Technology, media & telecoms research | TMT - Page 4

TMT Insights

Market cap

Date (published)

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

insight

TMT

01.12.24

Urbanisation: Reshaping global investment opportunities

TMT

thematic

08.11.24

MediaWatch – One step forward, two steps back

Latest

TMT | Update

26.06.25

Claranova — PlanetArt disposal agreement signed

TMT | Update

26.06.25

Filtronic — Positive year-end trading update

TMT | Flash

25.06.25

Centaur Media — Conditional sale of MiniMBA

TMT | Non client QV

25.06.25

LBG Media — Building trust and reach

insight

TMT

16.08.21

Bitcoin’s investment thesis – Means of payment

insight

TMT

09.08.21

Bitcoin’s investment thesis – Ease of storing and transferring coins

insight

TMT

26.07.21

Bitcoin’s Investment thesis – Scarcity explained

insight

TMT

20.07.21

Five things every investor needs to know about Mynaric

insight

TMT

12.09.19

STV Group (STVG)

Latest price

GBP1.75

▾ 1.50 (0.87)

As at 30/06/2025

Market capitalisation: GBP82m

View equity

Non client QV

TMT

12.03.25

STV Group — Broadening content and reach

Substrate AI (SAI)

Latest price

EUR0.11

— 0.00 (2.88)

As at 30/06/2025

Market capitalisation: EUR15m

View equity

Spotlight — flash

TMT

20.01.25

Substrate AI — FY24 headline results are positive

Spotlight — flash

TMT

15.01.25

Substrate AI — Infrastructure investment

Initiation

TMT

17.07.24

Substrate AI — AI venture builder

Team Internet Group (TIG)

Latest price

GBP0.63

▾ 0.30 (0.48)

As at 30/06/2025

Market capitalisation: GBP157m

View equity

Flash

TMT

12.06.25

Team Internet Group — Ten-year deal to run the .co domain

Update

TMT

25.03.25

Team Internet Group — Changing platforms

Update

TMT

05.03.25

Team Internet Group — Rebasing for Google Adsense transition

The Pebble Group (PEBB)

Latest price

GBP0.52

▾ 2.00 (4.00)

As at 30/06/2025

Market capitalisation: GBP83m

View equity

Update

TMT

19.03.25

The Pebble Group — Well placed for market improvement

Flash

TMT

16.01.25

The Pebble Group — Full year trading in line

Update

TMT

09.09.24

The Pebble Group — Improved operational readiness

Tinexta (TNXT)

Latest price

EUR12.38

▾ −0.19 (−1.51)

As at 30/06/2025

Market capitalisation: EUR594m

View equity

Update

TMT

19.05.25

Tinexta — Confident in rebound

Update

TMT

12.03.25

Tinexta — Strong rebound expected in FY25

Update

TMT

13.11.24

Tinexta — Weak Q324 but valuation appears too pessimistic

Vection Technologies (VR1)

Latest price

AUD0.04

▾ 0.01 (27.59)

As at 30/06/2025

Market capitalisation: AUD66m

View equity

Update

TMT

30.04.24

Vection Technologies — Moving from niche to mainstream markets

Flash note

TMT

21.02.24

Vection Technologies — Contract wins underpin strong start to H224

Flash note

TMT

02.02.24

Vection Technologies — Record half and strong H2 visibility

VEON (VEON)

Latest price

USD46.07

▾ 1.58 (3.55)

As at 30/06/2025

Market capitalisation: USD3,291m

View equity

Update

TMT

28.03.25

VEON — 2025 - the year of the catalyst

Initiation

TMT

10.02.25

VEON — An innovative approach to frontier telecoms

Verve Group (VRV)

Latest price

EUR2.60

▾ 0.04 (1.56)

As at 30/06/2025

Market capitalisation: EUR479m

View equity

Update

TMT

25.06.25

Verve Group — Funding accelerating investment programme

Update

Financials

09.06.25

MCB Group — Continued strong momentum

Non client QV

TMT

03.04.25

Dustin Group — Turning the tanker

Wilmington (WIL)

Latest price

GBP3.40

▾ 10.00 (3.03)

As at 30/06/2025

Market capitalisation: GBP304m

View equity

Client QV

TMT

18.02.25

Wilmington — Supporting clients in regulated markets

QuickView

TMT

20.02.24

Wilmington — Focus on governance, risk and compliance

XP Power (XPP)

Latest price

GBP9.25

▾ −52.00 (−5.32)

As at 30/06/2025

Market capitalisation: GBP259m

View equity

Flash note

TMT

11.01.24

XP Power — Expecting better market conditions in 2024

Update

TMT

09.11.23

XP Power — Fully funded for medium-term growth

Update

TMT

01.08.23

XP Power — Solid H123, outlook for FY23 maintained

Zalaris (ZAL)

Latest price

NOK76.80

▾ −0.40 (−0.52)

As at 30/06/2025

Market capitalisation: NOK1,709m

View equity

Flash

TMT

13.06.25

Zalaris — Confirming the path forward

Update

TMT

05.05.25

Zalaris — Setting longer-term targets

Update

TMT

04.03.25

Zalaris — Raising margin guidance

Zinc Media (ZIN)

Latest price

GBP0.69

— 0.00 (0.00)

As at 30/06/2025

Market capitalisation: GBP17m

View equity

Client QV

TMT

30.04.25

Zinc Media — Galvanizing the content market

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

05.08.19

European video games

thematic

TMT

10.07.19

Diversification and scale for online success

thematic

TMT

08.05.19

5G – Strategic importance, but lacking a near-term commercial driver

thematic

TMT

26.02.19

UK video games – Heterogeneous not homogeneous

thematic

TMT

24.02.17

Mobile ecosystems

thematic

TMT

08.02.17

Mobile ecosystems

thematic

TMT

13.10.15

Mobile ecosystems

thematic

TMT

23.03.15

NZ – Edison talks tech

Equities

Equities by Sector

Sectors

Thematics

Latest

JPMorgan European Discovery Trust – The power of small

Rockwood Strategic — Inside the mind of the investor with Richard Staveley of Rockwood Strategic

Metlen Energy & Metals — Edison report on Metlen’s capital markets day: Made of metal, full of energy?

Audiovisual

Latest

Uncovering Trusts – Canadian General Investments (CGI) – A one-stop-shop for investment in Canada

Take on Trusts – June 2025

DUG Technology – executive interview

About Edison

About Edison

Careers

TMT

Vection Technologies

27.59%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

Claranova — PlanetArt disposal agreement signed

Filtronic — Positive year-end trading update

Centaur Media — Conditional sale of MiniMBA

LBG Media — Building trust and reach

Bitcoin’s investment thesis – Means of payment

Bitcoin’s investment thesis – Ease of storing and transferring coins

Bitcoin’s Investment thesis – Scarcity explained

Cryptocurrency Series

Five things every investor needs to know about Mynaric

European video games

Equities

STV Group (STVG)

GBP1.75

STV Group — Broadening content and reach

See morecontent on

Substrate AI (SAI)

EUR0.11

Substrate AI — FY24 headline results are positive

Substrate AI — Infrastructure investment

Substrate AI — AI venture builder

See morecontent on

Team Internet Group (TIG)

GBP0.63

Team Internet Group — Ten-year deal to run the .co domain

Team Internet Group — Changing platforms

Team Internet Group — Rebasing for Google Adsense transition

See morecontent on

The Pebble Group (PEBB)

GBP0.52

The Pebble Group — Well placed for market improvement

The Pebble Group — Full year trading in line

The Pebble Group — Improved operational readiness

See morecontent on

Tinexta (TNXT)

EUR12.38

Tinexta — Confident in rebound

Tinexta — Strong rebound expected in FY25

Tinexta — Weak Q324 but valuation appears too pessimistic

See morecontent on

Vection Technologies (VR1)

AUD0.04

Vection Technologies — Moving from niche to mainstream markets

Vection Technologies — Contract wins underpin strong start to H224

Vection Technologies — Record half and strong H2 visibility

See morecontent on

VEON (VEON)

USD46.07

VEON — 2025 - the year of the catalyst

VEON — An innovative approach to frontier telecoms

See morecontent on

Verve Group (VRV)

EUR2.60

Verve Group — Funding accelerating investment programme

MCB Group — Continued strong momentum

Dustin Group — Turning the tanker

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