Blog Reports
Check DailyStock reports by date and topic.
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![[Global Markets] 'Exceeding €9.3B' ASML Q2 Earnings Surprise and Upward Guidance Revision: 'AI Monopoly' & US-China Regulation Scenarios Amid 3-Pole Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5fca8fe11121.43621668.png)
[Global Markets] 'Exceeding €9.3B' ASML Q2 Earnings Surprise and Upward Guidance Revision: 'AI Monopoly' & US-China Regulation Scenarios Amid 3-Pole Decoupling
ASML delivered a strong Q2 2026 earnings surprise with €9.33B in revenue and significantly raised its full year guidance to €43B–€45B driven by surgin...
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Samsung Electronics (005930) Shaken Despite Record Earnings: A Look at 17-Year Low Foreign Ownership and Valuation Recovery Scenarios
Daily Stock analyzes Samsung Electronics' record 2Q26 earnings KRW 171T sales, KRW 89.4T OP juxtaposed with its stock correction, foreign ownership hi...
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![[Nasdaq Story] Regeneron (REGN)'s 'Dupixent & Eylea HD' Soft Landing vs. Fianlimab Clinical Shock: Scenario Analysis Ahead of Q2 Earnings on July 30](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5eb6cbec3a83.45596394.png)
[Nasdaq Story] Regeneron (REGN)'s 'Dupixent & Eylea HD' Soft Landing vs. Fianlimab Clinical Shock: Scenario Analysis Ahead of Q2 Earnings on July 30
Regeneron REGN shows solid fundamentals with rapid growth from Dupixent and Eylea HD. However, the Phase 3 clinical failure of Fianlimab and subsequen...
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![[Global Market] '1.7M Barrel Drop' in WTI Crude Inventory and $124.70 USO: 'Hormuz Tensions Resume' & SPR Depletion Scenarios Amid US-EU-Asia Tri-polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5e70a6938e44.03389985.png)
[Global Market] '1.7M Barrel Drop' in WTI Crude Inventory and $124.70 USO: 'Hormuz Tensions Resume' & SPR Depletion Scenarios Amid US-EU-Asia Tri-polar Decoupling
WTI crude inventories fell by 1.7 million barrels, 6% below the 5 year average. With US SPR at historical lows and Hormuz Strait tensions resuming, su...
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![[KOSPI Story] 'Monetary Tightening Pivot After 3 and a Half Years' - Bank of Korea's MPC Statement Shakes the Stock Market, Evaluating Portfolio Diversification Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5dc7d87ceca0.86227467.png)
[KOSPI Story] 'Monetary Tightening Pivot After 3 and a Half Years' - Bank of Korea's MPC Statement Shakes the Stock Market, Evaluating Portfolio Diversification Scenarios
On July 16, 2026, the BOK Monetary Policy Committee raised the base rate by 0.25%p to 2.75%, ending 3.5 years of monetary easing. We explore the impac...
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![[Nasdaq Story] The Two Sides of Amazon's (AMZN) 37.7% AWS Operating Margin: The 'Invest Now, Harvest Later' Cycle and the $200B CapEx Scenario](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5d656c4095c4.54062467.png)
[Nasdaq Story] The Two Sides of Amazon's (AMZN) 37.7% AWS Operating Margin: The 'Invest Now, Harvest Later' Cycle and the $200B CapEx Scenario
Amazon's AMZN cloud business, AWS, proved its strong profitability with a 37.7% operating margin in Q1 2026. However, tension persists between short t...