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![[KOSPI Story] SK Hynix (000660) Rebounds from '43% MDD' Drop: Q2 '76% Record Margin' Forecast and HBM4 Supply Chain Roadmap Analysis](https://daily-stock.kr/stdaily/uploads/202607/gen_6a61bc80002771.29150497.png)
[KOSPI Story] SK Hynix (000660) Rebounds from '43% MDD' Drop: Q2 '76% Record Margin' Forecast and HBM4 Supply Chain Roadmap Analysis
Daily Stock analyzes SK Hynix's recent stock volatility, HBM shipment progress, and future outlook amidst concerns over AI investment returns and macr...
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Samsung Electronics (005930) Shaken Despite Record Earnings: A Look at 17-Year Low Foreign Ownership and Valuation Recovery Scenarios
Daily Stock analyzes Samsung Electronics' record 2Q26 earnings KRW 171T sales, KRW 89.4T OP juxtaposed with its stock correction, foreign ownership hi...
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![[KOSPI Story] 'Monetary Tightening Pivot After 3 and a Half Years' - Bank of Korea's MPC Statement Shakes the Stock Market, Evaluating Portfolio Diversification Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5dc7d87ceca0.86227467.png)
[KOSPI Story] 'Monetary Tightening Pivot After 3 and a Half Years' - Bank of Korea's MPC Statement Shakes the Stock Market, Evaluating Portfolio Diversification Scenarios
On July 16, 2026, the BOK Monetary Policy Committee raised the base rate by 0.25%p to 2.75%, ending 3.5 years of monetary easing. We explore the impac...
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![[KOSPI Story] HD Korea Shipbuilding & Offshore Engineering (009540) Achieves 73% of Annual Target in Just Half a Year: Reviewing 70 Trillion Won High-Margin Backlog and High-Dividend Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5c76310074d1.15542375.png)
[KOSPI Story] HD Korea Shipbuilding & Offshore Engineering (009540) Achieves 73% of Annual Target in Just Half a Year: Reviewing 70 Trillion Won High-Margin Backlog and High-Dividend Scenarios
HD Korea Shipbuilding & Offshore Engineering has achieved over 73% of its annual order target in H1 2026, demonstrating its market dominance. The comp...
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![[KOSPI Inside] POSCO Holdings (005490) Bounces Back from Historic Lows: Checking Steel Production Cuts in China and the KRW 3.6 Trillion Capital Reallocation Scenario](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5b24ef920ec7.25076974.png)
[KOSPI Inside] POSCO Holdings (005490) Bounces Back from Historic Lows: Checking Steel Production Cuts in China and the KRW 3.6 Trillion Capital Reallocation Scenario
POSCO Holdings 005490 is transforming into an eco friendly future materials platform. With steel spreads recovering due to Chinese production cuts and...
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Hyundai Motor (005380) Faces Intensifying Strikes and Q2 Earnings Concerns: Reviewing Exchange Rate Defenses and H2 Rebound Scenarios
Hyundai Motor's labor union is escalating strikes amid disappointing Q2 earnings projections. Strong USD/KRW exchange rates may buffer losses, but lon...