Blog Reports
Check DailyStock reports by date and topic.
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[KOSPI Story] '440GWh Order Backlog and Arizona Ramp-up' LG Energy Solution (373220): Reviewing the 4680 Mass Production Timeline and North American Orders
LG Energy Solution is solidifying its North American lead by expanding its portfolio into 46 series cylindrical cells, securing over 440GWh in orders ...
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NVIDIA (NVDA) Blackwell B200 Q4 Mass Production Shipments, Data Center Revenue Guidance, and the Tangible Turning Point for AI Factories
As NVIDIA nears mass production shipments of its Blackwell B200 in Q4, market focus turns to potential data center guidance upgrades. We examine rack ...
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[KOSPI Story] 'Securing Czech Dukovany Follow-up & Targeting Next-Gen U.S. Reactors' Doosan Enerbility (034020), Annual 13T KRW Order Track and K-Nuclear Export Cycle Review
Doosan Enerbility expands its SMR presence alongside detailed process talks for the Czech Dukovany project. Partnering with NuScale Power and TerraPow...
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[Nasdaq Stories] Apple (AAPL) iPhone 16 Pro Initial Shipments and Intelligence Demand Check: The Bright and Dark Sides of the On-Device AI Upgrade Cycle
Initial shipment data for Apple's iPhone 16 Pro series shows mixed signals versus supercycle hopes. As phased Apple Intelligence updates delay instant...
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[KOSPI Stories] '784,000L Super-Gap and Biosecure Tailwinds': Samsung Biologics (207940) Targets Global CDMO Leadership as Plant 5 Ramps Up
Samsung Biologics 207940 solidifies its global CDMO dominance with Plant 5 and Rockville facilities. Benefiting from the U.S. Biosecure Act and strong...
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Netflix (NFLX): Ad-Tier Integration and Q3 Earnings Turning Point, a Test for Nasdaq Multiples
Netflix enters a monetization acceleration phase via its ad supported tier ahead of Q3 earnings. With robust FCF and minimal AI CapEx burdens, the foc...