Rakuten wesentlich besser als Rocket

https://rakuten.today/blog/apps-ai-blockchain-insurance-industry.html  

With fintech services already a major pillar of the group, Rakuten is active in the insurtech field too. On July 1, 2017,  Rakuten Life Insurance Co. launched the Rakuten Life Insurance Technology Laboratory, an organization dedicated to applying the latest technologies to the company’s business.

“We believe we can utilize AI tech to provide different insurance services that get close to the customers, to provide more suitable services for them,” said Masaya Mori, director of the new Rakuten Life Insurance Technology Laboratory.

“In the past couple of decades as we have moved through the digital age and the social age, technology has allowed people to express their diversity more clearly,” explains Masaya Mori, director of the new lab and global head of the Rakuten Institute of Technology. “Basically, different people have different interests for anything, including life insurance. We believe we can utilize AI technology to provide different insurance services more suitable for the customers.”

https://rakuten.today/blog/insurtech-revolutionize-life-insurance.html
 

Simplesurance announced on Thursday that Rakuten had invested in the business through its $100 million (£81.9 million) fintech fund, set up in 2015. Existing investors Rheingau Founders, Route 66, and Allianz also took part in the funding round.

http://www.businessinsider.de/...g-to-30-million-2017-3?r=US&IR=T
 

aber immerhin:

Q2/17 FinTech Results Summary
(JPY bn, IFRS)

Revenue YoY Operating Income YoY

Card 39.8 +17.0% 7.4 -5.8%
Bank 18.6 +11.4% 5.6 +26.7%
Life Insurance 8.1 -4.7% 0.7 +12.7%
Others 3.4 +23.0% 0.0 + 0.0
FinTech Total excl.Securities 69.9 +12.8% 13.7 +6.3%
Securities 12.2 -0.4% 4.5 -11.1%
FinTech Total 82.1 +10.6% 18.2 +1.4%
https://d3mxtofvk4gac0.cloudfront.net/20170807/2/...uten_en_dl_01.pdf
 

Q3 2017 Estimate Trends
  Current:    ¥10.87§
1 month ago: ¥10.87
3 months ago: ¥10.73

Q4 2017 Estimate Trends
  Current:    ¥15.06§
1 month ago: ¥15.06
3 months ago: ¥15.00

http://quotes.wsj.com/JP/4755/research-ratings
 

Auf der Basis von 10,87 in Q3 aus dem letzten Posting ergibt sich eine Jahres-Run-Rate von 43,5 und bei einem Kurs von 1190 ein KGV von 27,4.

https://www.google.de/...64.psy-ab..0.13.1820...0i131k1.0.6Jhm4rLgu_g

Auf der Basis von 15,06 in Q4 aus dem letzten Posting ergibt sich eine Jahres-Run-Rate von 60,24 und bei einem Kurs von 1190 ein KGV von 19,8.

 

der Competitors Amazon und Alibaba.

Von daher leide ich auch eine Verdoppelungschance für Rakuten ab - vorausgesetzt die Gewinnentwicklung stimmt.  

Rakuten Marketing Reports Notable Client Success from Acquisition Integration & Channel Alignment; Integrated Marketing Solution Clients Outperform Channels by Nine Times

SAN MATEO, Calif., Nov. 7, 2017 /PRNewswire/ -- Rakuten Marketing, a leading technology company that enables brands to increase sales through data-driven marketing, today shared operating results for clients leveraging the company's Integrated Marketing Solution (IMS) – the Rakuten Marketing digital advertising technology and services offering that enables Fortune 1000 and Internet Retailer 500 brands and advertisers to compete profitably across marketing channels. As a part of today's announcement, the company also reports it has finalized the integration of its recent acquisitions, including NextPerf, Manifest, Deep Forest and DC Storm. The completion of this integration is marked by the consolidation of all its technology, data  insights, sales and services teams, and operations.

https://finance.yahoo.com/news/...ports-notable-client-110500729.html
 

According to Kaitlin Moughty, Director of Ecommerce, Lacoste, "Working with Rakuten Marketing has been very rewarding for our brand. They go above and beyond to provide opportunities to gain market insights, new customer data and strategy optimizations that aid us in ensuring our omnichannel marketing efforts are effective. With each learning, we see growth in our campaigns."

https://www.prnewswire.com/news-releases/...nine-times-300550662.html
 

und kann meines Erachtens locker mit Snapchat mithalten, aber trotzdem hat die Mutter von Viber, Rakuten, nur eine etwas mehr als halb so hohe Bewertung wie Snapchat - sehr selsam.

"Snapchat at a $25 billion valuation would have a multiple of 25 times times or more its 2017 revenue revenue."

https://www.bloomberg.com/gadfly/articles/...hy-it-s-worth-25-billion
 

https://travel.rakuten.com.sg/  

Letzte Kurse

Push

Handelsplatz
Letzter

Änderung
Vortag
letzte Stk.
Tag-Stk.
Kursspanne
Zeit

  Tradegate
9,05 €

-2,69%

9,30 €
500
3.124
9,00
-
9,274
17:12:50
Hist. Kurse »
  Quotrix
9,013 €

+0,70%

8,95 €
150
150
9,013
-
9,013
11:22:16
Hist. Kurse »
  L&S RT
9,1015 €

+0,14%

9,0885 €
-
-
8,9835
-
9,1405
21:56:25
Hist. Kurse »
  Frankfurt
9,05 €

-0,10%

9,059 €
110
21.210
8,88
-
9,128
16:16:08
Hist. Kurse »
  Nasdaq OTC Other
10,65 $

+4,41%

10,20 $
100
10.798
10,598
-
10,65
06.11.17
Hist. Kurse »
  München
9,001 €

+1,35%

8,881 €
1.110
1.610
9,001
-
9,117
15:49:06
Hist. Kurse »
  Stuttgart
8,88 €
G
-3,24%

9,177 €
0
0
8,88
-
8,88
08:03:35
Hist. Kurse »
  Berlin
9,139 €
-T
+0,19%

9,122 €
0
0
9,00
-
9,162
18:46:30
Hist. Kurse »

Quelle. ariva  

https://global.rakuten.com/corp/investors/financial/indicators.html
 

http://www.businesswire.com/news/home/...-Market-2017-2022---Research  

Rakuten, which joined the Nikkei 225 Index last year, said Tuesday that it will repurchase its own stock from Feb. 22 through Feb. 21 of 2018, representing 8.4 percent of total shares outstanding. Rakuten gave the reason for a buyback in a single sentence: “The market price of our shares, capital efficiency and financial conditions were all taken into consideration.”
In fact, the transaction is essentially a trade by billionaire Chairman Hiroshi Mikitani to buy back shares at a bargain from when they were issued in June 2015, plus some. Back then, Rakuten sold almost 100 million shares for 1,905.5 yen apiece, raising about 181 billion yen.

https://www.bloomberg.com/news/articles/...lf-the-price-of-2015-issue
 

"Viber bets on high growth trajectory of the Indian startup ecosystem and these businesses are constantly seeking newer platforms to connect with relevant audiences," said Michael Shmilov, COO of Viber.This high growth makes India a major target for Viber's new product, Public Accounts, a so lutions for locals as well as for global business, he said.

//economictimes.indiatimes.com/articleshow/55416822.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
 

This post is by Ryan Miller, Vice President of Global eCommerce Strategy at Rakuten. Among other duties, Ryan helps merchants get set up on Rakuten’s global marketplaces, including Rakuten Ichiba in Japan. Rakuten has a share of 27% in Japan’s mature ecommerce market, and there is strong demand from consumers for foreign brands, making Rakuten Japan an attractive platform for cross-border selling.

With 44,000 sellers, 105 million members and sales of $17bn, Rakuten Japan is one of the largest ecommerce platforms in the world.

Found on: http://www.webretailer.com/lean-commerce/selling-on-rakuten-japan/
 

Rakuten investiert bei Dacadoo - aber wieviel?

Der riesige japanische Internet-Dienstleister investiert in die Zürcher Webfirma Dacadoo. Dacadoo entwickelt und betreibt eine App und die dahinterliegende Infrastruktur, mit der Menschen ihre Gesundheit verfolgen können. Die von Peter Ohnemus gegründete Firma verspricht, die User dazu zu verführen, sich gesünder zu verhalten.

http://www.inside-it.ch/articles/48178
 

sein wie Rakuten.

https://ycharts.com/companies/YAHOF


Ich kann es jedenfalls nicht nachvollziehen,  

Myanmar now has at least 33 million active mobile subscriptions in a country with an official population of 53 million. Smartphone usage rate is reported at 80%.
Viber estimates that it has 18 million active users in the country – meaning that almost 1 in 2 of all active cell phones in the country have Viber installed on them.

https://digitalinasia.com/2017/01/09/...le-users-smartphone-usage-80/
 

Yahoo Japan's merchandise lineup came to 230 million items as of the end of September, the largest of any Japanese e-commerce site. But transaction value only reached a total of around 100 billion yen ($881 million) in the July-September quarter. Meanwhile, industry rival Rakuten recorded roughly 750 billion yen in transaction value, although a fair comparison cannot be made since the companies' calculation methods differ.

https://asia.nikkei.com/Markets/Tokyo-Market/...turn-a-profit-for-now
 

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.

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

01/16 = 754 million

02/16 = 784 million

03/16 = 823 million

04/16 = 858 million

01/17 = 891 million

02/16 = 920 million

03/16 = we will see tomorrow: after my estimate 950 million


https://secure.irwebcasting.com/20170807/2/...e5c/mov/main/index.html  

Monetization driven by strong growth in both Telco (Viber In/Out) and content revenue

Total Revenue: +90.6% YoY (from Q2/16 to Q2/17)

Quelle; siehe letztes Posting.


Auch morgen  wird das YoY (from Q3/16 to Q3/17) wieder zu beachten sein.


 

Rakuten members (logged-in*)

Jun/15 = 74.4 million

Jun/16 = 83.0 million

Jun/17 = 91.5 million


Quelle. siehe 298


Meine Schätzung für Sept/17 = 94 million