Daily Brief TMT/Internet: Wonik Ips, AT&T, Renesola Ltd Adr, 1Spatial Plc, Netyear Group, Truecaller AB, Indoritel Makmur Internasional, Cri Middleware, i Cubed Systems and more

• Fresh intel hit at lunch. Official rollout is penciled for the 11th or 12th, sourced straight from a key gov’t operator and pushed to Hankyung.
• The package basically boils down to two levers: juiced tax perks for retail in Kosdaq venture funds and a structural bump-up in pension-fund allocation.
• Street sees this as constructive: tax tweaks to pull retail, pension weight-ups to juice flows, and focus on 300bn+ Kosdaq names that beat Q3 consensus 10%+.

• Deregulation of communication technologies is leading to intermodal competition and a reordering of assets in the industry.
• Telecom sector is lagging behind big tech stocks, but AI-driven growth in data usage presents a unique opportunity for growth.
• AT&T’s decision to divest its content business was necessary to focus on its core business of connectivity and meet customer demands for a high-quality product.

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• Emeren Group’s largest shareholder, Shah Capital, plans to take the company private at $2.00/share, with a 13% spread.
• Shah Capital owns 36% of SOL, requiring $65m for the buyout, with no financing concerns reported.
• A competing bid from EEW Renewables was declined due to concerns about financing and track record credibility.

1Spatial has announced that it has won a new contract to deliver data transformation and integration (DT&I) solutions for the National Underground Asset Register (NUAR). The contract value of £4.2m over an initial two years with £1.5m licence revenue has improved economics versus the company’s previous engagement (signed in September 21) and 1Spatial is promoted to prime contractor for the DT&I element, whereas previously it was subcontractor to Atkins. We are not changing our estimates, but believe that this deal provides further evidence that 1Spatial now well embedded as a key supplier supporting the digitisation of the UK’s infrastructure.

Key points (machine generated)

• Netyear Group has revised its fiscal year 2026 profit forecast upward, targeting a margin over 10%.
• The company launched a ‘Generative AI Full Commitment Declaration’ to enhance digital marketing through generative AI technology.
• For the interim period, Netyear reported a 10.3% increase in sales to 1,656 million yen and an operating profit of 80 million yen.

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• Truecaller holds a dominant market position in caller ID and spam blocking, particularly in emerging markets, driven by a powerful network effect from its massive user base.
• The company exhibits a robust financial profile with strong revenue growth, high EBITDA margins, and consistent free cash flow generation, supporting shareholder returns through dividends and buybacks.
• Key risks include increasing competition from OS-level solutions by Google and Apple, and significant regulatory uncertainty, especially concerning data privacy laws like India’s Digital Personal Data Protection (DPDP) Act.

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• Indoritel Makmur Internasional (DNET) is a strategic investment holding company providing unique exposure to Indonesia’s burgeoning consumer and digital economy through its significant stakes in market-leading enterprises.
• The company’s core holdings include PT Indomarco Prismatama (Indomaret), the nation’s largest convenience store network, and PT Mega Akses Persada (FiberStar), a key player in the fiber optic infrastructure sector.
• While top-line growth is robust, driven by the expansion of its portfolio companies, profitability and free cash flow remain volatile due to intense competition in the retail sector and high capital expenditure requirements for fiber network expansion.

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Key points (machine generated)

• CRI Middleware aims for a target operating profit of 2 billion yen by September 2030.
• The company specializes in software licensing and development, focusing on gaming and enterprise sectors.
• Expected revenue growth and profit increase in the coming years.

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Key points (machine generated)

• Mr. Takanori Sakata, Director and CFO of iCubed Systems Inc., presented at a briefing on December 5, 2025.
• The session was moderated by Hiroe Takai from FISCO Ltd. and included participation from investor DAIBOUCHOU.
• The document stresses the importance of reading disclaimers regarding the material’s use and the briefing’s formal nature.

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