Jun 4 • 20M

The Fall of Rakuten: How Japan's E-commerce Titan Got to the Brink of Disaster

 
1×
0:00
-20:14
Open in playerListen on);
    Substack App
    Download MP3
    Get a private RSS link for listening
    Subscribe to KonichiValue - Japanvalueinvest.com to get a private link for listening in your favorite podcast player. Learn about RSS.

Appears in this episode

Rei Saito
The ultimate podcast for deep insights on the Japanese economy and the most valuable Japanese stock- and real-estate investments.
Episode details
Comments

For those familiar with my work on Konichi-Value, you know my disapproval of Rakuten and its management, especially CEO Hiroshi Mikitani. I've previously criticized his blame-shifting and use of tactics like assigning pointless tasks to push employees to quit, but this time, I intend to dig deep into not only his shortcomings, but the shortcomings of Rakuten Group as a whole.

If you’re interested in the Rakuten stock, I've discussed the company's massive debt and risk of collapse in this article:

Stock-picks

[Stock-Analysis] Rakuten (4755 TYO): The Amazon of Japan's Failed Move into Mobile - Updated 2023/01/30

Rei Saito
·
Jan 30
[Stock-Analysis] Rakuten (4755 TYO): The Amazon of Japan's Failed Move into Mobile - Updated 2023/01/30

Update 2023/01/30: I have updated the company’s financial, Konichi-Value score and conclusion based on recently publicized information. I have been closely monitoring Rakuten's performance and recent developments have prompted a significant reevaluation of my stance on the company. The profit warning for Q4 FY22 and the alarmingly high costs associated wi…

Read full story
Share