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Dotdigital (LSE: DOTD) – Double-digit progress >

Fiona Orford-Williams | TMT | Comment | 2 days ago

Dotdigital (LSE: DOTD) – Double-digit progress >

Fiona Orford-Williams | TMT | Comment | 2 days ago

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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

26.02.25

CLIQ Digital — Management views foundations as fixed

TMT | Flash

26.02.25

Dentsu Group — Mid-term management plan in place

TMT | Client QV

18.02.25

Wilmington — Supporting clients in regulated markets

insight

Consumer

18.07.24

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

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

insight

TMT

21.11.23

1Spatial (SPA)

Latest price

GBP0.64

— 0.00 (0.00)

As at 25/02/2025

Market capitalisation: GBP72m

View equity

Flash note

TMT

19.12.24

1Spatial — Wins in the utilities sector for AI-supported apps

Update

TMT

21.10.24

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

Update

TMT

14.10.24

1Spatial — Contract momentum underpins growth prospects

4imprint Group (FOUR)

Latest price

GBP53.00

— 0.00 (0.00)

As at 25/02/2025

Market capitalisation: GBP1,494m

View equity

Update

TMT

21.01.25

4imprint Group — Growth and cash generation amid uncertainty

Outlook

TMT

05.12.24

4imprint Group — Market-leading marketing

Flash note

TMT

12.11.24

4imprint Group — Good performance against a difficult backdrop

Altron (AEL)

Latest price

ZAR21.16

▾ 0.29 (1.39)

As at 25/02/2025

Market capitalisation: ZAR8,719m

View equity

Flash

TMT

26.02.25

Altron — Further margin expansion in H125

Flash note

TMT

14.10.24

Altron — Strong earnings growth in H125

Atea (ATEA)

Latest price

NOK135.00

▾ −2.00 (−1.46)

As at 25/02/2025

Market capitalisation: NOK15,172m

View equity

Non client QV

TMT

12.02.25

Atea — Q4 delivers in challenging markets

AUSTRIACARD (ACAG)

Latest price

EUR6.15

▾ 0.05 (0.82)

As at 25/02/2025

Market capitalisation: EUR224m

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

GBP1.57

▾ −3.00 (−1.88)

As at 25/02/2025

Market capitalisation: GBP464m

View equity

Update

TMT

23.01.25

Boku — FY24 ahead of expectations

Flash note

TMT

13.11.24

Boku — Contract with Amazon Japan

Update

TMT

24.09.24

Boku — H124 revenue growth supports FY24 outlook

Centaur Media (CAU)

Latest price

GBP0.27

— 0.00 (0.00)

As at 25/02/2025

Market capitalisation: GBP41m

View equity

Update

TMT

22.01.25

Centaur Media — FY24 closes better than expected

Update

TMT

10.10.24

Centaur Media — Tough trading backdrop persists in H2

Outlook

TMT

24.07.24

Centaur Media — BIG27 under way

Checkit (CKT)

Latest price

GBP0.14

▾ −0.50 (−3.39)

As at 25/02/2025

Market capitalisation: GBP16m

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

PLN1.73

— 0.00 (0.00)

As at 25/02/2025

Market capitalisation: PLN330m

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

EUR1.65

▾ −0.14 (−7.93)

As at 25/02/2025

Market capitalisation: EUR95m

View equity

Update

TMT

12.02.25

Claranova — Stable performance in H125

Outlook

TMT

16.01.25

Claranova — Unveiling the roadmap for profitable growth

Update

TMT

06.08.24

Claranova — Building the foundations for profitable growth

CLIQ Digital (CLIQ)

Latest price

EUR3.50

▾ 0.02 (0.57)

As at 25/02/2025

Market capitalisation: EUR23m

View equity

Update

TMT

26.02.25

CLIQ Digital — Management views foundations as fixed

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

Cordel Group (CRDL)

Latest price

GBP0.08

▾ −0.15 (−1.90)

As at 25/02/2025

Market capitalisation: GBP17m

View equity

Spotlight — update

TMT

27.01.25

Cordel Group — On the right tracks

Client QV

TMT

13.01.25

Cordel Group — Context on two recent UK deals

QuickView

TMT

13.11.24

Cordel Group — Contract win momentum continues

Datatec (DTCJ)

Latest price

ZAR49.58

▾ 0.48 (0.98)

As at 25/02/2025

Market capitalisation: ZAR11,711m

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

JPY3,223.00

▾ 117.00 (3.77)

As at 25/02/2025

Market capitalisation: JPY856,673m

View equity

Update

TMT

18.02.25

Dentsu Group — Mid-term management plan in place

Update

TMT

18.11.24

Dentsu Group — Still fighting market headwinds

Update

TMT

16.08.24

Dentsu Group — Positive momentum

Dialight (DIA)

Latest price

GBP1.31

— 0.00 (0.00)

As at 25/02/2025

Market capitalisation: GBP53m

View equity

discoverIE Group (DSCV)

Latest price

GBP5.74

▾ 3.00 (0.53)

As at 25/02/2025

Market capitalisation: GBP554m

View equity

Update

TMT

03.02.25

discoverIE Group — Order book returns to growth

Update

TMT

17.01.25

discoverIE Group — Acquiring German sensor business

Outlook

TMT

11.12.24

discoverIE Group — Moving in the right direction

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

21.02.25

MediaWatch – What now?

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…

Equities

Equities by Sector

Sectors

Thematics

Latest

MediaWatch – What now?

Climate: Creating multi-trillion investment opportunities

ConsumerWatch – Looking for a sign

Audiovisual

Latest

JPMorgan European Discovery Trust – equity proposition

Thrive Renewables – equity proposition

Uncovering Trusts – abrdn Asian Income Fund (AAIF) – Asia as a region overlooked by income seekers

About Edison

About Edison

Careers

TMT

Dentsu Group

3.77%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

CLIQ Digital — Management views foundations as fixed

Altron — On track for FY25

Dentsu Group — Mid-term management plan in place

Wilmington — Supporting clients in regulated markets

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

EQS Group: EKF 2023 QuickView

Borussia Dortmund: EKF 2023 QuickView

CLIQ Digital: EKF 2023 QuickView

MGI – Media and Games Invest: EKF 2023 QuickView

CI Games: EKF 2023 QuickView

Equities

1Spatial (SPA)

GBP0.64

1Spatial — Wins in the utilities sector for AI-supported apps

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

1Spatial — Contract momentum underpins growth prospects

See morecontent on

4imprint Group (FOUR)

GBP53.00

4imprint Group — Growth and cash generation amid uncertainty

4imprint Group — Market-leading marketing

4imprint Group — Good performance against a difficult backdrop

See morecontent on

Altron (AEL)

ZAR21.16

Altron — On track for FY25

Altron — Further margin expansion in H125

Altron — Strong earnings growth in H125

See morecontent on

Atea (ATEA)

NOK135.00

Atea — Q4 delivers in challenging markets

See morecontent on

AUSTRIACARD (ACAG)

EUR6.15

AUSTRIACARD — Solid Q324 supports FY24 outlook

AUSTRIACARD — FY24 growth outlook maintained

AUSTRIACARD — Outlook points to H2-weighted growth

See morecontent on

Boku (BOKU)

GBP1.57

Boku — FY24 ahead of expectations

Boku — Contract with Amazon Japan

Boku — H124 revenue growth supports FY24 outlook

See morecontent on

Centaur Media (CAU)

GBP0.27

Centaur Media — FY24 closes better than expected

Centaur Media — Tough trading backdrop persists in H2

Centaur Media — BIG27 under way

See morecontent on

Checkit (CKT)

GBP0.14

Checkit — Contract expansions drive order intake

Checkit — No intention to bid for Crimson Tide

Checkit — Potential bid for Crimson Tide

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