Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – July 2023

Latest

TMT | Update

26.09.23

Boku — Upgraded outlook for FY23

TMT | Flash note

22.09.23

Filtronic — Follow-on satellite contract win

TMT | Update

19.09.23

Team Internet Group — More diverse, international, integrated

TMT | Flash note

18.09.23

Filtronic — Awarded grant funding for UK defence project

insight

Consumer

16.11.22

Deutsches Eigenkapitalforum (EKF) 2022 CMT

insight

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

insight

TMT

29.04.22

Seven things every investor needs to know about SenSen

insight

TMT

17.12.21

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

insight

TMT

16.08.21

Bitcoin’s investment thesis – Means of payment

Analyst of the week

Katherine Thompson

Director

kthompson@edisongroup.com 020 3077 5730

Read latest

Equities

Region

Market cap

1Spatial (SPA)

Latest price

GBP0.47

▾ −1.00 (−2.08)

As at 27/09/2023

Market capitalisation: GBP54m

View equity

Flash note

TMT

07.07.23

1Spatial — SaaS progress and pipeline support prospects

Flash note

TMT

19.06.23

1Spatial — First wins for key SaaS product

Update

TMT

02.05.23

1Spatial — New SaaS apps to drive high-margin growth

4iG (4IG)

Latest price

HUF855.00

▾ −8.00 (−0.93)

As at 27/09/2023

Market capitalisation: HUF255,709m

View equity

Update

TMT

05.09.23

4iG — Record results; integration plan well under way

Flash note

TMT

22.03.23

4iG — Yettel stake swapped for 19.5% of Vodafone Hungary

Update

TMT

07.03.23

4iG — Regional ICT group positioned for growth

4imprint Group (FOUR)

Latest price

GBP51.20

▾ 60.00 (1.19)

As at 27/09/2023

Market capitalisation: GBP1,442m

View equity

Update

TMT

09.08.23

4imprint Group — Record H123 customer demand

Update

TMT

01.08.23

4imprint Group — Strong order intake and upgrades

Flash note

TMT

24.05.23

4imprint Group — Very strong demand

Boku (BOKU)

Latest price

GBP1.46

▾ 4.00 (2.82)

As at 27/09/2023

Market capitalisation: GBP433m

View equity

Update

TMT

26.09.23

Boku — Upgraded outlook for FY23

Update

TMT

04.07.23

Boku — Strong H1 drives upgrades

Outlook

TMT

22.03.23

Boku — Helping merchants navigate payments complexity

Centaur Media (CAU)

Latest price

GBP0.40

▾ 2.00 (5.26)

As at 27/09/2023

Market capitalisation: GBP59m

View equity

Update

TMT

20.07.23

Centaur Media — Higher-quality revenues support EBITDA growth

Update

TMT

15.03.23

Centaur Media — Good cash conversion funds further special dividend

Update

TMT

19.01.23

Centaur Media — Strong cash performance and special dividend

Checkit (CKT)

Latest price

GBP0.28

▾ −1.00 (−3.45)

As at 27/09/2023

Market capitalisation: GBP30m

View equity

Update

TMT

14.09.23

Checkit — Making good progress towards profitability

Update

TMT

10.08.23

Checkit — Trading on track in tough environment

Outlook

TMT

19.07.23

Checkit — Adapting growth strategy to market conditions

CI Games (CIG)

Latest price

PLN6.06

▾ −0.14 (−2.26)

As at 27/09/2023

Market capitalisation: PLN1,109m

View equity

Flash note

TMT

06.06.23

CI Games — Encouraging lead indicators and a robust Q1

Update

TMT

24.11.22

CI Games — Q122 shows continuing progress

Claranova (CLA)

Latest price

EUR1.42

▾ −0.02 (−1.39)

As at 27/09/2023

Market capitalisation: EUR81m

View equity

Update

TMT

09.08.23

Claranova — Focused on profitability

Flash note

TMT

07.06.23

Claranova — Potential sale of non-core Avanquest activities

Update

TMT

12.05.23

Claranova — Growth targets maintained

CLIQ Digital (CLIQ)

Latest price

EUR19.34

▾ −0.46 (−2.32)

As at 27/09/2023

Market capitalisation: EUR126m

View equity

Update

TMT

08.08.23

CLIQ Digital — Focusing on more profitable subscribers

Update

TMT

05.05.23

CLIQ Digital — Bundled content driving sales and profit growth

Update

TMT

27.02.23

CLIQ Digital — Streaming ahead

Datatec (DTCJ)

Latest price

ZAR36.00

— 0.00 (0.00)

As at 27/09/2023

Market capitalisation: ZAR8,263m

View equity

Update

TMT

05.06.23

Datatec — On a growth track for FY24

Flash note

TMT

23.05.23

Datatec — Starting FY24 in a strong position

Flash note

TMT

18.05.23

Datatec — Confirming EPS for FY23

Dentsu Group (4324)

Latest price

JPY4,412.00

▾ −47.00 (−1.05)

As at 27/09/2023

Market capitalisation: JPY1,191,968m

View equity

Outlook

TMT

18.08.23

Dentsu Group — Set for a stronger H223

Update

TMT

18.05.23

Dentsu Group — FY23 ambitions weighted to second half

Flash note

TMT

14.02.23

Dentsu Group — Record year in FY22

Digimarc (DMRC)

Latest price

USD32.42

▾ −2.05 (−5.95)

As at 27/09/2023

Market capitalisation: USD659m

View equity

discoverIE Group (DSCV)

Latest price

GBP6.63

▾ −14.00 (−2.07)

As at 27/09/2023

Market capitalisation: GBP639m

View equity

Update

TMT

14.09.23

discoverIE Group — Creating an industrial wireless connectivity cluster

Flash note

TMT

02.08.23

discoverIE Group — Adding power-over-ethernet capability

Flash note

TMT

25.07.23

discoverIE Group — Trading on track in Q124

Ebiquity (EBQ)

Latest price

GBP0.46

▾ −0.50 (−1.08)

As at 27/09/2023

Market capitalisation: GBP64m

View equity

Update

TMT

12.04.23

Ebiquity — Expanding offering in wider geographies

Update

TMT

07.02.23

Ebiquity — Strong revenue growth and improving margin

Update

TMT

28.09.22

Ebiquity — Strong uplift in operating margin

EMIS Group (EMIS)

Latest price

GBP19.20

— 0.00 (0.00)

As at 27/09/2023

Market capitalisation: GBP1,209m

View equity

Flash note

TMT

08.09.23

EMIS Group — H123 on track; 21.3p interim dividend declared

Flash note

TMT

11.08.23

EMIS Group — CMA provisionally clears takeover of EMIS

Update

TMT

30.05.23

EMIS Group — FY22 results in line

EML Payments (EML)

Latest price

AUD1.15

▾ −0.02 (−1.71)

As at 27/09/2023

Market capitalisation: AUD431m

View equity

Update

TMT

14.09.23

EML Payments — Turning the ship around

Flash note

TMT

19.04.23

EML Payments — Shifting focus to solve current challenges

Update

TMT

14.04.23

EML Payments — Considering its options

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

25.04.23

MediaWatch – April 2023

thematic

TMT

31.01.23

MediaWatch – January 2023

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

TMT

11.05.22

Direct tech investors

thematic

Consumer

24.03.22

Circular economy business models

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

thematic

TMT

09.09.21

Micro-LEDs – small is beautiful

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Equity strategy and market outlook – June 2023

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Shades of the 1970s

The long and winding road

MediaWatch – July 2023

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MGI - Media and Games Invest

18.29%

TMT Insights

MediaWatch – January 2023

MediaWatch – April 2023

MediaWatch – July 2023

Latest

Boku — Upgraded outlook for FY23

Filtronic — Follow-on satellite contract win

Team Internet Group — More diverse, international, integrated

Filtronic — Awarded grant funding for UK defence project

Deutsches Eigenkapitalforum (EKF) 2022 CMT

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

Analyst of the week

Equities

1Spatial (SPA)

GBP0.47

1Spatial — SaaS progress and pipeline support prospects

1Spatial — First wins for key SaaS product

1Spatial — New SaaS apps to drive high-margin growth

See morecontent on

4iG (4IG)

HUF855.00

4iG — Record results; integration plan well under way

4iG — Yettel stake swapped for 19.5% of Vodafone Hungary

4iG — Regional ICT group positioned for growth

See morecontent on

4imprint Group (FOUR)

GBP51.20

4imprint Group — Record H123 customer demand

4imprint Group — Strong order intake and upgrades

4imprint Group — Very strong demand

See morecontent on

Boku (BOKU)

GBP1.46

Boku — Upgraded outlook for FY23

Boku — Strong H1 drives upgrades

Boku — Helping merchants navigate payments complexity

See morecontent on

Centaur Media (CAU)

GBP0.40

Centaur Media — Higher-quality revenues support EBITDA growth

Centaur Media — Good cash conversion funds further special dividend

Centaur Media — Strong cash performance and special dividend

See morecontent on

Checkit (CKT)

GBP0.28

Checkit — Making good progress towards profitability

Checkit — Trading on track in tough environment

Checkit — Adapting growth strategy to market conditions

See morecontent on

CI Games (CIG)

PLN6.06

CI Games — Encouraging lead indicators and a robust Q1

CI Games — Smooth operator

CI Games — Q122 shows continuing progress

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Claranova (CLA)

EUR1.42

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