Updated research from TMT Analytics – BUY recommendation maintained

Updated research from TMT Analytics – BUY recommendation maintained

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Technology equity research firm TMT Analytics has updated its coverage of Linius Technologies Limited (ASX: LNU), with a flash note available at this link.

Key points from the research update:

  1. DigiSoft, which was already a development partner for LNU, will be the company’s first commercial channel partner, selling LNU’s ad personalisation software as part of DigiSoft’s Set Top Box middleware for IPTV and Video on Demand (VOD). Following a successful demonstration of the integrated software at the International Broadcasting Conference in September, TMT Analytics believes the products should become commercially available towards the end of 2016.
  2. TMT Analytics believes this commercial agreement with DigiSoft is a major validation of, and endorsement for, LNU’s technology. Additionally, this first reseller agreement addresses what TMT Analytics believes to be LNU’s largest market opportunity.
  3. TMT believes LNU is on track to roll out software products for the three verticals the company aims to address initially, i.e. ads personalisation, transcoding and CDN (Content Distribution Networks). TMT expects LNU to be able to announce additional show case partners and resellers for its technology in the near term and to commercially roll out into the three verticals by late 2016 or early 2017. For these reasons, TMT reiterates its BUY recommendation for LNU.

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