Blog Reports
Check DailyStock reports by date and topic.
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[Global Markets] '2.8T Rupee Outflow' and Indian SENSEX's Resilience: Foreign Capital Deregulation Scenarios Amid US-EU-Asia Tri-Polar Decoupling
Daily Stock analyzes the Indian SENSEX's resilience following a record 2.87 trillion rupee FPI outflow, boosted by the US-Iran peace deal's oil price plunge and RBI's FEMA deregulation to attract foreign individual investors.
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[KOSDAQ Story] Contrary Thinking in the 1,500 KRW High Exchange Rate Era: Simmtech (222800) vs. MK Electron (033160) Export-Heavy IT Component Benefit Comparison
Daily Stock delivers an in-depth comparison of Simmtech and MK Electron, two KOSDAQ-listed IT component leaders with over 70% of revenues from exports, benefiting from the high USD/KRW exchange rate and the AI/HBM infrastructure boom.
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[S&P Insights] Grid & Aerospace Supply Bottlenecks Propel S&P 500 Industrials: Analysis of 25.7x Forward P/E and Megatrend Backlogs
As the U.S. stock market undergoes valuation adjustments near all-time highs, unique order trends in the S&P 500 industrials sector are drawing investor attention amid AI grid and aerospace supply chain constraints.
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[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'
Daily Stock analyzes Nasdaq trends. Tesla's energy business grew ~49% YoY in 2025 (46.7 GWh), but Q1 2026 installations dropped 38% QoQ to 8.8 GWh. However, its near 30% gross margin remains a key moat for future growth.
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[Global Market] 'Inflation at 4.2%' sounds alarm for new Fed Chairman Kevin Warsh's first rate decision at June FOMC and 3-way global decoupling
Federal Reserve Chair Kevin Warsh, who took office on May 22, 2026, will lead his first FOMC meeting on June 16-17. Markets watch closely as 5.2% inflation complicates the path for interest rates amid global decoupling.
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[KOSDAQ Story] Leeno Industrial (058470): Overhang Cleared After 730 Billion KRW Block Deal and Surging AI Testing Demand — Checking the Rebound Scenario
DailyStock analyzes the successful 731.5 billion KRW block deal of Leeno Industrial (058470), clearing overhang risks. Coupled with high-margin AI testing demand and robust Q1 earnings, we examine the recovery potential.