Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

thematic

TMT

07.11.23

MediaWatch – Glimpses of positivity

Latest

TMT | Flash note

02.07.24

1Spatial — Contract wins underpin US growth opportunity

TMT | Update

28.06.24

MoneyHero — Encouraging start to FY24

TMT | Flash note

27.06.24

Checkit — No intention to bid for Crimson Tide

TMT | Update

25.06.24

Datatec — Positive outlook for FY25

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

GBP0.68

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP76m

View equity

Flash note

TMT

02.07.24

1Spatial — Contract wins underpin US growth opportunity

Update

TMT

03.05.24

1Spatial — Investing in the transformational SaaS opportunity

Flash note

TMT

11.03.24

1Spatial — SaaS applications to build on Enterprise strength

4imprint Group (FOUR)

Latest price

GBP57.70

▾ −90.00 (−1.54)

As at 02/07/2024

Market capitalisation: GBP1,680m

View equity

Update

TMT

22.05.24

4imprint Group — Solid start to the year

Update

TMT

13.03.24

4imprint Group — Continued market share gains

Update

TMT

19.01.24

4imprint Group — FY23 finishes strongly

Altron (AEL)

Latest price

ZAR14.08

▾ 0.97 (7.40)

As at 02/07/2024

Market capitalisation: ZAR5,779m

View equity

Update

TMT

05.06.24

Altron — Transformation plan drives margin growth

Initiation

TMT

04.04.24

AUSTRIACARD (ACAG)

Latest price

EUR5.86

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: EUR214m

View equity

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

Boku (BOKU)

Latest price

GBP1.82

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP551m

View equity

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

Centaur Media (CAU)

Latest price

GBP0.39

▾ −0.50 (−1.27)

As at 02/07/2024

Market capitalisation: GBP54m

View equity

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

Checkit (CKT)

Latest price

GBP0.25

▾ 0.50 (2.08)

As at 02/07/2024

Market capitalisation: GBP25m

View equity

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

Update

TMT

25.04.24

Checkit — Signposting the path to profitability

CI Games (CIG)

Latest price

PLN1.67

▾ −0.05 (−2.91)

As at 02/07/2024

Market capitalisation: PLN312m

View equity

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

Flash note

TMT

04.10.23

CI Games — Ready for a transformational journey

Claranova (CLA)

Latest price

EUR1.77

▾ 0.06 (3.62)

As at 02/07/2024

Market capitalisation: EUR105m

View equity

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

CLIQ Digital (CLIQ)

Latest price

EUR6.77

▾ 0.06 (0.89)

As at 02/07/2024

Market capitalisation: EUR44m

View equity

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

Cordel Group (CRDL)

Latest price

GBP0.04

▾ −0.10 (−2.22)

As at 02/07/2024

Market capitalisation: GBP9m

View equity

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

Initiation

TMT

09.02.24

Cordel Group — Railtech play with scalable potential

Datatec (DTCJ)

Latest price

ZAR37.50

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: ZAR8,711m

View equity

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

Dentsu Group (4324)

Latest price

JPY4,029.00

▾ −24.00 (−0.59)

As at 02/07/2024

Market capitalisation: JPY1,113,080m

View equity

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

discoverIE Group (DSCV)

Latest price

GBP6.71

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP662m

View equity

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

EML Payments (EML)

Latest price

AUD0.95

▾ 0.02 (2.15)

As at 02/07/2024

Market capitalisation: AUD348m

View equity

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

Ensurge Micropower (ENSU)

Latest price

NOK0.30

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: NOK814m

View equity

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

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

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

thematic

TMT

25.04.23

MediaWatch – Vision On

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

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

TMT

Altron

7.40%

TMT Insights

MediaWatch – Still waiting…

MediaWatch – Rinse and repeat

MediaWatch – Glimpses of positivity

Latest

1Spatial — Contract wins underpin US growth opportunity

MoneyHero — Encouraging start to FY24

Checkit — No intention to bid for Crimson Tide

Datatec — Positive outlook for FY25

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

cBrain: EKF 2023 QuickView

Equities

1Spatial (SPA)

GBP0.68

1Spatial — Contract wins underpin US growth opportunity

1Spatial — Investing in the transformational SaaS opportunity

1Spatial — SaaS applications to build on Enterprise strength

See morecontent on

4imprint Group (FOUR)

GBP57.70

4imprint Group — Solid start to the year

4imprint Group — Continued market share gains

4imprint Group — FY23 finishes strongly

See morecontent on

Altron (AEL)

ZAR14.08

Altron — Transformation plan drives margin growth

Altron — Rising star

See morecontent on

AUSTRIACARD (ACAG)

EUR5.86

AUSTRIACARD — Outlook points to H2-weighted growth

AUSTRIACARD — Acquiring data analytics expertise

AUSTRIACARD — Holding a strong hand

See morecontent on

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 — Signposting the path to profitability

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

See more
content on