Technology, Media & Telecoms Sector Investment Insights

TMT Insights

Market cap

Date (published)

thematic

TMT

20.10.25

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

thematic

TMT

04.09.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

TMT | Flash

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

TMT | Update

03.02.26

PCI-PAL — Record H1 new business

TMT | Flash

02.02.26

discoverIE Group — Organic growth in Q3 orders and sales

TMT | Flash

30.01.26

Datatec — Westcon expansion to the Balkans

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

insight

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

insight

TMT

29.04.22

Seven things every investor needs to know about SenSen

Equities

Region

Market cap

GB Group (GBG)

Latest price

GBP2.18

▾ −1.50 (−0.68)

As at 06/02/2026

Market capitalisation: GBP522m

View equity

Quickview

TMT

10.06.25

GB Group — FY25 focuses on fundamentals over growth

Update

TMT

01.12.22

GB Group — H123 performance masks strategic progress

research

20.10.22

GB Group — FY23 outlook maintained

GlobalData (DATA)

Latest price

GBP0.94

▾ −0.20 (−0.21)

As at 06/02/2026

Market capitalisation: GBP713m

View equity

Quickview

TMT

10.03.25

GlobalData — Connected intelligence platform

QuickView

TMT

25.01.24

GlobalData — New three-year growth plan

Informa (INF)

Latest price

GBP8.37

▾ 0.20 (0.02)

As at 06/02/2026

Market capitalisation: GBP10,747m

View equity

Quickview

TMT

10.03.25

Informa — FY25–28 plan for leveraging B2B platform

QuickView

TMT

11.03.24

Informa — FY24 off to a good start

IntelliAM AI (INT)

Latest price

GBP1.10

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP22m

View equity

Update

TMT

26.11.25

IntelliAM AI — H126 – AI momentum growing as predicted

Flash

TMT

02.10.25

IntelliAM AI — Growing AI impact

Update

TMT

30.09.25

IntelliAM AI — Partnership with global manufacturer

IP Group (IPO)

Latest price

GBP0.58

▾ −0.30 (−0.52)

As at 06/02/2026

Market capitalisation: GBP523m

View equity

Update

TMT

24.10.25

IP Group — Pfizer-Metsera deal offers upside potential

Flash

TMT

18.09.25

IP Group — Exit target of over £250m by end-FY27 reiterated

Update

TMT

22.04.25

Kainos Group (KNOS)

Latest price

GBP7.70

▾ −2.00 (−0.26)

As at 06/02/2026

Market capitalisation: GBP958m

View equity

Quickview

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK125.00

▾ 14.80 (13.43)

As at 06/02/2026

Market capitalisation: SEK3,021m

View equity

Quickview

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

Kooth (KOO)

Latest price

GBP1.34

▾ 3.50 (2.69)

As at 06/02/2026

Market capitalisation: GBP49m

View equity

Kyivstar (KYIV)

Latest price

USD12.27

▾ 0.44 (3.72)

As at 06/02/2026

Market capitalisation: USD2,732m

View equity

LBG Media (LBG)

Latest price

GBP0.78

▾ −1.60 (−2.02)

As at 06/02/2026

Market capitalisation: GBP167m

View equity

Quickview

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.30

▾ −0.50 (−0.38)

As at 06/02/2026

Market capitalisation: GBP159m

View equity

Quickview

TMT

28.03.25

M&C Saatchi — Progress in net revenue and margin

QuickView

TMT

11.04.24

M&C Saatchi — Moving into alignment

QuickView

TMT

15.09.23

M&C Saatchi — Margin momentum into H223

Nano Dimension (NNDM)

Latest price

USD1.93

▾ 0.17 (9.66)

As at 06/02/2026

Market capitalisation: USD382m

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

GBP0.06

▾ −0.20 (−3.26)

As at 06/02/2026

Market capitalisation: GBP12m

View equity

Spotlight — flash

TMT

27.01.26

Nanoco Group — Sale process ends, focus on organic business

Quickview

TMT

13.01.26

Nanoco Group — Seeking IP damages from Shoei

Spotlight — flash

TMT

19.11.25

Nanoco Group — Sensing initiatives progress and expand

Next 15 Group (NFG)

Latest price

GBP2.81

▾ 6.00 (2.18)

As at 06/02/2026

Market capitalisation: GBP294m

View equity

Quickview

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR3.90

▾ 0.02 (0.52)

As at 06/02/2026

Market capitalisation: EUR65m

View equity

Quickview

TMT

20.11.25

NFON — Q325 – No-one said this would be easy

Quickview

TMT

21.08.25

NFON — H125 – a reminder that patience is required

Quickview

TMT

22.05.25

NFON — Q125 highlights platform strength

Noctiluca (NCL)

Latest price

—

▾ −91.80 (−100.00)

As at 06/02/2026

Market capitalisation: PLN134m

View equity

Initiation

TMT

19.01.26

Noctiluca — European OLED challenger

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

Thematics

Latest

Edison explains: Dopamine trap – The gamification of investing apps

Q425 reflections: Bullish on equities

VinaCapital Vietnam Opportunity Fund – Vietnam’s path to an investment-grade rating

Audiovisual

Latest

Uncovering Trusts – JPMorgan European Discovery Trust (JEDT)

Xaar – executive interview

Bull, Bear & Beyond – Xaar: executive interview

About Edison

Corporates

Investors

Careers

TMT

SenSen Networks

6.67%

TMT Insights

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

MediaWatch – A two-tier story

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

Datatec — Logicalis acquires US cybersecurity specialist

PCI-PAL — Record H1 new business

discoverIE Group — Organic growth in Q3 orders and sales

Datatec — Westcon expansion to the Balkans

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Deutsches Eigenkapitalforum (EKF) 2022

Software-as-a-service

Seven things every investor needs to know about SenSen

Equities

GB Group (GBG)

GBP2.18

GB Group — FY25 focuses on fundamentals over growth

GB Group — H123 performance masks strategic progress

GB Group — FY23 outlook maintained

See morecontent on

GlobalData (DATA)

GBP0.94

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP8.37

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

See morecontent on

IntelliAM AI (INT)

GBP1.10

IntelliAM AI — H126 – AI momentum growing as predicted

IntelliAM AI — Growing AI impact

IntelliAM AI — Partnership with global manufacturer

See morecontent on

IP Group (IPO)

GBP0.58

IP Group — Pfizer-Metsera deal offers upside potential

IP Group — Exit target of over £250m by end-FY27 reiterated

IP Group — Roadmap to value

See morecontent on

Kainos Group (KNOS)

GBP7.70

Kainos Group — Green shoots of growth

See morecontent on

Knowit (KNOW)

SEK125.00

Knowit — Positive signs amid strong headwinds

See morecontent on

Kooth (KOO)

GBP1.34

Kyivstar (KYIV)

USD12.27

LBG Media (LBG)

GBP0.78

LBG Media — Building trust and reach

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