Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] 'KRW 3.2T Jackpot & Commercialization of Korea's Own Obesity Drug': Hanmi Pharm (128940), Global Clinical Progress of H.O.P & H.M.P.A and Valuation Scenarios](https://daily-stock.kr/stdaily/uploads/202609/gen_6abb6268384655.35032099.png)
[KOSPI Story] 'KRW 3.2T Jackpot & Commercialization of Korea's Own Obesity Drug': Hanmi Pharm (128940), Global Clinical Progress of H.O.P & H.M.P.A and Valuation Scenarios
Hanmi Pharm draws strong market focus as its H.O.P obesity pipeline advances globally, backed by a $2.3B Genentech deal for HM17321, upcoming domestic...
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![[Nasdaq Story] Amazon (AMZN): Tug-of-War Between AWS Generative AI Infrastructure Capex and Cloud Margins](https://daily-stock.kr/stdaily/uploads/202609/gen_6abaffac0723f8.74159225.png)
[Nasdaq Story] Amazon (AMZN): Tug-of-War Between AWS Generative AI Infrastructure Capex and Cloud Margins
Amazon's AWS is delivering rapid revenue growth driven by generative AI and custom silicon, while massive $200B+ CapEx guidance pressures free cash fl...
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![[KOSPI Story] 'inZOI Surpasses 1M Copies & Pipeline Streamlined': Krafton (259960) Secures KRW 3T Annual Revenue and Expands Next-Gen IPs](https://daily-stock.kr/stdaily/uploads/202609/gen_6aba109c349f73.58775474.png)
[KOSPI Story] 'inZOI Surpasses 1M Copies & Pipeline Streamlined': Krafton (259960) Secures KRW 3T Annual Revenue and Expands Next-Gen IPs
Krafton broke through the KRW 3T annual revenue milestone driven by PUBG cash flows, while inZOI surpassed 1M copies. With pipeline restructuring and ...
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US 10-Year Treasury Yield Crosses 5% Again: Reassessing Nasdaq Mega-Cap Growth Stock Valuations
US 10 year Treasury yields topped 5.1% amid solid economic data and renewed inflation concerns, raising discount rates. As duration weighs on mega cap...
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![[KOSPI Story] 'First Salt Lake Profit & Steel Trough Cleared' POSCO Holdings (005490): Lithium Commercial Operation and Earnings Turnaround Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab8bf6b223e28.30983870.png)
[KOSPI Story] 'First Salt Lake Profit & Steel Trough Cleared' POSCO Holdings (005490): Lithium Commercial Operation and Earnings Turnaround Scenario
POSCO Holdings faces a structural turning point as Argentina lithium begins commercial production and steel cycles bottom out. With low PBR valuations...
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![[Nasdaq Stories] CrowdStrike (CRWD): Checking ARR Retention and Cybersecurity Market Share Post-Outage Recovery](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab85caf74d944.62117406.png)
[Nasdaq Stories] CrowdStrike (CRWD): Checking ARR Retention and Cybersecurity Market Share Post-Outage Recovery
Following the 2024 outage, CrowdStrike's churn fears have subsided as Falcon Flex adoption accelerates. Net new ARR surged 51% YoY to a record $333M, ...