Rakuten wesentlich besser als Rocket

https://www.thestar.com.my/business/business-news/...amazon-softbank/  

aus  dem Artikel in meinem letzten Posting:

"Being a latecomer has its advantages, Hyakuno said. Rakuten can save money because it doesn’t need to maintain legacy equipment. It can also benefit from the latest technological advances, such as radio antennae technology that offers

better performance with a smaller footprint. The company plans to reveal more details of its wireless network architecture within the next few months, the COO said.

“The goal is very simple - how do we build the most disruptive network not just in Japan but in the world,” Chief Technology Officer Tareq Amin said at an earnings briefing on Aug. 6. “We are making tremendous progress. We are on schedule, on budget.”

Amin joined Rakuten in June, after more than five years at Reliance Jio, an upstart carrier that in 2016 stormed India’s hyper-competitive wireless services market with free calls and data, forcing rivals to merge or exit.

Jio has amassed 215 million subscribers since then and has posted a profit for the past three quarters, partly because of the way it books costs for building its network.

Read more at https://www.thestar.com.my/business/business-news/...RZhM70z8mEFFt.99  

- so auch im Artikel im vorletzten Posting der Analyst von Morningstar, dass einige Aktienanalysten den Aufbau eines leistungsfähigen Netzes für so wenig Geld, wie es Rakuten zu investieren beabsichtigt, anzweifeln.

Ich halte allerdings Aktienanalysten in dieser Beurteilung für weniger kompetant als den Vorstand des  MNO-Bereich von Rakuten der bei der indischen JHio entsprechende Erfahrungen sammelte.
 

"Like Rakuten, almost every media doubted ourability to build a green field network and disrupt the market.
This is the approach that we have taken. First, build simple, next-generation technology. In
Japan, there is no such thing as simplicity and next-generation is still in transformation.
Even something as simple as Voice over LTE (VoLTE), in India, many companies said it will
not work. But VoLTE has a significant cost implication, it is much cheaper to carry voice over
LTE than traditional 3G voice. The technology choices we have made are very elegant."

mich mehr, als der Investitionssummenvergleich des Morningstar-Anaylsten, denn erstens muss Rakuten keine alte Technik pflegen,  bekommt durch den technischen Fortschritt Investitionen zu sehr viel niedrigeren Investitionssummen hin und offeriert auch nur ein simples Produktangebot.  

Morningstar mit dem Fachwissen des Mannes von Rakuten mithalten kann:

https://telecom.economictimes.indiatimes.com/news/...com-cto/64385609  

Rakuten ist eine sehr eigenartige Aktie. Gefühlt 350 Tage im Jahr fällt sie und in 14 Tagen holt liefert sie eine starke Performance ab. Nichts für Leute mit schwachen Nerven.

Am 6. September heißt es Rakuten lädt zum entspannten E-Commerce Get-Together.  

zurücklegen kann und meines Erachtens, wenn  man nicht schon zu viele hat, den Bedtand erhöhen kann.

Key Statistics
P/E Ratio8.12
Price to Book Ratio1.5654
Price to Sales Ratio1.0760
https://www.bloomberg.com/quote/4755:JP


Denn vergleicht diese Zahlen einmal mit denen von anderen Werten..
 

Booooooooooooooooming Fintech


(JPY bn)Revenue YoY Operating Income YoY

Card 45.3 +13.8% 8.6 +16.1%


von Rakuten mit der Bewertung für Wirecard bewerten würde?

Bank 20.4 +9.6% 6.5 +16.3%

Securities 14.4 +18.4% 5.3 +16.8%

Life Insurance 7.2 -10.8% 0.9 +22.2%

General Insurance 14.1 - 2.2 –

Others 3.8 +12.9% 0.5 +0.5

FinTech Total 105.2 +28.2% 24.0 +31.5%

global.rakuten.com/corp/investors/documents/results/  

216 Millionen US-Dollar Gewinn in Q2/18 - hochgerechnet aufs Jahr sind das Fintech-Gewinne von 864 Millionen US-Dollar.

Vergleicht das einmal mit den für 2018 erwarteten Gewinnen für Wirecard und deren Marktkapitalisierung.


Mein Ratschlag: Setzt Euch und haltet Euch fest, denn sonst fallt Ihr meines Erachtens vielleicht vom Stuhl.  

Rakuten Aspyrian valued at $700M
August 27, 2018
Biotechnology | San Diego, CA | Series C

Biotech Rakuten Aspyrian has raised a $150 million Series C led by Hiroshi Mikitani, CEO of the larger Rakuten business and chairman of Rakuten Aspyrian. The company, which develops therapies for tumors, has now raised more than $230 million in total equity financing. Rakuten Aspyrian will use the round to advance its lead drug candidate to a Phase III trial.

https://pitchbook.com/newsletter/rakuten-aspyrian-valued-at-700m
 

https://martechseries.com/mts-insights/tech-bytes/...t-rakuten-viber/  

Backed by Rakuten, ShopChat launches mobile keyboard app with built-in shopping features
PAUL SAWERS@PSAWERS MARCH 16, 2017 4:48 AM

At launch, there are about 60 brands on board, including Sephora, Guess, Foot Locker, Macy’s, GameStop, and PetSmart, though users will generally only see around 20 at any given time. Indeed, ShopChat uses algorithms and “social graph” data to determine which brands and products will show up.

“Our optimization algorithms take a number of implicit and explicit signals into account, ranging from usage patterns, shares, likes, external trend data, and other factors,” ShopChat CEO Zephrin Lasker explained to VentureBeat.

ShopChat quietly launched in the App Store last August, and in the intervening months it has gained around 100,000 beta users through its open invite.

In addition to the formal launch this week, ShopChat has also revealed that it raised $1.25 million from Japanese ecommerce giant Rakuten and a handful of other angel investors from within Silicon Valley and Europe. That Rakuten participated in this round is notable, given that it owns messaging giant Viber. Indeed, a few weeks back, Viber — which claims around 800 million users globally — announced it was introducing a new in-app shopping feature — and we now know that ShopChat’s white-label service is powering it.

https://venturebeat.com/2017/03/16/...ging-app-with-ecommerce-search/
 

wie Viber steht erst am Anfang

How are messaging apps transforming customer engagement and marketing tactics?

For retailers, messaging apps are rapidly transforming customer engagement and marketing tactics for many reasons. First, the amount of time people spend on mobile has drastically increased in the last five years, plus the amount of time they spend in messaging apps is much higher than in any other platform, including social media. Second, messaging offers a natural and authentic touchpoint for people to share, discuss and recommend things they love and desire—and shopping is at the top of that list.

https://martechseries.com/mts-insights/tech-bytes/...t-rakuten-viber/
 

lasten when the first details were published-

The skeptical publishing of some analysts about the low investment-amount to entry the market were after my estimate influenced from competitors to dump the share-price. They hope, that the skepticism is a self-fulfilling prophecy. But they overlook that Rakuten has a big cash flow and must not offer new shares and has an excellent rating by a financing of a part of the investment through bonds.
 

Top FinTech Startups in Payment
Codapay
Founded 2011 |

Codapay is an alternative payment gateway in Southeast Asia. Codapay enable merchants to accept payments in Indonesia, Malaysia, Philippines, Thailand, and Singapore using payment channels that every consumer can use, even if they don’t have a credit or debit card: direct carrier billing, bank transfers, cash payments at convenience stores, and physical vouchers. By making a single technical connection and commercial agreement with Coda, our merchants (companies like Baidu, Gumi, and Garena) significantly increase their revenues in the rapidly growing markets that we serve. Similarly, by appointing Coda as a merchant aggregator, our payment channel providers (companies like SingTel, Indosat, and Maxis) generate significant net-new transaction volume.

Total Equity Funding: $3.2M in 4 Rounds from 7 Investors
Most Recent Funding: $2.3M Series A on December 2, 2013

http://fintechnews.sg/top-30-fintech-startups-in-singapore
 

 

https://eastwind.es/en/...nable-tariffs-from-the-mno-japanese-market/  

https://www.statista.com/statistics/223334/...-group-revenue-segment/  

https://news.samsung.com/global/...ed-tvs-receive-hdr10-certification  

https://www.pcwelt.de/a/e-reader-im-vergleich-tolino-vs-kindle,3450650  

http://us.fashionnetwork.com/news/...tplace-,963586.html#.W4ZH1vZuIdU  

“We are the biggest MVNO in Japan today with 1.5 million subscribers, and have applied for spectrum so we can launch as a mobile operator and become a new and innovative challenger,” said the company’s chairman and CEO, Hiroshi Mikitani, in a keynote speech.

The company, which claims to be the largest global membership firm with over 1.2 billion users, said that 76 per cent of its transactions in Japan currently took place over a mobile network, generating 86 per cent of total data traffic.

“All of the global online players will look to become MNOs as a more integrated business ecosystem,” said Mikitani. “We have the potential to become a very effective and competitive operator in the Japanese market given our track record in gaining customers and becoming the number one provider in various consumer sectors.”

https://www.mobileworldlive.com/featured-content/...e-for-mno-launch/
 

https://www.testberichte.de/computer-hardware/...o-e-book-reader.html  

Q2/18: 21.7 million against 14.8 million in Q2/17

Q1/18: 10.8 million against 7.9 million in Q1/17

Q4/17: 25.3 million against 19.1 million in Q4/16

Q3/17: 13.0 million against 11.1 million in Q3/16

https://www.statista.com/statistics/586583/...erating-income-quarter/  

Quartalen war somit 70,8 Millionen gegenüber 52,9 Millionen in den vier Quartalen davor . ein Wachstum von 33,8% -  sowohl organisch als teilweise auch durch Zukäufe-

Ein KGV zwischen 25 und 30 halte ich hier für angemessen - bei einem KGV von 27,5 beliefe sich der Wert von Ebates auf 1,85 Milliarden Dollar.