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![[KOSPI Story] Hanwha Aerospace (012450) Order Backlog Surpasses 40 Trillion Won Amid 1,520 Won Exchange Rate, Anticipating '1 Trillion Won Quarterly Profit' Performance Momentum in H2](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2baf1c0ed3c7.76512246.png)
[KOSPI Story] Hanwha Aerospace (012450) Order Backlog Surpasses 40 Trillion Won Amid 1,520 Won Exchange Rate, Anticipating '1 Trillion Won Quarterly Profit' Performance Momentum in H2
Hanwha Aerospace's order backlog approaches 40 trillion won amid high exchange rate volatility. Despite short-term cash flow deficits, expectations rise for Q2 operating profit to hit 1 trillion won driven by global defense exports.
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![[KOSPI Story] Hawkish BOK Warns of 'Additional 100bp Rate Hike'; Examining Supply-Demand and Terminal Rate Scenarios near KOSPI 7,760 Ahead of May MPC Minutes Release](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2a5d63378340.18378911.png)
[KOSPI Story] Hawkish BOK Warns of 'Additional 100bp Rate Hike'; Examining Supply-Demand and Terminal Rate Scenarios near KOSPI 7,760 Ahead of May MPC Minutes Release
The BOK froze rates at 2.50% but signaled strong tightening, with 2 dissenting votes for a hike. Analysts now eye a terminal rate of up to 3.50% amid a surging USD/KRW, weighing on the KOSPI as it tests the 7,760 support line.
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![[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit](https://daily-stock.kr/stdaily/uploads/202606/gen_6a290bd43a03d3.20969964.png)
[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit
Kia has kicked off full-scale mass production of the Sportage Hybrid (HEV) at the Hyundai Motor Group Metaplant America (HMGMA) in Georgia, bypassing the 15% auto tariff to achieve strong cost-saving benefits.
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![[KOSPI Story] KODEX 200 Sees 1.8T Won One-Day Outflow Amid 'Plunge After Breaking 500T Won'—Checking KOSPI 200 ETF Supply/Demand Volatility and Money Move Scenarios](https://daily-stock.kr/stdaily/uploads/202606/gen_6a27ba7e05fb24.11396637.png)
[KOSPI Story] KODEX 200 Sees 1.8T Won One-Day Outflow Amid 'Plunge After Breaking 500T Won'—Checking KOSPI 200 ETF Supply/Demand Volatility and Money Move Scenarios
Daily Stock provides an in-depth analysis of the South Korean financial market's latest trends and supply/demand indicators as the ETF market falls below the 500 trillion won milestone amid volatility in the KODEX 200.
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![[K-OSPI Story] May Exports and K-Beauty Hit Record Highs Amid a High Exchange Rate of 1,531 Won; Checking Kolmar Korea and Cosmax ODM Supply Chain Expansion & Valuations](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2679243288a5.34811836.png)
[K-OSPI Story] May Exports and K-Beauty Hit Record Highs Amid a High Exchange Rate of 1,531 Won; Checking Kolmar Korea and Cosmax ODM Supply Chain Expansion & Valuations
Daily Stock analyzes Korea's record-breaking May exports and the surging K-Beauty ODM leaders Kolmar Korea and Cosmax, evaluating their financial performance, global supply chain expansions, and key investment risks.
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![[KOSPI Story] Entering the Quarterly Ex-Dividend Season: Financial Investment Program Arbitrage's 'U-Turn' Supply-Demand Patterns and Post-Reform Volatility Analysis](https://daily-stock.kr/stdaily/uploads/202606/gen_6a251791f0d7c5.20248024.png)
[KOSPI Story] Entering the Quarterly Ex-Dividend Season: Financial Investment Program Arbitrage's 'U-Turn' Supply-Demand Patterns and Post-Reform Volatility Analysis
KOSPI supply-demand trends and market impacts following dividend system reforms. Structural changes appear ahead of the June 2026 semi-annual and Q2 ex-dividend season, reducing traditional sharp market volatility.