Blog Reports
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[KOSPI Story] 'Q3 ESS Surge of 50%' Confident LG Energy Solution (373220), Checking Q2 Turnaround and H2 Shipment Guidance Scenario
LG Energy Solution successfully turned a profit QoQ in Q2 2026. This analysis covers the driving forces behind the ESS led turnaround, Q3 guidance of ...
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[Nasdaq Story] The Uneasy Companion of SOX Semiconductor Index and Nasdaq: The Underbelly of Ultra-Gap Decoupling and Multiple Threshold Analysis
The global financial market is observing an intense decoupling between the Philadelphia Semiconductor Index SOX and the Nasdaq Composite Index, driven...
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[Global Markets] FTSE 100 Anchors at 10,900 Level Amid Strong Pound: A 'Multinational Forex Headwind' vs. Old Economy Rotation Scenario Under Tri-polar Decoupling
As global markets fluctuate due to US tech and semiconductor corrections, the UK FTSE 100 index has consolidated near historic highs, driven by a rota...
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[KOSPI Story] 'Record-High U.S. Sales in H1' vs '20.8% Drop in Operating Profit': Checking Hyundai Motor's (005380) Hybrid Lead and Profitability Defense Scenarios Amid Strong Dollar
Comprehensive review of Hyundai Motor's 005380 U.S. sales and financial performance. Highlights: Record H1 U.S. sales of 489,656 units driven by HEVs,...
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[Nasdaq Story] Behind QQQ's $13.8B Q2 Inflow: UIT Conversion, Blockbuster Fee War, and the Path of Passive Capital
Daily Stock analyzes QQQ's historic Q2 inflows. Driven by its transition from a UIT to an open end ETF and a 0.18% fee cut, QQQ drew $13.8B in Q2 2026...
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[Global Markets] '9.8x Valuation Undervaluation' and Record Southbound Capital Influx: '37% AH Discount' and Hang Seng Tech AI Portfolio Realignment Amid US-Europe-Asia Decoupling
As global markets correct due to US tech earnings concerns and semiconductor supply fatigue, Hong Kong's Hang Seng Index remains resilient, driven by ...