Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] 'AI Power Surge and K-Nuclear Export Roadmap' Doosan Enerbility (034020): Czech Final Contract Execution Stage and Proprietary Gas Turbine Diversification Strategy](https://daily-stock.kr/stdaily/uploads/202609/gen_6aaa3eb474c841.24339805.png)
[KOSPI Story] 'AI Power Surge and K-Nuclear Export Roadmap' Doosan Enerbility (034020): Czech Final Contract Execution Stage and Proprietary Gas Turbine Diversification Strategy
Doosan Enerbility is solidifying its European foothold via the Czech Dukovany 5 6 nuclear project while securing consecutive proprietary 380MW gas tur...
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![[Nasdaq Story] Apple (AAPL) iPhone 17 On-Device AI and the Fall Upgrade Cycle: Catalysts for a Supercycle and the Valuation Litmus Test](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa9dc2597b6d6.48449160.png)
[Nasdaq Story] Apple (AAPL) iPhone 17 On-Device AI and the Fall Upgrade Cycle: Catalysts for a Supercycle and the Valuation Litmus Test
Apple AAPL faces an upgrade supercycle test powered by on device AI in the iPhone 17. With over 800M older iPhones lacking AI support, pent up demand ...
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![[World Markets] 'China's Consumption Cliff and Luxury Valuation Reset': France CAC 40, LVMH (MC) Checkup and the US-Europe-Asia Tri-Polar Decoupling Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa995d6352472.07674666.png)
[World Markets] 'China's Consumption Cliff and Luxury Valuation Reset': France CAC 40, LVMH (MC) Checkup and the US-Europe-Asia Tri-Polar Decoupling Scenario
LVMH faces a sharp valuation reset as Chinese consumer demand cools. We examine the French CAC 40's luxury exposure, fundamental slowdowns, and the tr...
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![[KOSPI Story] '90% PBM Coverage and KRW 99.5B in 1H': Celltrion (068270), Expansion of Zymfentra Prescriptions and the Valuation Rerating Scenario as a Novel Drug](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa8ed1cd90523.78840653.png)
[KOSPI Story] '90% PBM Coverage and KRW 99.5B in 1H': Celltrion (068270), Expansion of Zymfentra Prescriptions and the Valuation Rerating Scenario as a Novel Drug
Celltrion secures over 90% U.S. PBM coverage for Zymfentra, with 1H sales surging 176.4% to KRW 99.5B. Amid broader market volatility, robust export m...
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![[Nasdaq Story] Tesla (TSLA) After Robotaxi: $25B Annual CapEx and the Break-Even Economics of FSD Subscriptions](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa88aa81545e8.90123015.png)
[Nasdaq Story] Tesla (TSLA) After Robotaxi: $25B Annual CapEx and the Break-Even Economics of FSD Subscriptions
Tesla pivots toward FSD subscriptions and Cybercab robotaxi revenue. With annual CapEx topping $25B, near term margins face pressure while high tech m...
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'1.9 GW Nuclear PPA and SMR Partnerships' Amazon's (AMZN) Power Scramble and the US-EU-Asia Tri-Polar Decoupling Scenario
Amazon accelerates large scale nuclear PPAs and SMR investments to feed AI power demands, triggering macro valuation resets and tri polar decoupling a...