Blog Reports
Check DailyStock reports by date and topic.
-
POSCO Holdings (005490) Under KRW 1,527 Exchange Rate: Assessing Dual Pressures of Global Steel Oversupply and Earnings Improvement Scenarios for Lithium and Secondary Battery Subsidiaries
POSCO Holdings (005490) faces pressures from global steel oversupply and high exchange rates, but non-steel subsidiaries like lithium and battery materials are emerging as key supports, driving a turnaround and long-term valuation growth.
-
![[S&P Story] ISM Manufacturing PMI Surpasses 54% and Kevin Warsh's Hawkish Silence: The S&P 500 Multiple Trap and the Crossroads of Cyclical Stocks](https://daily-stock.kr/stdaily/uploads/202606/gen_6a33436f3c6603.45718086.png)
[S&P Story] ISM Manufacturing PMI Surpasses 54% and Kevin Warsh's Hawkish Silence: The S&P 500 Multiple Trap and the Crossroads of Cyclical Stocks
U.S. manufacturing expanded for the 5th straight month with May's ISM PMI hitting 54.0%, a 4-year high. However, persistent price pressures and a hawkish Fed under Kevin Warsh are pressuring S&P 500 valuations.
-
![[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era](https://daily-stock.kr/stdaily/uploads/202606/gen_6a333571d3f110.17884722.png)
[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era
Daily Stock analyzes Apple's strategic shift from a hardware maker to a high-margin services company, highlighting its services segment reaching a record 27.9% revenue share with a 76.7% gross margin ahead of CEO transition.
-
![[Global Markets] '10 Consecutive Weeks of Sharp Decline' and 41-Year Low Inventories: WTI Crude Oil Inventory Fluctuations and Supply Chain Normalization Scenarios Amid US-EU-Asia 3-Pole Decoupling](https://daily-stock.kr/stdaily/uploads/202606/gen_6a32ef265ac7e0.67397319.png)
[Global Markets] '10 Consecutive Weeks of Sharp Decline' and 41-Year Low Inventories: WTI Crude Oil Inventory Fluctuations and Supply Chain Normalization Scenarios Amid US-EU-Asia 3-Pole Decoupling
U.S. WTI crude oil inventories, which serve as a price compass for the global energy market, are drawing the attention of global financial markets by logging an unprecedented consecutive decline.
-
![[KOSPI Story] Joy and Sorrow Cross for Samsung Electronics (005930) Eyeing '530,000-Won' Amid Stable Exchange Rate of 1,512 Won, and Hyundai Motor (005380) Facing 'Triple Decline'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a324f04befd98.98951815.png)
[KOSPI Story] Joy and Sorrow Cross for Samsung Electronics (005930) Eyeing '530,000-Won' Amid Stable Exchange Rate of 1,512 Won, and Hyundai Motor (005380) Facing 'Triple Decline'
On June 17, 2026, the USD/KRW stabilized to 1,512.10 won. Samsung Electronics rose to 346,500 won (+1.02%) on target price hikes, while Hyundai Motor fell to 619,000 won (-3.28%) on triple decline indicators and labor risks.
-
![[S&P Story] K-Shaped Consumption Polarization and the 30x PER Test: The Duet of S&P 500 Consumer Discretionary](https://daily-stock.kr/stdaily/uploads/202606/gen_6a31f2b19d5f06.17090914.png)
[S&P Story] K-Shaped Consumption Polarization and the 30x PER Test: The Duet of S&P 500 Consumer Discretionary
S&P 500 Consumer Discretionary faces K-shaped polarization with strong high-income leisure spending and low-income grocery BNPL reliance. Forward PER reaches 30.88x, testing valuations amid heavy concentration in AMZN and TSLA.