Rakuten wesentlich besser als Rocket

https://www.fool.com/earnings/call-transcripts/...all-transcript.aspx  

Shopping that pays you. Join today and start earning Cash Back at your favorite stores. How does it work? We pay members Cash Back when they shop at over

https://www.youtube.com/watch?time_continue=20&v=Xygqb7PVS_Q
 

Heutzutage nutzen die meisten Verbraucher in Deutschland Online-Portale, um Filme und Serien zu streamen. Allerdings gibt es hier häufig keine aktuellen Filme und man muss sich monatelang gedulden, ehe diese Blockbuster zum Abruf bereitstehen. Mit Rakuten TV profitieren Sie hingegen von einer legalen Anlaufstelle, die stets die neuesten Filme bereithält, die noch vor wenigen Wochen im Kino zu sehen waren.

https://www.stern.de/gutscheine/rakuten-tv/
 

https://technology.mb.com.ph/2019/11/04/the-value-of-data-privacy/  

Announcement of Impairment Loss

 Rakuten, Inc. (hereafter “the Company”) announces that it expects to report an impairment loss in the consolidated financial statements for the three months ended September 30, 2019 (July 1 to September 30, 2019).

1. Details
 The Company has been applying the equity method to its stock investment in Lyft, Inc. (hereafter “Lyft”), but in the three months ended September 30, 2019, an impairment loss of approximately 103 billion yen is expected to be recorded as a “Share of loss of investments accounted for using equity method” in the summary quarterly consolidated financial statements.

2. Background
 The Company decided that because the market price of the shares of Lyft have fallen significantly, there is objective evidence that it is impaired. This result is based on the closing stock price on the last day of the three months ended September 30, 2019, and measuring the recoverable value and comparing it to the book value.

3. Future Outlook
 Details of the Company's results for the three months ended September 30, 2019 will be announced in the Company’s financial results announcement scheduled on November 7, 2019.
 For the forecast of consolidated operating results for Fiscal Year 2019, the Rakuten Group aims at double-digit growth from the previous fiscal year for consolidated revenues, excluding results from the securities business which are significantly impacted by the stock market.

https://global.rakuten.com/corp/news/press/2019/...category=corp%20ir
 

Quartal gebuchten Gewinne:

TOKYO (Reuters) - Japan’s Rakuten said on Monday it will book a 110 billion yen ($989.74 million) gain in the quarter through March on its investment in Lyft following the U.S. ride-hailing firm’s listing last week.
Rakuten become Lyft’s largest shareholder with a 13 percent stake ahead of its IPO.

https://de.reuters.com/article/us-rakuten-lyft/...tment-idUKKCN1RD17D
 

Rakuten Marketing Named "Best Affiliate Network" at the 2019 International
Performance Marketing Awards (IPMAs)

SAN MATEO, California, Oct. 24, 2019 /PRNewswire/ -- Rakuten Marketing today
announced that they have been named "Best Affiliate Network" at this year's
International Performance Marketing Awards (IPMAs). The award cited Rakuten
Marketing's strategic global focus and reach, along with double-digit growth
in the U.K. and an accelerating international footprint as reasons why Rakuten
Marketing is "one of the most sought-after marketing platforms around." The
Rakuten Marketing team won a total of four awards at the ceremony, which took
place at the De Vere Grand Connaught Rooms in London.

https://www.bloomberg.com/press-releases/...ing-awards-ipmas-k24f3euf  

seine größte Online-Shopping-Aktion des Jahres

5. November 2019

Nicht nur Technik wird es in den kommenden Tagen bei Rakuten günstiger geben. Jetzt geht bei dem Online-Shop, der in Deutschland noch gar nicht so populär ist aber in anderen europäischen Ländern durchaus, der neue Super Sale 2019 an den Start. Es wird über sechs Tage eine großzügige Aktion mit Rabatten in unterschiedlichsten Kategorien geben, dazu zählt natürlich auch der Bereich für Elektronik jeglicher Art. Ebenso mit dabei: Gaming, Hardware und Software.

https://www.smartdroid.de/...esste-online-shopping-aktion-des-jahres/
 

Facilities to Miami & Denver Markets

LAS VEGAS, Nov. 5, 2019 /PRNewswire/ -- Rakuten Super Logistics (RSL), the national leader in eCommerce order fulfillment, announces the addition of two fulfillment centers that will increase network operations to 15 fulfillment centers nationwide.  The increased network will allow RSL clients to take advantage of a 1-2 day ground delivery network throughout the United States.

The Miami fulfillment center is slated to open in December of this year, while the Denver facility will be open for business in Q1 of 2020.

RSL utilizes state-of-the-art order fulfillment technology, including autonomous mobile robots that pick goods off warehouse shelves. RSL currently uses inVIA Robotics in several of its facilities and will expand use of the technology to additional locations in 2020.  The robots work alongside warehouse personnel to assist with order fulfillment.

With global parcel volumes estimated to surpass 100 billion in 2020, the 3PL industry is expected to continue to expand in its global footprint and use of technology to meet this growth.

https://www.finanzen.net/nachricht/aktien/...i-denver-markets-8183510
 

Im 2018er Gewinn stecken Bewertungsgewinne (vor allem Lyft), während im 2019er Gewinn Bewertungsverluste (auch hier vor allem Lyft) stecken.

„Gegenüber dem Vorjahreszeitraum soll Rakuten in dem im September abgelaufenen Quartal eine Umsatzsteigerung von 10,74 Prozent erzielt haben. Den Umsatz sehen 6 Analysten durchschnittlich bei 308,05 Milliarden JPY. Im Vorjahresviertel waren noch 278,17 Milliarden JPY in den Büchern gestanden.
Mit Blick auf das laufende Fiskaljahr wird von 14 Analysten im Schnitt ein Gewinn je Aktie von 60,76 JPY prognostiziert. Im Vorjahr waren es 105,43 JPY je Aktie gewesen. Beim Umsatz schätzen 12 Analysten im Schnitt, dass im laufenden Fiskaljahr insgesamt 1.221,63 Milliarden JPY umgesetzt werden sollen, gegenüber 1.101,48 Milliarden JPY im Vorjahreszeitraum.“

https://www.finanzen.at/nachrichten/aktien/...enen-quartal-1028657935

Obwohl die Ausgaben für den neuen Teil des Mobile-Bereichs überwiegend aktiviert werden dürften und somit den Gewinn nicht schon in 2019 belasten, sondern erst später zu Abschreibungen führen, sind ein kleinerer Teil laufende Kosten, denen momentan noch keine Gewinne gegenüberstehen.
 

Cities – Lyft

Lyft is the easiest way to get an affordable ride in minutes. How does Lyft work? Learn more and discover what cities and areas we cover. Use our fare calculator for a fare estimate and see how much a Lyft ride costs compared to a taxi cab or a shutt

www.lyft.com  

https://www.lyft.com/driver/cities  

We’ve dipped into that database, using the Best Stocks to Buy tool, to find several stocks that Deutsche Bank has recommended as we start the fourth quarter.

Uber’s main competitor, Lyft operates across the US and Canada. Through its popular mobile app, Lyft markets a network of on-demand car rides, scooter rental, and bicycle sharing. The company controls a 28% market share in this niche, making it the second largest ride-sharing company in the US.

Deutsche Bank’s 5-star analyst Lloyd Walmsley sees reason for optimism in the earnings report. He noted, “Strong results combined with a faster than expected path to EBITDA profitability, which could come even sooner than recent guidance (we now model 3Q 2021), reaffirms our view that the market is underappreciating the earnings power at Lyft… we think Lyft is well positioned to show continued ramp towards profitability.”

Walmsley rates LYFT stock a Buy along with a $70 price target, which suggests an impressive 70% upside to the stock.

https://finance.yahoo.com/news/...stock-152143135.html?.tsrc=fin-srch  

den neuen Rechnungslegungsvorschriften kann man in der gestrigen Druckausgabe des Handelsblattes folgendes von Warren Buffett lesen, das man m.E. auch auf Rakuten übertragen kann:

"Buffett selbst rät seinen Aktionären aber dazu, den Aktienpaketen von Berkshire nicht zu viel Aufmerksamkeit zu schenken. Er hält nichts von den neuen Bilanzierungsregeln, nach denen er seine Beteiligungen mit dem aktuellen Börsenwert ausweisen muss. Zu stark könnten die Werte von Quartal zu Quartal schwanken. "Weder Berkshires stellvertretender Verwaltungsratsvorsitzender, Charlie Munger, noch ich glauben, dass das eine sinnvolle Regel ist", schimpfte Buffett im Februar in seinem Brief an die Investoren."

Ich bin da zwar anderer Meinung, aber richtig ist, zwischen dem Ergebnis ohne Börsenwertschwankungen und dem Ergebnis mit Börsenwertschwankungen stärker zu differenzieren, als das bisher nach der Einführung der neuen Regeln getan wurde, insbesondere bei Unternehmen wie Rakuten, wo das übrige Geschäft von der Substanz her dominiert.  

adding new e-bikes in 2020

Nice Ride Minnesota plans to remove the blue “dockless” bikes from its Minneapolis bike-share system in 2020 while at the same time adding 2,000 brand new pedal-assist ebikes.

The new ebike models — which will completely replace the ebikes Nice Ride introduced earlier this year — come with an attached cable lock. As long as the city approves the plan, that would mean Nice Ride ebikes could be locked to any public bike rack.

Nice Ride has no plans to ditch its classic green bikes, which must be picked up from and returned to one of the 200 stations located around Minneapolis. Those stations will also accommodate the new ebikes, and Nice Ride plans to offer riders a financial incentive to get them there: Park at any public rack for $1 or avoid the fee by docking at a station.

https://www.bizjournals.com/twincities/news/2019/...oo&yptr=yahoo

Lyft acquires operator of Nice Ride Minnesota
Users will be able to access the bikes by using the ride-sharing firm's app in 2019.
By Tim Harlow Star Tribune

NOVEMBER 30, 2018 — 10:03PM

Bike sharing in the Twin Cities is under new ownership with a bright-pink color scheme.

Lyft, the ride-hailing giant, bought the company that runs the popular on-demand bicycle rental program Nice Ride in a deal that closed Thursday. Terms of the deal were not disclosed.

Lyft’s acquisition of Motivate, which also runs several other large bike-sharing programs across the country, makes it the largest bike rental company in the United States.

The deal will allow users to rent the bikes in the Twin Cities and places such as New York City, San Francisco, Chicago, Boston, Portland, Ore., and Columbus, Ohio, by using the Lyft app starting in 2019.

http://www.startribune.com/...rator-of-nice-ride-minnesota/501651271/  

Logan D. Green -- Co-Founder, Chief Executive Officer & Director

Thanks. Catherine. Good afternoon everyone, and thank you for joining our call today. Q3 marked a third quarter in a row of outstanding performance, since becoming a publicly traded company. Revenue grew 63% year-over-year. Active Riders grew 28%, revenue per Active Rider grew 27%, contribution margin was at a record high over 50%.

Our top line momentum and our success with strategic initiatives in our core operations led to a 32 percentage point improvement in adjusted EBITDA margin year-over-year. As we said, just last week, we expect to be adjusted EBITDA positive in Q4 2021. We believe this is a year earlier than consensus expectations. Clearly, we are focused on achieving profitable growth and our results this quarter demonstrate that.

https://www.fool.com/earnings/call-transcripts/...all-transcript.aspx  

https://global.rakuten.com/corp/investors/

Latest IR Materials
Third Quarter 2019
Download
Earnings release, presentation material and supplement

 

https://www.t-online.de/sport/fussball/...0-er-ist-heiss-darauf-.html

Das wär's. Von mir aus darf er dann auch die deutsche Nationalhymne auf polnisch singen, damit ihm seine Oma die heißgeliebte Erbsensuppe nicht anbrennt.  

Without the decreases of 41.2 by Non-recurring and 15.5 by Future Growth Investments, we had an increase of the Operating Income
(JPY bn)
Q3/18 Q3/19 YoY
Core Growth Business Revenue 217.0 260.8 +20.2%
Operating Income 24.7 37.2 +50.8%

Non-recurring / Investments Revenue 27.0 22.3 -17.2%
Operating Income 40.8 -0.3 -41.2

Future Growth Investments Revenue 55.1 71.2 +29.2%
Operating Income -14.3 -29.7 -15.5

Adjustments Revenue -20.9 -35.1 -14.3
Operating Income 0.8 -1.0 -1.8

Consolidated Revenue 278.2 319.1 +14.7%
Non-GAAP Operating Income 52.1 6.2 -88.1%
IFRS Operating Income 43.9 1.1 -97.6%

https://global.rakuten.com/corp/investors/

Latest IR Materials
Third Quarter 2019
Download
Earnings release, presentation material and supplement  

(Excluding Nonrecurring/Investments and Future Investments)

Revenue = + 20.2% YoY

Operating Income = 50.8% YoY

Core Business include: Rakuten Ichiba, Rakuten Live Insurance, Rakuten Ebates (Ebates is now Rakuten), Rakuten Card, Rakuten Travel and Rakuten Bank

https://global.rakuten.com/corp/investors/
Latest IR Materials Third Quarter 2019 Download Earnings release, presentation material and supplement  

Cramer On Ride-Hailing Stocks: Bullish On Lyft, Not So Much On Uber
Benzinga•November 7, 2019

Investors looking for exposure to the ride-hailing segment should pick LYFT Inc (NASDAQ: LYFT) over its larger rival Uber Technologies Inc (NYSE: UBER), according to CNBC's Jim Cramer.

Why It's Important

The recent earnings reports show a major contrast between the two companies.
Lyft continues to lose money, but management deserves credit for communicating "major strides to get costs under control," Cramer said.

Lyft's guidance of positive EBITDA by 2021 "sounds credible," he said.
At the same time, Uber looks to be "committed seemingly to losing money," especially with its Uber Eats business, Cramer said.

Uber has a "complicated" business model with different units, and if there is anything the Street dislikes, it's "complication," he said. Specifically, Uber is far from a pure-play on ride-hailing.

https://finance.yahoo.com/news/...iling-stocks-bullish-182436748.html
 

Consolidated Revenues = JPY 319 billion (YoY = +14.7%)

Global GTV = JPY 4.8 trillion (YoY = +27.1%)

Domestic EC GMS = JPY 1.0 trillion (YoY = +18.4%)

Rakuten Card Shopping GTV = JPY 2.4 trillion (YoY = +28.9)

https://global.rakuten.com/corp/investors/ Latest IR Materials Third Quarter 2019 Download Earnings release, presentation material and supplement  

Warum steigt es nicht? Hier ist wirklich viel Geduld gefragt, und ob die sich jemals bezahlt macht, steht in den Sternen. Man muss echt abgebrüht sein, wenn man das mental aushält. Manch einem scheint es aber schon in den Kopf zu steigen.

Da bleibe ich doch nur zu gern fett in Hypoport investiert, weil ich dort von vielen weiteren Allzeithochs überzeugt bin.

Mal sehen :-)  

Q3/2019 - Highlights (2) Q3/2019 - Highlights (2)

Rakuten Card Holders = 18 mm Surpassed

Rakuten Securities Accounts = 3.6 mm

Rakuten Bank Accounts = 8 mm Surpassed

Ad Revenue = 24.4% YoY

https://global.rakuten.com/corp/investors/ Latest IR Materials Third Quarter 2019 Download Earnings release, presentation material and supplement  

Rakuten Mobile’s dream of becoming the world’s first end-to-end cloud native network operator has been realized, company executives claimed during its third quarter earnings presentation.
The subsidiary of the e-commerce juggernaut is building a greenfield network in Japan that is now providing 4G LTE service to about 5,000 customers on a trial basis. The company hopes to commercially deploy service in the first few months of 2020 followed by 5G later in the year, although it declined to provide any new updates on that timeline this week.

The operator has faced some deployment delays, but executives boasted nearly endless optimism about its achievements to date, including a series of firsts for the industry at large. “Rakuten Mobile has become the world’s largest virtual network function operator across 1,400 different operators, so this has been a big accomplishment. It is no longer a hypothesis or a dream. This has now been deployed, [it is] operational, secure, and most importantly, validated for resiliency architecture,” CTO Tareq Amin said.

Rakuten Mobile also claims to be the world’s largest virtual radio access network (vRAN) vendor. “We provided this together with Altiostar [and] solved very complex problems,” Amin said. “People said we could not do this. It is now fully operational, carrying a massive amount of traffic in the network” with full resiliency and redundancy, he said.

https://www.sdxcentral.com/articles/news/...ions-than-amazon/2019/11/