Blog Reports
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[KOSPI Inside] '100 Trillion Won Erased in One Month' - Assessing KOSPI 200 and Leverage ETF Capital Flow Scenarios Amid Market Slump
Amid soaring market volatility, the net assets of South Korea's ETF market, which previously exceeded 500 trillion won, plunged by nearly 100 trillion...
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[Nasdaq Story] Tension High Ahead of Qualcomm (QCOM) Q3 Earnings Release: Value of AI Hyperscaler Alliance Beyond Mobile Slump and Macro Factors
Qualcomm QCOM will release its Q3 FY2026 earnings tonight. Key watchpoints include its AI datacenter guidance to overcome short term mobile slowdown a...
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[KOSPI Story] 'The Disappearing Year-End Selling Bomb' Changes in Supply and Demand Patterns Around KOSPI Ex-Dividend Dates and Checking Scenarios from the Introduction of Separate Taxation
Recent institutional reforms in the South Korean stock market have significantly altered the year end supply and demand patterns around ex dividend da...
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Microsoft (MSFT) Azure's 40% Growth Target and the Equation of AI CapEx: Intraday Tension and Scenario Review Ahead of July 29 Earnings Release
Daily Stock analyzes Microsoft's upcoming Q4 FY2026 earnings on July 29. Key focuses are maintaining a 40% Azure growth rate and balancing aggressive ...
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[KOSPI Story] 'Secret Contract and KRW 118T Backlog' Hanwha Aerospace (012450): Checking Volatility from Estimated KRW 660B Spanish K9 Win and Lock-Up Expiry
On July 27, 2026, Hanwha Aerospace disclosed a confidential supply agreement worth over KRW 660B. Despite a record KRW 118T order backlog, shares fell...
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Meta's (META) Ad Price Bounces Back by 12% Amid AI Optimization Pros and Cons: Q2 Earnings Preview Under the 'Andromeda' Algorithm Transition
Meta META proved its pricing power with a 12% YoY jump in average price per ad in Q1 2026. However, rising CapEx guidance of up to $145B sparks concer...