Blog Reports
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‘First Tightening in 3 Years and 6 Months’ Bank of Korea's July MPC Minutes Disclosed and KOSPI Market Impact Scenarios Reviewed
The Bank of Korea raised its benchmark interest rate to 2.75% on July 16, marking the first hike in 3.5 years. Recently released MPC minutes confirmed...
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Record-Breaking Buying Amid the Crash: Philadelphia Semiconductor ETF Supply-Demand Discrepancy and Western Ants' Leverage Rollercoaster
In July 2026, the global semiconductor market crashed, yet SOXX saw a record $6.92B inflow, driven by buy the dip demand. Meanwhile, Korean retail inv...
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[KOSPI Story] 'Lowest Ownership in 16 Years' Samsung Electronics (005930): Checking Investment Scenarios Amid Record Performance and Foreign Supply-Demand Battle
KOSPI retreated to the 6,200 level due to weak US semiconductor stocks. Samsung Electronics 005930 also saw high volatility, with its foreign ownershi...
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[Nasdaq Story] Amazon's AWS Operating Margin Explosive Leap to 39.4% and the Equation of the $220 Billion AI CapEx Increase
Amazon AMZN demonstrated AWS's dominance in Q2 FY2026. AWS revenue grew 37% YoY to $42.2B, and its operating margin jumped to 39.4%. Amazon also raise...
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[Global Markets] 'Stabilizing Above 26,100' DAX and Germany's Industrial Production Outlook: A 'Real Economy Stagnation vs. Export Giant Illusion' Scenario Amid US-Europe-Asia Three-Pole Decoupling
Despite concerns over a sluggish real economy, Germany's DAX index has hit record highs, drawing focus with attempts to settle above 26,100, while Ger...
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[KOSPI Story] KOSPI Recovers 6,600 Level: Examining Foreign Capital Flow Scenarios Ahead of the August Options Expiry
Today, Daily Stock examines the KOSPI's recovery toward the 6,600 point mark and provides an in depth analysis of foreign investor supply and demand s...