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MM's avatar

regarding Rakuten, worth also mentioning the junk bonds due November 30, 2024 US75102WAD02 and USJ64264AC82

maybe worth following their market price as an indicator.

(coupon rate 10.250%)

USD 450m issued January 20, 2023

USD 500m issued November 30, 2022

so almost 1 billion USD with this high interest rate that will be used to save Rakuten mobile unit.

Also Rakuten mobile is launching their new Corporate Plan

3GB data and calls for 2178 yen per month

5GB data and calls for 2618 yen per month

30GB data and calls for 3058 yen per month

calls and SMS from overseas (using Rakuten Link Office app) to Japan are free / 5G is included.

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Rei Saito's avatar

Thank you for adding this very important information to my analysis! Absolutely a sign that things will get even worse for Rakuten if the company does not cut the losses from its mobile division substantially in the very near future.

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Mark Kennedy's avatar

As a resident of its home base in Kyushu, I was not surprised to see Ringer Hut on your list, but the last two, Mercari and Rakuten, came as a shock. Both may still be run as "one man" companies, which could be a source of their troubles. Thanks for opening my eyes.

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Ty's avatar

Thanks for another great article! I wonder what happens to my stocks in Rakuten security if Rakuten goes under.

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Rei Saito's avatar

Not to worry, Rakuten is in the midst of spinning of its banking and securities division to generate more cash to its indebted core business. Whatever happens to Rakuten Mobile, you can rest assure that your Rakuten Securities account will be fine.

https://global.rakuten.com/corp/news/press/2022/0810_03.html

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