Technology, media & telecoms research | TMT - Page 2

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

TMT

21.11.23

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

Equities

Region

Market cap

EML Payments (EML)

Latest price

AUD0.67

▾ −0.03 (−3.60)

As at 20/11/2024

Market capitalisation: AUD252m

View equity

Update

TMT

06.09.24

EML Payments — Growth cap lifted in the UK

Update

TMT

12.04.24

EML Payments — Cutting the final link to PFS vendors

Esker (ALESK)

Latest price

EUR260.00

▾ 0.60 (0.23)

As at 20/11/2024

Market capitalisation: EUR1,574m

View equity

Update

TMT

17.10.24

Esker — On track to meet FY24 guidance

Update

TMT

25.09.24

Esker — Proposed bid for the company confirmed

Update

TMT

18.07.24

Esker — Record Q2 bookings; FY24 outlook maintained

Filtronic (FTC)

Latest price

GBP0.75

▾ 1.00 (1.35)

As at 20/11/2024

Market capitalisation: GBP165m

View equity

Flash note

TMT

01.11.24

Filtronic — On track to meet FY25 expectations

Update

TMT

03.09.24

Filtronic — Upgrading on follow-on space order

Update

TMT

05.08.24

Filtronic — Scaling up for future growth

Freelancer (FLN)

Latest price

AUD0.17

▾ −0.01 (−5.56)

As at 20/11/2024

Market capitalisation: AUD77m

View equity

Update

TMT

28.10.24

Freelancer — Escrow drives strong volume growth in Q324

Outlook

TMT

01.08.24

Freelancer — Using AI to enhance revenue and profit growth

Update

TMT

25.04.24

Freelancer — AI to drive return to growth

IntelliAM (INT)

Latest price

GBP0.68

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: GBP13m

View equity

IP Group (IPO)

Latest price

GBP0.40

▾ −2.95 (−6.93)

As at 20/11/2024

Market capitalisation: GBP450m

View equity

Update

TMT

11.10.24

IP Group — Record exit underpinning the NAV

Flash note

TMT

19.09.24

IP Group — Management sees positive portfolio momentum

Flash note

TMT

01.08.24

IP Group — Novo Holdings invests in Oxford Nanopore

Nano Dimension (NNDM)

Latest price

USD2.13

▾ 0.04 (1.91)

As at 20/11/2024

Market capitalisation: USD481m

View equity

Update

TMT

30.09.24

Nano Dimension — Creating a leader in additive manufacturing

Flash note

TMT

05.07.24

Nano Dimension — Agreement to acquire Desktop Metal

Nanoco Group (NANO)

Latest price

GBP0.12

▾ 0.38 (3.41)

As at 20/11/2024

Market capitalisation: GBP22m

View equity

Flash note

TMT

19.11.24

Nanoco Group — Board states case for voting against resolutions

Update

TMT

02.09.24

Nanoco Group — European partnership not moving forward

Update

TMT

04.07.24

Nanoco — Visibility pushed back

Northern Data Group (NB2)

Latest price

EUR33.55

▾ −0.45 (−1.32)

As at 20/11/2024

Market capitalisation: EUR1,827m

View equity

Outlook

TMT

22.10.24

Northern Data Group — Flagship European provider of AI infrastructure

Flash note

TMT

04.07.24

Northern Data Group — First European provider of NVIDIA’s H200 GPUs

Flash note

TMT

11.06.24

Northern Data Group — Building its European AI ecosystem

SenSen Networks (SNS)

Latest price

AUD0.05

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: AUD39m

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

Softcat (SCT)

Latest price

GBP15.90

▾ −47.00 (−2.87)

As at 20/11/2024

Market capitalisation: GBP3,309m

View equity

QuickView

TMT

25.10.24

Softcat — FY24 shows the strength of Softcat’s model

Substrate AI (SAI)

Latest price

EUR0.11

— 0.00 (0.00)

As at 20/11/2024

Market capitalisation: EUR12m

View equity

Initiation

TMT

17.07.24

Substrate AI — AI venture builder

Team Internet Group (TIG)

Latest price

GBP0.85

▾ −0.50 (−0.59)

As at 20/11/2024

Market capitalisation: GBP219m

View equity

Update

TMT

11.11.24

Team Internet Group — Stability amid setbacks

Update

TMT

12.08.24

Team Internet Group — Earnings remain resilient

Update

TMT

13.05.24

Team Internet — Upgrading FY25 EPS by 7% on Shinez

The Pebble Group (PEBB)

Latest price

GBP0.44

▾ −2.50 (−5.43)

As at 20/11/2024

Market capitalisation: GBP81m

View equity

Update

TMT

09.09.24

The Pebble Group — Improved operational readiness

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

Tinexta (TNXT)

Latest price

EUR7.63

▾ 0.10 (1.33)

As at 20/11/2024

Market capitalisation: EUR371m

View equity

Update

TMT

13.11.24

Tinexta — Weak Q324 but valuation appears too pessimistic

Update

TMT

06.08.24

Tinexta — Growth affected by temporary issues

Update

TMT

17.05.24

Tinexta — Typical seasonality in Q124

Vection Technologies (VR1)

Latest price

AUD0.03

— 0.00 (3.33)

As at 20/11/2024

Market capitalisation: AUD36m

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

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

25.04.23

MediaWatch – Vision On

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

TMT

11.05.22

Direct tech investors

thematic

TMT

21.04.22

Seven things every investor needs to know about SenSen

thematic

Consumer

24.03.22

Circular economy business models

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

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

−3.60%

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

CI Games: EKF 2023 QuickView

cBrain: EKF 2023 QuickView

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Team Internet: EKF 2023 QuickView

Equities

EML Payments (EML)

AUD0.67

EML Payments — Back to basics

EML Payments — Growth cap lifted in the UK

EML Payments — Cutting the final link to PFS vendors

See morecontent on

Esker (ALESK)

EUR260.00

Esker — On track to meet FY24 guidance

Esker — Proposed bid for the company confirmed

Esker — Record Q2 bookings; FY24 outlook maintained

See morecontent on

Filtronic (FTC)

GBP0.75

Filtronic — On track to meet FY25 expectations

Filtronic — Upgrading on follow-on space order

Filtronic — Scaling up for future growth

See morecontent on

Freelancer (FLN)

AUD0.17

Freelancer — Escrow drives strong volume growth in Q324

Freelancer — Using AI to enhance revenue and profit growth

Freelancer — AI to drive return to growth

See morecontent on

IntelliAM (INT)

GBP0.68

IP Group (IPO)

GBP0.40

IP Group — Record exit underpinning the NAV

IP Group — Management sees positive portfolio momentum

IP Group — Novo Holdings invests in Oxford Nanopore

See morecontent on

Nano Dimension (NNDM)

USD2.13

Nano Dimension — Scaling up

Nano Dimension — Creating a leader in additive manufacturing

Nano Dimension — Agreement to acquire Desktop Metal

See morecontent on

Nanoco Group (NANO)

GBP0.12

Nanoco Group — Board states case for voting against resolutions

Nanoco Group — European partnership not moving forward

Nanoco — Visibility pushed back

See morecontent on

Northern Data Group (NB2)

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