The less bumpy way to ride e-commerce = Rakuten (Seite 799)

[FlankerStan]

Lyft stock jumps after Susquehanna turns bullish

Emily Bary
MarketWatch•June 11, 2019

Lyft Inc. shares are up more than 4% in premarket trading Tuesday after Susquehanna analyst Shyam Patil upgraded the stock to positive from neutral. "With the US ride-share market becoming more rational, Lyft showing clear evidence of marketing and insurance cost leverage, and Uber's IPO out of the way, this is the time to buy the stock," he wrote. Patil is also encouraged by management's plans to improve insurance cost leverage. "Given the shorter operating history relative to Uber, we believe Lyft has ample opportunity to bring costs down as a percentage of revenue over the next several quarters," Patil wrote of insurance, which is Lyft's most significant variable cost. He upped his price target to $80 from $57 in conjunction with the upgrade. Lyft shares have risen 11% in the past month, though they're still trading 21% below their IPO price of $72.

https://finance.yahoo.com/m/6ca583db-6ba5-3fa1-a37b-9f4e484d…" target="_blank" rel="nofollow ugc noopener">https://finance.yahoo.com/m/6ca583db-6ba5-3fa1-a37b-9f4e484d…

[FlankerStan]

Only a handful of people each decade have the opportunity to deploy a large greenfield network, Amin

is now on his second one.

Everything cloud is a dream for most CTOs. AT&T was the first to say telcos had to learn from the web giants. It was a founder of Guru Parulkar's Open Network OS (ONOS) and Central Office Re-architected as a Datacenter (CORD). Verizon and Telefonica are moving quickly to build a network close to what Rakuten has defined:

Amin tells Corinne Reichert, "This virtualised, cloud-based approach is going to save his company at least 35 percent in opex compared to traditional mobile carriers." That's a realistic goal; Lee Hicks at Verizon finding a 50% saving as he rebuilds much of the Verizon network.

Most CTOs have a similar plan but very few companies are willing to invest and take chances. Amin, starting fresh, can operate with a low-cost network that will be years ahead of most incumbents.

It will be all IP, all software-defined, cloud controlled, simplified transport, and edge servers. The improved transport and Edge reduces latency by 20-40 ms; 5G today is only a 10 ms improvement.

The goal is a network incredibly cheap to build and to run. (diagram at left and larger below) Everything going in is designed for 5G, although the first few years will have more LTE until the new handsets are deployed.

Rakutan has 270 mobile shops, supported by an extra-efficient delivery network. Banking and mobile payments are already mature. Like Jio, they see much of the return from the network in ancillary services.

http://wirelessone.news/10-r/1328-rakutan-will-cloud-everyth…

[ellexi]

J. League launches global distribution deal with Rakuten Sports streaming service

https://www.japantimes.co.jp/sports/2019/06/11/soccer/j-leag…

[ellexi]

Rakuten launches live streaming, VOD service, delivering sports content to fans worldwide

https://japantoday.com/category/sports/rakuten-launches-live…

[FlankerStan]

Lyft-Ratings

Jun-04-19 Initiated SunTrust Buy $68

Jun-04-19 Initiated RBC Capital Mkts Outperform $72

Jun-04-19 Initiated Macquarie Outperform

Jun-04-19 Initiated Loop Capital Hold $60

Jun-04-19 Initiated Goldman Neutral $65

Jun-04-19 Initiated Citigroup Buy $70

Jun-04-19 Initiated BTIG Research Buy $77

Jun-04-19 Initiated Barclays Equal Weight $55

May-03-19 Initiated Atlantic Equities Underweight $50

May-01-19 Initiated Tigress Financial Buy

Apr-23-19 Initiated UBS Buy $82

Apr-23-19 Initiated Stifel Buy $68

Apr-23-19 Initiated Raymond James Outperform $85

Apr-23-19 Initiated Piper Jaffray Overweight $78

Apr-23-19 Initiated KeyBanc Capital Markets Sector Weight

Apr-23-19 Initiated JP Morgan Overweight $82

Apr-23-19 Initiated JMP Securities Mkt Outperform $78

Apr-23-19 Initiated Jefferies Buy $86

Apr-23-19 Initiated Credit Suisse Outperform $95

Apr-23-19 Initiated Cowen Outperform $77

https://finviz.com/quote.ashx?t=LYFT

[FlankerStan]

New Live Streaming, Video on Demand Service Delivers Sports Content to Fans Worldwide

Rakuten Launches Rakuten Sports: New Live Streaming, Video on Demand Service Delivers Sports Content to Fans Worldwide

Tokyo, June 11, 2019 - Rakuten, Inc., a global leader in internet services, today announced the launch of Rakuten Sports. This new live streaming, video on demand (VOD) sports entertainment platform provided by Rakuten will deliver sports content to a global audience.

Rakuten Sports provides viewers with Meiji Yasuda J1 League matches from the 2019 season both live and on demand. The service’s content portfolio, currently centered on soccer, also features the original series Iniesta TV, which follows the international soccer star Andrés Iniesta who plays for the Rakuten Group’s J.League soccer club, Vissel Kobe. Rakuten has partnered with Lagardère Sports, the international media rights distributor of Japan’s professional football league, to distribute 2019 season J.League matches to fans in more than 140 countries and regions worldwide, excluding Japan and select regions.

https://global.rakuten.com/corp/news/press/2019/0611_01.html…" target="_blank" rel="nofollow ugc noopener">https://global.rakuten.com/corp/news/press/2019/0611_01.html…

https://global.rakuten.com/corp/news/press/2019/0611_01.html…

[FlankerStan]

Antwort auf Beitrag Nr.: 60.775.069 von FlankerStan am 10.06.19 21:33:42

or example, I am sure, that the biggest owner Rakuten will not sell any share of Lyft

Rakuten is additional the biggest owner of Cabify and I am sure, we will see an merger of Lyft and Cabify in the not too distant future.

The management of Lyft and Rakuten have together more than 50% of the votes by Lyft. And Rakuten has after my estimates an ownership of about 40% by Cabify.

[FlankerStan]

Ich schlließe das nicht aus

Is Lyft The Next Volkswagen: How A Rehypothecation "Chain Reaction" May Trigger A Historic Short Squeeze

https://www.zerohedge.com/news/2019-05-09/lyft-next-volkswag…

[FlankerStan]

Antwort auf Beitrag Nr.: 60.773.128 von FlankerStan am 10.06.19 15:53:45

Ergünzung zu 2966

Remember few months before Rakuten Mobile will start his own network

SoftBank mobile arm to be valued at about $63bn in IPO
Japanese group shows confidence in float and sets single indicative price of ¥1,500 a share

https://www.ft.com/content/ae39d196-f467-11e8-ae55-df4bf40f9…

[FlankerStan]

Das Problem von Rakuten ist momentan, dass nicht absehbar ist, wieviel Mobile-Kunden in welchen Zeitraumen nach dem Start des eigenen Mobile-Netzes im Oktober 2019 hinzugewonnen werden können.

Meines Erachtens sind bisher nur die Risiken durch die getätigten und noch anfallenden Investitionen eingepreist, dagegen nicht die gigantischen Chancen. Denn wenn der Start auch nur einigermaßen zufriedenstellend über die Bühne geht, sehe ich eine Chance für eine schnelle Kursverdoppelung - wenn man einmal bedenkt, welche Summen beim Teilbörsengang von Softbanks Mobile-Bereich aufgerufen und auch bezahlt wurden.