Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Rinse and repeat

Latest

TMT | Update

25.04.24

Freelancer — AI to drive return to growth

TMT | Update

25.04.24

Filtronic — Agreement with SpaceX drives upgrades

TMT | Update

25.04.24

Checkit — Signposting the path to profitability

TMT | Flash note

25.04.24

EML Payments — Growth cap lifted in the UK

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

cBrain: EKF 2023 QuickView

Analyst of the week

Katherine Thompson

Director

kthompson@edisongroup.com 020 3077 5730

Read latest

Equities

Region

Market cap

1Spatial (SPA)

Latest price

GBP0.61

▾ 0.50 (0.83)

As at 26/04/2024

Market capitalisation: GBP68m

View equity

Flash note

TMT

11.03.24

1Spatial — SaaS applications to build on Enterprise strength

Update

TMT

22.02.24

1Spatial — Landmark 1Streetworks contract

Flash note

TMT

30.01.24

1Spatial — €9m enterprise win with European utility

4imprint Group (FOUR)

Latest price

GBP63.20

▾ 10.00 (0.16)

As at 26/04/2024

Market capitalisation: GBP1,781m

View equity

Update

TMT

13.03.24

4imprint Group — Continued market share gains

Update

TMT

19.01.24

4imprint Group — FY23 finishes strongly

Outlook

TMT

24.11.23

4imprint Group — Further progress in Q323

Altron (AEL)

Latest price

ZAR11.30

▾ −0.20 (−1.74)

As at 26/04/2024

Market capitalisation: ZAR4,647m

View equity

Initiation

TMT

04.04.24

AUSTRIACARD (ACAG)

Latest price

EUR6.40

— 0.00 (0.00)

As at 26/04/2024

Market capitalisation: EUR233m

View equity

Initiation

TMT

05.04.24

AUSTRIACARD — Holding a strong hand

Boku (BOKU)

Latest price

GBP1.78

— 0.00 (0.00)

As at 26/04/2024

Market capitalisation: GBP534m

View equity

Outlook

TMT

20.03.24

Boku — Making the complex simple for global merchants

Update

TMT

23.01.24

Boku — Upgrading on strong finish to FY23

Update

TMT

26.09.23

Boku — Upgraded outlook for FY23

Centaur Media (CAU)

Latest price

GBP0.51

▾ 2.00 (4.08)

As at 26/04/2024

Market capitalisation: GBP75m

View equity

Update

TMT

13.03.24

Centaur Media — MAP23 plan delivers a higher-quality business

Update

TMT

18.01.24

Centaur Media — Strong margin performance

Update

TMT

20.07.23

Centaur Media — Higher-quality revenues support EBITDA growth

Checkit (CKT)

Latest price

GBP0.20

▾ −1.50 (−7.14)

As at 26/04/2024

Market capitalisation: GBP22m

View equity

Update

TMT

25.04.24

Checkit — Signposting the path to profitability

Flash note

TMT

15.04.24

Checkit — New product launch and contract wins

Update

TMT

15.02.24

Checkit — FY24 revenue and ARR in line, EBITDA ahead

CI Games (CIG)

Latest price

PLN1.53

▾ −0.02 (−1.29)

As at 26/04/2024

Market capitalisation: PLN280m

View equity

Outlook

TMT

15.01.24

CI Games — Back on track following headline launch

Flash note

TMT

01.12.23

CI Games — Strong momentum following LotF launch

Flash note

TMT

04.10.23

CI Games — Ready for a transformational journey

Claranova (CLA)

Latest price

EUR2.50

▾ −0.15 (−5.67)

As at 26/04/2024

Market capitalisation: EUR143m

View equity

Update

TMT

12.02.24

Claranova — Guiding to strong H124 EBITDA growth

Outlook

TMT

13.12.23

Claranova — Moving closer to 10% EBITDA margin target

Update

TMT

09.08.23

Claranova — Focused on profitability

CLIQ Digital (CLIQ)

Latest price

EUR15.92

▾ 0.82 (5.43)

As at 26/04/2024

Market capitalisation: EUR104m

View equity

Update

TMT

27.02.24

CLIQ Digital — Steady progress and share buyback announced

Flash note

TMT

01.02.24

CLIQ Digital — More profitable customers in FY23

Update

TMT

03.11.23

CLIQ Digital — Diversifying marketing channels

Cordel Group (CRDL)

Latest price

GBP0.05

▾ 0.95 (25.00)

As at 26/04/2024

Market capitalisation: GBP10m

View equity

Flash note

TMT

03.04.24

Cordel Group — Positive steps towards ambitious FY24 goals

Initiation

TMT

09.02.24

Cordel Group — Railtech play with scalable potential

Datatec (DTCJ)

Latest price

ZAR33.61

▾ −1.49 (−4.25)

As at 26/04/2024

Market capitalisation: ZAR7,715m

View equity

Flash note

TMT

27.03.24

Datatec — FY24 revenue growth of 5.8%

Update

TMT

07.11.23

Datatec — On track for better performance in FY24

Flash note

TMT

23.10.23

Datatec — Solid H124 performance supports FY24 outlook

Dentsu Group (4324)

Latest price

JPY4,187.00

▾ −80.00 (−1.87)

As at 26/04/2024

Market capitalisation: JPY1,131,181m

View equity

Update

TMT

20.02.24

Dentsu Group — Return to organic growth forecast for FY24

Update

TMT

17.11.23

Dentsu Group — One dentsu initiative set to improve efficiency

Outlook

TMT

18.08.23

Dentsu Group — Set for a stronger H223

discoverIE Group (DSCV)

Latest price

GBP7.20

▾ −8.00 (−1.10)

As at 26/04/2024

Market capitalisation: GBP694m

View equity

Update

TMT

19.04.24

discoverIE Group — FY24 EPS in line; good margin progress

Update

TMT

07.02.24

discoverIE Group — Orders return to growth; FY24 earnings on track

Outlook

TMT

12.12.23

discoverIE Group — Resilience from focus on strategic growth markets

EML Payments (EML)

Latest price

AUD1.06

— 0.00 (0.00)

As at 26/04/2024

Market capitalisation: AUD396m

View equity

Flash note

TMT

25.04.24

EML Payments — Growth cap lifted in the UK

Update

TMT

12.04.24

EML Payments — Cutting the final link to PFS vendors

Flash note

TMT

18.03.24

EML Payments — Sale of Sentenial agreed

Ensurge Micropower (ENSU)

Latest price

NOK0.30

— 0.00 (0.00)

As at 26/04/2024

Market capitalisation: NOK814m

View equity

Update

TMT

07.03.23

Ensurge Micropower — Accelerating commercialisation

Flash note

TMT

21.12.22

Ensurge Micropower — First production order

Update

TMT

21.11.22

Ensurge Micropower — Achieving commercialisation milestones

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

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…

thematic

TMT

28.07.23

MediaWatch – Targeting the opportunities

thematic

TMT

25.04.23

MediaWatch – Vision On

thematic

TMT

31.01.23

MediaWatch – Screening well

thematic

Consumer

05.10.22

IPO apocalypse

Equities

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Equity strategy and market outlook – April 2024

Equity strategy and market outlook – March 2024

Equity strategy and market outlook – February 2024

Thematics

Latest

Listed private equity – Performing a balancing act

ConsumerWatch – At least someone loves me

MediaWatch – Rinse and repeat

Audiovisual

Latest

Checkit – executive interview

International Public Partnerships – executive interview

Unlocking US capital: Strategies for non-US-listed businesses

About Edison

About Edison

Careers

TMT

MGI - Media and Games Invest

30.21%

TMT Insights

MediaWatch – Screening well

MediaWatch – Still waiting…

MediaWatch – Rinse and repeat

Latest

Freelancer — AI to drive return to growth

Filtronic — Agreement with SpaceX drives upgrades

Checkit — Signposting the path to profitability

EML Payments — Growth cap lifted in the UK

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

cBrain: EKF 2023 QuickView

Analyst of the week

Equities

1Spatial (SPA)

GBP0.61

1Spatial — SaaS applications to build on Enterprise strength

1Spatial — Landmark 1Streetworks contract

1Spatial — €9m enterprise win with European utility

See morecontent on

4imprint Group (FOUR)

GBP63.20

4imprint Group — Continued market share gains

4imprint Group — FY23 finishes strongly

4imprint Group — Further progress in Q323

See morecontent on

Altron (AEL)

ZAR11.30

Altron — Rising star

See morecontent on

AUSTRIACARD (ACAG)

EUR6.40

AUSTRIACARD — Holding a strong hand

See morecontent on

Boku (BOKU)

GBP1.78

Boku — Making the complex simple for global merchants

Boku — Upgrading on strong finish to FY23

Boku — Upgraded outlook for FY23

See morecontent on

Centaur Media (CAU)

GBP0.51

Centaur Media — MAP23 plan delivers a higher-quality business

Centaur Media — Strong margin performance

Centaur Media — Higher-quality revenues support EBITDA growth

See morecontent on

Checkit (CKT)

GBP0.20

Checkit — Signposting the path to profitability

Checkit — New product launch and contract wins

Checkit — FY24 revenue and ARR in line, EBITDA ahead

See morecontent on

CI Games (CIG)

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