Technology, Media & Telecoms Sector Investment Insights

TMT Insights

Market cap

Date (published)

thematic

TMT

20.10.25

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

thematic

TMT

04.09.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

TMT | Flash

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

TMT | Update

03.02.26

PCI-PAL — Record H1 new business

TMT | Flash

02.02.26

discoverIE Group — Organic growth in Q3 orders and sales

TMT | Flash

30.01.26

Datatec — Westcon expansion to the Balkans

insight

TMT

14.07.21

Five things every investor needs to know about Mynaric

insight

TMT

12.09.19

Edison Explains: The video games market

insight

TMT

29.03.19

Edison Explains: Waste to energy

insight

TMT

07.12.18

Edison Explains: Combined heat and power

Equities

Region

Market cap

Tinexta (TNXT)

Latest price

EUR15.15

▾ 0.02 (0.13)

As at 06/02/2026

Market capitalisation: EUR715m

View equity

Flash

Financials

03.12.25

LM PAY — Continued healthy top-line momentum in Q325

Flash

TMT

18.11.25

Tinexta — Withdrawal of estimates

Initiation

Financials

27.10.25

LM PAY — Beauty and health without waiting

Tradedoubler (TRAD)

Latest price

SEK7.68

▾ 0.04 (0.52)

As at 06/02/2026

Market capitalisation: SEK465m

View equity

Initiation

TMT

17.11.25

Tradedoubler — Growth companion for brands and publishers

Vection Technologies (VR1)

Latest price

AUD0.04

— 0.00 (2.94)

As at 06/02/2026

Market capitalisation: AUD79m

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

USD52.62

▾ −0.35 (−0.66)

As at 06/02/2026

Market capitalisation: USD3,590m

View equity

Update

TMT

30.10.25

VEON — Q3 preview and changes to FY25 estimates

Flash

TMT

24.10.25

VEON — OLX acquisition adds to VEON's digital offering

Update

TMT

12.08.25

VEON — Direct Digital drives earnings higher

Verve Group (VRV)

Latest price

EUR1.32

▾ 0.01 (0.61)

As at 06/02/2026

Market capitalisation: EUR263m

View equity

Update

TMT

22.08.25

Verve Group — Short-term impacts of platform unification

Update

TMT

25.06.25

Verve Group — Funding accelerating investment programme

Update

Financials

09.06.25

MCB Group — Continued strong momentum

Waymap (NOTICKER)

Latest price

—

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: —

View equity

Wilmington (WIL)

Latest price

GBP2.85

▾ −11.00 (−3.72)

As at 06/02/2026

Market capitalisation: GBP266m

View equity

Quickview

TMT

23.09.25

Wilmington — Active portfolio changes boost strong results

Quickview

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

GBP12.98

▾ −18.00 (−1.37)

As at 06/02/2026

Market capitalisation: GBP375m

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

YXT.com (YXT)

Latest price

USD0.63

▾ 0.01 (0.81)

As at 06/02/2026

Market capitalisation: USD35m

View equity

Zalaris (ZAL)

Latest price

NOK82.80

▾ −2.00 (−2.36)

As at 06/02/2026

Market capitalisation: NOK1,878m

View equity

Update

TMT

27.10.25

Zalaris — Debt refinanced, growth on track

Outlook

TMT

02.10.25

Zalaris — Moving to the next stage of growth

Update

TMT

01.09.25

Zalaris — Solid progress in Q225

Zinc Media (ZIN)

Latest price

GBP0.46

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP12m

View equity

Quickview

TMT

11.09.25

Zinc Media — Reflections on shiny floors

Quickview

TMT

15.07.25

Zinc Media — Newly defined growth pillars and targets

Quickview

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

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

thematic

Consumer

14.08.19

Illuminator: August Update

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

Equities

Equities by Sector

Sectors

Thematics

Latest

Edison explains: Dopamine trap – The gamification of investing apps

Q425 reflections: Bullish on equities

VinaCapital Vietnam Opportunity Fund – Vietnam’s path to an investment-grade rating

Audiovisual

Latest

Uncovering Trusts – JPMorgan European Discovery Trust (JEDT)

Xaar – executive interview

Bull, Bear & Beyond – Xaar: executive interview

About Edison

Corporates

Investors

Careers

TMT

SenSen Networks

6.67%

TMT Insights

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

MediaWatch – A two-tier story

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

Datatec — Logicalis acquires US cybersecurity specialist

PCI-PAL — Record H1 new business

discoverIE Group — Organic growth in Q3 orders and sales

Datatec — Westcon expansion to the Balkans

Five things every investor needs to know about Mynaric

European video games

3D printing

Edison Explains: The video games market

Edison Explains: Waste to energy

Edison Explains: Combined heat and power

Equities

Tinexta (TNXT)

EUR15.15

LM PAY — Continued healthy top-line momentum in Q325

Tinexta — Withdrawal of estimates

LM PAY — Beauty and health without waiting

See morecontent on

Tradedoubler (TRAD)

SEK7.68

Tradedoubler — Growth companion for brands and publishers

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)

USD52.62

VEON — Q3 preview and changes to FY25 estimates

VEON — OLX acquisition adds to VEON's digital offering

VEON — Direct Digital drives earnings higher

See morecontent on

Verve Group (VRV)

EUR1.32

Verve Group — Short-term impacts of platform unification

Verve Group — Funding accelerating investment programme

MCB Group — Continued strong momentum

See morecontent on

Waymap (NOTICKER)

—

Wilmington (WIL)

GBP2.85

Wilmington — Active portfolio changes boost strong results

Wilmington — Supporting clients in regulated markets

Wilmington — Focus on governance, risk and compliance

See morecontent on

XP Power (XPP)

GBP12.98

XP Power — Expecting better market conditions in 2024

XP Power — Fully funded for medium-term growth

XP Power — Solid H123, outlook for FY23 maintained

See morecontent on

YXT.com (YXT)

USD0.63

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