The less bumpy way to ride e-commerce = Rakuten (Seite 128)

[FlankerStan]

Auch ein wichtiger Grund für die Kapitalerhöhung m.E.

An important reason for the share offer of Rakuten was after my estimates the need of trust in the continuance of Rakuten Symphony for long-term clients.

[FlankerStan]

Viber’s Business Messaging Should Be Your Next Step with In-App Commerce

Viber’s Business Messaging Should Be Your Next Step with In-App Commerce - Sell on Viber

APRIL 17, 2023

Viber is one of the country’s most popular messaging apps in the country, with a 31% market share. According to recent statistics, Viber has seen a steady increase in its user base, making it an ideal platform for businesses to explore. Apart from that, Viber has made the commitment to helping businesses flourish with results to boot. In 2022, a 506% year-on-year growth in transactional messages was seen as brands continue to use Viber as their business messaging app of choice. Moreover, a 106% year-on-year growth in retail users was also earned, proving the importance of creating a business presence on the Super App. In fact, according to Rakuten Viber, 71% of customers want to have convenient access to communication with a business.

Merchants like you can easily reach your customers through Communities, Channels, and, of course, your very own In-App store.

By creating Viber Communities, businesses can establish a direct line of communication with their customers and build a loyal following. This is particularly useful for businesses that rely on customer feedback to improve their products or services. Another way that businesses can use Viber is through their own Channels, which is one of the most popular methods for ChatGenie merchants. Channels are similar to Communities, but they are more focused on delivering content to a broader audience. By creating a Channel, businesses can reach a wider audience and build brand awareness. Viber is also doubling down on helping brands increase their exposure and accessibility on the app as well as ensuring customers stay safe while transacting with brands by verifying official company Viber pages. When you sell inside Viber with ChatGenie In-App Commerce, you’ll be able to get a verified check as well. Another benefit from selling inside Viber is access to Viber ads

https://chatgenie.ph/post/vibers-business-messaging-should-b…

[FlankerStan]

459% increase in revenue for Yespo with Infobip and Viber Business Messages

The collaboration with Infobip helped Yespo take their omnichannel capabilities to the next level, which directly impacted the number of messages sent and revenue achieved.

Since implementing Viber via Infobip the number of messages sent via Yespo platform increased 17 times. In the last five years of using Infobip they saw a 245% year-on-year growth in supplier interactions, leading to a 459% increase in revenue.

In fact, some of Yespo’s clients noted that Viber became their number one channel for repeat purchases.

https://www.infobip.com/customer/yespo

[FlankerStan]

zu 9479

Ich gehe davon aus, dass die die Abnehmer für eine Kapitalerhöhung schon recherchiert haben - ehe sie dann dieses Gerücht lanciert haben.

[FlankerStan]

Was mich aber doch etwas wundert

I am wondering about the reaction of the share-price in the last minutes, because in the last quarterly report you can read about “capital raise for the parent and subsidiaries”

Addressing our Balance Sheet
As we put the bottom of the Mobile segment behind us, the balance sheet will be managed with
discipline to reap the extraordinary return envisioned in Vision 2030.

Financial: We commit to a disciplined financial policy. No additional gross debt / Reduce debt balance
1. Rakuten Bank’s IPO proceeds of JPY 71.7 bn in April 2023 ( Current ownership value of JPY 216.6 bn)
2. Potential IPO of Rakuten Securities Holdings
3. Acceleration of asset divestitures such as minority investments
4. Other various equity capital enhancement measures including strategic business alliance and capital raise for the parent and subsidiaries
Aim to replace JPY 68bn of First Subordinated Bond at the 1st call date (Dec 2023) by taking into consideration of market condition and reputation in capital markets

Operational
1. Continued growth in Internet Services
2. Dividends and fees from growing FinTech segment
3. Significantly reduced Mobile Capex in 2023 and 2024
4. Expected Rakuten Mobile revenue growth upside driven by an accelerated subscriber acquisition while continue to normalize cost structure

https://www.reddit.com/r/RakutenUndervalued/comments/13i436n…

[Kev0816]

Antwort auf Beitrag Nr.: 73.849.999 von FlankerStan am 15.05.23 10:12:56

Ich hätte eher letzteres bevorzugt, da man so auch gleichzeitig Werte hebt bzw. zeigt. Allerdings sollte man so etwas rechtzeitig angehen und nicht wenn der Kapitalbedarf schon gross ist.

Naja, Rakuten war auch bei der letzten Kapitalerhöhung die einzige Aktie, die ich bisher erlebt habe, die mit der Verkündung gestiegen ist. Vielleicht gelingt das Kunststück mit der Nennung der richtigen Partner noch einmal. Aber Hoffnung ist was für die Kirche, nicht für die Börse...

[FlankerStan]

zu 9477

Eine bei z.B. einem Preis von ca. 600 Yen erfolgende Kapitalerhöhung wäre zwar eine nicht begrüßenswerte Verwässerung, scheint aber gegenüber der ursprünglich geplanten Monetarisierung von Assets über IPO's von Fintechs und Verkäufen von Minderheitsbeteiligungen inzwischen die bessere Lösung zu sein, da wie zu letzt beim Verkauf von 20% von Seiyu an KKR für nur 22 Milliarden Yen (= knapp 170 Millionen Dollar) weit unter Preis verkauft wurde und auch der IPO von Rakuten Bank war stark unterpreist. Ähnlich würde es vermutlich laufen, wenn man jetzt seine Beteiligung an Cabify oder Rakuten Medical verkaufen würde oder gar seine komplette Beteiligung an Viber, was mit Abstand am meisten Geld einbringen würde.

[FlankerStan]

Der einhergehende Verwässerungseffekt wäre nicht das Gelbe vom Ei

Exclusive-Japan's Rakuten plans to raise around $2.2 billion via new share issue -sources

05/15/2023 | 07:10am BST

TOKYO (Reuters) - Japan's Rakuten Group Inc is finalising plans to raise about $2.2 billion by issuing new shares, according to two people, in the e-commerce company's latest move to shore up its finances after years of losses from its mobile business.

Rakuten's board could meet as early as this week to decide on the capital raising, according to one of the people.

The public offering is expected to raise roughly 300 billion yen ($2.2 billion) but the amount could change depending on Rakuten's share price, which will influence the pricing of its new equity issuance.

Additionally, Rakuten plans to issue shares to founder and CEO Hiroshi Mikitani and a fund controlled by the entrepreneur, the person said.

A Rakuten spokesperson said it was not something it could comment on. The company is considering various options in regards to its finacial position and it was not true that it had decided on anything, the spokesperson said.

It would make an announcement if such an issue were decided, the spokesperson added.

https://www.marketscreener.com/quote/stock/RAKUTEN-GROUP-INC…

[FlankerStan]

Advertisement is very important where other competitors are struggling

"In terms of profitability or profits, advertisement is very important where other competitors are struggling, but e-commerce advertising for Rakuten is what we can benefit because it's close to where people buy things. So in this quarter, we have this increase of 15.8%, JPY483 billion is for this first quarter. And you can see that there's a lot of growth in the merchandise e-commerce platform advertisement."

https://money.tmx.com/en/quote/RKUNY:US/news/896327294304647…

[FlankerStan]

New "Rakuten SAIKYO Plan" with Unlimited High-speed Data Usage Nationwide

Rakuten Mobile Announces New "Rakuten SAIKYO Plan" with Unlimited High-speed Data Usage in Network Areas Nationwide

Tokyo, May 12, 2023 - Rakuten Mobile, Inc. today announced the new plan Rakuten SAIKYO Plan” (translation: Rakuten Strongest Plan**), the most cost-effective plan ever from Rakuten Mobile. This new plan does away with the previous limit on high-speed data capacity in the domestic roaming partner network area, offering unlimited high-speed data usage in network areas nationwide with a 99.9% 4G population coverage ratio, including both the Rakuten network area and the domestic roaming partner network area.

As with previous Rakuten Mobile plans, monthly plan fees range from 980 yen (1,078 yen including tax) for monthly data usage of up to 3GB, 1,980 yen (2,178 yen including tax) for usage of more than 3GB and up to 20GB, and 2,980 yen (3,278 yen including tax) for unlimited usage over 20GB.

The new plan will be available for new applications starting Thursday, June 1, 2023 at the Rakuten Mobile official website, Rakuten Mobile Shops and the Rakuten Mobile Official Store on Rakuten Ichiba. Subscribers of Rakuten UN-LIMIT VII will automatically transition to the new plan on the same day.

The current Rakuten UN-LIMIT VII plan offers high-speed data communication of up to 5GB per month in the domestic roaming partner network area, in addition to unlimited data in the Rakuten network area. The new plan does away with the high-speed data capacity limit in domestic roaming partner network areas, to offer unlimited data in network areas nationwide. In line with this change, data charging, data balance notifications and data high-speed mode functions will be discontinued in domestic roaming partner network areas.

https://corp.mobile.rakuten.co.jp/english/news/press/2023/05…