Blog Reports
Check DailyStock reports by date and topic.
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Concerns Over 'AI CAPEX Peak-Out' and the Pressure of 4.28% Yields: Global Tech Valuation Re-evaluation and Relative Strength Check of the US, Europe, and Asia
Hello, here are today's global macro and market trends from Daily Stock. As the US 10 year Treasury yield enters the 4.28% range, valuation re evaluat...
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[KOSPI Story] First Week of April Earnings Calendar Check: LG Electronics & LG Energy Solution Preliminary Results and BOK MPB Macro Direction
Hello from DailyStock. Here is this week's analysis of major KOSPI earnings and macro events. Key highlights: LG Electronics and LG Energy Solution wi...
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Checking the Shanghai Composite Index Policy Momentum Amid Global Fundamental Decoupling
Welcome to Daily Stock's Global Market Analysis Lounge. As global markets face extreme volatility, the PBOC's accommodative monetary policy emerges as...
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[S&P Story] Head-on Collision Between the AI Productivity Narrative and 4.3% 10-Year Yields: Tech Stock Duration Check and Valuation Rebalancing
Hello, this is Daily Stock, guiding you through global financial market trends based on verified data.
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Hyundai Hyms (460930): Synergy Analysis of KOSDAQ 150 Inclusion Supply-Demand Effects and Record-High Earnings
Dear DailyStock readers, today we analyze the earnings and valuation of Hyundai Hyms 460930 , which is at the center of supply and demand following it...
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KOSPI Hit by 1,516 KRW Exchange Rate & US 10-Year Treasury Yield Tantrum: Valuation Check on Platform Tech Stocks like NAVER and Kakao
Hello, this is Daily Stock. Today, we review the current status and future scenarios for Korean platforms and large tech stocks amid a surging USD/KRW...