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![[KOSPI Story] ‘FMS 2026 and HBM4 Acceleration’ SK hynix (000660) HBM Shipment Check, Next-Gen AI Memory Full-Stack Restructuring and Supply-Demand Scenarios](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7c1b4b4ab428.32101749.png)
[KOSPI Story] ‘FMS 2026 and HBM4 Acceleration’ SK hynix (000660) HBM Shipment Check, Next-Gen AI Memory Full-Stack Restructuring and Supply-Demand Scenarios
Daily Stock provides a detailed look at SK hynix's recent HBM shipment trends, its vision as a full stack AI memory creator from FMS 2026, and its nex...
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![[KOSPI Story] 'Record-Breaking Revenue' Yet Contrasting Paths: NAVER's (035420) Preemptive AI Investment vs. Kakao's (035720) Restructuring Diet Report Card and Stock Price Scenarios](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7ac914d0cf38.62853536.png)
[KOSPI Story] 'Record-Breaking Revenue' Yet Contrasting Paths: NAVER's (035420) Preemptive AI Investment vs. Kakao's (035720) Restructuring Diet Report Card and Stock Price Scenarios
NAVER and Kakao, the two giants of Korea's internet platform industry, have released their Q2 earnings results. NAVER achieved record quarterly revenu...
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![[KOSPI Story] '3.5 Years of Order Backlog' HD Korea Shipbuilding & Offshore Engineering (009540), Checking Q2 Earnings Surprise and Revenue Diversification Scenario Based on Backlog](https://daily-stock.kr/stdaily/uploads/202608/gen_6a79777fca43d7.69732675.png)
[KOSPI Story] '3.5 Years of Order Backlog' HD Korea Shipbuilding & Offshore Engineering (009540), Checking Q2 Earnings Surprise and Revenue Diversification Scenario Based on Backlog
HD KSOE, the intermediate holding company of HD Hyundai's shipbuilding business, is proving structural growth based on an overwhelming order backlog a...
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![[KOSPI Story] 'Largest Volatility Since Financial Crisis' Exchange Rate Plummets from 1,550 Won to 1,410 Won Range; Currency Hedging Boomerang and Supply-Demand Dynamics for Large KOSPI Exporters](https://daily-stock.kr/stdaily/uploads/202608/gen_6a782618a020d3.64269083.png)
[KOSPI Story] 'Largest Volatility Since Financial Crisis' Exchange Rate Plummets from 1,550 Won to 1,410 Won Range; Currency Hedging Boomerang and Supply-Demand Dynamics for Large KOSPI Exporters
The average monthly volatility of the KRW/USD exchange rate has reached 47.0 won this year, marking the highest level since the 2009 global financial ...
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![[KOSPI Story] 'Debt-Investing Rekindled on Rebound' Assessing Short-term Liquidity Risks Amid Volatile KOSPI Margin Balances](https://daily-stock.kr/stdaily/uploads/202608/gen_6a76d468e73501.64384665.png)
[KOSPI Story] 'Debt-Investing Rekindled on Rebound' Assessing Short-term Liquidity Risks Amid Volatile KOSPI Margin Balances
Recent sharp KOSPI fluctuations and volatile margin loan balances of retail investors are triggering short term supply demand instability, raising ris...
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‘First Tightening in 3 Years and 6 Months’ Bank of Korea's July MPC Minutes Disclosed and KOSPI Market Impact Scenarios Reviewed
The Bank of Korea raised its benchmark interest rate to 2.75% on July 16, marking the first hike in 3.5 years. Recently released MPC minutes confirmed...