Rakuten

Rakuten –Q3 24 Quick Take: Mobile traction fading but a very good price for Rakuten Card

Rakuten selling a stake in Rakuten Card – highlights the extreme implied value of Mobile

Rakuten cancels FinTech reorganization; Rakuten Card to deepen alliance with Mizuho instead

Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Switch from SB to NTT (and KDDI). NTT new top pick.

Rakuten - Softer net additions to be expected in Q3; new senior plan launched