Technology Media Telecoms Equities

The technology, media, and telecoms sector comprises companies focused on new technologies. As the role of technology in the global economy continues to expand, ‘big tech’ may continue to dominate the sector, but a wide range of innovative smaller companies and start-ups, specialising in research & development, are key to the sector’s growth.

1Spatial (SPA)

Latest price

GBP0.68

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP76m

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Flash note

TMT

02.07.24

1Spatial — Contract wins underpin US growth opportunity

edison tv

TMT

14.05.24

1Spatial – executive interview

Update

TMT

03.05.24

1Spatial — Investing in the transformational SaaS opportunity

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1Spatial

4imprint Group (FOUR)

Latest price

GBP57.70

▾ −90.00 (−1.54)

As at 02/07/2024

Market capitalisation: GBP1,680m

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Update

TMT

22.05.24

4imprint Group — Solid start to the year

insight

21.05.24

The Illuminator - May 2024

Update

TMT

13.03.24

4imprint Group — Continued market share gains

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4imprint Group

Altron (AEL)

Latest price

ZAR14.08

▾ 0.97 (7.40)

As at 02/07/2024

Market capitalisation: ZAR5,779m

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Update

TMT

05.06.24

Altron — Transformation plan drives margin growth

Initiation

TMT

04.04.24

Altron — Rising star

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Altron

AUSTRIACARD (ACAG)

Latest price

EUR5.86

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: EUR214m

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Update

TMT

05.06.24

AUSTRIACARD — Outlook points to H2-weighted growth

Flash note

TMT

21.05.24

AUSTRIACARD — Acquiring data analytics expertise

Initiation

TMT

05.04.24

AUSTRIACARD — Holding a strong hand

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AUSTRIACARD

Boku (BOKU)

Latest price

GBP1.82

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP551m

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Outlook

TMT

20.03.24

Boku — Making the complex simple for global merchants

Update

TMT

23.01.24

Boku — Upgrading on strong finish to FY23

Update

TMT

26.09.23

Boku — Upgraded outlook for FY23

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Boku

Centaur Media (CAU)

Latest price

GBP0.39

▾ −0.50 (−1.27)

As at 02/07/2024

Market capitalisation: GBP54m

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Update

TMT

13.03.24

Centaur Media — MAP23 plan delivers a higher-quality business

Update

TMT

18.01.24

Centaur Media — Strong margin performance

Update

TMT

20.07.23

Centaur Media — Higher-quality revenues support EBITDA growth

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Centaur Media

Checkit (CKT)

Latest price

GBP0.25

▾ 0.50 (2.08)

As at 02/07/2024

Market capitalisation: GBP25m

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Flash note

TMT

27.06.24

Checkit — No intention to bid for Crimson Tide

Flash note

TMT

05.06.24

Checkit — Potential bid for Crimson Tide

edison tv

TMT

25.04.24

Checkit – executive interview

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Checkit

CI Games (CIG)

Latest price

PLN1.67

▾ −0.05 (−2.91)

As at 02/07/2024

Market capitalisation: PLN312m

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Outlook

TMT

15.01.24

CI Games — Back on track following headline launch

Flash note

TMT

01.12.23

CI Games — Strong momentum following LotF launch

insight

TMT

21.11.23

CI Games: EKF 2023 QuickView

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CI Games

Claranova (CLA)

Latest price

EUR1.77

▾ 0.06 (3.62)

As at 02/07/2024

Market capitalisation: EUR105m

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Update

TMT

08.05.24

Claranova — EBITDA improvement across all divisions

Update

TMT

12.02.24

Claranova — Guiding to strong H124 EBITDA growth

Outlook

TMT

13.12.23

Claranova — Moving closer to 10% EBITDA margin target

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Claranova

CLIQ Digital (CLIQ)

Latest price

EUR6.77

▾ 0.06 (0.89)

As at 02/07/2024

Market capitalisation: EUR44m

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Update

TMT

14.05.24

CLIQ Digital — Increased churn weakens FY24 outlook

Update

TMT

27.02.24

CLIQ Digital — Steady progress and share buyback announced

Flash note

TMT

01.02.24

CLIQ Digital — More profitable customers in FY23

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CLIQ Digital

Cordel Group (CRDL)

Latest price

GBP0.04

▾ −0.10 (−2.22)

As at 02/07/2024

Market capitalisation: GBP9m

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Flash note

TMT

19.06.24

Cordel Group — Further progress in the UK and internationally

Flash note

TMT

03.04.24

Cordel Group — Positive steps towards ambitious FY24 goals

edison tv

TMT

22.02.24

Cordel Group - executive interview

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Cordel Group

Datatec (DTCJ)

Latest price

ZAR37.50

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: ZAR8,711m

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Update

TMT

25.06.24

Datatec — Positive outlook for FY25

Flash note

TMT

28.05.24

Datatec — Underlying earnings more than tripled in FY24

Flash note

TMT

02.05.24

Datatec — FY24 underlying EPS more than doubles y-o-y

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Datatec

Dentsu Group (4324)

Latest price

JPY4,029.00

▾ −24.00 (−0.59)

As at 02/07/2024

Market capitalisation: JPY1,113,080m

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Update

TMT

17.05.24

Dentsu Group — FY24 prospects weighted to H2

Update

TMT

20.02.24

Dentsu Group — Return to organic growth forecast for FY24

Update

TMT

17.11.23

Dentsu Group — One dentsu initiative set to improve efficiency

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Dentsu Group

discoverIE Group (DSCV)

Latest price

GBP6.71

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP662m

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Update

TMT

10.06.24

discoverIE Group — FY24 demonstrates resilient business model

Update

TMT

19.04.24

discoverIE Group — FY24 EPS in line; good margin progress

Update

TMT

07.02.24

discoverIE Group — Orders return to growth; FY24 earnings on track

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discoverIE Group

EML Payments (EML)

Latest price

AUD0.95

▾ 0.02 (2.15)

As at 02/07/2024

Market capitalisation: AUD348m

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Flash note

TMT

25.04.24

EML Payments — Growth cap lifted in the UK

Update

TMT

12.04.24

EML Payments — Cutting the final link to PFS vendors

Flash note

TMT

18.03.24

EML Payments — Sale of Sentenial agreed

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EML Payments

Ensurge Micropower (ENSU)

Latest price

NOK0.30

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: NOK814m

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Update

TMT

07.03.23

Ensurge Micropower — Accelerating commercialisation

Flash note

TMT

21.12.22

Ensurge Micropower — First production order

Update

TMT

21.11.22

Ensurge Micropower — Achieving commercialisation milestones

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Ensurge Micropower

Equities

Equities by Sector

Sectors

Investment Strategy

Latest

Equity strategy and market outlook – April 2024

Equity strategy and market outlook – March 2024

Equity strategy and market outlook – February 2024

Thematics

Latest

Emerging markets – Worthy of consideration

Dynam Capital at the 2024 Vietnam ESG Conference

MediaWatch – Glimpses of positivity

Audiovisual

Latest

Regional REIT – executive interview

CoinShares International in 60 seconds

Fund manager interview with Laurence Hulse of Dowgate

About Edison

About Edison

Careers

Technology Media Telecoms Equities

1Spatial (SPA)

GBP0.68

1Spatial — Contract wins underpin US growth opportunity

1Spatial – executive interview

1Spatial — Investing in the transformational SaaS opportunity

See morecontent on

4imprint Group (FOUR)

GBP57.70

4imprint Group — Solid start to the year

The Illuminator - May 2024

4imprint Group — Continued market share gains

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Altron (AEL)

ZAR14.08

Altron — Transformation plan drives margin growth

Altron — Rising star

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AUSTRIACARD (ACAG)

EUR5.86

AUSTRIACARD — Outlook points to H2-weighted growth

AUSTRIACARD — Acquiring data analytics expertise

AUSTRIACARD — Holding a strong hand

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Boku (BOKU)

GBP1.82

Boku — Making the complex simple for global merchants

Boku — Upgrading on strong finish to FY23

Boku — Upgraded outlook for FY23

See morecontent on

Centaur Media (CAU)

GBP0.39

Centaur Media — MAP23 plan delivers a higher-quality business

Centaur Media — Strong margin performance

Centaur Media — Higher-quality revenues support EBITDA growth

See morecontent on

Checkit (CKT)

GBP0.25

Checkit — No intention to bid for Crimson Tide

Checkit — Potential bid for Crimson Tide

Checkit – executive interview

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CI Games (CIG)

PLN1.67

CI Games — Back on track following headline launch

CI Games — Strong momentum following LotF launch

CI Games: EKF 2023 QuickView

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Claranova (CLA)

EUR1.77

Claranova — EBITDA improvement across all divisions

Claranova — Guiding to strong H124 EBITDA growth

Claranova — Moving closer to 10% EBITDA margin target

See morecontent on

CLIQ Digital (CLIQ)

EUR6.77

CLIQ Digital — Increased churn weakens FY24 outlook

CLIQ Digital — Steady progress and share buyback announced

CLIQ Digital — More profitable customers in FY23

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