Blog Reports
Check DailyStock reports by date and topic.
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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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![[Nasdaq Story] ServiceNow (NOW) RPO Growth Tops 21% and the AI Monetization Equation: Assessing Earnings Visibility Amid Saas-pocalypse Fears](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7a6e93983711.79120688.png)
[Nasdaq Story] ServiceNow (NOW) RPO Growth Tops 21% and the AI Monetization Equation: Assessing Earnings Visibility Amid Saas-pocalypse Fears
ServiceNow's Q2 2026 total RPO grew 21% YoY to $29B, with AI ACV topping $1B. Robust subscription growth and raised FY guidance address 'SaaSpocalypse...
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![[Global Markets] After the End of BOJ's YCC: Early Rate Hike Rumors and 'Takaichinomics' Scenarios Amidst Tri-polar Decoupling of US, Europe, and Asia](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7a202157fdd1.78311194.png)
[Global Markets] After the End of BOJ's YCC: Early Rate Hike Rumors and 'Takaichinomics' Scenarios Amidst Tri-polar Decoupling of US, Europe, and Asia
Daily Stock provides an in depth analysis of the BOJ's accelerating monetary tightening. Following a rate hike to 1.0%, attention shifts to the YCC ph...
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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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![[Global Market] July US CPI Anticipated to Settle in the 3.4% Range and Nasdaq Greed Level at 63: 'Shelter Lag Effect' and 'Pivot Acceleration' Scenarios Amid US-Europe-Asia Three-Way Decoupling](https://daily-stock.kr/stdaily/uploads/202608/gen_6a78ce8d8f8999.26529353.png)
[Global Market] July US CPI Anticipated to Settle in the 3.4% Range and Nasdaq Greed Level at 63: 'Shelter Lag Effect' and 'Pivot Acceleration' Scenarios Amid US-Europe-Asia Three-Way Decoupling
Daily Stock delivers precise macroeconomic analysis. The upcoming July CPI release on August 12 is expected to serve as a turning point for potential ...
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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 ...