Blog Reports
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[Nasdaq Story] Regeneron (REGN)'s 'Dupixent & Eylea HD' Soft Landing vs. Fianlimab Clinical Shock: Scenario Analysis Ahead of Q2 Earnings on July 30
Regeneron REGN shows solid fundamentals with rapid growth from Dupixent and Eylea HD. However, the Phase 3 clinical failure of Fianlimab and subsequen...
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[Global Market] '1.7M Barrel Drop' in WTI Crude Inventory and $124.70 USO: 'Hormuz Tensions Resume' & SPR Depletion Scenarios Amid US-EU-Asia Tri-polar Decoupling
WTI crude inventories fell by 1.7 million barrels, 6% below the 5 year average. With US SPR at historical lows and Hormuz Strait tensions resuming, su...
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[KOSPI Story] 'Monetary Tightening Pivot After 3 and a Half Years' - Bank of Korea's MPC Statement Shakes the Stock Market, Evaluating Portfolio Diversification Scenarios
On July 16, 2026, the BOK Monetary Policy Committee raised the base rate by 0.25%p to 2.75%, ending 3.5 years of monetary easing. We explore the impac...
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[Nasdaq Story] The Two Sides of Amazon's (AMZN) 37.7% AWS Operating Margin: The 'Invest Now, Harvest Later' Cycle and the $200B CapEx Scenario
Amazon's AMZN cloud business, AWS, proved its strong profitability with a 37.7% operating margin in Q1 2026. However, tension persists between short t...
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[Global Markets] Gold Price Rebounds to $4,016 and Weak Dollar Signal at 100.4p: 'Rate Peak-Out' and Global Hard Asset Shift Scenarios Amid US-Europe-Asia Decoupling
Global markets face a three way decoupling among the US, Europe, and Asia. Gold rebounds to $4,016 after testing $4,000 support, driven by a cooling U...
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[KOSPI Story] HD Korea Shipbuilding & Offshore Engineering (009540) Achieves 73% of Annual Target in Just Half a Year: Reviewing 70 Trillion Won High-Margin Backlog and High-Dividend Scenarios
HD Korea Shipbuilding & Offshore Engineering has achieved over 73% of its annual order target in H1 2026, demonstrating its market dominance. The comp...