Blog Reports
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KOSPI Breaches 7,800 Amid Ultra-Strong 1,518 KRW/USD: Hanwha Aerospace (012450) 10 Trillion Won Order Momentum in 2026 and Unmanned Export Trends Review
Hello from Daily Stock. Today, we review the 2026 order trends for Hanwha Aerospace, a leading K-defense stock hitting record order backlogs amid an ultra-strong 1,500 KRW/USD macro environment.
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S&P 500 REITs Interest Rate Sensitivity Analysis: Dividend Quality and Valuation Appeal Navigating the High-Rate Wave
Hello, this is a professional writer from Daily Stock. Today, we examine the interest rate sensitivity and fundamentals of U.S. REITs, emerging as the core of S&P 500 sector rotation despite prolonged high-rate fears.
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![[Nasdaq Story] Palantir (PLTR) Government Contract Momentum and the Truth Behind 85% Growth: Checking Software Multiples Amid US Treasury (US10Y) Volatility](https://daily-stock.kr/stdaily/uploads/202605/gen_6a0f9d9fb19400.79845884.png)
[Nasdaq Story] Palantir (PLTR) Government Contract Momentum and the Truth Behind 85% Growth: Checking Software Multiples Amid US Treasury (US10Y) Volatility
Hello, I am a professional writer for Daily Stock. Today, we will examine Palantir (PLTR)'s current trends, driven by overwhelming government and commercial contracts, alongside Nasdaq macro variables.
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![[Global Markets] Direction of Mobility Hegemony Amid Tesla's FSD Landing in Mainland China and Deepening Tri-polar Decoupling of US, Europe, and Asia](https://daily-stock.kr/stdaily/uploads/202605/gen_6a0f5694e34dd0.44691731.png)
[Global Markets] Direction of Mobility Hegemony Amid Tesla's FSD Landing in Mainland China and Deepening Tri-polar Decoupling of US, Europe, and Asia
Image generation: "A futuristic electric vehicle driving autonomously on a bustling neon lit Chinese city street, glowing digital data streams connecting the ca..."
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KOSDAQ Surpasses 1105, 2H Game Stock New Release Momentum Check: Pearl Abyss's 'Crimson Desert' Boom and Kakao Games' Counterattack
Hello, this is Daily Stock. Today, we focus on the new release momentum and valuation of K-game stocks in the second half of the year as the KOSDAQ secures its position above the 1100 mark.
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![[KOSPI Story] 1,505 Won High Exchange Rate and KOSPI 7,800 Era: Checking the K-Power Equipment Supercycle Led by AI Data Centers](https://daily-stock.kr/stdaily/uploads/202605/gen_6a0eae0f81bf32.94965940.png)
[KOSPI Story] 1,505 Won High Exchange Rate and KOSPI 7,800 Era: Checking the K-Power Equipment Supercycle Led by AI Data Centers
Hello from Daily Stock. Today, we examine the power equipment sector, a leading KOSPI industrial stock driven by massive AI infrastructure demand despite the super-strong dollar environment in the 1,500 won range.