The Daily Finance

sector coverage

Communication Services research

Communication Services coverage collects dated research on business quality, return drivers, balance-sheet resilience, and what the market is paying for.

4 editions linked in this hub.

Coverage

  1. 22 Aug 2026Gamma added £100m while Waterland left the carve-up price blankGamma Communications (LSE:GAMA) rose 11.60% after naming Waterland and Giacom; owner cash sets the line between bid premium and rumour. LSE:GAMA · Communication Services · 5:02am AEST
  2. 13 Aug 2026Captivate brings 26,000 screens and a $32 million EBITDA hurdleNational CineMedia (NASDAQ:NCMI) fell 41.4% after its Captivate deal. The debt cost sets a cash hurdle that cinema attendance alone cannot clear. NASDAQ:NCMI · Communication Services · 11:23am AEST
  3. 12 Aug 2026SEEK's pricing engine outran vacancies, then FY27 exposed its limitSEEK Limited (ASX:SEK) fell 14.3% after FY26 results left higher job-ad prices carrying another year of lower listing volumes. ASX:SEK · Communication Services · 6:18pm AEST
  4. 16 July 2026REA's India exit rally prices cleaner margins before Aurum paperREA Group (ASX:REA) rose 6.6% before an India sale that cuts FY26 EBITDA drag. We test whether cleaner margins offset retained Aurum exposure. ASX:REA · Communication Services · 6:28pm AEST