Blog Reports
Check DailyStock reports by date and topic.
-
![[KOSPI Story] Hanwha Aerospace (012450): KRW 1.3T Romania Jackpot & Q3 Earnings Stamina — Defense Order Rally and European Defense Shield Expansion](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab3791c04f4f1.15829897.png)
[KOSPI Story] Hanwha Aerospace (012450): KRW 1.3T Romania Jackpot & Q3 Earnings Stamina — Defense Order Rally and European Defense Shield Expansion
Hanwha Aerospace advances as a key NATO supplier via a KRW 1.38T Romania contract for K9 howitzers. Strong land defense deliveries, robust order backl...
-
ServiceNow (NOW) Accelerates AI Agent Rollout: Subscription Revenue Trajectory and Valuation Check
ServiceNow is driving AI monetization through enterprise AI agents. With cRPO expanding and renewal rates over 98%, we examine its subscription revenu...
-
![[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...
-
![[Nasdaq Story] Fruit of the B2B AI Monetization Model: Examining Alphabet (GOOGL) Workspace Gemini Penetration and Cloud Margin Leverage](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab1c53edeeee3.17347308.png)
[Nasdaq Story] Fruit of the B2B AI Monetization Model: Examining Alphabet (GOOGL) Workspace Gemini Penetration and Cloud Margin Leverage
Daily Stock examines global tech AI monetization and margin shifts. Beyond search ads, Alphabet proves strong margin leverage through B2B enterprise A...
-
![[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...
-
![[Nasdaq Insights] Arm Holdings (ARM): v9 Architecture Royalty Revenue Share and Mobile Chip Penetration Check](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab073a036b220.51867110.png)
[Nasdaq Insights] Arm Holdings (ARM): v9 Architecture Royalty Revenue Share and Mobile Chip Penetration Check
Arm Holdings' earnings driver is shifting from legacy v8 to high margin v9 architecture, doubling royalty rates. Despite mobile shipment slowdowns, on...