Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

TMT

12.09.22

Media and Games Invest – executive interview

TMT

03.11.22

Digital healthcare: Leveraging data and AI

Consumer

16.11.22

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Latest

TMT

06.02.23

Light Science Technologies — Pluses and minuses of high energy costs

TMT

02.02.23

4iG — Completion of Vodafone Hungary acquisition

TMT

01.02.23

CLIQ Digital — Progress made against KPIs

TMT

01.02.23

Filtronic — Expansion of presence in satcom market

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

TMT

29.04.22

Seven things every investor needs to know about SenSen

TMT

17.12.21

From drought to glut? – Where to position yourself in the chip value chain?

TMT

16.08.21

Bitcoin’s investment thesis – Means of payment

TMT

09.08.21

Bitcoin’s investment thesis – Ease of storing and transferring coins

Analyst of the week

Katherine Thompson

Director

kthompson@edisongroup.com 020 3077 5730

Read latest

Equities

Region

Market cap

1Spatial (SPA)

Latest price

GBP0.50

▾ −2.00 (−3.88)

As at 03/02/2023

Market capitalisation: GBP55m

View equity

TMT

15.12.22

1Spatial — Making GIS data useable for a variety of verticals

TMT

05.09.22

1Spatial — Two recent wins highlight US potential

4iG (4IG)

Latest price

HUF701.00

▾ 1.00 (0.14)

As at 03/02/2023

Market capitalisation: HUF209,652m

View equity

TMT

02.02.23

4iG — Completion of Vodafone Hungary acquisition

TMT

09.01.23

4iG — Vodafone Hungary acquisition finalised

TMT

06.12.22

4iG — Structuring the group for growth

4imprint Group (FOUR)

Latest price

GBP45.55

▾ 40.00 (0.89)

As at 03/02/2023

Market capitalisation: GBP1,279m

View equity

TMT

20.01.23

4imprint Group — Strong finish to FY22 prompts further upgrade

TMT

04.11.22

4imprint Group — Buoyant orders support further upgrade

TMT

10.08.22

4imprint Group — Big gains in marketing productivity

Applied Graphene Materials (AGM)

Latest price

GBP0.06

▾ −1.15 (−15.75)

As at 03/02/2023

Market capitalisation: GBP4m

View equity

TMT

15.09.22

Applied Graphene Materials — Playing with the big boys

TMT

18.08.22

Applied Graphene Materials — Leading innovation with graphene dispersions

TMT

06.04.22

Applied Graphene Materials — Addressing complementary markets

Arcane Crypto (ARCANE)

Latest price

SEK0.04

— 0.00 (0.00)

As at 03/02/2023

Market capitalisation: SEK346m

View equity

TMT

13.06.22

Arcane Crypto — Building a trusted gateway to digital assets

TMT

16.03.22

Arcane Crypto — Crypto trading volumes picked up in Q421

TMT

05.11.21

Arcane Crypto — Bitcoin mining project has come on stream

Boku (BOKU)

Latest price

GBP1.48

▾ −3.50 (−2.31)

As at 03/02/2023

Market capitalisation: GBP439m

View equity

TMT

17.01.23

Boku — Local payment method growth accelerates

TMT

29.09.22

Boku — Wider payments reach drives underlying growth

TMT

20.09.22

Boku — Digital wallet contract with Amazon

Centaur Media (CAU)

Latest price

GBP0.50

— 0.00 (0.00)

As at 03/02/2023

Market capitalisation: GBP73m

View equity

TMT

19.01.23

Centaur Media — Strong cash performance and special dividend

19.01.23

Centaur Media — Strong cash performance and special dividend

TMT

20.07.22

Centaur Media — Flagship 4 showing their strengths

CentralNic Group (CNIC)

Latest price

GBP1.46

▾ 3.50 (2.46)

As at 03/02/2023

Market capitalisation: GBP406m

View equity

TMT

30.01.23

CentralNic Group — Unfazed by challenging environment

TMT

21.12.22

CentralNic Group — A busy end to a momentous year

TMT

24.11.22

CentralNic Group — Deleveraged and delivering growth

Checkit (CKT)

Latest price

GBP0.24

▾ −4.00 (−14.55)

As at 03/02/2023

Market capitalisation: GBP29m

View equity

TMT

05.01.23

Checkit — US contract wins and major renewal

TMT

15.09.22

Checkit — Moderating costs to accelerate breakeven

TMT

11.08.22

Checkit — ARR growth in a more cautious market

CI Games (CIG)

Latest price

PLN2.76

▾ −0.04 (−1.43)

As at 03/02/2023

Market capitalisation: PLN505m

View equity

TMT

24.11.22

CI Games — Q122 shows continuing progress

TMT

03.03.22

CI Games — Considering a London dual listing

Claranova (CLA)

Latest price

EUR2.59

▾ −0.06 (−2.26)

As at 03/02/2023

Market capitalisation: EUR119m

View equity

24.11.22

Claranova — Mixed performance in FY22

TMT

10.08.22

Claranova — Flat revenue in a challenging year

TMT

20.05.22

Claranova — Stable performance year to date

CLIQ Digital (CLIQ)

Latest price

EUR29.75

▾ 1.35 (4.75)

As at 03/02/2023

Market capitalisation: EUR194m

View equity

TMT

01.02.23

CLIQ Digital — Progress made against KPIs

TMT

09.11.22

CLIQ Digital — Continuing to execute on strategy

TMT

05.08.22

CLIQ Digital — Making CLIQ a household name

Datatec (DTCJ)

Latest price

ZAR34.21

▾ 1.17 (3.54)

As at 03/02/2023

Market capitalisation: ZAR7,431m

View equity

TMT

17.11.22

Datatec — Resilient performance despite challenges

TMT

03.11.22

Datatec — The positives outweigh the negatives

11.10.22

Datatec — Mixed performance in H123, special dividend

Dentsu Group (4324)

Latest price

JPY4,045.00

▾ −85.00 (−2.06)

As at 03/02/2023

Market capitalisation: JPY1,115,782m

View equity

TMT

16.11.22

Dentsu Group — Solid Q3 and new One dentsu group structure

TMT

15.08.22

Dentsu Group — Edging forecasts to higher end of range

TMT

18.05.22

Dentsu Group — Guidance edged up

Digimarc (DMRC)

Latest price

USD22.00

▾ 1.26 (6.08)

As at 03/02/2023

Market capitalisation: USD416m

View equity

discoverIE Group (DSCV)

Latest price

GBP8.56

▾ 9.00 (1.06)

As at 03/02/2023

Market capitalisation: GBP816m

View equity

TMT

26.01.23

discoverIE Group — Better trading and acquisition drive upgrades

TMT

22.12.22

discoverIE Group — Acquiring US sensor specialist

TMT

01.12.22

discoverIE Group — Focused on sustainable 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

Digital Marketing and Internet Media Technology Platform

TMT

31.01.23

Equities

Equities by Sector

Sectors

Investment Strategy

Latest

Equity strategy and market outlook – January 2023

Equity strategy and market outlook – November 2022

Equity strategy and market outlook – October 2022

Thematics

Latest

Lithium’s adolescence

Battery energy storage

MediaWatch – January 2023

About Edison

About Edison

Careers

TMT

DLTx

6.18%

TMT Insights

Media and Games Invest – executive interview

Digital healthcare: Leveraging data and AI

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Latest

Light Science Technologies — Pluses and minuses of high energy costs

4iG — Completion of Vodafone Hungary acquisition

CLIQ Digital — Progress made against KPIs

Filtronic — Expansion of presence in satcom market

Deutsches Eigenkapitalforum (EKF) 2022

Software-as-a-service

Seven things every investor needs to know about SenSen

From drought to glut? – Where to position yourself in the chip value chain?

Bitcoin’s investment thesis – Means of payment

Bitcoin’s investment thesis – Ease of storing and transferring coins

Analyst of the week

Equities

1Spatial (SPA)

GBP0.50

1Spatial — Change of CFO

1Spatial — Making GIS data useable for a variety of verticals

1Spatial — Two recent wins highlight US potential

See morecontent on

4iG (4IG)

HUF701.00

4iG — Completion of Vodafone Hungary acquisition

4iG — Vodafone Hungary acquisition finalised

4iG — Structuring the group for growth

See morecontent on

4imprint Group (FOUR)

GBP45.55

4imprint Group — Strong finish to FY22 prompts further upgrade

4imprint Group — Buoyant orders support further upgrade

4imprint Group — Big gains in marketing productivity

See morecontent on

Applied Graphene Materials (AGM)

GBP0.06

Applied Graphene Materials — Playing with the big boys

Applied Graphene Materials — Leading innovation with graphene dispersions

Applied Graphene Materials — Addressing complementary markets

See morecontent on

Arcane Crypto (ARCANE)

SEK0.04

Arcane Crypto — Building a trusted gateway to digital assets

Arcane Crypto — Crypto trading volumes picked up in Q421

Arcane Crypto — Bitcoin mining project has come on stream

See morecontent on

Boku (BOKU)

GBP1.48

Boku — Local payment method growth accelerates

Boku — Wider payments reach drives underlying growth

Boku — Digital wallet contract with Amazon

See morecontent on

Centaur Media (CAU)

GBP0.50

Centaur Media — Strong cash performance and special dividend

Centaur Media — Strong cash performance and special dividend

Centaur Media — Flagship 4 showing their strengths

See morecontent on

CentralNic Group (CNIC)

GBP1.46

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