Blog Reports
Check DailyStock reports by date and topic.
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[KOSPI Story] '36GWh Arizona Ramp-Up and 440GWh Backlog' LG Energy Solution (373220), Mass Production of 4680 Batteries and Global Client Diversification Scenarios
LG Energy Solution 373220 advances 46 series battery mass production with its 36GWh Arizona plant, expanding beyond a single EV maker to Mercedes Benz...
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[Nasdaq Story] Ad Engine Built on 250M Viewers: Netflix (NFLX) Q3 Earnings Outlook and Multiple Requirements
Netflix is transitioning from pure SVOD to a hybrid AVOD model, surpassing 250M ad tier monthly viewers. With Q3 earnings ahead, markets focus on reac...
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[Global Markets] Apple (AAPL) Stock Action Post-'iPhone 18 AI Launch' and the US-EU-Asia Tri-Polar Decoupling Scenario
Apple officially unveiled its AI powered iPhone 18 lineup, triggering typical 'sell the news' profit taking. Amid a tri polar global macro decoupling,...
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[KOSPI Story] '784kL Super-Gap and $21.7B Backlog' Samsung Biologics (207940): Plant 5 Ramp-up and H2 Megadeal Scenarios
Samsung Biologics accelerates its Plant 5 ramp up, expanding total capacity to 784kL with a $21.7B order backlog. While macro factors and short term o...
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ASML High-NA EUV Order Rally at $400M per Unit: Roadmap and Foundry Big 3 Delivery Timelines
Global chipmakers accelerate adoption of ASML's $400M High NA EUV tools. Intel, TSMC, and Samsung join the race, lifting ASML's 2026 sales guidance as...
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[Global Markets] 'Cloud Bottlenecks and CapEx Fatigue' Microsoft (MSFT) Azure Growth Concerns and the US-Europe-Asia Tri-Polar Decoupling Scenario
Microsoft's Azure faces growth headwinds from data center capacity bottlenecks and massive CapEx, while global markets navigate a tri polar decoupling...