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.

Esker (ALESK)

Latest price

EUR180.50

▾ 4.80 (2.73)

As at 02/07/2024

Market capitalisation: EUR1,095m

View equity

Update

TMT

01.05.24

Esker — Targeting margin recovery in FY24

Update

TMT

17.01.24

Esker — Another record quarter for new business

Outlook

TMT

30.10.23

Esker — Strong new business supports growth outlook

See more
content on

Esker

Filtronic (FTC)

Latest price

GBP0.72

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP153m

View equity

Update

TMT

21.06.24

Filtronic — FY24 ahead of expectations

Update

TMT

25.04.24

Filtronic — Agreement with SpaceX drives upgrades

Update

TMT

06.02.24

Filtronic — Backlog supports strong growth from H224

See more
content on

Filtronic

Freelancer (FLN)

Latest price

AUD0.19

▾ 0.01 (2.78)

As at 02/07/2024

Market capitalisation: AUD82m

View equity

Update

TMT

25.04.24

Freelancer — AI to drive return to growth

Update

TMT

29.02.24

Freelancer — Primed for margin expansion

Update

TMT

24.10.23

Freelancer — Delivering on cash and profit targets

See more
content on

Freelancer

IP Group (IPO)

Latest price

GBP0.43

▾ 1.30 (3.13)

As at 02/07/2024

Market capitalisation: GBP438m

View equity

Flash note

TMT

21.06.24

IP Group — Sale of Garrison Technology to Everfox

audiovisual

TMT

07.05.24

IP Group in 60 seconds

Outlook

TMT

16.04.24

IP Group — Several potential portfolio catalysts on the horizon

See more
content on

IP Group

Nano Dimension (NNDM)

Latest price

USD2.20

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: USD483m

View equity

Update

TMT

07.06.24

Nano Dimension — Material reduction in cash burn

Nano Dimension cd7292bc2d47964bdd0ba88e191fa76bee0e2c4ea99e0c135133a94d23c8f231

Update

TMT

25.03.24

Nano Dimension — Growth in a tough market

Flash note

TMT

29.02.24

Nano Dimension — Share buyback underway

See more
content on

Nano Dimension

Nanoco Group (NANO)

Latest price

GBP0.20

▾ 0.28 (1.44)

As at 02/07/2024

Market capitalisation: GBP37m

View equity

Outlook

TMT

24.06.24

Nanoco Group — Sensing the opportunity

Flash note

TMT

12.03.24

Nanoco — Mechanisms for shareholder returns confirmed

Flash note

TMT

08.02.24

Nanoco — Steps on the pathway to volume production

See more
content on

Nanoco Group

Northern Data Group (NB2)

Latest price

EUR24.00

▾ 0.90 (3.90)

As at 02/07/2024

Market capitalisation: EUR1,252m

View equity

Flash note

TMT

11.06.24

Northern Data Group — Building its European AI ecosystem

Flash note

TMT

08.05.24

Northern Data Group — Continued progress as a diversified HPC provider

Flash note

TMT

25.03.24

Northern Data Group — First transparency milestone achieved

See more
content on

Northern Data Group

SenSen Networks (SNS)

Latest price

AUD0.02

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: AUD18m

View equity

Update

TMT

02.05.24

SenSen Networks — Time to scale

Update

TMT

01.03.24

SenSen Networks — Clear path to sustainable cash generation

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

Update

TMT

31.01.24

SenSen Networks — Momentum and positive cash flow

See more
content on

SenSen Networks

Substrate AI (SAI.B)

Latest price

EUR0.24

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: EUR33m

View equity

Team Internet Group (TIG)

Latest price

GBP1.78

▾ −1.60 (−0.89)

As at 02/07/2024

Market capitalisation: GBP496m

View equity

Update

TMT

13.05.24

Team Internet — Upgrading FY25 EPS by 7% on Shinez

Update

TMT

19.03.24

Team Internet Group — Growth and returns, acquisition bolsters outlook

edison tv

TMT

19.03.24

Team Internet – executive interview

See more
content on

Team Internet Group

The Pebble Group (PEBB)

Latest price

GBP0.59

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP98m

View equity

audiovisual

TMT

03.05.24

The Pebble Group in 60 seconds

Outlook

TMT

01.05.24

The Pebble Group — Two distinct businesses in one

Update

TMT

21.03.24

The Pebble Group — Positioned to benefit from re-emerging confidence

See more
content on

The Pebble Group

Tinexta (TNXT)

Latest price

EUR16.04

▾ −0.10 (−0.62)

As at 02/07/2024

Market capitalisation: EUR770m

View equity

Update

TMT

17.05.24

Tinexta — Typical seasonality in Q124

edison tv

TMT

26.03.24

Tinexta – executive interview

Update

TMT

20.03.24

Tinexta — Strongest year since FY18

See more
content on

Tinexta

Vection Technologies (VR1)

Latest price

AUD0.02

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: AUD23m

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

See more
content on

Vection Technologies

Verve (VER)

Latest price

EUR2.07

▾ 0.13 (6.55)

As at 02/07/2024

Market capitalisation: EUR281m

View equity

Update

TMT

24.06.24

Verve — Jun helps Verve blossom

Update

TMT

08.05.24

MGI - Media and Games Invest — A strong start to the year

Flash note

TMT

08.04.24

MGI - Media and Games Invest — Google strategic collaboration

See more
content on

Verve

XP Power (XPP)

Latest price

GBP14.24

▾ −56.00 (−3.78)

As at 02/07/2024

Market capitalisation: GBP347m

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

edison tv

TMT

02.08.23

XP Power - executive interview

See more
content on

XP Power

Zalaris (ZAL)

Latest price

NOK79.20

▾ 0.20 (0.25)

As at 02/07/2024

Market capitalisation: NOK1,745m

View equity

Update

TMT

09.05.24

Zalaris — Continuing contract momentum in FY24

Flash note

TMT

22.04.24

Zalaris — Commencement of strategic review

Initiation

TMT

13.03.24

Zalaris — Simplifying HR and payroll solutions

See more
content on

Zalaris

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

Esker (ALESK)

EUR180.50

Esker — Targeting margin recovery in FY24

Esker — Another record quarter for new business

Esker — Strong new business supports growth outlook

See morecontent on

Filtronic (FTC)

GBP0.72

Filtronic — FY24 ahead of expectations

Filtronic — Agreement with SpaceX drives upgrades

Filtronic — Backlog supports strong growth from H224

See morecontent on

Freelancer (FLN)

AUD0.19

Freelancer — AI to drive return to growth

Freelancer — Primed for margin expansion

Freelancer — Delivering on cash and profit targets

See morecontent on

IP Group (IPO)

GBP0.43

IP Group — Sale of Garrison Technology to Everfox

IP Group in 60 seconds

IP Group — Several potential portfolio catalysts on the horizon

See morecontent on

Nano Dimension (NNDM)

USD2.20

Nano Dimension — Material reduction in cash burn

Nano Dimension — Growth in a tough market

Nano Dimension — Share buyback underway

See morecontent on

Nanoco Group (NANO)

GBP0.20

Nanoco Group — Sensing the opportunity

Nanoco — Mechanisms for shareholder returns confirmed

Nanoco — Steps on the pathway to volume production

See morecontent on

Northern Data Group (NB2)

EUR24.00

Northern Data Group — Building its European AI ecosystem

Northern Data Group — Continued progress as a diversified HPC provider

Northern Data Group — First transparency milestone achieved

See morecontent on

SenSen Networks (SNS)

AUD0.02

SenSen Networks — Time to scale

SenSen Networks — Clear path to sustainable cash generation

SenSen Networks — Momentum and positive cash flow

See morecontent on

Substrate AI (SAI.B)

EUR0.24

Team Internet Group (TIG)

GBP1.78

Team Internet — Upgrading FY25 EPS by 7% on Shinez

Team Internet Group — Growth and returns, acquisition bolsters outlook

Team Internet – executive interview

See morecontent on

The Pebble Group (PEBB)

GBP0.59

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on