Technology, Media & Telecoms Sector Investment Insights

TMT Insights

Market cap

Date (published)

thematic

TMT

20.10.25

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

thematic

TMT

04.09.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

TMT | Flash

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

TMT | Update

03.02.26

PCI-PAL — Record H1 new business

TMT | Flash

02.02.26

discoverIE Group — Organic growth in Q3 orders and sales

TMT | Flash

30.01.26

Datatec — Westcon expansion to the Balkans

insight

TMT

06.08.25

IP Group – capital markets day

insight

TMT

01.12.24

Urbanisation: Reshaping global investment opportunities

insight

Consumer

18.07.24

Your online digital footprint: Understanding what’s driving AI responses

insight

TMT

21.11.23

Borussia Dortmund: EKF 2023 QuickView

insight

TMT

21.11.23

CLIQ Digital: EKF 2023 QuickView

Equities

Region

Market cap

1Spatial (SPA)

Latest price

GBP0.72

— 0.00 (0.00)

As at 07/02/2026

Market capitalisation: GBP81m

View equity

Flash

TMT

09.01.26

1Spatial — Withdrawal of estimates

Flash

TMT

05.12.25

1Spatial — Extended agreement with NUAR

Update

TMT

13.10.25

1Spatial — 1Streetworks prospects strengthen

4imprint Group (FOUR)

Latest price

GBP38.90

▾ −80.00 (−2.02)

As at 07/02/2026

Market capitalisation: GBP1,105m

View equity

Update

TMT

20.01.26

4imprint Group — A good end to FY25

Update

TMT

11.11.25

4imprint Group — FY25 profit guided ahead of consensus

Update

TMT

06.08.25

4imprint Group — Steady hands on the tiller

Advanced Blockchain (ABX)

Latest price

EUR1.94

— 0.00 (0.26)

As at 07/02/2026

Market capitalisation: EUR8m

View equity

Initiation

Financials

03.03.22

Advanced Blockchain — Building the blockchain

Altron (AEL)

Latest price

ZAR19.31

▾ 0.22 (1.15)

As at 07/02/2026

Market capitalisation: ZAR7,900m

View equity

Update

TMT

06.11.25

Altron — Platforms offset IT Services weakness

Flash

TMT

06.10.25

Altron — Company provides H126 EPS ranges

Update

TMT

01.09.25

Altron — Mixed performance in H126

Atea (ATEA)

Latest price

NOK146.20

▾ 0.40 (0.27)

As at 07/02/2026

Market capitalisation: NOK16,386m

View equity

Quickview

TMT

06.05.25

Atea — FY25 guidance, with hopes in Denmark

Quickview

TMT

12.02.25

Atea — Q4 delivers in challenging markets

AUSTRIACARD (ACAG)

Latest price

EUR7.33

▾ −0.07 (−0.95)

As at 07/02/2026

Market capitalisation: EUR270m

View equity

Update

TMT

22.05.25

AUSTRIACARD — Targeting growth in FY25

Update

TMT

07.04.25

AUSTRIACARD — FY24 net income growth of 20%

Update

TMT

19.11.24

AUSTRIACARD — Solid Q324 supports FY24 outlook

Boku (BOKU)

Latest price

GBP2.15

▾ 2.00 (0.94)

As at 07/02/2026

Market capitalisation: GBP649m

View equity

Update

TMT

22.01.26

Boku — Confident start to FY26

Outlook

TMT

23.10.25

Boku — Outlining the growth path

Update

TMT

30.09.25

Centaur Media (CAU)

Latest price

GBP0.44

▾ 0.20 (0.46)

As at 07/02/2026

Market capitalisation: GBP67m

View equity

Update

TMT

17.09.25

Centaur Media — Unbundling to deliver value

Flash

TMT

11.09.25

Centaur Media — Conditional sale of The Lawyer

Flash

TMT

25.06.25

Centaur Media — Conditional sale of MiniMBA

Checkit (CKT)

Latest price

GBP0.19

— 0.00 (0.00)

As at 07/02/2026

Market capitalisation: GBP20m

View equity

Update

TMT

12.09.24

Checkit — Contract expansions drive order intake

Flash note

TMT

27.06.24

Checkit — No intention to bid for Crimson Tide

Flash note

TMT

05.06.24

Checkit — Potential bid for Crimson Tide

CI Games (CIG)

Latest price

PLN2.20

▾ −0.05 (−2.22)

As at 07/02/2026

Market capitalisation: PLN412m

View equity

Flash

TMT

01.12.25

CI Games — 9M25 results show management focus

Outlook

TMT

03.06.25

CI Games — Operational and product inflection point

Update

TMT

08.10.24

CI Games — Strategic roadmap to 2028

Claranova (CLA)

Latest price

EUR1.14

▾ −0.01 (−0.70)

As at 07/02/2026

Market capitalisation: EUR66m

View equity

Update

TMT

07.08.25

Claranova — Outlining the vision for Avanquest

Update

TMT

26.06.25

Claranova — PlanetArt disposal agreement signed

Update

TMT

19.05.25

Claranova — Transition to pure play software business ongoing

ClickASnap (CLICKNOTICKER)

Latest price

—

— 0.00 (0.00)

As at 07/02/2026

Market capitalisation: —

View equity

CLIQ Digital (CLIQ)

Latest price

EUR1.72

▾ 0.06 (3.62)

As at 07/02/2026

Market capitalisation: EUR10m

View equity

Flash

TMT

11.11.25

CLIQ Digital — Pressing the pause button

Update

TMT

14.05.25

CLIQ Digital — Awaiting developments

Computacenter (CCC)

Latest price

GBP30.22

▾ −50.00 (−1.63)

As at 07/02/2026

Market capitalisation: GBP3,317m

View equity

Quickview

TMT

18.03.25

Computacenter — FY24 results reveal a story of contrasts

Concurrent Technologies (CNC)

Latest price

GBP2.58

▾ 2.50 (0.98)

As at 07/02/2026

Market capitalisation: GBP222m

View equity

Quickview

TMT

15.09.25

Concurrent Technologies — Platform for sustainable growth

Cordel Group (CRDL)

Latest price

GBP0.05

— 0.00 (0.00)

As at 07/02/2026

Market capitalisation: GBP11m

View equity

Spotlight — flash

TMT

28.01.26

Cordel Group — Pipeline expands by 133% despite H1 delays

Quickview

TMT

17.11.25

Cordel Group — Third customer in Australia

Spotlight — flash

TMT

04.11.25

Cordel Group — Platform for growth

Curated by Edison

twitter.com

Economics of the OpenAI deal

TMT

Flow of profit distribution through the investments repayment phases

Read article

www.reuters.com

Exclusive: ChatGPT owner OpenAI projects $1 billion in revenue by 2024

TMT

The forecast represents how some are betting the AI tech will go far beyond splashy and sometimes flawed public demos.

Read article

www.ft.com

India’s high-stakes bid to join the global semiconductor race

TMT

Chipmaking could be fantastically lucrative but precision engineering has not been a traditional national strength

Read article

www.exponentialview.co

🔮 Twitter’s hive mind; Africa’s microgrids; new chips; bitcoin++ #397

TMT

The ‘hive-mind’ notion is appealing but does require stewardship and directionality.

Read article

www.gartner.co.uk

What is New in the 2022 Gartner Hype Cycle for Emerging Technologies

TMT

Gartner unveils our latest Hype Cycle™ for Emerging Technologies featuring 25 ‘must-know’ innovations to drive competitive differentiation and efficiency 💯 They are not only expected to greatly impact business and society over the next 2️⃣ to 🔟 years, but will especially enable CIOs and IT leaders to deliver on digital business transformation. Find out more here. #GartnerIT #EmergingTech #IT #CIO #DigitalBusiness

Read article

Thematics

thematic

Investment Companies

16.12.25

Edison explains: Critical social infrastructure – how to invest in the UK’s social impact REITs

thematic

TMT

09.12.25

Edison explains: AI slop – when fake news costs real money

thematic

Financials

03.12.25

Digital assets – Part 5: Digital asset treasury companies

thematic

Financials

27.11.25

Digital assets – Part 4: Asset tokenisation and payments

thematic

Financials

18.11.25

Digital assets – Part 3: Providers of digital asset market infrastructure

thematic

Financials

10.11.25

Digital assets – Part 2: Digital asset miners

thematic

TMT

03.11.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

thematic

Financials

03.11.25

Digital assets – Part 1: The digital assets landscape

Equities

Equities by Sector

Sectors

Thematics

Latest

Edison explains: Dopamine trap – The gamification of investing apps

Q425 reflections: Bullish on equities

VinaCapital Vietnam Opportunity Fund – Vietnam’s path to an investment-grade rating

Audiovisual

Latest

Uncovering Trusts – JPMorgan European Discovery Trust (JEDT)

Xaar – executive interview

Bull, Bear & Beyond – Xaar: executive interview

About Edison

Corporates

Investors

Careers

TMT

SenSen Networks

6.67%

TMT Insights

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

MediaWatch – A two-tier story

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

Datatec — Logicalis acquires US cybersecurity specialist

PCI-PAL — Record H1 new business

discoverIE Group — Organic growth in Q3 orders and sales

Datatec — Westcon expansion to the Balkans

IP Group – capital markets day

Urbanisation: Reshaping global investment opportunities

Your online digital footprint: Understanding what’s driving AI responses

EQS Group: EKF 2023 QuickView

Borussia Dortmund: EKF 2023 QuickView

CLIQ Digital: EKF 2023 QuickView

Equities

1Spatial (SPA)

GBP0.72

1Spatial — Withdrawal of estimates

1Spatial — Extended agreement with NUAR

1Spatial — 1Streetworks prospects strengthen

See morecontent on

4imprint Group (FOUR)

GBP38.90

4imprint Group — A good end to FY25

4imprint Group — FY25 profit guided ahead of consensus

4imprint Group — Steady hands on the tiller

See morecontent on

Advanced Blockchain (ABX)

EUR1.94

Advanced Blockchain — Building the blockchain

See morecontent on

Altron (AEL)

ZAR19.31

Altron — Platforms offset IT Services weakness

Altron — Company provides H126 EPS ranges

Altron — Mixed performance in H126

See morecontent on

Atea (ATEA)

NOK146.20

Atea — FY25 guidance, with hopes in Denmark

Atea — Q4 delivers in challenging markets

See morecontent on

AUSTRIACARD (ACAG)

EUR7.33

AUSTRIACARD — Targeting growth in FY25

AUSTRIACARD — FY24 net income growth of 20%

AUSTRIACARD — Solid Q324 supports FY24 outlook

See morecontent on

Boku (BOKU)

GBP2.15

Boku — Confident start to FY26

Boku — Outlining the growth path

Boku — Hitting its targets

See morecontent on

Centaur Media (CAU)

GBP0.44

Centaur Media — Unbundling to deliver value

Centaur Media — Conditional sale of The Lawyer

Centaur Media — Conditional sale of MiniMBA

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