Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] '1.4 Trillion Won Romania Jackpot & 38 Trillion Won Backlog' Hanwha Aerospace (012450): K9 as a NATO Hub and the Quantum Jump Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9fb29b2f6093.78241558.png)
[KOSPI Story] '1.4 Trillion Won Romania Jackpot & 38 Trillion Won Backlog' Hanwha Aerospace (012450): K9 as a NATO Hub and the Quantum Jump Scenario
Hanwha Aerospace 012450 secures a 1.38T KRW deal for K9 howitzers in Romania, boosting its order backlog to ~38T KRW. Romania becomes the 6th NATO use...
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![[Nasdaq Stories] The AI Infrastructure Bill and Defending 30% Margins: Deconstructing Amazon's (AMZN) AWS Order Pipeline Profitability](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9f50426ac684.44654538.png)
[Nasdaq Stories] The AI Infrastructure Bill and Defending 30% Margins: Deconstructing Amazon's (AMZN) AWS Order Pipeline Profitability
Amazon's AWS defends 30%+ operating margins despite massive AI CapEx, supported by custom silicon and expanding enterprise backlogs. We analyze cloud ...
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![[Global Markets] Broadcom (AVGO) Custom ASIC Surge Puts $110B Backlog in Sight: AI Infra Plays Amid US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9f09da456378.27183811.png)
[Global Markets] Broadcom (AVGO) Custom ASIC Surge Puts $110B Backlog in Sight: AI Infra Plays Amid US-EU-Asia Tri-Polar Decoupling
Broadcom secures unprecedented order visibility via custom ASIC deals with Google, Meta, and OpenAI. Fiscal Q3 AI chip revenue soared 221% YoY to $16....
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![[KOSPI Story] '200 Trillion Won in Debt and Q3 Freeze': KEPCO (015760), Scenarios for Cost-Based Tariff Normalization Amid 34 Trillion Won in Accumulated Deficits](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9e612de80aa1.35221536.png)
[KOSPI Story] '200 Trillion Won in Debt and Q3 Freeze': KEPCO (015760), Scenarios for Cost-Based Tariff Normalization Amid 34 Trillion Won in Accumulated Deficits
KEPCO kept Q3 2026 fuel cost adjustments at +5 KRW/kWh, freezing electricity rates. Despite record operating profit of 13.5T KRW in 2025, daily intere...
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![[Nasdaq Story] Micron (MU) Next-Gen HBM Yield Improvements and Q4 Guidance: A Watershed in the AI Memory Triopoly](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9dfea5444459.39935963.png)
[Nasdaq Story] Micron (MU) Next-Gen HBM Yield Improvements and Q4 Guidance: A Watershed in the AI Memory Triopoly
Micron Technology is lifting its FY Q4 guidance expectations as it stabilizes next gen HBM yields. It plans to double capacity to 100K wafers/month by...
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![[Global Markets] Tesla (TSLA) Enters Commercial Cybercab Operations: Robotaxi Momentum and Autonomous Driving Valuation Scenarios Amid US-Europe-Asia Decoupling](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9db8603fcab1.12636642.png)
[Global Markets] Tesla (TSLA) Enters Commercial Cybercab Operations: Robotaxi Momentum and Autonomous Driving Valuation Scenarios Amid US-Europe-Asia Decoupling
Tesla has launched commercial Cybercab robotaxi rides in Austin, shifting focus to Physical AI networks. We analyze TSLA's valuation scenarios and the...