Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] '5GW North American Data Center Cooling Order and Chip-to-Chiller Expansion': LG Electronics (066570), B2B Transformation and HVAC Infrastructure Earnings Scenarios](https://daily-stock.kr/uploads/202610/gen_6acb34351d2913.76767931.png)
[KOSPI Story] '5GW North American Data Center Cooling Order and Chip-to-Chiller Expansion': LG Electronics (066570), B2B Transformation and HVAC Infrastructure Earnings Scenarios
LG Electronics secured a 5GW AI data center cooling deal with AIR Control Concepts. Shifting from B2C appliances to B2B HVAC and 'Chip to Chiller' inf...
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![[Nasdaq Stories] onsemi (ON) SiC Utilization Rebound and Auto Chip Order Trends: Testing Margin Recovery Beyond the EV Bottleneck](https://daily-stock.kr/uploads/202610/gen_6acad1d76348b7.82235647.png)
[Nasdaq Stories] onsemi (ON) SiC Utilization Rebound and Auto Chip Order Trends: Testing Margin Recovery Beyond the EV Bottleneck
Overcoming the EV chasm and legacy inventory corrections, onsemi ON is laying the groundwork for an earnings turnaround powered by rebounding SiC util...
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![[KOSPI Story] 'CET1 Solid at 13.6% & 250 Billion KRW Q4 Buyback Loaded': Shinhan Financial Group (055550) Drives Value-up Through Shareholder Returns Amid Non-Interest Volatility](https://daily-stock.kr/uploads/202610/gen_6ac9e2ae6346c0.16321152.png)
[KOSPI Story] 'CET1 Solid at 13.6% & 250 Billion KRW Q4 Buyback Loaded': Shinhan Financial Group (055550) Drives Value-up Through Shareholder Returns Amid Non-Interest Volatility
Shinhan Financial Group's Q3 2026 net profit is estimated at 1.61T–1.70T KRW amid securities weakness, but CET1 is projected to improve to ~13.6%, rai...
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ASML (ASML) High-NA EUV Mass Production Delivery and Global Foundry Order Clashes: A Turning Point for Sub-2nm Leadership
ASML enters the mass delivery phase for High NA EUV lithography systems. Foundries including Intel, TSMC, and Samsung accelerate race for sub 2nm proc...
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![[KOSPI Story] 'Full-scale High-Price VLAC Deliveries and Expanding Q4 Operating Profit' HD Hyundai Heavy Industries (329180), Eco-Friendly Gas Carrier Mix Improvement Scenario](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac891316e5735.26022764.png)
[KOSPI Story] 'Full-scale High-Price VLAC Deliveries and Expanding Q4 Operating Profit' HD Hyundai Heavy Industries (329180), Eco-Friendly Gas Carrier Mix Improvement Scenario
HD Hyundai Heavy Industries has worked through its low priced backlogs and entered a high margin delivery phase led by VLACs and LNG carriers, paving ...
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![[Nasdaq Story] Qualcomm (QCOM) Copilot+ PC Penetration and ARM Computing Margins: A Portfolio Rebalancing Inflection Point Beyond Mobile Dependence](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac82eebbf3195.37231200.png)
[Nasdaq Story] Qualcomm (QCOM) Copilot+ PC Penetration and ARM Computing Margins: A Portfolio Rebalancing Inflection Point Beyond Mobile Dependence
Qualcomm expands into the PC chip market with Snapdragon X Elite and X Plus, targeting Copilot+ PCs. We analyze its ARM computing margins, x86 competi...