Technology, media & telecoms research | TMT - Page 2

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

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Equities

Region

Market cap

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

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

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

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

Outlook

TMT

16.04.24

IP Group — Several potential portfolio catalysts on the horizon

Flash note

TMT

31.01.24

IP Group — NAV expected to decline further in H223

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

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

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

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

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

Flash note

TMT

29.01.24

Team Internet Group — Solid on all fronts

The Pebble Group (PEBB)

Latest price

GBP0.59

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: GBP98m

View equity

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

Flash note

TMT

18.01.24

The Pebble Group — FY23 trading update

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

Update

TMT

20.03.24

Tinexta — Strongest year since FY18

Flash note

TMT

22.12.23

Tinexta — Business Innovation expansion in France

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

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

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

Update

TMT

01.08.23

XP Power — Solid H123, outlook for FY23 maintained

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

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

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

Consumer

24.03.22

Circular economy business models

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

thematic

TMT

09.09.21

Micro-LEDs – small is beautiful

thematic

TMT

16.08.20

Semiconductor winners – European companies with strong positions

thematic

TMT

24.06.20

The small satellite market – Small is beautiful

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

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

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 — Several potential portfolio catalysts on the horizon

IP Group — NAV expected to decline further in H223

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

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