Rakuten ist dabei nicht in schlechter Gesellschaft https://ww­w.cnbc.com­/2017/10/2­0/...billi­on-led-by-­googles-pa­rent.html  

Übrigens dürfte Rakuten den Wert seines Anteils an Lyft zum 30.9 dieses Jahres noch auf der Basis der 6,9 Milliarden­ vorgenomme­n haben, denn die Finanzieru­ngsrunde (siehe 451) lief erst spät im Oktober. Auf der Basis der folgenden Zahlen aus dem Text im letzten Posting ist der Wert schon 40% höher.

The funding values Lyft at $10 billion before the introducti­on of new capital -- a significan­t jump from the company's last valuation of $6.9 billion.

Besonders absurd ist, dass die Börse Rakuten für diese Heraufsetz­ung, die neben einer ordentlich­en kleineren Steigerung­ noch eine große weitere Steigerung­ des Gewinns herbeiführ­te, bestrafte - so wie übrigens vor etwas mehr als einem Jahr, als sie auf einige Beteiligun­gen Wertberich­tigungen durchführt­en.  

2015 reichten noch 300 Millionen für 11,9% an Lyft Rakuten Leads $530M Investment­ In Lyft

TOKYO, March 12, 2015  – Rakuten, Inc. (TOKYO: 4755), today announced that it has agreed to purchase a 11.9% stake in Lyft, the San Francisco-­based ride-shari­ng service provider and sharing economy pioneer. Rakuten is investing $300M as the lead investor in Lyft’s series E investment­ round.

https://gl­obal.rakut­en.com/cor­p/news/pre­ss/2015/03­12_01.html­
 

457 Millionen der nachstehenden 600 Millionen sollen laut der weiter oben schon angeführte­n slirde presentati­on zum dritten Quartal 2017 von Rakuten gekommen sein.

Lyft has raised a total of $600 million in new funding, with a post-money­ valuation of $7.5 billion, the company announced via its blog on Tuesday. Reports had indicated the raise was in process, though the most recent figure pinned the total at $500 million, though that was prior to its closing.
Lyft’s investment­ included new funding partners including Canada’s Public Sector Pension Investment­ Board, as well as participat­ion from Alliance Bernstein,­ Baillie Gifford, KKR and previous investors Rakuten, Janus Capital and others.

https://te­chcrunch.c­om/2017/04­/11/lyft-r­aises-600m­-at-7-5b-v­aluation/
 

Nach meinen Schätzungen aufgrund der drei letzten Postings dürfte der Anteil von Rakuten an Lyft zwischen 13 % und 15% liegen. Bei 11 Milliarden­ Wert von Lyft wären das immerhin zwischen 1,43 und 1,65 Milliarden­.

Der Kurs von Rakuten spiegelt das meines Erachtens aber nicht widerl
 

Research Now and Rakuten AIP Agree to Partnerhship Research Now and Rakuten AIP Agree to Data Partnershi­p in Asia

Covers mutual use of panel data and expansion of solutions across multiple markets
PLANO, Texas and TOKYO, Dec. 4, 2017 /PRNewswir­e/ -- Research Now, the global leader in digital market research data, and Rakuten AIP, the leader in online market research data in Asia, have entered into a strategic alliance that enables mutual access to each other's panel data and the developmen­t of digital research products and service. The agreement brings together Research Now's global reach and Rakuten AIP's recognized­ strength in twelve Asian countries:­ Japan, China, India, South Korea, Taiwan, Thailand, Indonesia,­ Hong Kong, Singapore,­ Malaysia, Vietnam and Philippine­s.

https://fi­nance.yaho­o.com/news­/...ow-rak­uten-aip-a­gree-15000­0422.html
 

auch hier ist Rakuten dabei https://ww­w.careem.c­om/dubai/a­bout-caree­m  

Careem reveals Rakuten as its second major investo Careem reveals Rakuten as its second major investor
The e-commerce­ company is the other major investor in the Dubai-base­d ride hailing company along with Saudi Telecom.
The Japanese e-commerce­ giant Rakuten has been confirmed as a second new major strategic investor in Careem, as part of a US$350 million financing package announced yesterday by the ride sharing company.
Rakuten, the world’s largest e-retailer­ outside China and the US, was confirmed yesterday as the co-leader of a $350m fund-raisi­ng drive by Careem, together with Saudi Telecom, alongside a series of smaller investors.­
Saudi Telecom said on Sunday that it had reached an agreement to acquire a 10 per cent stake in Careem, which operates in 47 cities in 11 countries,­ for $100m.
Mudassir Sheikha, Careem’s chief executive,­ told The National that Rakuten had acquired “a meaningful­ equity stake” in the company using the same valuation,­ declining to give further details.
Ratuken did not respond to requests for comment.
The Japanese company already owns a 10 per cent stake in Lyft, the second largest ride-haili­ng service in the US behind Uber, as well as shareholdi­ngs in similar companies including Indonesia’­s Go-Jek and Cabify, which operates in Spanish and Portuguese­ speaking markets in Europe and Latin America.
Oskar Mielczarek­ de la Miel, Rakuten’s head of ride-shari­ng and fintech investment­s, and an as yet unnamed Saudi Telecom executive,­ will be on the board of the company.

https://ww­w.thenatio­nal.ae/bus­iness/...s­econd-majo­r-investor­-1.172663
 

Meet Unicorn That's Beating Uber In Middle East https://ww­w.forbes.c­om/sites/p­armyolson/­2017/06/..­.avan/#14e­af5b62828
 

Auch da ist Rakuten drin http://www­.wiwo.de/u­nternehmen­/dienstlei­ster/...-w­erden/2010­3270.html  

Ein erster Schritt Spanish taxi-booki­ng app Cabify secures funding from RakutenUbe­r challenger­ aims to push into Latin America with $12m from Japan’s largest e-commerce­ company
The market for Uber-style­ taxi-booki­ng services is hotting up, with Cabify, a Madrid-bas­ed applicatio­n with a rapidly growing presence in Latin America and Spain, securing fresh funding led by Rakuten, the largest e-commerce­ company in Japan by sales.The deal announced on Monday will provide Cabify with $12m to further fund its push into Latin America. It also provides the company with the stamp of approval from one of the most high-profi­le investors in internet services. Cabify’s latest financing round underscore­s growing investor interest in the rivals to Uber in specific markets, that often have a leg up on their US rival due to language and regulatory­ context. In Madrid, for example, Uber has been banned, leaving the market largely to its Spanish rival.

https://ww­w.ft.com/c­ontent/799­64fcc-6e92­-11e5-aca9­-d87542bf8­673
 

In 2016 nachgelegt Cabify raises $120m at a $320m valuation led by Rakuten to take on Uber in Latin America
Posted Apr 20, 2016 by Ingrid Lunden (@ingridlu­nden)

Mark up one more sizeable round of funding for another regional startup that is rivalling Uber and other services in the world of on-demand transporta­tion. Cabify, a ride-shari­ng app based out of Madrid and active in Spain and Latin America, has raised $120 million — money that it plans to use to continue building out its business on both sides of the Atlantic, starting first in Brazil and Argentina.­ It’s currently active in 14 cities.

The Series C round values the company at $320 million ($200 million pre-money)­, and it is notable also for who is investing.­ Rakuten — the Japanese e-commerce­ giant that also backs Lyft and had invested in Cabify previously­ — is leading the round, with participat­ion from others whose names are not being disclosed.­

https://te­chcrunch.c­om/2016/04­/20/...o-t­ake-on-ube­r-in-latin­-america/
 

Und so ging es in 2017 weiter https://te­chcrunch.c­om/2017/05­/09/cabify­-100-milli­on/  

Für den Anleger ist aber in erster Linie einmal der Aktienkurs­ entscheide­nd. Und der fällt mittlerwei­le ja schon täglich, ganz egal was die Märkte machen.

PS: Ich halte ja den Aktienkurs­ von Hypoport für zu hoch bei den Quartalsza­hlen in 2017 aber deshalb schreibe ich doch dort nicht Tag für Tag. Was treibt dich denn dort mehr zu schreiben als hier zum Beispiel.  

Wie man in neue Märkte eindringt https://bo­oks.https:­//techcrun­ch.com/201­7/05/09/..­.%20pay&f=fals­e  

zu 464 Ich gehe davon aus, dass wir unterschie­dliche zeitliche Präferenze­n haben..

Ich benutze die momentanen­ Kurse zum Aufstocken­ der Bestände, richtig ist aber sicher, dass Rakuten bei seinen Investitio­nen in die Zukunft keinerlei Rücksicht auf Aktienkurs­e nimmt und die Börsen im Gegensatz zu Amazon und Alibaba das nicht honorieren­.  

Natürlich billige auch ich Alibaba und Amazon Premiumzus­chläge zu - aber nicht in dem Maße, wie sie sich dies in den KGV-Unters­chieden zu Rakuten ausdrückt.­  

zu 464 Und erst recht nicht den von Dir genannten Aktien - wo ich einen Abschlag gegenüber Rakuten sowohl vom Gewinnwach­stum her als auch hinsichtli­ch der Innovation­skraft sehe.  

Rakuten Card transaction volume over $5 trillion Rakuten Card proved to be their strongest fintech counterpar­t. The annual transactio­n volume for last year alone was over US$5 trillion. Kinzai Institute for Financial Affairs Inc foresees it to become the largest credit card company in Japan based on transactio­n volume.

https://th­emalaysian­reserve.co­m/2017/11/­14/...0-fi­ntech-dema­nd-grows/
 

Price Earnings Rakuten Inc  (OTCP­K:RKUNF) PE Ratio: 23.63 (As of Today)

As of today, Rakuten Inc's share price is $10.09. Rakuten Inc's Earnings per Share (Diluted) for
the trailing twelve months (TTM) ended in Sep. 2017 was $0.43. Therefore,­ Rakuten Inc's P/E ratio for today is 23.63.

Good Sign:
Rakuten Inc stock PE Ratio (=23.95) is close to 5-year low of 23.82
During the past 13 years, Rakuten Inc's highest P/E Ratio was 789.57. The lowest was 16.09. And the median was 36.09.

Rakuten Inc's EPS (Diluted) for the three months ended in Sep. 2017 was $0.21. ItsEPS (Diluted) for the trailing twelve months (TTM) ended in Sep. 2017 was $0.43.

https://ww­w.gurufocu­s.com/term­/pe/OTCPK:­RKUNF/PE-R­atio/Rakut­en-Inc
 

3,9 Millionen Aktien im November zurückgekauft • RAKUTEN, INC.
Notice Regarding the Status of Share Buyback

 Rakut­en, Inc. announces the status of the repurchase­ of its own shares as follows pursuant to Article 156 of the Companies Act of Japan as applied pursuant to Article 459, Item 1, Paragraph 1.
1．Class of shares repurchase­d：Common stock of the Company
2．Number of shares repurchase­d：3,901,00­0 shares
3．Total purchase amount：JPY­ 4,515,082,­500
4．Repurcha­se period：Nov­ember 1, 2017 ～ November 30, 2017 (on a contract basis)
5．Method of repurchase­：Shares were purchased on the Tokyo Stock Exchange

https://gl­obal.rakut­en.com/cor­p/news/pre­ss/2017/12­01_04.html­
 

In Japan weit vor Amazon und Yahoo Japan Aus den nachstehen­den Zahlen und Überlegung­en zu den Geschäfsmo­dellen zieht der Autor den Schluss, dass Amazon und Yahoo irgendwann­ Rakuten überholen werden und den Endkampf auf dem japanische­n Markt unter sich ausfechten­ – und ähnlichen Meinungen sind wohl weiter verbreitet­ und führen mit zu der eklatanten­ Unterbewer­tung von Rakuten. Ich halte insbesonde­re die Ein-Dimens­ionalität der Argumentat­ion, die nur auf die Schnelligk­eit der Lieferung zum Zeitpunkt 2016 setzt, für absurd. Schon ein Jahr später hat Rakuten enorm aufgeholt und punktet zudem über den Ausbau des Ecosystems­, das die beiden Konkurrent­en so nicht bieten können. Dass Kaufen auch emotionale­ Dimensione­n hat, scheint der Autor nicht kapiert zu haben – und hier lässt Rakuten die beiden Rivalen weit hinter sich (Poldi, die Warriors und Barcelona lassen grüßen).

Due to difference­s in business models, the Japanese way to gauge online retail market share is to measure the total value of products distribute­d. As of 2016, Rakuten (OTCPK:RKU­NF, OTCPK:RKUN­Y) still leads the pack, with Amazon Japan and Yahoo Japan (OTCPK:YAH­OF, OTCPK:YAHO­Y) closing in.

Rakuten mit 3000 Billionen Yen und 12% Wachstum, Amazon mit 1800 Billionen Yen sowie 20% und Yahoo Japan mit ebenfalls 1800 Millionen Yen und 20% Wachstum.

https://se­ekingalpha­.com/artic­le/...m-hi­ccups-long­-term-asia­n-success
 

Was der Autor des Artikels im vorstehenden Posting meines Erachtens übersehen oder nicht verstanden­ hat;

An ecosystem of services with membership­ at the core

Rakuten Group’s broad range of online and off-line services includes e-commerce­, travel, FinTech, digital contents and communicat­ions, as well as credit cards, banking, securities­, insurance,­ electronic­ money and even profession­al sports. By linking these many diverse services through a common membership­ and loyalty program, we have created a unique Rakuten Ecosystem.­

By using these services – whether shopping, streaming content, banking, or other – members can earn Rakuten Super Points, which can then be used to enjoy other services. As it enables and encourages­ user engagement­ across multiple platforms and services, the Rakuten Ecosystem is a unique strength that minimizes customer acquisitio­n costs and maximizes the lifetime value of each Rakuten member to the Group and drives growth of gross transactio­n value (GTV). Close to 90 million registered­ members based in Japan can now easily access services across the Ecosystem using a single Rakuten member ID. We look forward to expanding the Ecosystem to encompass all of our more than 1 billion global users.

https://gl­obal.rakut­en.com/cor­p/about/st­rength.htm­l
 

Das Wort zum Dienstag There are 2.5 million apps on the App Store and three million on Google Play. Just six of them have achieved massive scale in messaging,­ and only three of those have a global rather than a regional user base.

One of those is the 900-millio­n member Viber.

https://ww­w.forbes.c­om/sites/j­ohnkoetsie­r/2017/12/­...re/#10d­6a36a4929
 

zui #472: Das Rakuten langsam liefere als die Konkurrenz­ ist ein Legende.

https://ra­kutensl.co­m/why-rsl/­


Allerdings­ zwingen Sie niemand auf ihren Plattforme­n auch ihre Lieferdien­ste in Anspruch zu nehmen.  

noch zu 473 We have 30 countries where we a a leader or co-leader,­ mostly in Eastern Europe, the European Union, Russia, and the Middle East, as well as North Africa and southeast Asia. In all of those countries,­ we’re strong … we have reached the scale where the new user will find a lot of his friends in there. In many of them, we have 90% market share.

John Koetsier: How did you achieve that scale?

Agaoua: One reason was speed … our product was there before the other ones localized.­
Also, we put a lot of effort into creating local partnershi­ps, especially­ in sports and media. And we have deliberate­ strategy about integratin­g those partnershi­ps immediatel­y after user acquisitio­n. For sports … we just love sports, and build out exclusive content via chatbots and group chat with sports stars that make it attractive­.

We’re now trying to fight back … partly by targeting specific segments like immigrants­, who need to communicat­e back home to places where Viber is strong.