Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

thematic

TMT

02.02.24

MediaWatch – Glimpses of positivity

TMT

thematic

29.07.24

MediaWatch – Encouragements and frustrations

Latest

TMT | QuickView

25.10.24

Softcat — FY24 shows the strength of Softcat’s model

TMT | Update

25.10.24

Zalaris — Another quarter of records

TMT | Flash note

24.10.24

Datatec — Better profitability across the board

TMT | Outlook

22.10.24

Northern Data Group — Flagship European provider of AI infrastructure

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

GBP0.69

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: GBP75m

View equity

Update

TMT

21.10.24

1Spatial — £1m 1Streetworks deal highlights the opportunity

Update

TMT

14.10.24

1Spatial — Contract momentum underpins growth prospects

Flash note

TMT

09.10.24

1Spatial — Federal-level win in the US

4imprint Group (FOUR)

Latest price

GBP51.70

▾ 20.00 (0.39)

As at 26/10/2024

Market capitalisation: GBP1,457m

View equity

Update

TMT

07.08.24

4imprint — Outperforming a challenging market

Update

TMT

22.05.24

4imprint Group — Solid start to the year

Update

TMT

13.03.24

4imprint Group — Continued market share gains

Altron (AEL)

Latest price

ZAR18.21

▾ −1.14 (−5.89)

As at 26/10/2024

Market capitalisation: ZAR7,492m

View equity

Flash note

TMT

14.10.24

Altron — Strong earnings growth in H125

Flash note

TMT

07.08.24

Altron — Keeping Altron Document Solutions

Update

TMT

05.06.24

Altron — Transformation plan drives margin growth

AUSTRIACARD (ACAG)

Latest price

EUR5.97

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: EUR214m

View equity

Update

TMT

10.09.24

AUSTRIACARD — FY24 growth outlook maintained

Update

TMT

05.06.24

AUSTRIACARD — Outlook points to H2-weighted growth

Flash note

TMT

21.05.24

AUSTRIACARD — Acquiring data analytics expertise

Boku (BOKU)

Latest price

GBP1.70

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: GBP497m

View equity

Update

TMT

24.09.24

Boku — H124 revenue growth supports FY24 outlook

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

Centaur Media (CAU)

Latest price

GBP0.24

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: GBP36m

View equity

Update

TMT

10.10.24

Centaur Media — Tough trading backdrop persists in H2

Outlook

TMT

24.07.24

Centaur Media — BIG27 under way

Update

TMT

13.03.24

Centaur Media — MAP23 plan delivers a higher-quality business

Checkit (CKT)

Latest price

GBP0.17

▾ −1.00 (−5.56)

As at 26/10/2024

Market capitalisation: GBP19m

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

PLN1.58

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: PLN293m

View equity

Update

TMT

08.10.24

CI Games — Strategic roadmap to 2028

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

Claranova (CLA)

Latest price

EUR1.37

▾ 0.02 (1.33)

As at 26/10/2024

Market capitalisation: EUR79m

View equity

Update

TMT

06.08.24

Claranova — Building the foundations for profitable growth

Update

TMT

08.05.24

Claranova — EBITDA improvement across all divisions

Update

TMT

12.02.24

Claranova — Guiding to strong H124 EBITDA growth

ClickASnap (CLICKNOTICKER)

Latest price

—

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: —

View equity

CLIQ Digital (CLIQ)

Latest price

EUR6.13

▾ −0.33 (−5.11)

As at 26/10/2024

Market capitalisation: EUR40m

View equity

Update

TMT

13.08.24

CLIQ Digital — Sales decline decelerating in Q224

Update

TMT

31.07.24

CLIQ Digital — FY24 outlook weakened

Update

TMT

14.05.24

CLIQ Digital — Increased churn weakens FY24 outlook

Cordel Group (CRDL)

Latest price

GBP0.06

— 0.00 (0.00)

As at 26/10/2024

Market capitalisation: GBP13m

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

ZAR38.67

▾ 1.12 (2.98)

As at 26/10/2024

Market capitalisation: ZAR9,019m

View equity

Flash note

TMT

24.10.24

Datatec — Better profitability across the board

Flash note

TMT

07.10.24

Datatec — Encouraging H1 across all divisions

Update

TMT

25.06.24

Datatec — Positive outlook for FY25

Dentsu Group (4324)

Latest price

JPY4,636.00

▾ −8.00 (−0.17)

As at 26/10/2024

Market capitalisation: JPY1,232,248m

View equity

Update

TMT

16.08.24

Dentsu Group — Positive momentum

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

Dialight (DIA)

Latest price

GBP1.48

▾ −1.00 (−0.67)

As at 26/10/2024

Market capitalisation: GBP60m

View equity

discoverIE Group (DSCV)

Latest price

GBP6.57

▾ 2.00 (0.31)

As at 26/10/2024

Market capitalisation: GBP634m

View equity

Update

TMT

16.10.24

discoverIE Group — Orders stabilising, EPS & margin targets on track

Update

TMT

18.09.24

discoverIE Group — Moving into the next growth phase

Flash note

TMT

26.07.24

discoverIE Group — FY25 earnings expectations maintained

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

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…

thematic

TMT

28.07.23

MediaWatch – Targeting the opportunities

thematic

TMT

25.04.23

MediaWatch – Vision On

Equities

Equities by Sector

Sectors

Thematics

Latest

A net zero perspective – Investing in sustainability, technology & innovation

Banco Angolano de Investimentos (BAI) – Money-centre bank with lending optionality

The art of measurement – Challenges in metrology

Audiovisual

Latest

Volition webinar: Nu.Q NETs data insights

Uncovering Trusts – Worldwide Healthcare Trust (WWH)

SenSen Networks – executive interview

About Edison

About Edison

Careers

TMT

Softcat

10.05%

TMT Insights

MediaWatch – Rinse and repeat

MediaWatch – Glimpses of positivity

MediaWatch – Encouragements and frustrations

Latest

Softcat — FY24 shows the strength of Softcat’s model

Zalaris — Another quarter of records

Datatec — Better profitability across the board

Northern Data Group — Flagship European provider of AI infrastructure

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)

GBP0.69

1Spatial — £1m 1Streetworks deal highlights the opportunity

1Spatial — Contract momentum underpins growth prospects

1Spatial — Federal-level win in the US

See morecontent on

4imprint Group (FOUR)

GBP51.70

4imprint — Outperforming a challenging market

4imprint Group — Solid start to the year

4imprint Group — Continued market share gains

See morecontent on

Altron (AEL)

ZAR18.21

Altron — Strong earnings growth in H125

Altron — Keeping Altron Document Solutions

Altron — Transformation plan drives margin growth

See morecontent on

AUSTRIACARD (ACAG)

EUR5.97

AUSTRIACARD — FY24 growth outlook maintained

AUSTRIACARD — Outlook points to H2-weighted growth

AUSTRIACARD — Acquiring data analytics expertise

See morecontent on

Boku (BOKU)

GBP1.70

Boku — H124 revenue growth supports FY24 outlook

Boku — Strong underlying revenue growth in H124

Boku — Making the complex simple for global merchants

See morecontent on

Centaur Media (CAU)

GBP0.24

Centaur Media — Tough trading backdrop persists in H2

Centaur Media — BIG27 under way

Centaur Media — MAP23 plan delivers a higher-quality business

See morecontent on

Checkit (CKT)

GBP0.17

Checkit — Contract expansions drive order intake

Checkit — No intention to bid for Crimson Tide

Checkit — Potential bid for Crimson Tide

See morecontent on

CI Games (CIG)

PLN1.58

CI Games — Strategic roadmap to 2028

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