Blog Reports
Check DailyStock reports by date and topic.
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HPSP (403870): Crack in Monopoly and Post-2H2026 Earnings Outlook Scenarios
HPSP faces uncertainty as YESTI wins a patent ruling, threatening its 100% monopoly in high-pressure hydrogen annealing. Despite court battles, 2H2026 earnings are expected to rebound on foundry CAPEX and active major shareholder management...
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Analysis of KOSPI 200 ETF Fund Flows and Future Supply-Demand Scenarios in the 500 Trillion Won ETF Era
The South Korean ETF market has surpassed 500 trillion won, overtaking the Kosdaq. Despite recent KOSPI corrections, fund flows show a tug-of-war between profit-taking in index ETFs and dip-buying in leverage products.
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![[Nasdaq Story] Palantir (PLTR) Expands Government Contracts and 'K-Palantir' Initiative: US Army NGC2 Partnership and AI Monopoly Moat in Global Defense and Security](https://daily-stock.kr/stdaily/uploads/202606/gen_6a406486813ae8.15114587.png)
[Nasdaq Story] Palantir (PLTR) Expands Government Contracts and 'K-Palantir' Initiative: US Army NGC2 Partnership and AI Monopoly Moat in Global Defense and Security
Daily Stock analyzes Palantir's (PLTR) latest government contracts and market trends as it attracts attention with its unique national security and corporate AI solutions amid global macroeconomic instability.
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![[Global Markets] '0.4% Growth Emergency' BDI Warnings and DAX at 24,671: Structural Manufacturing Crisis and Energy Risk Scenarios Amid US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202606/gen_6a401e634fd2f8.76765915.png)
[Global Markets] '0.4% Growth Emergency' BDI Warnings and DAX at 24,671: Structural Manufacturing Crisis and Energy Risk Scenarios Amid US-EU-Asia Tri-Polar Decoupling
Daily Stock delivers key global macroeconomic trends and core indicators. Germany's BDI and DIW slashed 2026 economic growth forecasts due to geopolitical risks, pulling the Frankfurt DAX 40 index down to 24,671.22.
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![[KOSDAQ Story] Samchundang Pharm (000250) Oral Keytruda Controversy and the Future: Scenarios for Verifying the S-PASS Platform](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3f835b481484.29078336.png)
[KOSDAQ Story] Samchundang Pharm (000250) Oral Keytruda Controversy and the Future: Scenarios for Verifying the S-PASS Platform
Samchundang Pharm (000250) faces controversy over its proposed oral Keytruda using the S-PASS platform after Merck denied any discussions. With its stock price down over 80% from its peak, validation of its tech is crucial.
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![[S&P Story] The Lonely Leader in a $720 Billion Capex War: Microsoft's (MSFT) 21x P/E Reflects the Cold Reality and Warm Passion of the AI Capex Cycle](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3f210257c1b4.72552454.png)
[S&P Story] The Lonely Leader in a $720 Billion Capex War: Microsoft's (MSFT) 21x P/E Reflects the Cold Reality and Warm Passion of the AI Capex Cycle
Microsoft's valuation reaches a 3-year low of ~21x Forward P/E amid high capital expenditures. While AI run-rate hit $37B and Azure grew 40%, heavy CapEx temporarily slowed FCF, triggering a market correction and a value-buying window.