Blog Reports
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[KOSPI Story] ‘KRW 3.7 Trillion Shareholder Return’ KB Financial Group (105560), CET1 13.5% Excess Capital Return Structure and H2 Dividend Scenarios
Daily Stock provides an in depth analysis of KB Financial Group's capital reallocation policy, massive treasury stock buybacks, and its return framewo...
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[Nasdaq Story] The Two Faces of Meta's 12% Ad Price Surge: AI Targeting Innovation vs. Rising CapEx Bills
Meta's Q2 2026 ad impressions rose 14% and average prices grew 12%, showing robust demand. AI driven efficiency could help it overtake Google search a...
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[Global Market] WTI Crude Inventory Plummets by 4.5 Million Barrels and Three-Pole Decoupling: Strait of Hormuz Tensions and Near-Empty SPR Spark Global Market Valuation Shift Scenarios
According to the latest EIA report, US commercial crude inventories fell by a massive 4.45 million barrels, exacerbating supply woes. With the SPR at ...
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[KOSPI Story] Samsung Electronics (005930) Hits '13-Year Low Foreign Ownership': What Happens in October After Share Buyback Ends?
Samsung Electronics' foreign ownership has fallen to 46.69%, a 13 year low. With its share buyback program shielding the stock but ending early in Oct...
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[Nasdaq Story] Rewriting the Definition of a 'Traditional Bear Market': Decoupling of SOX Semiconductor Index and Nasdaq, and Diagnosis of Macroeconomic Pressures
The Philadelphia Semiconductor Index SOX enters a correction of over 25%, diverging from a resilient Nasdaq. We analyze the decoupling effect under th...
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[Global Markets] Nikkei 225 Retreats to 64,300 Level Amid Battle Over 160 Yen: Scenarios for 'September BOJ Rate Hike' and 'Export Stock Volatility' in Tri-polar Decoupling
The Nikkei 225 has retreated to the 64,300 level due to rising global bond yields and yen volatility, entering a correction. Speculation grows over a ...