Rakuten wesentlich besser als Rocket

from 2.6 trillion JPY to 3.2 trillion JPY (= 28.16 billion USD bzw. auf deutsch = 28,16 Milliarden US-Dollar)

Global Gross Transaction Value = Domestic E-Commerce GMS + Credit Card GTV + Edy GTV + Rakuten Point Card GTV + Overseas E-Commerce GMS + Ebates GMS + Digital Contents GTV + Rakuten Marketing GTV

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

Der Domestic E-Commerce  hat an den 3,2 trillion von #326 einen Anteil von 0,855 trillion und ist YoY um 13,7% gestiegen.

Für im E-Commerce so weit fortgeschrittene Volkswirtschaften ist dieser Wert meines Erachtens okay.

Quelle. wie '326
 

Der weitaus größte Teil des enormen Swings  von 27,2 Millionen bei Other Internet Services beruht auf Bewertungsgewinnen, und zwar lauf einer Fußnote im Quartalsbericht 21,7 Milliarden.

Das hat die Anleger wohl mißtrauisch gemacht, aber selbst der restliche Swing aus dem normalen Geschäft ist m.E. bemerkenswert.

Quelle: wie 320  

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


 

Messaging app Viber earlier this year made its first foray into shopping services with Instant Shopping, a feature that lets you search for items for sale via a keyboard when you have the messaging app open. Today, the company is announcing some more e-commerce related news: it?s buying the startup that helped build that feature.

Viber has acquired Chatter Commerce, maker of a service called ShopChat, which was the tech behind Instant Shopping. CEO and co-founder Zephrin Lasker once described ShopChat to me as ?the world?s first shopping keyboard.?

https://techcrunch.com/2017/07/20/...p-behind-its-shopping-keyboard/#
 

Public Accounts open up new possibilities for businesses to connect with over 800 million global users on the messenger they trust the most.

Why should your business have a Public Account?

Rich messaging and interface options let you talk to your customers immediately and creatively.
Customers can reach you the way they?d reach out to any of their contacts. Interactions look and feel as simple and native as their regular Viber conversations.

https://www.viber.com/de/viber-for-business/
 

https://www.bizjournals.com/losangeles/news/2017/...oo&yptr=yahoo  

https://versus.com/de/snapchat-vs-viber  

And despite the in-your-face nature of the keyboard's shopping feature, it has a fair number of takers. The Viber team says that 30 percent of its American users have tried Instant Shopping since launch. The big challenge is keeping your attention: it's easy to try a shopping feature when it's fresh, but it's another to treat it as your go-to option. That's where the acquisition might help. Now that Rakuten Viber owns its shopping keyboard partner, it can improve and grow features on its terms. If it can improve the keyboard and add more shopping partners, you may have more reasons to stick around.

https://www.engadget.com/2017/07/20/...uys-shopping-keyboard-company/
 

Tokyo, 2017-Jul-04 ? /EPR Retail News/ ? Rakuten, Inc. (TSE: 4755) today (July 1, 2017) announced that it will unify its global branding commencing July 1, 2017, to better represent its core strategy of building an ecosystem of diverse services that provide users with unique benefits. The rebranding coincides with Rakuten?s 20th anniversary and with the launch of a new global partnership with FC Barcelona, a club with one of the most recognized and respected global brands in soccer today.

https://eprretailnews.com/2017/07/04/...-diverse-services-7394995995/
 

anderen Internetdienstleistungen statt mehr E-Commerce:

https://earlymoves.com/2015/11/18/...alibaba-are-going-international/  

in Pinterest investiert, wo nach Crunchbase (auf Google Crunchbase und Pnterest eingeben)  der Total Funding Amount inzwischen $1,466,100,000 beträgt.  

https://www.crunchbase.com/organization/pinterest  

komme ich hier auf einen Anteilswert für Rakuten von mindestens einer Milliarde.

https://techcrunch.com/2017/06/06/...a-full-press-into-visual-search/  

wurde angeführt, dass ein Investment von 83 Millionen Dollar in 2012 in Pinterest bis heute, also 2017, eine jährliche Verzinsung (IRR = interner Zinsfuß) von 34% gebracht habe.


 

https://de.slideshare.net/IsraelMobileSummit/...s-ido-iungelson-viber  

Lauf der letzten Presentation von Rakuten sind es nicht mehr wie 2016 nur 800 Millionen User, sondern Stand 30.9.17 schon 950 Millionen User.

Das ist zwar kein raketenhaftes Wachstum, aber auch knapp 20% sind auf diesem Niveau meines Erachtens schon beachtlich.  

More than one third of users are active monthly-

Bei 950 Millionen registrierten Usern zum 30,9. wären das dann ca. 320 Millionen.
 

https://www.computerwoche.de/a/...ber-chatbots-wissen-muessen,3329735

Und Anleger in diesem Bereich sollten das auch wissen.  

We are a mobile classifieds app that makes selling as easy as taking a photo, buying as simple as chatting. Launched in Aug 2012, Carousell began in Singapore and has expanded to 19 cities around the world, spanning 7 countries. With over 80 million listings, we are one of the world?s largest and fastest growing marketplaces. Carousell has been ranked as the top Shopping app in Singapore, Taiwan, Hong Kong, and Australia, and is backed by leading international Venture Capitalists Sequoia Capital, Rakuten Ventures, 500 Startups, Golden Gate Ventures, and QuestVC. In Singapore, Carousell has a diverse range of products in 29 categories, including cars, lifestyle gadgets, and fashion accessories.

https://sg.linkedin.com/jobs/view/...-director-at-carousell-487052714
 

total disclosed funding: $196.80m
last round valuation estimate : $875.00m
disclosed funding rounds: 7
latest round: Okt 27 2017
latest funding stage: Series C
next round estimate: Q4 2018
https://www.funderbeam.com/startups/carousell?ref=teleport
 

2015 wurden 539 Millionen US-Doller in Lyft, Currency Cloud und Bluevine investiert, die eine aufs Jahr umgerechnete Verzinsung (IRR = interner Zinsfuß) von 27% bis heute gebracht haben (leider wird für Lyft kein seperater Wert ausgewiesen).

Und 2017 wurden noch einmal 457 Millionen US-Dollar in Lyft investiert, die eine aufs Jahr umgerechnete Verzinsung (IRR = interner Zinsfuß) von 37% bis heute gebracht haben.

global.rakuten.com/corp/investors/documents/results/
(Click at presentation material)
 

Aus der gleichen Quelle wie im letzten Posting  erfahren wir, dass 2016 412 Millionen in Cabify, Careem und Acorns investiert wurden, die eine aufs Jahr umgerechnete Verzinsung (IRR = interner Zinsfuß) von 46% bis heute gebracht haben.  

led by Alphabet?s CapitalG

Ride-hailing company Lyft has raised a new $1 billion funding round, putting its post-money valuation at $11 billion total. The round was led by Alphabet?s CapitalG, its growth-focused investment fund, and CapitalG partner David Lawee will join Lyft?s board as part of the transaction.

https://techcrunch.com/2017/10/19/...ation-led-by-alphabets-capitalg/