Rakuten wesentlich besser als Rocket

Rakuten kündigt Unternehmensumbau und -Split an
E-Commerce
Montag, 6. August 2018 09:41

TOKIO (IT-Times) - Der größte japanische E-Commerce Konzern Rakuten Inc. hat heute die Zahlen für das erste Halbjahr 2018 vorgelegt. Umsatz und Ergebnis konnten weiter gesteigert werden.

www.it-times.de/news/...unternehmensumbau-und-split-an-129465/

Why Spain’s Cabify will end up being bought out
Veröffentlicht: 8. Juli 2018

Recent reports that Lyft was about to buy Spain’s Cabify for some $3 billion have been denied by Cabify, which insists it will follow a roadmap that includes a Spanish IPO in over the next one or two years, while Lyft has issued the usual no comment. Cabify, one of the few Spanish unicorns, was valued during its latest round of financing at $1.4 billion and is present in 39 cities in 11 countries.
All this places Cabify in a perfect environment for an acquisition that will undoubtedly be very substantial. The company, which has carried out a brilliant international deployment based on a sustainable culture that in many cities beats Uber in terms of price/quality, currently lacks the technology to develop autonomous driving, although it could, eventually, reach agreements with tech companies. But the simplest route and the one its investors would likely choose, and they call the shots, not the founders or managers, would be the eventual sale to a bigger fish prepared to pay a good price for access to a key market.

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.

www.linkedin.com/pulse/...nd-up-being-bought-out-enrique-dans

Fintech company Currencycloud raises £20 million from Google's VC arm
9.03.2017

LONDON — Currencycloud, a fintech company that helps businesses make cross border payments, has raised £20 million ($25 million) from Google's venture capital arm, GV.
GV led the "Series D" round of funding — the fourth injection of money from institutional investors — but Currencycloud also attracted money from existing investors, including Sapphire Ventures, Notion Capital, Japanese e-commerce giant Rakuten's fintech fund, and Anthemis.

www.businessinsider.de/...in-us-and-asia-2017-3?r=UK&IR=T

Meines Erachtens ist Carousell mehr wert als nur eine halbe Milliarde, wenn man sich die Preise für die Konkurrenten ansiieht. Lest bitte auch das Interview im anschluss an den allgemeinen Teil.

Carousell Rumoured To Be Worth US$500M, But Its Co-founder Says "Growth Is Not Always A Good Thing"

2018-07-25 15:21:21

To date, Carousell has raised more than US$126 million in funding, according to CrunchBase data.

This includes its latest US$85 million investment from Rakuten Ventures and EDBI, among others, announced in May 2018.

It has expanded quickly too, operating in markets like Malaysia, Indonesia, Hong Kong, the Philippines, Taiwan and Australia as well as home base Singapore.
It boasts 144 million listings globally and has seen 50 million items sold on its app.

Not only that, it has also launched CarouPay, a mobile wallet that helps users pay each other through the app.

A Bloomberg report said that the company is rumoured to be valued at US$500 million, as of June 2018.

vulcanpost.com/644365/carousell-marcus-tan-singapore/

techcrunch.com/2017/08/15/onesignal-series-a/

Viber campaigns making

Viber bulk message has obvious advantages comparing to SMS including larger text blocks, option to add images and active links. Furthermore, such mailings are cheaper so you can use your budget more rationally.

Messages of Viber mailing campaign are displayed on subscriber's smartphone more or less like this:

esputnik.com/en/support/viber-campaigns-making

Jun 15, 2018, 11:45am
Can Pinterest Be A $30 Billion Company?

Pinterest has gathered a lot of interest of late, with news around its impending IPO emerging every few months. The company had originally planned an IPO in 2018, but reports suggest that it now plans to go public in 2019, after it missed its 2017 revenue estimates. In its latest funding round in 2017, Pinterest was valued at $12.3 billion. However, with a strong growth in users and revenues, Pinterest could potentially command a much higher valuation if the company goes public next year.
Our dashboard projects Pinterest’s revenues based on its historical trends and outlook, and forecasts the company to generate revenues of around $750 million in 2018. With a revenue multiple of 25X, these revenues would give Pinterest a valuation of around $19 billion.

The key to a $30 billion valuation for Pinterest would be a significant increase in revenue per user by attracting more advertisers to its platform. While data around the company’s key metrics is limited, sources suggest that Pinterest might already be profitable, with gross margins higher than 45%.
There are more than 2 billion searches on Pinterest every day, and 55% of Pinterest users shop on the site. This differentiates Pinterest from other social media platforms since its users are likely to be focused on specific products, which could make them a better audience for advertisers. If Pinterest is able to exploit this advantage and grow its revenues significantly, a $30 billion valuation could be possible in the future (though not likely for at least a few years).

www.forbes.com/sites/greatspeculations/...mpany/#184e7ffc6c3f

Pinterest nears $1 billion in ad sales and valuation rises as it looks to go public in mid-2019
23 July 2018

Pinterest is poised to almost double revenue this year, getting close to $1 billion, according to people familiar with the matter.

The company is aiming to go public by mid-2019, and has a current valuation of $13 billion to $15 billion, based on secondary market trading, multiple people say.

Pinterest's mobile search capabilities are attracting advertisers.

"No platform capitalizes on the social-search marriage like Pinterest does," Boulia said.
So-called buyable pins allow customers to turn other people's posts into a shopping experience, by checking out pricing and buying the items if they desire. While that shopping behavior may seem foreign on other platforms, Pinterest's users are finding it more common.

In Mary Meeker's 2016 Internet Trends Report, the analyst-turned-venture capitalist said that 55 percent of Pinterest users were using the site to find and shop for products, compared with only 12 percent for Facebook and Instagram and 9 percent for Twitter.

www.cnbc.com/2018/07/20/...e-as-it-plans-to-ipo-mid-2019.html

sich das bisher nicht im Kurs niederschlägt.-

Eine Antwort drauf weiß ich auch nicht. Meine Reaktion auf die Kursrückgänge seit Jahresanfang war ein diszipliniertes Nachkaufen,  das sich durch die Kursrückgänge für den maximalen Depotanteil eines Wertes nach meinen Vorgaben ergab.

Bei einem Kursanstieg werde ich mich aber für eine gewisse Zeit nicht an diese Regel halten, wenn eigentlich ein Verkauf angesagt wäre - zumindest zeitweise, da ich die Unterbewertung für absurd ansehe.

die im nachstehenden Artikel angeführt werden.

money.cnn.com/2018/07/13/technology/...ide-hailing/index.html


Darüber hinaus ist Rakuten an den Ride-Hailing Unternehmen Lyft und Cabify beteiligt.

techcrunch.com/2018/05/29/...ings-product-in-its-first-month/

In addition to the Algorithm Marketplace, Algorithmia uses the serverless AI Layer to power two additional services: Hosting AI/ML Models and Enterprise Services where they work with government agencies, financial institutions, big pharma, and retail. The AI layer is cloud, stack, and language agnostic. It serves as a data connector, pulling data from any cloud or on-premises server. Developers can input their algorithms in any language (Python, Java, Scala, NodeJS, Rust, Ruby, and R), and a universal REST API will be automatically generated. This allows any consumer to call and chain algorithms in any combination of languages. Operating under a Kubernetes-orchestrated Docker system allows Algorithmia’s services to operate with the highest degree of efficiency.

aws.amazon.com/de/blogs/startups/...roups-view-on-serverless/

www.forbes.com/sites/amitchowdhry/2018/01/...ld/#294c9fe253fd

Viber is arguably the messenger with the most features in it. It has numerous options that simply

superior

... (automatisch gekürzt) ...

https://www.researchgate.net/publication/...est_for_Instant_Messaging

Friday, April 27, 2018 - 01:00

Citizens Development Business Finance PLC (CDB) has set up CDBiNet to enable fund transfers through the social media platforms, namely Facebook, WhatsApp and Viber as well as email and text messages (SMS).

CDBiNet already broken records by enabling fund transfers through Facebook not too long ago, which has now become a popular transaction mode among its customers given the conveniences of not requiring the bank details of the fund recipient when transferring funds, a company press release said.
These conveniences have now expanded to WhatsApp, Viber and many other popular social media platforms.

CDBiNet, the first of its kind e-finance platform in Sri Lanka, transformed the entire financial services industry when it was introduced in June last year.

www.dailynews.lk/2018/04/27/business/...ers-whatsapp-and-viber

Rakuten’s home cinema revolution

Written by 26 March 2018

VOD provider Rakuten TV has big plans this year, including considering SVOD launches in Europe and an investment in movies to help push the case for getting them on the small screen faster. CEO Jacinto Roca talked exclusively with Stuart Thomson about his plans.

Rakuten TV, the transactional video-on-demand service provider that currently operates in 12 international territories, has big plans to expand its offering, including the possible launch of a subscription service outside of Spain for the first time and a push to create “the cinema experience at home” through shortening the window between cinema distribution and the appearance of movies on digital platforms.

According to CEO Jacinto Roca, Rakuten TV now has over five million registered users, with about 20% being active in any one year. Revenues are growing by 40% year-on-year, driven by take-up of the service in the UK market, he says. Growth in also strong in Spain, and relatively strong in Germany and France thanks the presence of its e-commerce giant parent, Rakuten, in those markets. Elsewhere, says Roca, growth is “healthy but slower”.

www.digitaltveurope.com/longread/...s-home-cinema-revolution/

contohdokumen.info/codapay-website-history.html

www.hoovers.com/company-information/cs/...40c5118fa78cadd.html

Rakuten mobile network to launch Oct-19; revises target to 10m subscribers
7 Aug 2018

Japanese e-tailer Rakuten has divulged additional details regarding its planned launch of Japan’s fourth mobile network. In the presentation accompanying its latest financial results – covering the second quarter of FY18 – Rakuten noted that it is targeting a commercial launch in October 2019 and seeks to achieve 96% population coverage by the end of fiscal 2025. The company is now optimistic of signing up ten million subscribers by the end of fiscal 2028, scaled down from its initial 15 million projection. However, Rakuten has also reduced its projected rollout budget, from JPY600 billion (USD5.4 billion) to JPY526.3 billion.

www.telegeography.com/products/...-target-to-10m-subscribers/

Rückschlag mal wieder, denke hier gibt es nix zu gewinnen und steige bald wieder aus

P/E Ratio 7.58

Price to Book Ratio 1.4626

Price to Sales Ratio 1.0053

www.bloomberg.com/quote/4755:JP

da ich der Auffassung bin, dass man angesichts der in meinem letzten Posting angeführten Zahlen nur eines haben muss: Geduld.

Rakuten and Walmart Officially Launch Walmart eBooks by Rakuten Kobo in the U.S.
Rakuten and Seiyu Collaborate on Online Grocery Delivery Service in Japan

TOKYO, Japan, August 22, 2018 – Rakuten, Inc. and Walmart, Inc. today announced the official launch of Walmart eBooks by Rakuten Kobo, which offers a comprehensive eBook, audiobook and eReader solution to Walmart customers in the U.S.

The Walmart eBooks by Rakuten Kobo service offers customers instant access to a catalogue of more than 6 million eBooks and audiobooks, ranging from New York Times best-sellers, to a wide variety of indie titles, children’s books and more. Content is accessible through a co-branded free app available for iOS and Android devices, as well as through Kobo eReaders, which will also be offered in select stores and on Walmart.com.

global.rakuten.com/corp/news/press/2018/...=8&category=ec