Blog Reports
Check DailyStock reports by date and topic.
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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](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6853de39f570.50345434.png)
[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](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6702739a8617.41569864.png)
[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...
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![[Global Market] The '6.2% RRR' and China's PBOC Rate Cut Dilemma: Yuan Defense vs. Global Commodity Liquidity Scenarios Amid Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a665987b0e174.85449016.png)
[Global Market] The '6.2% RRR' and China's PBOC Rate Cut Dilemma: Yuan Defense vs. Global Commodity Liquidity Scenarios Amid Tri-Polar Decoupling
China's PBOC is struggling with whether to cut reserve requirement ratios RRR to boost the economy or hold back to stabilize the yuan, amidst a tri po...
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![[KOSPI Story] 'Beyond Ultra-High Voltage to Power Distribution' Power Equipment Trio's Backlogs Surge; Examining the Sustainability of the AI Data Center-Driven Supercycle](https://daily-stock.kr/stdaily/uploads/202607/gen_6a65b108969067.82909080.png)
[KOSPI Story] 'Beyond Ultra-High Voltage to Power Distribution' Power Equipment Trio's Backlogs Surge; Examining the Sustainability of the AI Data Center-Driven Supercycle
As the KOSPI remains in extreme fear at 6690.62, we analyze the current state of Korea's power equipment industry, which is poised for long term growt...