Blog Reports
Check DailyStock reports by date and topic.
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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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![[Nasdaq Insights] Microsoft (MSFT): Azure AI Margin Compression Concerns and Copilot Conversion Check](https://daily-stock.kr/stdaily/uploads/202609/gen_6aaf22591f51d1.12353554.png)
[Nasdaq Insights] Microsoft (MSFT): Azure AI Margin Compression Concerns and Copilot Conversion Check
Microsoft's Azure surpassed $100B in annual revenue, but heavy AI CapEx squeezed cloud gross margins to ~65%. While M365 Copilot topped 30M paid seats...
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'Awaiting August PCE & Fed Path' US Inflation Check and the US-EU-Asia Tri-polar Decoupling Scenario
Ahead of the US August PCE release, markets weigh the Fed's rate trajectory. With headline PCE expected at ~3.7% and core at 3.3 3.4%, global markets ...
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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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![[Nasdaq Insights] QQQ Portfolio Reshuffle Post-September Witching Day: Nasdaq 100 Quarterly Rebalancing and Passive Liquidity Dynamics](https://daily-stock.kr/stdaily/uploads/202609/gen_6aadd0b0e3ebc9.96289656.png)
[Nasdaq Insights] QQQ Portfolio Reshuffle Post-September Witching Day: Nasdaq 100 Quarterly Rebalancing and Passive Liquidity Dynamics
Following September's Witching Day, Nasdaq 100 executed its quarterly rebalancing, triggering passive portfolio adjustments amid conservative sentimen...
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![[Global Markets] U.S. September FOMC Rate Cut Decision and Treasury Yield Reaction: The Tri-Polar Decoupling Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6aad8a5a865f83.97094512.png)
[Global Markets] U.S. September FOMC Rate Cut Decision and Treasury Yield Reaction: The Tri-Polar Decoupling Scenario
Following the September FOMC rate cut, Treasury yields diverged amid fiscal deficit concerns, driving a tri polar decoupling across the U.S., Europe, ...