Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

thematic

TMT

07.11.23

MediaWatch – Glimpses of positivity

Latest

Investment Companies | Flash note

26.07.24

Molten Ventures — Making progress on its realisation agenda

TMT | Flash note

26.07.24

discoverIE Group — FY25 earnings expectations maintained

TMT | Outlook

24.07.24

Centaur Media — BIG27 under way

TMT | Flash note

23.07.24

Filtronic — Follow-on order from SpaceX

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

GBP0.71

▾ −0.50 (−0.70)

As at 26/07/2024

Market capitalisation: GBP79m

View equity

Flash note

TMT

02.07.24

1Spatial — Contract wins underpin US growth opportunity

Update

TMT

03.05.24

1Spatial — Investing in the transformational SaaS opportunity

Flash note

TMT

11.03.24

1Spatial — SaaS applications to build on Enterprise strength

4imprint Group (FOUR)

Latest price

GBP59.10

▾ 20.00 (0.34)

As at 26/07/2024

Market capitalisation: GBP1,665m

View equity

Update

TMT

22.05.24

4imprint Group — Solid start to the year

Update

TMT

13.03.24

4imprint Group — Continued market share gains

Update

TMT

19.01.24

4imprint Group — FY23 finishes strongly

Altron (AEL)

Latest price

ZAR16.17

▾ −0.10 (−0.61)

As at 26/07/2024

Market capitalisation: ZAR6,653m

View equity

Update

TMT

05.06.24

Altron — Transformation plan drives margin growth

Initiation

TMT

04.04.24

AUSTRIACARD (ACAG)

Latest price

EUR5.85

▾ 0.02 (0.34)

As at 26/07/2024

Market capitalisation: EUR213m

View equity

Update

TMT

05.06.24

AUSTRIACARD — Outlook points to H2-weighted growth

Flash note

TMT

21.05.24

AUSTRIACARD — Acquiring data analytics expertise

Initiation

TMT

05.04.24

AUSTRIACARD — Holding a strong hand

Boku (BOKU)

Latest price

GBP1.77

— 0.00 (0.00)

As at 26/07/2024

Market capitalisation: GBP529m

View equity

Update

TMT

18.07.24

Boku — Strong underlying revenue growth in H124

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

Centaur Media (CAU)

Latest price

GBP0.32

▾ −0.50 (−1.56)

As at 26/07/2024

Market capitalisation: GBP47m

View equity

Outlook

TMT

24.07.24

Centaur Media — BIG27 under way

Update

TMT

13.03.24

Centaur Media — MAP23 plan delivers a higher-quality business

Update

TMT

18.01.24

Centaur Media — Strong margin performance

Checkit (CKT)

Latest price

GBP0.26

▾ 0.50 (1.96)

As at 26/07/2024

Market capitalisation: GBP29m

View equity

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

Update

TMT

25.04.24

Checkit — Signposting the path to profitability

CI Games (CIG)

Latest price

PLN1.60

▾ −0.01 (−0.62)

As at 26/07/2024

Market capitalisation: PLN293m

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

EUR1.74

▾ −0.02 (−1.36)

As at 26/07/2024

Market capitalisation: EUR100m

View equity

Update

TMT

08.05.24

Claranova — EBITDA improvement across all divisions

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

CLIQ Digital (CLIQ)

Latest price

EUR5.52

▾ −0.28 (−4.83)

As at 26/07/2024

Market capitalisation: EUR36m

View equity

Update

TMT

14.05.24

CLIQ Digital — Increased churn weakens FY24 outlook

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

Cordel Group (CRDL)

Latest price

GBP0.05

— 0.00 (0.00)

As at 26/07/2024

Market capitalisation: GBP10m

View equity

Flash note

TMT

19.06.24

Cordel Group — Further progress in the UK and internationally

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

ZAR35.51

▾ 0.30 (0.85)

As at 26/07/2024

Market capitalisation: ZAR8,282m

View equity

Update

TMT

25.06.24

Datatec — Positive outlook for FY25

Flash note

TMT

28.05.24

Datatec — Underlying earnings more than tripled in FY24

Flash note

TMT

02.05.24

Datatec — FY24 underlying EPS more than doubles y-o-y

Dentsu Group (4324)

Latest price

JPY3,927.00

▾ −63.00 (−1.58)

As at 26/07/2024

Market capitalisation: JPY1,060,938m

View equity

Update

TMT

17.05.24

Dentsu Group — FY24 prospects weighted to H2

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

Dialight (DIA)

Latest price

GBP1.91

▾ −2.00 (−1.04)

As at 26/07/2024

Market capitalisation: GBP77m

View equity

discoverIE Group (DSCV)

Latest price

GBP7.29

▾ 9.00 (1.25)

As at 26/07/2024

Market capitalisation: GBP703m

View equity

Flash note

TMT

26.07.24

discoverIE Group — FY25 earnings expectations maintained

Update

TMT

10.06.24

discoverIE Group — FY24 demonstrates resilient business model

Update

TMT

19.04.24

discoverIE Group — FY24 EPS in line; good margin progress

EML Payments (EML)

Latest price

AUD0.90

▾ −0.01 (−0.56)

As at 26/07/2024

Market capitalisation: AUD336m

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

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

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…

thematic

TMT

28.07.23

MediaWatch – Targeting the opportunities

thematic

TMT

25.04.23

MediaWatch – Vision On

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

Equities

Equities by Sector

Sectors

Thematics

Latest

ConsumerWatch – The times they are a-changin’

Emerging markets – Worthy of consideration

Dynam Capital at the 2024 Vietnam ESG Conference

Audiovisual

Latest

IRLAB Therapeutics – executive interview

Primary Health Properties – executive interview

Uncovering Trusts – A closer look at Emerging Markets

About Edison

About Edison

Careers

TMT

Substrate AI

2.00%

TMT Insights

MediaWatch – Still waiting…

MediaWatch – Rinse and repeat

MediaWatch – Glimpses of positivity

Latest

Molten Ventures — Making progress on its realisation agenda

discoverIE Group — FY25 earnings expectations maintained

Centaur Media — BIG27 under way

Filtronic — Follow-on order from SpaceX

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

Equities

1Spatial (SPA)

GBP0.71

1Spatial — Contract wins underpin US growth opportunity

1Spatial — Investing in the transformational SaaS opportunity

1Spatial — SaaS applications to build on Enterprise strength

See morecontent on

4imprint Group (FOUR)

GBP59.10

4imprint Group — Solid start to the year

4imprint Group — Continued market share gains

4imprint Group — FY23 finishes strongly

See morecontent on

Altron (AEL)

ZAR16.17

Altron — Transformation plan drives margin growth

Altron — Rising star

See morecontent on

AUSTRIACARD (ACAG)

EUR5.85

AUSTRIACARD — Outlook points to H2-weighted growth

AUSTRIACARD — Acquiring data analytics expertise

AUSTRIACARD — Holding a strong hand

See morecontent on

Boku (BOKU)

GBP1.77

Boku — Strong underlying revenue growth in H124

Boku — Making the complex simple for global merchants

Boku — Upgrading on strong finish to FY23

See morecontent on

Centaur Media (CAU)

GBP0.32

Centaur Media — BIG27 under way

Centaur Media — MAP23 plan delivers a higher-quality business

Centaur Media — Strong margin performance

See morecontent on

Checkit (CKT)

GBP0.26

Checkit — No intention to bid for Crimson Tide

Checkit — Potential bid for Crimson Tide

Checkit — Signposting the path to profitability

See morecontent on

CI Games (CIG)

PLN1.60

CI Games — Back on track following headline launch

CI Games — Strong momentum following LotF launch

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