Rakuten wesentlich besser als Rocket

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15.11.14 10:58 #1 Rakuten wesentlich besser als Rocket
- und daher habe ich mir nach dem Einstieg bei Alibaba, die inzwischem mehr als 20% gut gemacht haben, auch einige Rakutens gekauft.

Look Out Amazon, Here Comes...Rakuten?
Japanese e-commerce firm Rakuten announced on Tuesday it is acquiring Ebates for $1 billion.

The acquisition, which Rakuten hinted at last week, is part of the Japanese company’s push to grow its base beyond its domestic market and hopefully, become a global player. Having made some $1.2 billion acquisitions to date along these lines, this is Rakuten’s most ambitious move to date.

However, investors are dubious that the company can absorb yet another foreign acquisition, much less one the size of Ebates, despite Rakuten’s strong cash position.
Then there is the ever-present Amazon, which dominates the e-commerce market in the U.S. Few believe it will falter in the face of Chinese giant Alibaba, much less a Rakuten-Ebates combo.

Rakuten Goes Forth

Not surprisingly, Rakuten says it is undaunted. For starters, it has assembled a very interesting mix of acquisitions. There is messaging app Viber, which it purchased for $900 million in February, the Canadian ebook offering Kobo, Spanish video service Wuaki.tv, Viki, a digital content platform and Buy.com.
Now it has picked up Ebates.

http://www.forbes.com/sites/erikamorphy/2014/09/...ere-comes-rakuten/  

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2981 Postings ausgeblendet.
11.01.19 18:05 #2983 zu 2982
Besonders absurd sind aber die nachstehenden Schätzwerte für 2019 und 2020, die gegenüber dem Gewinn-Niveau der Jahre 2017 und 2018 eine Halbierung bedeuten würde. Für diese Annahme gibt es m.E. keine Gründe, denn die Zahlen aus den ersten drei Quartalen mit Investitionen in den Mobilfunk haben gezeigt, dass das den Gewinn pro Aktie kaum tangiert wurde.

Meines Erachtens sind aber genau diese herumgeisternden m.E. absurden Schätzwerte aber eine wesentliche Ursache für die extreme Unterbewertung von Rakuten. Es taucht zwar hier der Begriff  "Analyst" auf, aber nach meinen Erkenntnissen ist die obige Credit Suisse-Adresse aus 2017 die letzte umfangreiche Analyse zu Rakuten, die man im Internet finden kann.

EARNINGS ESTIMATES
CURRENT YEAR ENDING 12/31/19 NEXT YEAR ENDING 12/31/20
No. of Analysts 13 11
Average Estimate 46.949 JPY 42.417 JPY

https://markets.businessinsider.com/stocks/rakuten/financials
 

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11.01.19 19:23 #2984 Nachvollziehen kann ich diese m.E. mangelnde
Sorgfalt im Fall von Rakuten eigentlich nicht, denn Daten über die laufenden Belastungen durch den Aufbau des Mobilfunknetzes in einzelnen Quartalen existieren durchaus, die ein Analyst, wenn er sich denn so in einer Aktie bezeichnet, eigentlich kennen müsste.

So führt Rakuten z.B. in der nachstehenden Quelle einen Income Breakdown durch.  Ausgehend vom in Q3/18 ausgewiesenen Net Income von 52.1 JPY bn (ca. 460 Millionen US-Dollar) kommen sie über Abzüge und Hinzurechnungen zu einem Operating Income (excl. gains from investment business = 33.9, one-off of costs = 5.1 und upfront investments for future growth = 9.0)  von 32.4 JPY bn. Die Investment gains werden abgezogen, während die on-off-costs (Rakuten General Insurance natural disaster claims) und die upfront investments for future growth addiert werden.

global.rakuten.com/corp/investors/documents/results/
Latest IR Materials
Earnings Release for Q3 of FY2018 Financial Result

Die uns hiervesonders  interssierende Größe sind aber die upfront investments for future growth von 9.0 JPY bn, von denen fünf Arten angeführt werden:

- MVNO marketing costs
- MNO inital costs
- Logistics related investments costs
- NBA broadcasting rights
-  Partnership costs

Wenn wir hier einmal großzügig annehmen. dass die  MNO inital costs die Hälfte der 9.0 JPY bn ausmachen, sind das gerade einmal 4.5 JPY bn - und bei fast 1.5 bn umlaufenden Aktien 3 JPY pro Quartal oder 12 JPY im Jahr.

Das sich durch 12 JPY, die übrigens auch schon in 2018 angfallen sein dürften, ein bereits in 2018 erreichtes Niveau von 100 JPY in 2019 und 2020 nicht  mehr als halbiert, ist m.E. offensichtlich.




 

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11.01.19 22:01 #2985 In der neueste Druckausgabe von FokusMoney
empfiehlt Hendryk Leber unter dem nach seiner Ansicht aussichtsreichsten Werten für 2019 u.a. Rakuten und billigt dem Wert ein Potenzial von 94% zu.  

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11.01.19 22:19 #2986 zu 2985
Sehr erstaunt war ich allerdings, dass er das auf der Basis der von mir in den obigen Postings m.E. falschen und mehr als 50% zu niedrigen Gewinnschätzungen tut.

Er übernimmt die meines Erachtens völlig daneben liegenden und viel zu niedrigen Gewinnschätzungen, bei ihm sind es in der neuesten Druckausgabe von FocusMoney 0,34 Euro in 2019 und 0,31 in 2020, und kommt trotzdem zu einem Kurssteigerungspotenzial von 94%.

Die Frage wäre jetzt: Welches Kurspotenzial würde er sehen, wenn er meine m.E. realistischeren Gewinnschätzungen, die ca. zweieinhalbfach so hoch liegen, für seine Prognosen benutzen würde?

Das erklärt vermutlich auch, dass ich selbst in einer Kursverdreifachung von Rakuten kein Problem sehe, denn ein sich so ergebendes KGV zwischen 20 und 25 halte ich bei einem Wachstum von knapp unter 20% für absolut vertretbar.

Vergleicht einmal, welches KGV da für andere Unternehmen bei einer derartigen Datenkonstellation reklamiert wird.
 

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12.01.19 14:51 #2987 Insurtech vom Feinsten von der Rakuten-Bete.
Carousell

GEARING UP FOR A SAFER RIDE WITH AXA INSURANCE AND CAROUSELL-AXA is the first insurer to directly integrate with the Carousell app -Enables a seamless integration along the buying journey Carousell co-founder & CEO Quek Siu Rui (left) with AXA Insurance Digital Transformation director Tomasz Kurczyk AXA Insurance and Carousell, one of the world’s largest and fastest growing classifieds marketplaces, on Jan 10 announced a partnership that will make it quicker and simpler for Carousell users to shop for second-hand car and motorcycle insurance coverage, all on the Carousell app. By integrating the purchase of motor insurance into the Carousell experience, getting protected just became a lot faster and more convenient for car buyers shopping on Carousell. Car buyers will now be able to enjoy a simpler, faster insurance policy processing powered by AXA’s Insurance-as-a-Service platform, making the entire insurance purchasing experience as fuss-free as possible. Without having to leave the Carousell app, users can receive instantaneous quotes for a range of car insurance plans. After selecting their preferred insurance policy, they can purchase it directly on the app. Users will typically be able to purchase insurance and obtain policy documents in under five minutes from start to finish. “AXA is proud to be the preferred insurance provider for second-hand cars and motorcycles on the Carousell marketplace. Through this collaboration, we are able to complement Carousell’s value proposition in the automotive space and deliver the best-in-class digital experience and value to Carousell users.

https://www.digitalnewsasia.com/business/...a-insurance-and-carousell
 

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12.01.19 18:42 #2988 Rakuten hält eine Beteiligung an Careem
Careem is working on CareemPay, a new payment gateway which will allow users to spend Careem credits on much more than simply just paying for their rides.

Although there hasn’t been any official announcement of an upcoming financial gateway by Careem, we can infer a lot through a job listing by Careem for a General Manager of CareemPay.

The job listing claims that Careem is looking to develop a product which becomes causes a disruption in payments and logistics. From the description, it appears that Careem is not looking to use the new gateway as a compliment to its ride-sharing business, but as a separate entity which stands on its own in the Fintech market segment.

https://www.techjuice.pk/...stans-payment-industry-through-careempay/
 

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12.01.19 21:51 #2989 Rakuten ist an Go-Jek beteiligt

SINGAPORE: Ride-hailing company Go-Jek is set to extend its services to "the whole of Singapore" from Wednesday (Jan 2).

In an email on Tuesday, the company said: “Following our successful limited service area rollout, GOJEK is excited to announce that we will extend our ride-hailing services to the whole of Singapore with effect from Jan 2, 2019."

Read more at https://www.channelnewsasia.com/news/singapore/...from-jan-2-11077608

https://www.channelnewsasia.com/news/singapore/...from-jan-2-11077608
 

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13.01.19 12:15 #2990 Valuations between $18 billion to $30 billion .
Lyft’s IPO

Lyft’s filing kicks off what’s speculated to be a hot 2019 for tech IPOs. According to Bloomberg, bankers have pitched valuations between $18 billion to $30 billion for Lyft’s IPO. Uber, currently valued around $70 billion, has held talks with banks to potentially price an IPO as high as $120 billion, according to a Wall Street Journal report.

https://www.forbes.com/sites/bizcarson/2018/12/06/...et/#a78e8415a226
 

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13.01.19 12:39 #2991 Japanese E-Commerce Market
Among the e-commerce markets in the world, Japan ranks as the third largest and one of the fastest growing. A research conducted in 2016 by the Ministry of Economy, Trade and Industry indicates that the Japanese e-commerce (B-to-C) market amounted to $137.6 billion. At that point, the market has been growing steadily at 11.8% annually on average. This growth rate has remained stable over the past few years, and in 2017, the annual growth rate is estimated at 9.1%,

Last year, there was an estimated 82.59 million e-commerce users in Japan. It has been forecasted that this number will increase by 6.33 million users in 2021.  By that time, it has been projected that users will spend an average of $1,257.37 online.

https://www.infocubic.co.jp/en/blog/e-commerce/e-commerce-japan/
 

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13.01.19 14:24 #2992 Excellent for Rakuten Ichiba
Cross-border eCommerce is the most efficient platform to reach increasingly affluent and sophisticated Chinese shoppers seeking products from overseas, says the report,

With Chinese authorities relaxing the rules, online purchases of overseas products are expected to increase to US$285 billion in value in 2018, up from US$136 billion last year.
As well as authenticity being less of a concern, eCommerce purchases attract less taxes so are cheaper for consumers, writes Weinswig. As a result, it is projected that a quarter of the population will shop on foreign sites or through third parties in 2020, up from 15 per cent this year.

https://www.retailnews.asia/...-border-ecommerce-set-skyrocket-china/
 

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13.01.19 21:55 #2993 Auch hier ist Rakuten am Ball
14.01.19 08:08 #2994 Einige Details waren mich neu
Rakuten inks deal with KDDI (au) to use latter’s 4G network
5 Nov 2018

The Nikkei Asian Review reports that Japanese e-commerce firm Rakuten has concluded a deal with incumbent mobile network operator (MNO) KDDI (au), allowing it to use the latter’s 4G LTE network to provide mobile services from its launch next year, and up until March 2026. The deal gives fledgling cellular unit Rakuten Mobile Network time to fully deploy its own network infrastructure across Japan. In return, KDDI will be able to use Rakuten’s e-payments and logistics infrastructure.

The newcomer received approval for its ‘Special Base Station Deployment Plan’ in April 2018 and aims to launch its first services as a MNO in October 2019. It recently carried out 5G trials in partnership with Nokia and Intel as it prepares to shift from being an MVNO to building out its own network. In June this year, Rakuten used the Nokia AirScale base station and the Intel 5G Mobile Trial Platform for the technology trial in Kanagawa Prefecture in Japan to evaluate fundamental 5G capabilities in the 28GHz frequency band.

https://www.telegeography.com/products/...-to-use-latters-4g-network/
 

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14.01.19 12:02 #2995 Simplesurance - Hier macht auch Rakuten in

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14.01.19 16:57 #2996 #1 Affiliate Network Again!
January 7, 2019

We are honoured to have been voted the #1 affiliate network for the 8th consecutive year by our partners and peers in the industry. Our teams are dedicated to providing superior strategy and technology to brands and publishers worldwide.
Each year, mThink conducts the biggest research survey in the performance marketing industry to identify the top affiliate networks.  More than 25,000 advertisers, publishers and agencies are asked to vote on the top affiliate cost-per-sale (CPS) networks.  

https://blog.rakutenmarketing.com/en-au/news/...-8th-year-in-a-row-2/
 

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14.01.19 18:51 #2997 Viber - Bewertungen
14.01.19 19:05 #2998 Weitere Viber-Bewertungen
14.01.19 21:16 #2999 Viber Groups ist ein Alleinstellungsmerkmal
15.01.19 08:21 #3000 Mein Nationalmnnschaftskollege wird Botschaf.

Tokyo, January 15, 2019– Rakuten, Inc. has announced a 4-year partnership with football star Lukas Podolski, appointing the Vissel Kobe player and former German national team forward as Global Brand Ambassador for Rakuten. The partnership covers many fields including e-commerce, exclusive content, Viber integration and support of Podolski’s charity work in his home country, Germany and much more.

Delivering on the mission of "digitalization and innovation for fans," Rakuten and Podolski will work together to deliver innovative products for football players and fans in the digital world. These projects and products will be launched in the coming months, starting with the opening of a "Strassenkicker" (Podolski’s streetwear fashion label) online shop on Rakuten’s German marketplace.

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

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15.01.19 08:24 #3001 zu 3000
Angeblich soll im Straßenkicker Online Shop sogar ein Schachspiel mit Würfeln angeboten werden.  

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15.01.19 08:47 #3002 Löschung

Moderation
Moderator: ame
Zeitpunkt: 15.01.19 10:35
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers

 

 

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15.01.19 23:37 #3003 Zusammenarbeit von Lyft und Magna 5.01.20.
5.01.2019
Gregor Soller

Auch Magna arbeitet am autonomen Fahren und tat sich dafür mit Lyft zusammen. Das gemeinsame, aus rund 300 Ingenieuren bestehende Team entwickelt skalierbare Soft- und Hardware-Komponenten zum autonomen Fahren. Im ersten Jahr der Zusammenarbeit konnten unter anderem die Fahrversuche auf öffentlichen Straßen abgeschlossen werden. Bei diesen Tests wurde ein autonomer Pilot-Shuttle auf Level 5 für Lyft-Mitarbeiter auf der Strecke zwischen Palo Alto und einer Caltrain-Station in Nordkalifornien eingesetzt.Die Echtzeit-Mapping-Szenarien und Daten, die während dieses ersten Pilotprojekts genutzt wurden, lieferten dem Team bereits wertvolle Erkenntnisse, um die Technologie auf weitere umfassendere Testsituationen vorzubereiten.
Swamy Kotagiri, Chief Technology Officer von Magna, erklärt dazu: „Durch die gemeinsame Finanzierung, Entwicklung und Herstellung autonomer Fahrzeuge beschleunigen wir die Entwicklung autonomer Fahrzeuge."

https://www.vision-mobility.de/de/news/...erschaft-mit-lyft-2600.html
 

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16.01.19 13:34 #3004 Ich habe da auch keine Zweifel
und zu den wichtigsten laut Text reich werdenden Investoren gehört Rakuten.

To reiterate, I have little doubt that Cabify will eventually be sold and will make its founders and investors very rich. Whether that time has come or whether it should continue developing its expansion plans to improve its price is another matter.

https://medium.com/enrique-dans/...d-up-being-bought-out-9d4956db4272
 

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16.01.19 14:42 #3005 Ideale Kombination
Geografisch ergänzen sich Lyft (Nordamerika) und Cabify ideal:

Cabify trails far behind with 3m users and an undisclosed number of drivers. Globally it has 13m users in Latin America, Spain and Portugal.

https://www.ft.com/content/bbe4d59a-fea2-11e7-9650-9c0ad2d7c5b5
 

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16.01.19 16:13 #3006 How Ebates Works
You can sign up for Ebates using your email address, Google or Facebook account. The easiest way to use Ebates is when shopping online, but it’s also possible to earn rewards in-store as well.
There are a few ways to save money while shopping online. The first is to search on Ebates.com for a product across all of the site’s participating retailers and find the best cashback deal. Once you do, click through to the retailer’s site and proceed with your purchase as you normally would.
The second is to use the Ebates browser extension for Chrome or Firefox. If you’re on a retailer’s website that offers cash back, the extension will display a button notifying you.

To test it out, I headed over to Target.com. Immediately, the Ebates extension informed me that I could activate up to 1 percent cash back, with the exception of a few categories. By clicking the red button, the cashback deal would automatically be applied to my purchases through the site.
Finally, you can take advantage of Ebates through online search results when the extension is activated. For example, when I searched Google for “coffee mugs,” Ebates listed the cashback rewards opportunities right in the search results. I could then click through to the retailer’s website and activate the cashback offer to secure it.

In addition to earning cash back, Ebates also finds online coupons and promo codes you can try out to earn additional discounts. This feature is similar to tools such as Honey and Wikibuy, which might do a better job of aggregating these types of deals. Even so, it doesn’t hurt to have one more tool scouring the web for added deals.

Ebates will pay out our cash back every three months as long as your balance is at least $5. You can choose to be paid via check or PayPal.

https://www.huffpost.com/entry/...ash-back_n_5c0f1d5fe4b0edf5a3a7eec0
 

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16.01.19 17:09 #3007 Allein schon Rakuten Card deckt die komplet.
Marktkapitalisierung von Rakuten ab.

Net income of Rakuten Card alone in the last four quarters = 8,149 + 8,332 + 8,580 + 8,679 = 33,740(JPYmm)or (1 Yen = $ 0.0089) = $ 300 million

https://secure.irwebcasting.com/181108/52/ebcd71a97c/

As of today, Visa Inc's share price is $138.39. Visa Inc's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Sep. 2018 was $4.41. Therefore, Visa Inc's P/E ratio for today is 31.38.

https://www.gurufocus.com/term/pettm/V/PE-Ratiottm/Visa-Inc

If the net income of Rakuten Card were valued like the net-income of Visa, the value of Rakuten Card would be $ 9.414 billion.

That is only a little bit lower than the complete market cap of Rakuten of today.
 

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