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![[KOSPI Story] 'October if kakao & Kanana Strategic Pivot' Kakao (035720): Going All-In on KakaoTalk After Ending Standalone App, and Rebound Scenarios](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab2279ca7ad27.00225429.png)
[KOSPI Story] 'October if kakao & Kanana Strategic Pivot' Kakao (035720): Going All-In on KakaoTalk After Ending Standalone App, and Rebound Scenarios
Kakao will shut down its standalone AI app 'Kanana' to integrate agentic AI directly into KakaoTalk. Ahead of if kakao 2026, we examine fundamental he...
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![[KOSPI Story] 'Countdown to Q3 Prelim Earnings and the 2nm Order Battle': Samsung Electronics (005930), Foundry Turnaround and Foreign Investor Flow Inflection Scenarios](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab0d617334a71.73017849.png)
[KOSPI Story] 'Countdown to Q3 Prelim Earnings and the 2nm Order Battle': Samsung Electronics (005930), Foundry Turnaround and Foreign Investor Flow Inflection Scenarios
Samsung Electronics 005930 heads toward its Q3 2026 preliminary earnings in early October. Markets eye non memory deficit cuts, a potential foundry tu...
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![[KOSPI Story] 'CET1 at 13.7% and KRW 3.7T Return Capacity' KB Financial (105560), Executing Value-up Disclosure and a Qualitative Leap in Total Shareholder Return](https://daily-stock.kr/stdaily/uploads/202609/gen_6aaf849d349f11.16209753.png)
[KOSPI Story] 'CET1 at 13.7% and KRW 3.7T Return Capacity' KB Financial (105560), Executing Value-up Disclosure and a Qualitative Leap in Total Shareholder Return
KB Financial 105560 is deploying its CET1 linked capital allocation framework, maintaining a 13.74% CET1 ratio with total shareholder returns projecte...
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![[KOSPI Story] 'HBM4 Preemption & Sailing Toward KRW 78T Operating Profit' SK hynix (000660), TSMC Alliance Roadmap and Q3 Earnings Outlook](https://daily-stock.kr/stdaily/uploads/202609/gen_6aae3316d29e32.21444378.png)
[KOSPI Story] 'HBM4 Preemption & Sailing Toward KRW 78T Operating Profit' SK hynix (000660), TSMC Alliance Roadmap and Q3 Earnings Outlook
SK hynix enters full mass production of 6th gen HBM4 via its TSMC alliance, targeting KRW 78.8T in Q3 2026 operating profit. Key factors include FX vo...
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'100T Won Integrated Energy Giant with 1T Won Annual Cash Engine' SK Innovation (096770), SK E&S Merger Settlement and Financial Rebalancing Scenarios
SK Innovation completes its merger with SK E&S, building a 100T won energy giant. The influx of stable cash flows eases SK On's CAPEX pressure, drivin...
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![[KOSPI Stories] '500,000-Unit Sprint in India & 35% TSR Pledge': Kia (000270), Local Subsidiary Revaluation and Shareholder Value-Up Roadmap](https://daily-stock.kr/stdaily/uploads/202609/gen_6aab9021a564a0.62892738.png)
[KOSPI Stories] '500,000-Unit Sprint in India & 35% TSR Pledge': Kia (000270), Local Subsidiary Revaluation and Shareholder Value-Up Roadmap
Kia gains spotlight amid potential India subsidiary revaluation following Hyundai's IPO, backed by a robust 3 year roadmap committing to a 35%+ TSR, m...