Rakuten Group, Inc. 4755

Rakuten Bank has delivered a very strong 150.6% return over the past 3 years, yet the current share price leaves an open question about whether that performance is backed by the returns it earns on its capital. With the stock recently giving back some ground, investors are increasingly asking how much of that long run-up is supported by the underlying economics of the business. The 150.6% gain over 3 years puts real weight on the issue of whether Rakuten Bank's current valuation can be...

On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027. The announcement gives no scope and no price tag, so it works better as a signal than as a number. The real substance sits in the results Ferrari posted on July 30, when it raised […]