Analysts
Most recent initiations
| Ubisense Group | Optimal Payments |
| Vislink | Comptel |
| Lo-Q | EnWave Corporation |
Recent QuickViews
Magix
Waiting for the magic
Technology | published 02/05/2012
Manz
Diversification successful
Technology | published 25/04/2012
ProPhotonix
LED led
Electronics & Electrical Equipment | published 19/03/2012
Toumaz
Well connected
Technology | published 23/02/2012
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Technology sector team
Latest research
Cyan Holdings
Major Indian CyLec order
Flash note | Electronics & Electrical Equipment | 17/05/2012Cyan has received its largest order to date in the Indian market, worth over $1m. The order provides an endorsement of Cyan’s CyLec technology, and…
Ubisense Group
Well positioned
Outlook | Electronics & Electrical Equipment | 16/05/2012Ubisense’s Real-Time Location Systems (RTLS) division has developed a wireless technology for tracking moving assets with a high degree of accuracy.…
DDD Group
Shipment milestones
Flash note | Technology | 15/05/2012DDD has announced that cumulative TriDef 3D shipments have crossed the 1m mark for both PCs and mobile handsets, underlining the broadening adoption of…
KBC Advanced Technologies
Remaining on track
Flash note | Technology | 09/05/2012KBC’s IMS reports a solid start to the year despite tough market conditions in Europe. Management reiterates its confidence in meeting full-year…
Psion
Weathering the storm
Update | Electronics & Electrical Equipment | 08/05/2012Psion’s IMS states that trading in Q1 has been broadly in line with expectations. Market conditions remain tough but there are signs that Psion is…
Research methodology
The technology sector encompasses hardware, software and computer services, telecommunications, as well as certain electronics and technology-related support services companies. We will build an in-depth understanding of a business through dialogue with management and thorough research. We look closely at the strategy, target markets, business model, competitive position and sensitivities. Our valuation approach typically starts by establishing a revenue model, determining sustainable gross margins and an operating cost profile. When we have a reasonable understanding of volumes, pricing and cost structures we use a DCF model. Alternatively we use EV/EBIT and EV/sales multiples, as well as referencing traditional P/E or PEG ratios, but we will always look closely at cash generation and balance sheet strength. For nascent businesses we sometimes provide an illustrative scenario analysis for P&L, cash flow and valuation.
Sector commentary
Sector reports
Sectors covered
Electronics & Electrical Equipment Show companies
Technology Show companies
- Advanced Computer Software Group
- Allocate Software
- Amino Technologies
- blinkx
- Brady
- CML Microsystems
- Comptel
- Craneware
- Cryptologic
- DDD Group
- Dillistone Group
- Eckoh
- EMIS
- Endace
- EnWave Corporation
- FFastFill
- First Derivatives
- Focus Solutions Group
- GB Group
- Globo
- Innovation Group
- IS Solutions
- K3 Business Technology Group
- KBC Advanced Technologies
- Lo-Q
- Magix
- Manpower Software
- Manz
- Maxima Holdings
- Medicsight
- Micro Focus International
- Monitise
- Morse
- Netcall
- Nexus Management
- Optimal Payments
- Patsystems
- Redstone
- Regenersis
- RM
- SciSys
- Seeing Machines
- Spirent Communications
- SQS Software Quality Systems AG
- StatPro Group
- Synchronica
- Technology sector
- Tikit Group
- Toumaz
- Vislink
- WorkPlace Systems International
- Xploite
