Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] Hawkish BOK Warns of 'Additional 100bp Rate Hike'; Examining Supply-Demand and Terminal Rate Scenarios near KOSPI 7,760 Ahead of May MPC Minutes Release](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2a5d63378340.18378911.png)
[KOSPI Story] Hawkish BOK Warns of 'Additional 100bp Rate Hike'; Examining Supply-Demand and Terminal Rate Scenarios near KOSPI 7,760 Ahead of May MPC Minutes Release
The BOK froze rates at 2.50% but signaled strong tightening, with 2 dissenting votes for a hike. Analysts now eye a terminal rate of up to 3.50% amid a surging USD/KRW, weighing on the KOSPI as it tests the 7,760 support line.
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S&P 500 Value vs. Growth Relative Strength: Assessing Valuation Rotation Scenarios Amid AI Leader Fatigue
Amid overextended growth stock valuations and prolonged high interest rates, signs of rotation toward defensive value stocks are emerging. We analyze the relative strength and portfolio diversification scenarios for S&P 500 styles.
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Google (GOOGL) '90% Search Market Share' Moat Cracking? The Survival Formula Made by Zero-Click Era and $185 Billion CAPEX
Google maintains a 90% search share, but a shift to 'zero-click' searches and ChatGPT's rise pose threats. In response, Google announced a massive $175B–$185B CAPEX guidance for 2026 alongside an $80B capital raise plan.
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![[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions](https://daily-stock.kr/stdaily/uploads/202606/gen_6a29b4884e4959.13209026.png)
[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions
As global financial market volatility expands, investors' eyes are on Tokyo ahead of the Bank of Japan's (BOJ) monetary policy meeting on June 15-16, where it may raise rates to 1.0%, marking a historic shift.
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Kosdaq at 951 level; Chunbo (278280) Hits 52-Week Low... KRW 100 Billion CB Put Option Risk Drags Down Stock Despite Defense from Advanced Semiconductor Materials
Chunbo (278280) hit a 52-week low of KRW 37,250 during trading before closing at KRW 39,650 on June 10, 2026. Despite its semiconductor materials business holding up, massive CB put option risks are weighing heavily on the stock.
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![[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit](https://daily-stock.kr/stdaily/uploads/202606/gen_6a290bd43a03d3.20969964.png)
[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit
Kia has kicked off full-scale mass production of the Sportage Hybrid (HEV) at the Hyundai Motor Group Metaplant America (HMGMA) in Georgia, bypassing the 15% auto tariff to achieve strong cost-saving benefits.