Blog Reports
Check DailyStock reports by date and topic.
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![[S&P Insights] Crude Oil Surpasses $100 and Cost Shock: S&P 500 Consumer Staples Under Margin Pressure and Investment Solutions](https://daily-stock.kr/stdaily/uploads/202606/gen_6a24c2faa499b5.69541793.png)
[S&P Insights] Crude Oil Surpasses $100 and Cost Shock: S&P 500 Consumer Staples Under Margin Pressure and Investment Solutions
S&P 500 Consumer Staples face severe margin pressure as oil tops $100. Consumer shift to private brands limits pricing power, prompting calls to diversify into alternative defensive sectors due to high valuations.
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![[Nasdaq Story] Broadcom (AVGO) Quarterly Bookings Top $30B Amid 'Google Defection Fears': Stock Plunges 15%, Testing the AI ASIC Monopoly](https://daily-stock.kr/stdaily/uploads/202606/gen_6a24b507c21da1.53036388.png)
[Nasdaq Story] Broadcom (AVGO) Quarterly Bookings Top $30B Amid 'Google Defection Fears': Stock Plunges 15%, Testing the AI ASIC Monopoly
Broadcom (AVGO) posted strong Q2 FY2026 results with quarterly AI bookings exceeding $30B. However, the stock plunged 15% due to conservative 2027 guidance and concerns over Google's supply chain dual-sourcing.
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![[Global Markets] 'Plunging After Reaching 7,600 for the First Time' S&P 500 June Adjustment, Tri-Polar Decoupling (US-EU-Asia) and Rebalancing Scenarios](https://daily-stock.kr/stdaily/uploads/202606/gen_6a246e77e401d9.89664257.png)
[Global Markets] 'Plunging After Reaching 7,600 for the First Time' S&P 500 June Adjustment, Tri-Polar Decoupling (US-EU-Asia) and Rebalancing Scenarios
S&P 500 plunges from a record-high 7,600 down to the 7,300 level due to strong employment data and big tech sell-offs. We analyze the upcoming June 22 rebalancing and global tri-polar decoupling scenarios.
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KOSDAQ Flirts with 1,002 Level Amidst KOSPI's Rally past 8,000: Examining Bio/Healthcare ETF Inflows and Second-Half Recovery Scenarios
KOSDAQ faces decoupling at the 1,002.44 level as KOSPI rallies past 8,000. However, persistent K-bio technology exports are driving steady inflows into KOSDAQ active healthcare ETFs, pointing to a potential H2 rebound.
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![[KOSPI Story] Examining HD KSOE's (009540) KRW 70T Order Backlog and 2026 Margin Supercycle Amid a Ultra-High Exchange Rate of 1,559 Won](https://daily-stock.kr/stdaily/uploads/202606/gen_6a23c5c570d913.32112249.png)
[KOSPI Story] Examining HD KSOE's (009540) KRW 70T Order Backlog and 2026 Margin Supercycle Amid a Ultra-High Exchange Rate of 1,559 Won
HD Korea Shipbuilding & Offshore Engineering (HD KSOE) achieved 60.8% of its annual order target in just five months. Backed by a KRW 70.8T backlog and a USD/KRW rate of 1,559.00, it is poised for a margin supercycle in 2026.
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![[S&P Story] PCE Deflator Soars to 3.8% and Persistent High Interest Rates: S&P 500's Valuation Limits and Sector Survival Strategies](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2371706c5581.26941904.png)
[S&P Story] PCE Deflator Soars to 3.8% and Persistent High Interest Rates: S&P 500's Valuation Limits and Sector Survival Strategies
US April PCE rose 3.8% YoY, marking the hottest inflation in 3 years. Coupled with strong May payrolls, rate cut hopes have faded, pushing 10-year yields above 4.5%. Meanwhile, S&P 500's forward P/E reached an elevated 22.21x.