Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

insight

TMT

01.12.24

Urbanisation: Reshaping global investment opportunities

TMT

thematic

08.11.24

MediaWatch – One step forward, two steps back

Latest

TMT | Flash

13.06.25

Zalaris — Confirming the path forward

TMT | Update

12.06.25

Datatec — Upgrading on strong performance

TMT | Flash

12.06.25

Team Internet Group — Ten-year deal to run the .co domain

TMT | Update

12.06.25

Filtronic — Largest contract yet from SpaceX

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

insight

Consumer

21.11.23

MGI – Media and Games Invest: EKF 2023 QuickView

insight

TMT

21.11.23

1Spatial (SPA)

Latest price

GBP0.49

— 0.00 (0.00)

As at 19/06/2025

Market capitalisation: GBP54m

View equity

Update

TMT

08.05.25

1Spatial — Strategic progress, extended decision cycles

Flash

TMT

01.04.25

1Spatial — Kent County Council adopts 1Streetworks

Update

TMT

19.03.25

1Spatial — Transition to software and Saas continues

4imprint Group (FOUR)

Latest price

GBP34.80

▾ −15.00 (−0.43)

As at 19/06/2025

Market capitalisation: GBP981m

View equity

Update

TMT

21.05.25

4imprint Group — Holding steady against uncertain backdrop

Update

TMT

12.03.25

4imprint Group — Resilience in uncertain markets

Update

TMT

21.01.25

4imprint Group — Growth and cash generation amid uncertainty

Advanced Blockchain (ABX)

Latest price

EUR2.44

▾ 0.17 (7.49)

As at 19/06/2025

Market capitalisation: EUR9m

View equity

Initiation

Financials

03.03.22

Advanced Blockchain — Building the blockchain

Altron (AEL)

Latest price

ZAR19.46

▾ −0.45 (−2.26)

As at 19/06/2025

Market capitalisation: ZAR9,717m

View equity

Update

TMT

09.06.25

Altron — Platform businesses drive FY25 upside

Flash

TMT

14.05.25

Altron — Strong results from continuing operations

Flash

TMT

26.02.25

Atea (ATEA)

Latest price

NOK152.00

▾ 1.00 (0.66)

As at 19/06/2025

Market capitalisation: NOK16,970m

View equity

Non client QV

TMT

06.05.25

Atea — FY25 guidance, with hopes in Denmark

Non client QV

TMT

12.02.25

Atea — Q4 delivers in challenging markets

AUSTRIACARD (ACAG)

Latest price

EUR5.22

▾ −0.04 (−0.76)

As at 19/06/2025

Market capitalisation: EUR195m

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

GBP1.90

▾ −3.50 (−1.81)

As at 19/06/2025

Market capitalisation: GBP562m

View equity

Update

TMT

19.03.25

Boku — Accelerating growth outlook

Update

TMT

23.01.25

Boku — FY24 ahead of expectations

Flash note

TMT

13.11.24

Boku — Contract with Amazon Japan

Centaur Media (CAU)

Latest price

GBP0.33

— 0.00 (0.00)

As at 19/06/2025

Market capitalisation: GBP50m

View equity

Update

TMT

19.03.25

Centaur Media — Business review underway

Update

TMT

22.01.25

Centaur Media — FY24 closes better than expected

Update

TMT

10.10.24

Centaur Media — Tough trading backdrop persists in H2

Checkit (CKT)

Latest price

GBP0.15

— 0.00 (0.00)

As at 19/06/2025

Market capitalisation: GBP17m

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

PLN2.25

▾ −0.01 (−0.44)

As at 19/06/2025

Market capitalisation: PLN412m

View equity

Outlook

TMT

03.06.25

CI Games — Operational and product inflection point

Update

TMT

08.10.24

CI Games — Strategic roadmap to 2028

Outlook

TMT

15.01.24

CI Games — Back on track following headline launch

Claranova (CLA)

Latest price

EUR2.92

▾ −0.03 (−1.02)

As at 19/06/2025

Market capitalisation: EUR169m

View equity

Update

TMT

19.05.25

Claranova — Transition to pure play software business ongoing

Update

TMT

31.03.25

Claranova — Better profitability in H125

Flash

TMT

19.03.25

Claranova — Proposed sale of PlanetArt

ClickASnap (CLICKNOTICKER)

Latest price

—

— 0.00 (0.00)

As at 19/06/2025

Market capitalisation: —

View equity

CLIQ Digital (CLIQ)

Latest price

EUR5.59

▾ 0.04 (0.72)

As at 19/06/2025

Market capitalisation: EUR37m

View equity

Update

TMT

14.05.25

CLIQ Digital — Awaiting developments

Flash

TMT

12.03.25

CLIQ Digital — Potential public tender

Update

TMT

26.02.25

CLIQ Digital — Management views foundations as fixed

Computacenter (CCC)

Latest price

GBP25.20

▾ −54.00 (−2.10)

As at 19/06/2025

Market capitalisation: GBP2,767m

View equity

Non client QV

TMT

18.03.25

Computacenter — FY24 results reveal a story of contrasts

Cordel Group (CRDL)

Latest price

GBP0.07

▾ 0.13 (1.82)

As at 19/06/2025

Market capitalisation: GBP16m

View equity

Client QV

TMT

09.06.25

Cordel Group — Extended decision cycles, strategic progress

Spotlight — flash

TMT

02.06.25

Cordel Group — US Class 1 win for capture, analytics and PTC

Spotlight — flash

TMT

10.04.25

Cordel Group — PTC milestones crossed

Corero Network Security (CNS)

Latest price

GBP0.15

— 0.00 (0.00)

As at 19/06/2025

Market capitalisation: GBP77m

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

TMT

21.02.25

MediaWatch – What now?

thematic

TMT

08.11.24

MediaWatch – One step forward, two steps back

thematic

TMT

29.07.24

MediaWatch – Encouragements and frustrations

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

thematic

TMT

02.02.24

MediaWatch – Rinse and repeat

thematic

Consumer

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

TMT

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 technology

thematic

TMT

07.11.23

MediaWatch – Still waiting…

Equities

Equities by Sector

Sectors

Thematics

Latest

Inside the mind of the investor: Rockwood Strategic

Metlen Energy & Metals — Edison report on Metlen’s capital markets day: Made of metal, full of energy?

Inside the mind of the investor: Baillie Gifford’s Investment Trust Conference

Audiovisual

Latest

Vantage: BWF – why Stephen Yiu sold Meta and Microsoft but backs Nvidia to the hilt

HgT – equity proposition

Franklin Global Trust in 60 Seconds

About Edison

About Edison

Careers

TMT

Vection Technologies

0.00%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

Zalaris — Confirming the path forward

Datatec — Upgrading on strong performance

Team Internet Group — Ten-year deal to run the .co domain

Filtronic — Largest contract yet from SpaceX

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

MGI – Media and Games Invest: EKF 2023 QuickView

CI Games: EKF 2023 QuickView

Equities

1Spatial (SPA)

GBP0.49

1Spatial — Strategic progress, extended decision cycles

1Spatial — Kent County Council adopts 1Streetworks

1Spatial — Transition to software and Saas continues

See morecontent on

4imprint Group (FOUR)

GBP34.80

4imprint Group — Holding steady against uncertain backdrop

4imprint Group — Resilience in uncertain markets

4imprint Group — Growth and cash generation amid uncertainty

See morecontent on

Advanced Blockchain (ABX)

EUR2.44

Advanced Blockchain — Building the blockchain

See morecontent on

Altron (AEL)

ZAR19.46

Altron — Platform businesses drive FY25 upside

Altron — Strong results from continuing operations

Altron — On track for FY25

See morecontent on

Atea (ATEA)

NOK152.00

Atea — FY25 guidance, with hopes in Denmark

Atea — Q4 delivers in challenging markets

See morecontent on

AUSTRIACARD (ACAG)

EUR5.22

AUSTRIACARD — Targeting growth in FY25

AUSTRIACARD — FY24 net income growth of 20%

AUSTRIACARD — Solid Q324 supports FY24 outlook

See morecontent on

Boku (BOKU)

GBP1.90

Boku — Accelerating growth outlook

Boku — FY24 ahead of expectations

Boku — Contract with Amazon Japan

See morecontent on

Centaur Media (CAU)

GBP0.33

Centaur Media — Business review underway

Centaur Media — FY24 closes better than expected

Centaur Media — Tough trading backdrop persists in H2

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