Marc Kennis


Managing Director
TMT Analytics

Marc is passionate about the Technology, Media & Telco (TMT) space, with interests ranging from electronics and leading-edge hardware to newly emerging content delivery models, such as OTT, as well as cyber security, Artificial Intelligence and computer gaming. Marc founded TMT Analytics with nearly two decades of institutional equities research experience under his belt, servicing clients in Australia, the UK, Europe and North America. In his spare time, Marc enjoys exploring the mountainbike trails of Sydney's Northern Beaches or just kicking back in Manly.


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Proof-of-the-pudding syndrome creates opportunities in Tech sector

Marc Kennis

Valuations of pre-revenue and early-stage commercialising Tech companies are typically driven by the longer term commercial potential of their technology and their near to medium term development progress. The former depends on factors such as addressable market size, growth, sector incumbents and particularly the innovative/disruptive potential of the technology being... Show More

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Independent Equities Research is the new Black

Marc Kennis

3 January 2018 is the starting date for Europe’s far-reaching new legislation for financial markets, called MiFID II. Included in the 28 articles of this EU Directive are new rules for fund managers and stock brokers regarding payment for equities research. Show More

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Small cap tech stock lands deal with IBM

Marc Kennis

Small cap technology company Linius Technologies (ASX:LNU) announced a deal with IT bohemoth IBM, which we believe will be pivotal for LNU's video virtualization technology (VVE). LNU and IBM will jointly promote and sell LNU’s VVE. Show More

technology ibm ASX:LNU TMT Analytics

Arguably the most scalable global platform play on the ASX today

Marc Kennis

Pointerra Limited (ASX:3DP) sells a Cloud-based solution to manage, visualize and share 3D geospatial imaging data. Target customers include companies in the mining, oil and gas, construction and government sectors as well as incumbent providers of laser scanning equipment and 3D data analytics and design software. Show More

technology platform SaaS ASX:3DP DaaS geospatial analytics GIS 3D data

The future of Drones, Augmented Reality, and the Internet of Things

Marc Kennis

We recently attended one of the largest Enterprise Technology conferences globally, CeBIT in Hannover, Germany. The range of Technology verticals represented at CeBIT continues to be very impressive and includes sub sectors such as Data Analytics, Content Management, Artificial Intelligence, Cyber Security, Internet of Things, Virtual and Augmented Reality, (connected)... Show More

Weapons of Mass Disruption...Australia's got several (Part 2): BrainChip

Marc Kennis

Artificial Intelligence (AI) is everywhere. That is to say, the media appear to be writing about AI on a daily basis and many companies are working to understand what AI truly is. However, today's AI is essentially a set of software-based rules, programmed by humans. It may be artificial, but... Show More

Flash memory is running out of steam...enter 4DS Memory (ASX:4DS)

Marc Kennis

With semiconductor manufacturers continuously working to make computer memory chips smaller and smaller, Flash memory has started to run into the limits set by physics. Flash memory is the work horse of data storage, but Flash memory cells just can't get any smaller without malfunctioning. And that is a big... Show More

technology Longform ASX:4DS semiconductors memory 4DS ReRAM

Weapons of Mass Disruption...Australia's got several (Part 1): Linius Technologies

Marc Kennis

Imagine a quiet evening at home, watching TV, when one of those annoying blocks of TV commercials interrupts your favourite flick, as they always do. This time, however, something seems very different....rather than being bombarded with ads that seem to have as much relevance to you as beach wear has... Show More

technology video Longform LNU:ASX transcoding CDN ASX:LNU

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