Blog Reports
Check DailyStock reports by date and topic.
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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](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2f4f6d3555d9.61208818.png)
[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'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2f40f32e2501.20153594.png)
[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](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2efaa206ae94.02894416.png)
[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](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2e5fdbaa33d9.88742367.png)
[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.
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![[KOSPI Story] Examining KB Financial Group's (105560) Record Treasury Stock Cancellation and Scenario to Exceed 55% Shareholder Return Amid 1,519 KRW Exchange Rate](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2e51ea086659.35112920.png)
[KOSPI Story] Examining KB Financial Group's (105560) Record Treasury Stock Cancellation and Scenario to Exceed 55% Shareholder Return Amid 1,519 KRW Exchange Rate
KB Financial Group (105560) posted a record Q1 2026 net profit of KRW 1.8924 trillion and is canceling 3.8% of its treasury shares. Its annual shareholder return rate is expected to surpass 55% despite high exchange rate risks.
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![[S&P Story] Expectations of Strait of Hormuz Reopening and Crude Oil Plunge to $84 Range: Shareholder Return Resilience and Rebalancing Outlook of S&P 500 Energy Sector](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2dff0bc3d496.88427577.png)
[S&P Story] Expectations of Strait of Hormuz Reopening and Crude Oil Plunge to $84 Range: Shareholder Return Resilience and Rebalancing Outlook of S&P 500 Energy Sector
As of June 14, 2026, global oil prices are plunging due to hopes of reopening the Strait of Hormuz. We analyze the shareholder return resilience and valuation of the S&P 500 energy sector amidst these shifts.