tackle the world of flea market apps head on. The marriage looks to benefit both Rakuma and Fril users, as well as the Rakuten group as a whole.

From the users’ perspective, the combined service will offer greater product variety and the loyalty advantages of being part of the Rakuten Ecosystem. All users will be able to earn and spend Rakuten Super Points with the new Rakuma, while campaigns and collaborations with other Rakuten services will also be possible.

https://rakuten.today/blog/rakuma-fril-combine.html
 

https://www.nasdaq.com/article/...iving-thrift-economy-20180618-00060  

Mercari hits record startup valuation in Tokyo debut
Online flea market operator's IPO pushes market cap to $6.5bn
WATARU SUZUKI, Nikkei staff writer June 19, 2018 15:15 JST

Mercari's co-founder and CEO Shintaro Yamada, second from left, and other company executives celebrate the company's stock market debut at the Tokyo Stock Exchange on Tuesday. (Photo by Ken Kobayashi)

TOKYO -- Shares in online flea market operator Mercari soared in the company's debut on Tuesday, shrugging off a broader decline in Japanese stocks and underscoring strong demand for one of the country's hottest unicorns.

The Tokyo-based company's stock opened at 5,000 yen, 67% higher than the offering price of 3,000 yen, before climbing further and closing the day at 5,300 yen.

At one point during trade, Mercari's market cap hit 811.9 billion yen ($7.44bn), eclipsing McDonald's Holdings Japan to become the highest-valued company in the small- and mid-cap Jasdaq and Mothers markets. It ended the day at 717.2 billion yen.

https://asia.nikkei.com/Business/Markets/...-valuation-in-Tokyo-debut
 

Provider LOB

Acquisition aims to strengthen organization in order to develop and provide global ad platform

Tokyo, July 5, 2018 – Rakuten, Inc. today announced that it has reached a final agreement regarding the acquisition of LOB Inc., a developer and supplier of advertising platforms, as a wholly owned subsidiary.

LOB is an ad technology company founded in 2016 that primarily develops and provides advertising platforms. Rakuten will leverage the company’s technical prowess and development capabilities to strengthen its global advertising platform.

Rakuten is harnessing big data to provide its client companies with full-funnel marketing solutions suited to every stage of consumption behavior. In May 2018, the company consolidated its suite of advertising-related products under the Rakuten Marketing Platform brand, in order to achieve a more integrated approach to marketing. In addition, Rakuten aims to increase advertising revenue to 200 billion yen by 2021.

https://global.rakuten.com/corp/news/press/2018/...&category=corp
 

des Rakuma-Konkurrenten Nercari von 5,5 Milliarden US-Dollar.

https://www.google.de/...i10k1j0i22i30k1j0i22i10i30k1.111.yxy1gXfgRS8  

https://www.viber.com/blog/2018-06-11/...-your-world-cup-leaderboard/  

SPORT24, the No1 sports brand in Greece, has gone ahead to forge a collaboration with the global messaging platform Viber, by creating a SPORT24 community channel and exclusive stickers for the World Cup. SPORT24 presents to its readers and to Viber users, the first sports community channel, through which it offers an integrated information experience with all the news from the World Cup.

https://www.wallstreet-online.de/userzentrum/...unity%2Fneuer-beitrag
 

Would you like to work with Viber and send business messages to your engaged audience? To get started, reach out to our partners directly. Take a look at our partners listed below and decide which is best suited for your needs based on your location.

About our quality messaging
Viber is committed to providing quality partners and delivering relevant business messages. That’s why we have created Green V.

Green V signifies that Viber has authenticated the brand and that users can update their subscription to the service at any point in time. Every Service Message sent includes a "Green V" to reassure users that they are never receiving any spam.

https://info.viber.com/Viber-Service-Messages-Partners
 

und den 12,5-fachen Gewinn des japanischen Messengers Line hat, ist Line höher bewertet.

Market Cap of Line = 10,374 Milliarden US-Dollar
https://finance.yahoo.com/quote/LN?p=LN

Income Statement  of Line
Currency in JPY. All numbers in thousands
12‎/‎31‎/‎2017         ‎     ‎
§
Total Revenue 167,147,000

Net Income 8,078,000
und den

https://finance.yahoo.com/quote/LN/financials?p=LN

Market Cap of Rakuten = 8,812 Milliarden US.-Dollar
https://finance.yahoo.com/quote/RKUNY?p=RKUNY

Income Statement of Rakuten
Currency in JPY. All numbers in thousands

Total Revenue 944,474,000

Net Income 110,585,000
                    §
https://finance.yahoo.com/quote/RKUNY/financials?p=RKUNY
 

Beteiligung hält:

https://shift.newco.co/pinterests-third-way-a1877c5f1001  

Why did Rakuten invest so much in Pinterest? Integration
The Japanese e-commerce company says there's an opportunity with Pinterest to integrate its Rakuten user IDs that allow people to purchase content.

MAY 17, 2012 7:59 AM PDT

Pinterest surprised Silicon Valley with the announcement overnight of a $100 million funding round led by Japanese e-commerce company Rakuten.

According to AllThingsDigital, more than $50 million of that sum came from Rakuten.

https://www.cnet.com/news/...invest-so-much-in-pinterest-integration/
 

https://techcrunch.com/2017/06/09/...pinterests-150m-series-whatever/  

Revenues werden

Pinterest’s revenue in 2017 was $472.9 million. It missed its revenue target of $500 million in 2017 but its revenues have steadily improved over the years, it had revenue of $298.9 million in 2016, $139 million in 2015, and $24 million in 2014.

The company has reportedly exceeded revenue expectations in the second half but missed estimates in the first half of 2017. It has not disclosed its revenue target for 2018 but is reportedly on track to meet or beat targets for the first half of the year.

https://www.sramanamitra.com/2018/05/29/...interest-revenues-jump-58/
 

https://capital.rakuten.com/  

https://www.statista.com/statistics/223360/...internet-finance-sales/

Im ersten Quartal von 2018 hat nämlich Rakuten umgerechnet knapp eine Milliarde Fintech-Umsätze erreicht, was ich auf vier Milliarden im Jahr hochgerechnet habe.
 

nichts, womit wir schon bei einem Wert von 10 Milliarden US-Dollar wären - und damit erheblich über der gesamten Marktkapitalisierung von Rakuten.  

kommt man noch zu höheren Werten für den Insurtechbereich von Rakuten.

Da steht für das erste Quartal 2018 eine Net-Income von knapp 200 Millionen US-Dollar, die sich für das ganze Jahre 2018 auf 800 Millionen hochrechnen lassen.

Bei einem dem Wachstum angemessenen KGV von 25 ergibt sich dann ein Wert von 20 Milliarden US-Dollar - weit mehr als das Doppelte des momentanen Marktwertes für die gesamte Rakuten.  

https://www.statista.com/statistics/223368/...nance-operating-profit/  

Rakuten scheint aktuell weiter massiv in Marketing zu investieren und ich denke, dass wird auch das Q2 belasten. Die teuren Partnerschaften mit Promis und Mannschaften und dem neuen einheitlichen Logo zeigen eine enorme Markenoffensive. Sowohl im NBA als auch im Fußball tragen top Teams das Logo auf ihren Shirts.

Mittelfristig wird sich zeigen ob, dass zu einer wahren Etablierung im westlichen Markt führt. Die Weichen werden scheinbar gerade geebnet.
6. August ist es soweit... Q2 Zahlen. Bis dahin werden wir wahrscheinlich weiter zwischen 5,4 und 6 € hüpfen.  

https://techcrunch.com/2018/07/06/...-a-full-or-partial-sale-to-lyft/