The less bumpy way to ride e-commerce = Rakuten (Seite 221)

[FlankerStan]

Additional to my last postings about Rakuten Securities

A successful listing of Rakuten Bank and Rakuten Securities should strengthen the balance sheet and fund the growing capital needs of the mobile unit without incurring shareholder dilution. Another important step will be after my estimates the change of the operative cash flow to positive in Q3/2022 or Q4/2022.

[FlankerStan]

Mizuho eyes 20% stake in Rakuten Securities for ¥80 billion

Oct 6, 2022

Rakuten Group shares jumped the most in more than four months Thursday on news that Mizuho Financial Group is in talks to acquire a stake in the e-commerce giant’s securities unit.

Mizuho’s brokerage unit may buy a 20% stake in Rakuten Securities for about ¥80 billion ($554 million), people with knowledge of the matter said. An agreement could come by the end of the week, the Nikkei newspaper reported late Wednesday.

Shares of Rakuten jumped as much as 9.5% on Thursday morning in Tokyo, the biggest intraday gain since May 13, paring this year’s decline to 39%.

A stake purchase of the size and price reported could boost Rakuten Securities’ sum-of-the-parts value by 8% to about ¥4.2 trillion, according to Bloomberg Intelligence analysts including Marvin Lo and Shin Tamura.

"Mizuho Securities is likely to be attracted by the growth in Rakuten’s online accounts (40%) and assets under management (54%), the highest pace of all Japanese brokers in fiscal 2022,” the BI analysts said.

Mizuho and Rakuten are in talks for various alliance opportunities, including investment in Rakuten Securities, but nothing has been decided, the bank said in a statement. Rakuten Group issued a similar statement.

https://www.japantimes.co.jp/news/2022/10/06/business/corpor…

[FlankerStan]

"Rakuten Card Touch Payment" ist jetzt mit "Rakuten Pay" verfügbar

"Rakuten Card Touch Payment" ist jetzt mit "Rakuten Pay" verfügbar

- Schnellere Zahlung ist jetzt auch im Ausland möglich -

Rakuten Payment Co., Ltd. ("Rakuten Payment") und Rakuten Card Co., Ltd. ("Rakuten Card") freuen sich bekannt zu geben, dass "Rakuten Card Touch Payment" ab heute, am 4. Oktober (Dienstag), auf "Rakuten Pay (App Payment") (im Folgenden als "Rakuten Pay" -App bezeichnet) verfügbar ist, die von Rakuten Payment betrieben wird.

Wenn Sie "Rakuten Card Touch Payment" in der App "Rakuten Pay" des mit der NFC-Funktion ausgestatteten Android-Zielterminals einstellen, können Sie eine Zahlung vornehmen, indem Sie Ihr Smartphone bei einem Händler hochhalten, der Touch-Zahlung unterstützt. Dies ist das erste Mal in Japan, dass Kreditkarten-Touch-Zahlung mit einer Smartphone-Anwendung mit einer Code-Zahlungsfunktion verwendet werden kann.

https://www.rakuten-card.co.jp/corporate/press_release/20221…

[Kev0816]

Okay, damit sind 40% der Market Cap durch die Bank gedeckt. Zumindest Die Sicherheitsmarge meines Investments steigt 😅

[FlankerStan]

Valued Rakuten Securities with near $ 2.8 billion

Mizuho in Talks to Buy 20% Stake in Rakuten Securities, Sources Say

Taiga Uranaka and Takako Taniguchi

Wed, October 5, 2022 at 11:35 AM

(Bloomberg) -- Mizuho Financial Group Inc. is in talks to acquire about a 20% stake in Rakuten Group Inc.’s securities arm through its brokerage unit, people with knowledge of the matter said.

The purchase price for the stake in Rakuten Securities Inc. could total about 80 billion yen ($554 million), the people said, asking not to be identified because the information is private. The Nikkei newspaper reported the discussions earlier Wednesday, saying an agreement could come by the end of the week.

https://finance.yahoo.com/news/mizuho-talks-buy-20-stake-083…

[FlankerStan]

Rakuten's quarterly service cross-use ratio 2018-2022

Published by C. Diep, Sep 13, 2022

In the second quarter of 2022, the cross-use ratio of Rakuten Members reached 74.7 percent. Rakuten operates a variety of e-commerce, financial, and mobile services, which can be connected via the cross-platform feature "Rakuten ID".

https://www.statista.com/statistics/1240294/rakuten-service-…

[FlankerStan]

Latest Deals of Rakuten Capital/Ventures

Announced Date

Headline

Deal Type

Acquirers / Investors / Surviving Entity



12 Sep 2022



Jeplan Secures USD17 Million in Series D Funding



Venture Financing



Baillie Gifford Shin Nippon PLC

Tokio Marine & Nichido Fire Insurance Co., Ltd.

The Dai-ichi Life Insurance Co Ltd

Shizuoka Capital Co., Ltd

Rakuten Capital

MPower Partners Fund L.P

GOLDWIN PLAY EARTH FUND

Shizuoka Capital No.8 Investment Limited Partnership



01 Sep 2022



OneSignal Secures USD50 Million in Series C Venture Funding



Venture Financing



Andreessen Horowitz LLC

Balyasny Asset Management LP

HubSpot Inc

Coatue Management LLC

Rakuten Ventures

Zach Coelius

SignalFire Management Services, LLC

Y Combinator, Inc.

Yes VC

Upwork Global Inc

BAM Elevate

Nimble Partners


25 Aug 2022

Bejewel (VISUAL) Secures Additional USD6 Million in Series B Funding



Venture Financing



Softbank Ventures Korea Inc

Rakuten Ventures

CJ OnStyle

https://www.globaldata.com/company-profile/rakuten-inc/

[FlankerStan]

Rakuten Mobile turns a corner, but the road ahead is long

In addition, Rakuten says that from here, more customers pay for operator services.

All of these metrics matter: wider coverage improves the customer’s mobile service experience and reduces roaming costs. More paying customers means more revenue, and Rakuten expects that revenue to improve by leaps and bounds as it scraps the free service package it initially offered to attract early adopters to its 4G network.

This free offer is in the process of retraction and will be gone completely by the end of October.

As a result, Rakuten Mobile expects average revenue per user (ARPU) to improve by about 50% during the current quarter alone, which is a significant jump.

Since the free offer is no longer available to attract new signups, Rakuten Mobile now needs to demonstrate its ability to attract new paying customers every quarter, with Mikitani citing 12 million customers as a target (although no timeline for this target was mentioned) 15 million or 20 million during the presentation of his earnings. To help reach these goals, it is planning a major marketing push and will add additional services: Remember that the bigger picture for Rakuten is to build a market presence in multiple digital service segments and get customers from each segment using other Rakuten group services – the company is not just building Mobile phone business for being a mobile operator.

Symphony is expanding rapidly in an effort to attract business from other network operators around the world. So far, its only major commercial involvement outside of Japan is in Germany, where it is building and will operate 1&1’s Greenfield, 5G-based Open RAN.

But according to Mikitani, there is a lot of interest in what Symphony has to offer, which made a lot of noise during this year’s MWC event in Barcelona. He noted that Symphony has 13 customers (including Rakuten Mobile and 1&1) but has a “pipeline” of 115 interested companies. It has 3,500 employees and offices in eight countries: Japan, the United States, the United Kingdom, Germany, France, India, the United Arab Emirates and Singapore.

https://chof360.com/rakuten-mobile-turns-a-corner-but-the-ro…

[FlankerStan]

DealMaker Returns to Grand Stage for Rakuten Advertising

October 04, 2022

Rakuten Advertising's flagship DealMaker event was back with a bang in 2022 as it returned to an in-person format for the first time in over two years! With a tagline of "Doing business shouldn't be this much fun," lively gatherings in London and Austin, Texas, welcomed Rakuten Advertising's community of advertisers and publishers for a chance to connect, learn, deal, and party! We report on the two events and speak to the company's leaders in both regions for their takeaways and views on the latest industry trends.

to Grand Stage for Rakuten Advertising
October 04, 2022

[FlankerStan]

Rakuten Mobile further expands switching area from partner line from October

On October 3, 2022, Rakuten Mobile announced that it will switch its partner line area in Japan to provide services over its own line in line with the expansion of its service area.

Starting in October 2022, Rakuten Mobile will switch from roaming services via partner lines to services via Rakuten lines in some areas of Japan’s 47 prefectures.

iphonewired.com/news/499610/