Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

thematic

TMT

29.07.24

MediaWatch – Encouragements and frustrations

TMT

thematic

08.11.24

MediaWatch – One step forward, two steps back

Latest

TMT | Update

19.11.24

AUSTRIACARD — Solid Q324 supports FY24 outlook

TMT | Flash note

19.11.24

Nanoco Group — Board states case for voting against resolutions

TMT | Update

18.11.24

Dentsu Group — Still fighting market headwinds

TMT | Update

15.11.24

PVA TePla — Lower estimates after Q3 results

insight

Consumer

18.07.24

Your online digital footprint: Understanding what’s driving AI responses

insight

TMT

06.06.24

Edison Themes: MediaWatch – June 2024: Glimpses of positivity

insight

TMT

21.11.23

Borussia Dortmund: EKF 2023 QuickView

insight

TMT

21.11.23

CLIQ Digital: EKF 2023 QuickView

insight

Consumer

21.11.23

MGI – Media and Games Invest: EKF 2023 QuickView

Equities

Region

Market cap

1Spatial (SPA)

Latest price

GBP0.67

▾ −0.50 (−0.74)

As at 20/11/2024

Market capitalisation: GBP76m

View equity

Update

TMT

21.10.24

1Spatial — £1m 1Streetworks deal highlights the opportunity

Update

TMT

14.10.24

1Spatial — Contract momentum underpins growth prospects

Flash note

TMT

09.10.24

1Spatial — Federal-level win in the US

4imprint Group (FOUR)

Latest price

GBP50.70

▾ −30.00 (−0.59)

As at 20/11/2024

Market capitalisation: GBP1,502m

View equity

Flash note

TMT

12.11.24

4imprint Group — Good performance against a difficult backdrop

Update

TMT

07.08.24

4imprint — Outperforming a challenging market

Update

TMT

22.05.24

4imprint Group — Solid start to the year

Altron (AEL)

Latest price

ZAR20.25

▾ 0.14 (0.70)

As at 20/11/2024

Market capitalisation: ZAR8,265m

View equity

Flash note

TMT

14.10.24

Altron — Strong earnings growth in H125

Flash note

TMT

07.08.24

Altron — Keeping Altron Document Solutions

Update

TMT

05.06.24

Altron — Transformation plan drives margin growth

AUSTRIACARD (ACAG)

Latest price

EUR5.40

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: EUR199m

View equity

Update

TMT

19.11.24

AUSTRIACARD — Solid Q324 supports FY24 outlook

Update

TMT

10.09.24

AUSTRIACARD — FY24 growth outlook maintained

Update

TMT

05.06.24

AUSTRIACARD — Outlook points to H2-weighted growth

Boku (BOKU)

Latest price

GBP1.88

▾ 2.50 (1.35)

As at 20/11/2024

Market capitalisation: GBP571m

View equity

Flash note

TMT

13.11.24

Boku — Contract with Amazon Japan

Update

TMT

24.09.24

Boku — H124 revenue growth supports FY24 outlook

Update

TMT

18.07.24

Boku — Strong underlying revenue growth in H124

Centaur Media (CAU)

Latest price

GBP0.25

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: GBP38m

View equity

Update

TMT

10.10.24

Centaur Media — Tough trading backdrop persists in H2

Outlook

TMT

24.07.24

Centaur Media — BIG27 under way

Update

TMT

13.03.24

Centaur Media — MAP23 plan delivers a higher-quality business

Checkit (CKT)

Latest price

GBP0.20

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: GBP22m

View equity

Update

TMT

12.09.24

Checkit — Contract expansions drive order intake

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

CI Games (CIG)

Latest price

PLN1.43

▾ −0.06 (−4.03)

As at 20/11/2024

Market capitalisation: PLN272m

View equity

Update

TMT

08.10.24

CI Games — Strategic roadmap to 2028

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

Claranova (CLA)

Latest price

EUR1.32

— 0.00 (0.15)

As at 20/11/2024

Market capitalisation: EUR78m

View equity

Update

TMT

06.08.24

Claranova — Building the foundations for profitable growth

Update

TMT

08.05.24

Claranova — EBITDA improvement across all divisions

Update

TMT

12.02.24

Claranova — Guiding to strong H124 EBITDA growth

ClickASnap (CLICKNOTICKER)

Latest price

—

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: —

View equity

CLIQ Digital (CLIQ)

Latest price

EUR3.95

▾ −0.11 (−2.59)

As at 20/11/2024

Market capitalisation: EUR28m

View equity

Update

TMT

13.11.24

CLIQ Digital — Focus remains on profitability and cash

Update

TMT

13.08.24

CLIQ Digital — Sales decline decelerating in Q224

Update

TMT

31.07.24

CLIQ Digital — FY24 outlook weakened

Cordel Group (CRDL)

Latest price

GBP0.06

▾ −0.38 (−5.73)

As at 20/11/2024

Market capitalisation: GBP16m

View equity

QuickView

TMT

13.11.24

Cordel Group — Contract win momentum continues

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

Datatec (DTCJ)

Latest price

ZAR39.80

▾ 0.45 (1.14)

As at 20/11/2024

Market capitalisation: ZAR8,965m

View equity

Update

TMT

14.11.24

Datatec — Operational focus drives H125 profit growth

Flash note

TMT

24.10.24

Datatec — Better profitability across the board

Flash note

TMT

07.10.24

Datatec — Encouraging H1 across all divisions

Dentsu Group (4324)

Latest price

JPY3,626.00

▾ −471.00 (−11.50)

As at 20/11/2024

Market capitalisation: JPY1,088,982m

View equity

Update

TMT

18.11.24

Dentsu Group — Still fighting market headwinds

Update

TMT

16.08.24

Dentsu Group — Positive momentum

Update

TMT

17.05.24

Dentsu Group — FY24 prospects weighted to H2

Dialight (DIA)

Latest price

GBP1.28

▾ 3.00 (2.40)

As at 20/11/2024

Market capitalisation: GBP51m

View equity

discoverIE Group (DSCV)

Latest price

GBP6.77

▾ 17.00 (2.58)

As at 20/11/2024

Market capitalisation: GBP655m

View equity

Update

TMT

16.10.24

discoverIE Group — Orders stabilising, EPS & margin targets on track

Update

TMT

18.09.24

discoverIE Group — Moving into the next growth phase

Flash note

TMT

26.07.24

discoverIE Group — FY25 earnings expectations maintained

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

08.11.24

MediaWatch – One step forward, two steps back

thematic

TMT

29.07.24

MediaWatch – Encouragements and frustrations

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

thematic

TMT

02.02.24

MediaWatch – Rinse and repeat

thematic

Consumer

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

TMT

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 technology

thematic

TMT

07.11.23

MediaWatch – Still waiting…

thematic

TMT

28.07.23

MediaWatch – Targeting the opportunities

Equities

Equities by Sector

Sectors

Thematics

Latest

Healthcare-focused trusts: A sector on the mend

MediaWatch – One step forward, two steps back

ConsumerWatch – Don’t look down

Audiovisual

Latest

World’s Toughest Row 2024

Team Ocean Empower training

Uncovering Trusts – Healthcare-focused trusts: A sector on the mend

About Edison

About Edison

Careers

TMT

EML Payments

5.30%

TMT Insights

MediaWatch – Glimpses of positivity

MediaWatch – Encouragements and frustrations

MediaWatch – One step forward, two steps back

Latest

AUSTRIACARD — Solid Q324 supports FY24 outlook

Nanoco Group — Board states case for voting against resolutions

Dentsu Group — Still fighting market headwinds

PVA TePla — Lower estimates after Q3 results

Your online digital footprint: Understanding what’s driving AI responses

Edison Themes: MediaWatch – June 2024: Glimpses of positivity

EQS Group: EKF 2023 QuickView

Borussia Dortmund: EKF 2023 QuickView

CLIQ Digital: EKF 2023 QuickView

MGI – Media and Games Invest: EKF 2023 QuickView

Equities

1Spatial (SPA)

GBP0.67

1Spatial — £1m 1Streetworks deal highlights the opportunity

1Spatial — Contract momentum underpins growth prospects

1Spatial — Federal-level win in the US

See morecontent on

4imprint Group (FOUR)

GBP50.70

4imprint Group — Good performance against a difficult backdrop

4imprint — Outperforming a challenging market

4imprint Group — Solid start to the year

See morecontent on

Altron (AEL)

ZAR20.25

Altron — Strong earnings growth in H125

Altron — Keeping Altron Document Solutions

Altron — Transformation plan drives margin growth

See morecontent on

AUSTRIACARD (ACAG)

EUR5.40

AUSTRIACARD — Solid Q324 supports FY24 outlook

AUSTRIACARD — FY24 growth outlook maintained

AUSTRIACARD — Outlook points to H2-weighted growth

See morecontent on

Boku (BOKU)

GBP1.88

Boku — Contract with Amazon Japan

Boku — H124 revenue growth supports FY24 outlook

Boku — Strong underlying revenue growth in H124

See morecontent on

Centaur Media (CAU)

GBP0.25

Centaur Media — Tough trading backdrop persists in H2

Centaur Media — BIG27 under way

Centaur Media — MAP23 plan delivers a higher-quality business

See morecontent on

Checkit (CKT)

GBP0.20

Checkit — Contract expansions drive order intake

Checkit — No intention to bid for Crimson Tide

Checkit — Potential bid for Crimson Tide

See morecontent on

CI Games (CIG)

PLN1.43

CI Games — Strategic roadmap to 2028

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