Rakuten wesentlich besser als Rocket

AT THE FOREFRONT OF OMNICHANNEL MEASUREMENT

As an independent subsidiary of Rakuten, Rakuten Intelligence is fundamentally changing the precision with which online services and e-commerce companies are measured, giving our clients the critical insights they need to quickly act on industry shifts and consumer buying preferences.

In partnership with NPD and Nielsen, the world?s most respected measurement firms, Rakuten Intelligence?s data measurements are normalized across retailers and structured into an industry-wide taxonomy and catalog. All of this happens with speed and accuracy, and is reported daily. Our panel is recruited through a diverse portfolio of sources, including the popular Rakuten Slice app which enables shoppers to organize, track, and save money on their online purchases; and the Unroll.Me service which reduces inbox clutter.

https://www.rakutenintelligence.com/company/about
 

Current 47.01
Average 73.06
Low 35.00
High 96.00

Upgrades & Downgrades

Upgrade HSBC: Hold to Buy 9/16/2019

Initiated Deutsche Bank: to Buy 9/5/2019

Maintains Citigroup: to Buy 9/5/2019

Upgrade Guggenheim: Neutral to Buy 8/26/2019

Upgrade Wedbush: Neutral to Outperform 8/8/2019

Upgrade Atlantic Equities: Underweight to Neutral 8/8/2019

https://finance.yahoo.com/quote/LYFT?p=LYFT&.tsrc=fin-srch  

Diese Statistik zeigt die Anzahl Unique IDs bei Viber in ausgewählten Monaten zwischen März 2015 und Juni 2019. Im Juni 2019 lag die Anzahl der Unique IDs des Chat-Dienstes für Smartphones und Desktop-PCs, mit dem auch telefoniert werden kann, bei rund 1,11 Milliarden.

https://de.statista.com/statistik/daten/studie/...tzer-ids-bei-viber/
 

20.09.2019 20:18
HSBC-Analystin mit Kaufempfehlung: Uber und Lyft bergen noch viel Aufwärtspotenzial

HSBC-Analystin Masha Kahn äußerte sich jüngst optimistisch zur Zukunft von Uber und Lyft und stufte die Aktien von "hold" auf "buy" hoch. Da die Risiken mittlerweile eingepreist seien, seien beide Fahrdienstvermittler auf einem guten Weg hin zur Profitabilität.

Sowohl Uber als auch Konkurrent Lyft bewegen sich seit geraumer Zeit in schwierigem Fahrwasser. Die Aktien beider Unternehmen sind sehr angeschlagen und stehen immer wieder unter Druck. Während Uber seit Börsenbeginn einen Kursverlust in Höhe von rund 24 Prozent gegenüber seinem Ausgabepreis, der bei 45 US-Dollar lag, verbucht, stehen Lyft-Aktien mittlerweile etwa 33 Prozent unter ihrem Ausgabepreis von 72 US-Dollar. Beide Titel mussten in den vergangenen Monaten deutlich an Wert einbüßen, da "die Stimmung der Anleger bei Ride-Hailing-Aktien nach hohen gemeldeten Verlusten, regulatorischen Schlagzeilen aus Kalifornien und Bedenken bezüglich einer Wachstumsverlangsamung mürrischer geworden ist", erklärte HSBC-Analystin Masha Kahn gegenüber CNBC.

Anfang der Woche erhielten die Aktien der Fahrdienstvermittler jedoch Auftrieb, nachdem die britische Großbank HSBC eine Kaufempfehlung ausgesprochen hatte. Der "Preis stimmt" bei den beiden Unternehmen, schrieb Kahn in einer Notiz an Kunden, die MarketWatch vorliegt. Investments in die angeschlagene Branche würden sich nun lohnen. "Wir denken, dass regulatorische Bedenken eingepreist sind, während wir weiterhin viel Optionalität bei Produktverbesserungen für Uber und Lyft sehen", hieß es weiter.

https://www.finanzen.net/nachricht/aktien/...fwaertspotenzial-8006460  

On the face of it our position seems hard to justify: we are both constructive on Rakuten and on the incumbents Rakuten is set on disrupting. This reflects our view that Rakuten will gain customers (and therefore create value for itself), but that the incumbents will be able to off-set this pressure through their own actions.

For Rakuten the logic behind our case is simple: the company is investing c. $5bn to enter a market with an EV of c. $250bn. As long as the technology works (which it does) and the company can hit modest subscriber targets, it ought to be able to at least recoup its investment. Yet trading 40% below its level prior to the announcement of mobile entry, the share price is still discounting that the venture will destroy substantial value. Since we think this is unlikely we are positive on the stock.

Bears believe that revenue pressure will be intense, and quickly overwhelm the ability of the incumbents to offset. But we think this ignores the fact that the Japanese telco market is a good one to defend. Churn is low (well below 1% per month). Price sensitivity is low. Network quality is high and consumers rate network quality as important. There is no sharing so as Rakuten is experiencing the challenge for a new entrant is more severe than elsewhere. Regulatory support for the new entrant is questionable which explains why the roaming deal is relatively unattractive. Furthermore, Rakuten is likely to target only customers within its own coverage area which is c. 11% of Japanese pops initially. All these things suggest to us that Rakuten?s impact on incumbent revenues will be relatively modest, reducing growth by 2-3% per year we think.

https://www.newstreetresearch.com/blog/page/2/  

Growth in both active riders and revenue per active rider exceeded our expectations. The number of active riders grew 41% year-over-year to 21.8 million, while revenue per active rider grew 22% year-over-year. As a result of our strong top line growth and an improving market environment, we generated significant operating leverage. This was a milestone quarter on our path to profitability.

https://finance.yahoo.com/news/...-2019-022406687.html?.tsrc=fin-srch  

EXIT introduces Montenegro to billion users worldwide through Sea Dance stickers on Rakuten Viber!
26.08.2019

Ahead of this year?s mighty edition of the Sea Dance Festival in Montenegro, EXIT Team have unveiled a dedicated Sea Dance Festival free Rakuten Viber sticker pack and the festival?s official Sea Dance Festival Community on this leading global messaging platform! Over a billion Rakuten Viber users from all over the world can display their festival spirit, energy and emotions by sharing free-to-download expressive visuals of the new sticker pack dedicated to the Sea Dance Festival, its striking stars and a unique festival experience amid the beauties of the Montenegrin coast.

By following the official Viber Community of the Sea Dance Festival, fans will regularly receive and be able to share all the latest and the most important information, giveaways and contests, as well as photos and videos as they come out.

Judging by the success of the EXIT Festival sticker packs in the past years, that have been downloaded by 3.5 million users from as many as 174 countries and used over 42 million times, Sea Dance can also expect some high numbers with a global reach. EXIT, as one of the ten most popular brands in the world on Rakuten Viber, alongside FC Barcelona, Coca-Cola and others, has made another significant step towards strong tourism promotion of Montenegro and Budva, because besides the pack in Montenegrin language, there is also a free-to-download Viber sticker pack available in English for users worldwide.

https://www.seadancefestival.me/en/...ance-stickers-on-rakuten-viber/
 

"Kleine Funkzellen sind ein kritischer Baustein bei der Bereitstellung moderner Mobilfunknetze, die sowohl 4G als auch 5G abdecken", sagte Puneet Sethi, Chef für Produktmanagement bei Qualcomm Atheros, Inc. "Rakutens flexible Architektur, die kleine Funkzellen auf Basis der Qualcomm FSM Small Cell Platforms für 4G- und 5G-Technologie nutzt, bietet Teilnehmern ein überragendes Erlebnis und maximale Flexibilität bei der zukünftigen technologischen Modernisierung. Wir freuen uns über die Partnerschaft mit Altiostar, Sercomm und Rakuten bei dieser Initiative. Unsere zweckbestimmten FSM-Plattformen ermöglichen robuste Leistung sowie flexible und unkomplizierte Bereitstellung."

https://www.presseportal.de/pm/125646/4281634
 

Light Street?s Glen Kacher says there?s profitability in sight for Uber and Lyft despite falling stocks
PUBLISHED THU, SEP 19 2019

?The end market is huge,? Kacher, chief investment officer and founder of Light Street Capital, said at the Delivering Alpha conference presented by CNBC and Institutional Investor.

Kacher said Uber and Lyft are both raising prices rapidly in the U.S. and they are also benefiting from rise in the food delivering business. Kacher, who manages $2 billion in global technology assets, said he?s a shareholder in both companies.

?Investors and maybe the financial press are quite negative? on both companies, Kacher said.
 

Ultimately, you'll pick your ebook reader based on ecosystem. If you're into Amazon's subscriptions, Goodreads, Audible, and such, the Kindle Paperwhite is the smartest choice right now. But if you're more of a free spirit, the Kobo Libra H2O will elevate your reading everywhere you go, making in an Editors' Choice.

https://uk.pcmag.com/kobo-libra-h2o/122563/kobo-libra-h2o
 

https://overdrive.libreka.de/OverDrive_Folder_German_201903.pdf  

However, bulls will argue that this is a tremendous discounted opportunity. Over the long haul, I agree. As I mentioned in last month?s write-up about Lyft stock, ride hailing has become increasingly popular. In 2015, the Pew Research Center reported that only 15% of American adults tried ride hailing. Today, that statistic has jumped to 36%.

I don?t find that surprising. In the past year, not only did I jump on the bandwagon, I convinced my parents and in-laws to do the same. They all loved it. But love is a quality that the LYFT stock price isn?t receiving lately.

Should you worry?
Recession Risks Cloud Lyft Stock

To answer the above question, it largely depends on your framework. As a quick long-sided swing trade, I?ll admit that LYFT stock doesn?t currently inspire confidence. Along with concerns about profitability, you also have the pressing legal issue of whether LYFT drivers are employees or contractors.

But over time, these primary concerns should fade. Regarding profitability, early critics of Amazon (NASDAQ:AMZN) blasted the e-commerce firm with similar rhetoric that we see against Lyft stock. As we know, the convenience of e-commerce converted millions of people. We see the same thing happening now because ride hailing is the future of personal transportation.

https://finance.yahoo.com/news/...stock-nobody-talking-155211879.html  

https://www.onlinemarketplaces.com/articles/...-and-electric-scooters  

At the end of 2018, for instance, Uber estimated its total addressable market in terms of worldwide vehicle miles traveled - a metric for measuring transport demand- was about 11.9 trillion miles, with a value of $5.7 trillion. Companies in this industry currently address about 1% of global vehicle miles traveled. The market opportunity for these companies is massive and the leading players in the space are growing at stellar rates. Lyft (NASDAQ:LYFT) and Uber, for example, grew their U.S. vehicle miles traveled at a compounded annual rate of more than 100% between 2013 and 2018, according to data from McKinsey and filings with the Securities and Exchange Commission.

Demand in the ride-share segment is also likely to grow with the increasing number of trips per customer. According to a recent survey by McKinsey, 63% of people who use ride-hailing services expect to increase their usage in the next two years. Further, 67% hope to increase their usage of vehicle sharing options.

https://finance.yahoo.com/news/...igh-risk-high-reward-145230367.html  

For the first time, Mikitani unveiled a bold new initiative to set standard prices for all deliveries across the platform, with free shipping above a specified purchase amount.

?Standardizing shipping prices on Rakuten Ichiba will deliver a huge boost to the revenue of each of your stores. That?s another reason we?re establishing a free shipping system,? Mikitani explained. ?We conducted extensive market research, analysis, simulations and trials, and came to the conclusion that making purchases above 3,980 yen free across the whole platform is the best strategy.?

?The trials we?ve conducted so far have yielded positive results ? a 15% jump in spending per shop and a 14% jump in new customers,? Mikitani shared. ?This is something we want to implement in the first quarter of 2020.?

https://rakuten.today/blog/rakuten-ceo-merchants-reasons-optimism.html


For the first time, Mikitani unveiled a bold new initiative to set standard prices for all deliveries across the platform, with free shipping above a specified purchase amount.

?Standardizing shipping prices on Rakuten Ichiba will deliver a huge boost to the revenue of each of your stores. That?s another reason we?re establishing a free shipping system,? Mikitani explained. ?We conducted extensive market research, analysis, simulations and trials, and came to the conclusion that making purchases above 3,980 yen free across the whole platform is the best strategy.?

?The trials we?ve conducted so far have yielded positive results ? a 15% jump in spending per shop and a 14% jump in new customers,? Mikitani shared. ?This is something we want to implement in the first quarter of 2020.?

https://rakuten.today/blog/rakuten-ceo-merchants-reasons-optimism.html
 

Colombia: Cabify made an alliance with McDonald's, Enel and Samsung to benefit their drivers

Cabify launched its 'Proudly Taxi Driver' initiative to support 30,000 taxi drivers in the city where the platform operates: Bogotá, Cali, Medellín, Cartagena, Barranquilla and Bucaramanga.

The company will give incentives to their drivers like Cabify Star, so they made an alliance with brands such as McDonald's, Enel Codensa and Samsung to offer them discounts on restaurants, fuel, cell phones and servitecas, as well as economic benefits.

Taxi drivers will also have a 24/7 emergency line, and digital tracking to ensure that all their services are safe and asserted that after the definitive integration of Easy Taxi to Cabify, taxi drivers now have 40% more users to mobilize

The company currently has more than 50,000 driving partners including taxi drivers, private and corporate cars. To date, about 80% of traditional Cabify users have requested a taxi service again.
The integration has also allowed taxi drivers to have 40% more users to mobilize, as well as 80% of traditional Cabify users have requested a taxi service again.

https://www.onlinemarketplaces.com/articles/...-benefit-their-drivers
 

denn z.B. kann Lyft da durch Kombinationen auch eine Alternative zur Nutzung des eigenen PKW's werden.

Lyft helps its rivals
Finally, shares of Lyft finished down almost 8%. The ride-hailing company made a concession to some of its critics, deciding to change its app to include alternative modes of transportation beyond Lyft vehicles. The new app will include bike-sharing, rental cars, and public transportation, and allow users to compare costs across those options. It'll take until early next year to integrate all of this information into the app, but investors already fear that the move will detract from the value of the Lyft network and eventually adversely affect how much the company is able to make in revenue and profit.

https://www.fool.com/investing/2019/09/24/...-lyft-slumped-today.aspx  

meines Erachtens kaum noch:

https://www.ariva.de/rakuten-aktie/chart

Hinweis: Als Langfristanleger interessen mich selber Charts nicht.

P.S.: ist mein Post dämlich? Ich finde, dass mein Post dämlich ist :-)  

https://www.rcrwireless.com/20190906/5g/...delays-mobile-launch-japan  

sich aus meiner Sicht:

Our significant revenue outperformance combined with strong expense leverage led to a significant beat in adjusted EBITDA relative to guidance. Our adjusted EBITDA loss for the second quarter was $204 million compared to a guidance for loss between $270 million and $280 million. Adjusted EBITDA margins improved significantly to a loss of 24% versus 38% in the prior year, representing a 14 percentage point improvement year-over-year.

As of June 30, Lyft had over $3.3 billion of unrestricted cash, cash equivalents and short-term investments with no debt. As I will describe shortly in our outlook, we believe we have a clear path to profitability, so our liquidity position remains extraordinarily strong.

https://seekingalpha.com/article/...nings-call-transcript?part=single
 

Lyft?s bookings in 2019 will surpass $13 billion after my estimates

"In 2018, Lyft?s bookings surpassed $8 billion."

https://www.citylab.com/transportation/2019/09/...id=%%RECIPIENT_ID%%
 

LONDON, UK ? Media OutReach ? 24 September 2019 ? UK-based technology company Everledger announced today that it has completed its USD20 million Series A funding. The round comes to a close with the backing of Tencent Holdings Ltd, China?s leading internet-based services provider. Graphene Ventures, Bloomberg Beta, Rakuten, Fidelity and Vickers Venture Partners have also participated.

Founded in 2015, Everledger is an independent technology company helping businesses surface and converge asset information, using a symphony of secure technologies, including blockchain, artificial intelligence, intelligent labelling and Internet of Things. Our purpose is to contribute greater clarity and confidence in marketplaces where transparency matters most.

https://www.businessinsider.sg/...closes-20m-series-a-led-by-tencent/  

FINANCE, STOCK MARKET
in the management of investors? portfolios (= collections of shares), the activity, towards the end of a financial period, of selling shares that have fallen and buying ones that have risen so the portfolio looks better than it really is:

https://dictionary.cambridge.org/de/worterbuch/...sch/window-dressing  

Monday 23-09-2019 16:00
Following the audience: Why brand marketers need to invest in mobile messaging
Mobile Marketing - Sponsored by: Rakuten Viber

Cristina Constandache, chief revenue officer at Rakuten Viber, discusses the reasons why brands need to be connecting with their customers on messaging apps

Let?s be honest, no one wants to pick up the phone. Whether it?s to chat with a friend or complain about terrible customer service, most people would rather send a message. It?s more convenient. It lets you think about what to say. And it?s more versatile ? you can add web links, emojis, attach photos and so on. Is it any wonder that the amount of time we spend making calls is on the wane?

It?s vital that brands recognise this and adjust to consumer behaviour. While businesses might have been quick to jump on the social media bandwagon, they?re a lot less prepared when it comes to mobile messaging. Yet messaging is one of the most popular ways that people communicate. There?s a stark disparity between what brands offer and what customers want ? according to recent research, 89 per cent of consumers want to interact with brands over messaging, but only 48 per cent of businesses are equipped to do so. As the study puts it: businesses call, people text.

https://www.mobilemarketingmagazine.com/...le-messaging-rakuten-viber  

https://www.prad.de/...ernseher-imax-enhanced-inhalte-via-rakuten-tv/