코스피 이야기
Quickly browse recent reports in the selected category.
-
[KOSPI Story] Imminent June Semi-Annual Ex-Dividend Date: Arbitrage Scenario Analysis Amid Foreign and Institutional Futures-Linked Supply-Demand Patterns and High-Dividend ETF Weakness
On June 26, 2026, the KOSPI closed at 8,411.21. Investors are analyzing institutional arbitrage trading scenarios and foreign futures-linked supply-demand patterns ahead of the semi-annual ex-dividend date on June 29.
-
[KOSPI Story] Analysis of HD Korea Shipbuilding & Offshore Engineering (009540) Earnings Rally Scenario with Benefit of 1,541 Won High Exchange Rate and Three-Year Backlog of 'Dock Pool' Orders
HD Korea Shipbuilding & Offshore Engineering has achieved 60.8% of its annual order target as of early June 2026. Benefiting from the high exchange rate of 1,541.90 won, it posted a record 16.7% operating profit margin in Q1 2026.
-
[KOSPI Story] KOSPI Large-Cap Momentum Outlook Driven by Record-High June Exports of $62 Billion and $17.5 Billion Trade Surplus Amid High 1546 Won Exchange Rate
KOSPI faces high volatility as record-high exports and a 1546 KRW/USD exchange rate intersect. Exports from June 1-20 topped $62B, driven by semiconductor growth, securing a $17.5B trade surplus.
-
[KOSPI Story] KOSPI Surpasses 9,000 for the First Time: Assessing the Path to the Dream '10,000 Mark' in 2H and the Shadows Behind the Semiconductor Dominance
KOSPI hit a historic 9,000. While semiconductor giants drive the rally, severe market polarization, a high USD/KRW rate of 1,533, and rising margin debt warrant a cautious approach to the 10,000-point outlook.
-
[KOSPI Story] SK Hynix (000660) Begins HBM4E Sample Supply Amid 1,533 KRW High Exchange Rate; Analysis of Shipment Network and 40T KRW ADR Nasdaq Listing Scenarios
On Saturday, June 20, 2026, Daily Stock analyzes SK Hynix's HBM competitiveness, highlighted by the rollout of 7th-gen HBM4E samples and plans for a 40 trillion KRW Nasdaq ADR listing amid favorable FX conditions.
-
[KOSPI Story] LS (006260) Proves Power Cable Competitiveness with 140 Billion Won Singapore Order; Outlook on KOSPI Large-cap Supply-Demand Dynamics Amid 15-Year Super Cycle
LS (006260) secured a 140B KRW ultra-high voltage power grid order in Singapore. Backed by a 7T KRW backlog and a 15-year global power infrastructure super cycle, LS enters a major earnings quantum jump phase.