Blog Reports
Check DailyStock reports by date and topic.
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![[Global Markets] TSMC's Dominance with '2nm Mass Production' and US-EU-Asia Tri-Decoupling: Semiconductor Value Chain Scenarios Amid First Apple M6 Launch and Foundry Gap](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8f4056897af8.46565827.png)
[Global Markets] TSMC's Dominance with '2nm Mass Production' and US-EU-Asia Tri-Decoupling: Semiconductor Value Chain Scenarios Amid First Apple M6 Launch and Foundry Gap
TSMC is strengthening its leading position in the global foundry landscape by successfully entering mass production of the world's first 2nm process. ...
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Google (GOOGL) Breaching the '90% Barrier' Amid Ongoing Legal Risks: Survival Strategies and Financial Paradoxes in the AI Answer Engine Era
Google's global search market share fell below 90% to ~89.8% for the first time since 2015. Despite antitrust actions by the US DOJ, Alphabet's quarte...
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![[Global Markets] India's SENSEX Attempts to Stabilize at 77,650 Level Amid 1.5T Rupee Outflow: 'Service PMI Rebound' and 'FII Rotation' Scenarios Amid US-Europe-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8de743d1fba0.45748672.png)
[Global Markets] India's SENSEX Attempts to Stabilize at 77,650 Level Amid 1.5T Rupee Outflow: 'Service PMI Rebound' and 'FII Rotation' Scenarios Amid US-Europe-Asia Tri-Polar Decoupling
Global markets show a tri polar decoupling of US, Europe, and Asia. India's SENSEX is stabilizing at 77,650 as an improved services PMI and lower oil ...
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![[KOSPI Story] HD Hyundai Heavy Industries (329180) Surpasses 1 Trillion Won in Quarterly Profit: 3.5 Years of Order Backlog and H2 Earnings Growth Scenarios](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8d3dc643b6b2.51186411.png)
[KOSPI Story] HD Hyundai Heavy Industries (329180) Surpasses 1 Trillion Won in Quarterly Profit: 3.5 Years of Order Backlog and H2 Earnings Growth Scenarios
HD Hyundai Heavy Industries 329180 has proven its profitability during the global shipbuilding supercycle, achieving an quarterly operating profit exc...
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![[Global Market] Japan's 10-Year Government Bond Yield Surpasses 2.94% to Hit a 30-Year High: 'BOJ YCC Scrapping' and 'Yen Carry Trade Unwinding' Scenarios Amid US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8c9d4e3434b3.06222037.png)
[Global Market] Japan's 10-Year Government Bond Yield Surpasses 2.94% to Hit a 30-Year High: 'BOJ YCC Scrapping' and 'Yen Carry Trade Unwinding' Scenarios Amid US-EU-Asia Tri-Polar Decoupling
The Bank of Japan BOJ completely scrapped its Yield Curve Control YCC policy, sending the 10 year JGB yield past 2.94% for a 30 year high. Global mark...
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![[KOSPI Story] 'North American ESS Boom Pierces EV Chasm' LG Energy Solution (373220), Annual Shipment Guidance Adjustment and Portfolio Rebalancing Scenarios](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8bec5d34d626.86512230.png)
[KOSPI Story] 'North American ESS Boom Pierces EV Chasm' LG Energy Solution (373220), Annual Shipment Guidance Adjustment and Portfolio Rebalancing Scenarios
LG Energy Solution is adapting to the temporary slowdown in EV demand by diversifying its portfolio toward the booming North American ESS market and a...