Added to YB: 2025-10-03
Pitch date: 2025-10-02
4755.T [bullish]
Rakuten Group, Inc.
-0.08%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Rakuten Group, Inc. provides services in e-commerce, fintech, digital content, and communications to various users in worldwide.
Market Cap
JPY 2.1T
Pitch Price
JPY 929.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.43
P/E
-12.61
EV/Sales
1.04
Sector
Broadline Retail
Category
N/A
Investing with Martin | September: +~38% YTD. - Rakuten Group, Inc.
4755.T: 91k position up 7% + paired 30k short on SoftBank Telco (down 4%). Japanese telecos expected to raise prices H2, benefiting Rakuten market share. Rakuten partnered w/ AST SpaceMobile for space internet vs competitors; critical in mountainous Japan. Symphony Open-RAN tested by Ukraine's Kyivstar.
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