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![[KOSPI Story] 'Kanana Consolidation and if(kakao)26 Countdown' Kakao (035720): App Reorganization Stabilization and Agentic AI Unveiling Scenario](https://daily-stock.kr/uploads/202610/gen_6acc85b005a4d9.34988769.png)
[KOSPI Story] 'Kanana Consolidation and if(kakao)26 Countdown' Kakao (035720): App Reorganization Stabilization and Agentic AI Unveiling Scenario
Kakao hosts 'if kakao 26' on Oct 13–14, 2026, unveiling its agentic AI roadmap. Consolidating 'Kanana' into KakaoTalk as an on device assistant, the f...
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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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![[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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![[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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![[KOSPI Story] 'AI Search Shift & Q3 Ad Defense': NAVER (035420), Search Platform Upgrades and the Depreciation Horizon](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac73fc31eb8d3.25304172.png)
[KOSPI Story] 'AI Search Shift & Q3 Ad Defense': NAVER (035420), Search Platform Upgrades and the Depreciation Horizon
NAVER's Search Platform defends performance with generative AI search and ADVoost targeting. While Q3 operating profit faces depreciation costs from G...
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![[KOSPI Story] 'The Era of 50% Shareholder Returns and RWA Control' KB Financial Group (105560): Countdown to Q3 Earnings and Excess Capital Return Formula Analysis](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac5ee5c6de6c1.93229892.png)
[KOSPI Story] 'The Era of 50% Shareholder Returns and RWA Control' KB Financial Group (105560): Countdown to Q3 Earnings and Excess Capital Return Formula Analysis
KB Financial Group 105560 is drawing market focus ahead of its Q3 earnings, reactivating its CET1 based shareholder return framework. Key attention ce...