Technology, media & telecoms research | TMT - Page 2

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

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

TMT

30.01.23

SenSen Networks — Record receipts and restructuring

TMT

26.07.21

Bitcoin’s Investment thesis – Scarcity explained

TMT

20.07.21

Five things every investor needs to know about Mynaric

TMT

12.09.19

Edison Explains: The video games market

Analyst of the week

Katherine Thompson

Director

kthompson@edisongroup.com 020 3077 5730

Read latest

Equities

Region

Market cap

DLTx (DLTX)

Latest price

NOK3.78

▾ 0.22 (6.18)

As at 02/02/2023

Market capitalisation: NOK270m

View equity

Ebiquity (EBQ)

Latest price

GBP0.56

▾ −1.25 (−2.18)

As at 02/02/2023

Market capitalisation: GBP65m

View equity

TMT

28.09.22

Ebiquity — Strong uplift in operating margin

TMT

01.04.22

Ebiquity — FY21 results, acquisitions and placing

TMT

01.02.22

Ebiquity — Margin boost from digital media solutions

EMIS Group (EMIS)

Latest price

GBP18.78

▾ 4.00 (0.21)

As at 02/02/2023

Market capitalisation: GBP1,179m

View equity

TMT

20.01.23

EMIS Group — Update on takeover process

TMT

29.09.22

EMIS Group — Supporting a more proactive health service

EML Payments (EML)

Latest price

AUD0.64

▾ 0.01 (1.59)

As at 02/02/2023

Market capitalisation: AUD236m

View equity

TMT

09.12.22

EML Payments — New three-year plan to transform the business

TMT

15.11.22

EML Payments — Irish regulator extends growth cap

TMT

01.11.22

EML Payments — UK regulator raises concerns

Ensurge Micropower (ENSU)

Latest price

—

— 0.00 (0.00)

As at 02/02/2023

Market capitalisation: —

View equity

TMT

21.12.22

Ensurge Micropower — First production order

TMT

21.11.22

Ensurge Micropower — Achieving commercialisation milestones

28.10.22

Ensurge Micropower — First packaged battery samples shipped

EQS Group (EQS)

Latest price

EUR25.90

▾ 0.20 (0.78)

As at 02/02/2023

Market capitalisation: EUR246m

View equity

TMT

15.11.22

EQS Group — German whistleblowing law now before year end

TMT

15.08.22

EQS Group — German whistleblowing law set for end Q3

TMT

20.06.22

EQS Group — Regulatory stimulus set for H222

Esker (ALESK)

Latest price

EUR162.00

▾ 7.40 (4.79)

As at 02/02/2023

Market capitalisation: EUR925m

View equity

TMT

19.01.23

Esker — Order momentum maintained in Q422

TMT

25.10.22

Esker — Record order intake in Q3

TMT

20.09.22

Esker — Better profitability in FY22

Filtronic (FTC)

Latest price

GBP0.11

▾ −1.00 (−8.33)

As at 02/02/2023

Market capitalisation: GBP26m

View equity

TMT

01.02.23

Filtronic — Expansion of presence in satcom market

TMT

02.08.22

Filtronic — Third consecutive year of EBITDA growth

TMT

11.07.22

Filtronic — High-performance RF design and manufacturing

IP Group (IPO)

Latest price

GBP0.64

▾ 2.40 (3.90)

As at 02/02/2023

Market capitalisation: GBP637m

View equity

TMT

12.09.22

IP Group — International investor in impactful innovation

TMT

04.08.22

IP Group — Public market falls largely priced in

TMT

16.06.22

IP Group — Impact + innovation at a compelling discount

Media and Games Invest (M8G)

Latest price

EUR1.65

▾ −0.03 (−1.90)

As at 02/02/2023

Market capitalisation: EUR268m

View equity

TMT

22.11.22

Media and Games Invest — Ad tech credentials boosted by Google partnership

TMT

10.11.22

Media and Games Invest — Swedish re-domicile going ahead

TMT

14.07.22

Media and Games Invest — Focus on ad software platform

MotorK (MTRK)

Latest price

EUR1.17

▾ −0.01 (−0.85)

As at 02/02/2023

Market capitalisation: EUR47m

View equity

Transportation and technology concept. ITS (Intelligent Transport Systems). Mobility as a service.

TMT

26.01.23

MotorK — Promising signs for 2023

TMT

19.12.22

MotorK — Progress through SaaS

24.10.22

MotorK — Taking a more cautious approach

Mynaric (M0Y)

Latest price

EUR31.05

▾ −0.50 (−1.58)

As at 02/02/2023

Market capitalisation: EUR165m

View equity

TMT

10.11.21

Mynaric — Customer engagement intensifying

TMT

21.10.21

Mynaric — Laser communication made scalable

TMT

15.07.21

Nanoco Group (NANO)

Latest price

GBP0.37

▾ 0.50 (1.38)

As at 02/02/2023

Market capitalisation: GBP117m

View equity

TMT

09.01.23

Nanoco Group — Context on no-fault settlement of litigation

21.10.22

Nanoco — Progress in both organic and non-organic activity

TMT

13.09.22

Nanoco Group — Strengthening customer engagement

Pebble Group (PEBB)

Latest price

GBP1.02

▾ 3.00 (3.03)

As at 02/02/2023

Market capitalisation: GBP166m

View equity

TMT

01.11.22

The Pebble Group — Differentiated positions in promotional products

TMT

06.09.22

The Pebble Group — Both businesses performing well

TMT

19.07.22

Pebble Group — Strong H122 lifts full-year prospects

SenSen Networks (SNS)

Latest price

AUD0.06

— 0.00 (0.00)

As at 02/02/2023

Market capitalisation: AUD41m

View equity

Digital signals flying over highway. Digital transformation. Internet of Things.

TMT

30.01.23

SenSen Networks — Record receipts and restructuring

TMT

04.11.22

SenSen Networks — North American expansion boosts cash receipts

TMT

15.09.22

SenSen Networks — A story of growth and investing for the future

The MISSION Group (TMG)

Latest price

GBP0.51

▾ 0.50 (0.99)

As at 02/02/2023

Market capitalisation: GBP51m

View equity

TMT

12.01.23

The MISSION Group — FY23 starting well

TMT

27.09.22

The MISSION Group — Good H122 despite market headwinds

TMT

13.07.22

The MISSION Group — H122 trading on track

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

TMT

16.08.20

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

4iG — Completion of Vodafone Hungary acquisition

CLIQ Digital — Progress made against KPIs

Filtronic — Expansion of presence in satcom market

SenSen Networks — Record receipts and restructuring

Bitcoin’s Investment thesis – Scarcity explained

Cryptocurrency Series

Five things every investor needs to know about Mynaric

European video games

3D printing

Edison Explains: The video games market

Analyst of the week

Equities

DLTx (DLTX)

NOK3.78

Ebiquity (EBQ)

GBP0.56

Ebiquity — Strong uplift in operating margin

Ebiquity — FY21 results, acquisitions and placing

Ebiquity — Margin boost from digital media solutions

See morecontent on

EMIS Group (EMIS)

GBP18.78

EMIS Group — Update on takeover process

EMIS Group — On track

EMIS Group — Supporting a more proactive health service

See morecontent on

EML Payments (EML)

AUD0.64

EML Payments — New three-year plan to transform the business

EML Payments — Irish regulator extends growth cap

EML Payments — UK regulator raises concerns

See morecontent on

Ensurge Micropower (ENSU)

—

Ensurge Micropower — First production order

Ensurge Micropower — Achieving commercialisation milestones

Ensurge Micropower — First packaged battery samples shipped

See morecontent on

EQS Group (EQS)

EUR25.90

EQS Group — German whistleblowing law now before year end

EQS Group — German whistleblowing law set for end Q3

EQS Group — Regulatory stimulus set for H222

See morecontent on

Esker (ALESK)

EUR162.00

Esker — Order momentum maintained in Q422

Esker — Record order intake in Q3

Esker — Better profitability in FY22

See morecontent on

Filtronic (FTC)

GBP0.11

Filtronic — Expansion of presence in satcom market

Filtronic — Third consecutive year of EBITDA growth

Filtronic — High-performance RF design and manufacturing

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