Technology, media & telecoms research | TMT - Page 2

TMT Insights

Market cap

Date (published)

thematic

TMT

28.07.23

MediaWatch – November 2023: Still waiting…

Latest

TMT | Flash note

01.12.23

CI Games — Strong momentum following LotF launch

TMT | Outlook

24.11.23

4imprint Group — Further progress in Q323

TMT | Flash note

23.11.23

SenSen Networks — Major contract with Heavy Vehicle Regulator

TMT | Update

22.11.23

The Pebble Group — Market headwinds in H2

insight

TMT

21.11.23

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Analyst of the week

Katherine Thompson

Director

kthompson@edisongroup.com 020 3077 5730

Read latest

Equities

Region

Market cap

EQS Group (EQS)

Latest price

EUR40.00

— 0.00 (0.00)

As at 30/11/2023

Market capitalisation: EUR401m

View equity

Update

TMT

13.11.23

EQS Group — New customer numbers ramp up

Outlook

TMT

16.08.23

EQS Group — Whistleblowing set to kick in strongly in H2

Update

TMT

19.05.23

EQS Group — Catching the whistleblowing wave

Esker (ALESK)

Latest price

EUR147.50

▾ 1.40 (0.96)

As at 30/11/2023

Market capitalisation: EUR880m

View equity

Outlook

TMT

30.10.23

Esker — Strong new business supports growth outlook

Update

TMT

18.09.23

Esker — Working to balance investment and profitability

Update

TMT

20.07.23

Esker — Growth momentum maintained in Q223

Filtronic (FTC)

Latest price

GBP0.17

▾ −0.25 (−1.45)

As at 30/11/2023

Market capitalisation: GBP37m

View equity

Flash note

TMT

30.10.23

Filtronic — Making good progress towards FY24 targets

Flash note

TMT

22.09.23

Filtronic — Follow-on satellite contract win

Flash note

TMT

18.09.23

Filtronic — Awarded grant funding for UK defence project

Freelancer (FLN)

Latest price

AUD0.21

— 0.00 (0.00)

As at 30/11/2023

Market capitalisation: AUD95m

View equity

Update

TMT

24.10.23

Freelancer — Delivering on cash and profit targets

Initiation

TMT

24.07.23

Freelancer — Building the Amazon of Services

IP Group (IPO)

Latest price

GBP0.51

▾ −0.70 (−1.37)

As at 30/11/2023

Market capitalisation: GBP531m

View equity

Update

Investment Companies

03.10.23

IP Group — Detailed look at the deeptech portfolio

Update

Investment Companies

02.08.23

IP Group — Remaining on track despite tough markets

Update

TMT

10.05.23

IP Group — Deep dive into the life sciences portfolio

MGI – Media and Games Invest (M8G)

Latest price

EUR1.00

▾ 0.15 (17.51)

As at 30/11/2023

Market capitalisation: EUR135m

View equity

Update

TMT

14.11.23

MGI - Media and Games Invest — Building a major global adtech player

Update

TMT

05.06.23

MGI - Media and Games Invest — Building adtech market presence

Update

TMT

07.03.23

Media and Games Invest — Sharpening focus in digital advertising

MotorK (MTRK)

Latest price

EUR2.80

▾ 0.01 (0.36)

As at 30/11/2023

Market capitalisation: EUR113m

View equity

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

Outlook

TMT

30.10.23

MotorK — Refined strategy delivering momentum

Update

TMT

31.07.23

MotorK — Driving efficiency to reach profitability

Update

TMT

21.04.23

MotorK — Positive indicators provide strong visibility

Nano Dimension (NNDM)

Latest price

USD2.30

▾ −0.01 (−0.43)

As at 30/11/2023

Market capitalisation: USD585m

View equity

Update

TMT

23.08.23

Nano Dimension — Strengthening the product portfolio

Flash note

TMT

01.08.23

Nano Dimension — Tender offer for Stratasys withdrawn

Nano Dimension cd7292bc2d47964bdd0ba88e191fa76bee0e2c4ea99e0c135133a94d23c8f231

Flash note

TMT

19.07.23

Nano Dimension — Tender offer for Stratasys extended again

Nanoco Group (NANO)

Latest price

GBP0.18

▾ 0.20 (1.11)

As at 30/11/2023

Market capitalisation: GBP58m

View equity

Flash note

TMT

15.11.23

Nanoco Group — First commercial order fulfilled – major milestone

Flash note

TMT

08.11.23

Nanoco Group — Asian customer moves to the next phase

Update

TMT

20.10.23

Nanoco — Pathway to commercial production

Northern Data (NB2)

Latest price

EUR24.40

▾ −0.95 (−3.75)

As at 30/11/2023

Market capitalisation: EUR804m

View equity

SenSen Networks (SNS)

Latest price

AUD0.04

— 0.00 (0.00)

As at 30/11/2023

Market capitalisation: AUD29m

View equity

Flash note

TMT

23.11.23

SenSen Networks — Major contract with Heavy Vehicle Regulator

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

Update

TMT

02.11.23

SenSen Networks — Eyeing scalable growth through smart cities

Update

TMT

14.09.23

SenSen Networks — Targeting multiple areas to achieve profitability

Team Internet Group (TIG)

Latest price

GBP1.21

▾ −0.60 (−0.49)

As at 30/11/2023

Market capitalisation: GBP327m

View equity

business-man-handshake-with-effect-global-world-map-network-link-connection-graph-chart-stock-market-graphic-diagram

Update

TMT

13.11.23

Team Internet Group — Diversity delivering resilience

Update

TMT

19.09.23

Team Internet Group — More diverse, international, integrated

Update

TMT

16.08.23

CentralNic Group — Fine-tuning the growth engine

The Pebble Group (PEBB)

Latest price

GBP0.54

▾ −1.00 (−1.82)

As at 30/11/2023

Market capitalisation: GBP92m

View equity

Update

TMT

22.11.23

The Pebble Group — Market headwinds in H2

Flash note

TMT

05.09.23

The Pebble Group — Facilisgroup leads H123 performance

Flash note

TMT

25.07.23

The Pebble Group — On track to deliver FY23 expectations

Tinexta (TNXT)

Latest price

EUR17.41

▾ 0.11 (0.64)

As at 30/11/2023

Market capitalisation: EUR817m

View equity

Update

TMT

20.11.23

Tinexta — Confirming FY23 guidance

Update

TMT

03.08.23

Tinexta — Mixed performance in Q223

Update

TMT

12.05.23

Tinexta — Cyber Security rebound in Q123

Vantiva (VANTI)

Latest price

EUR0.11

▾ −0.01 (−8.33)

As at 30/11/2023

Market capitalisation: EUR46m

View equity

Update

TMT

01.11.23

Vantiva — Market demand remains weak

Flash note

TMT

04.10.23

Vantiva — Set to buy CommScope's Home Networks business

Update

TMT

07.08.23

Vantiva — FY23 guidance maintained post difficult H1

Vection Technologies (VR1)

Latest price

AUD0.02

— 0.00 (0.00)

As at 30/11/2023

Market capitalisation: AUD27m

View equity

Flash note

TMT

16.08.23

Vection Technologies — Delivering on ambitious targets

Flash note

TMT

08.06.23

Vection Technologies — Apple and AI integrations plus latest acquisition

Flash note

TMT

22.05.23

Vection Technologies — Integrating with ChatGPT to enable intelligent VR

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

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

thematic

TMT

16.08.20

Semiconductor winners – European companies with strong positions

thematic

TMT

24.06.20

The small satellite market – Small is beautiful

thematic

TMT

08.04.20

European video games: A safe haven in troubled times

thematic

TMT

27.02.20

Blockchain adoption: Implications for the financial services sector

Equities

Equities by Sector

Sectors

Investment Strategy

Latest

Equity Strategy and Market outlook – October 2023

Equity strategy and market outlook – September 2023

Equity strategy and market outlook – August 2023

Thematics

Latest

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

Deutsches Eigenkapitalforum (EKF) 2023 technology

Deutsches Eigenkapitalforum (EKF) 2023 financials and investment companies

About Edison

About Edison

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TMT

MGI - Media and Games Invest

17.51%

TMT Insights

MediaWatch – July 2023

MediaWatch – January 2023

MediaWatch – November 2023: Still waiting…

Latest

CI Games — Strong momentum following LotF launch

4imprint Group — Further progress in Q323

SenSen Networks — Major contract with Heavy Vehicle Regulator

The Pebble Group — Market headwinds in H2

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Analyst of the week

Equities

EQS Group (EQS)

EUR40.00

EQS Group — New customer numbers ramp up

EQS Group — Whistleblowing set to kick in strongly in H2

EQS Group — Catching the whistleblowing wave

See morecontent on

Esker (ALESK)

EUR147.50

Esker — Strong new business supports growth outlook

Esker — Working to balance investment and profitability

Esker — Growth momentum maintained in Q223

See morecontent on

Filtronic (FTC)

GBP0.17

Filtronic — Making good progress towards FY24 targets

Filtronic — Follow-on satellite contract win

Filtronic — Awarded grant funding for UK defence project

See morecontent on

Freelancer (FLN)

AUD0.21

Freelancer — Delivering on cash and profit targets

Freelancer — Building the Amazon of Services

See morecontent on

IP Group (IPO)

GBP0.51

IP Group — Detailed look at the deeptech portfolio

IP Group — Remaining on track despite tough markets

IP Group — Deep dive into the life sciences portfolio

See morecontent on

MGI – Media and Games Invest (M8G)

EUR1.00

MGI - Media and Games Invest — Building a major global adtech player

MGI - Media and Games Invest — Building adtech market presence

Media and Games Invest — Sharpening focus in digital advertising

See morecontent on

MotorK (MTRK)

EUR2.80

MotorK — Refined strategy delivering momentum

MotorK — Driving efficiency to reach profitability

MotorK — Positive indicators provide strong visibility

See morecontent on

Nano Dimension (NNDM)

USD2.30

Nano Dimension — Strengthening the product portfolio

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