Blog Reports
Check DailyStock reports by date and topic.
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[KOSDAQ Story] Post-SpaceX Historic Listing, Checking "New Space" Earnings-Driven Scenarios with Intellian Technologies and Satrec Initiative
SpaceX's Nasdaq listing sparked global space sector re-rating. In South Korea, the KOSDAQ market is shifting from technical evaluations to earnings-driven performance, spotlighting Intellian Technologies and Satrec Initiative.
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[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.
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[S&P Story] The Paradox of a Strong Economy and the Warning of 3.0% GDPNow: S&P 500 and Rate Hike Scenario Analysis
We delve into the Atlanta Fed's 'GDPNow' estimate, a real-time compass for the US economy, and the subsequent S&P 500 market reaction, focusing on the paradox of strong growth prompting fears of prolonged high interest rates.
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[Nasdaq Story] The SOX Semiconductor Index's Lone Run and the Warning of 'Black Tuesday': Dissecting Nasdaq's Decoupling Amid Kevin Warsh's Hawkish Freeze
The Nasdaq's decoupling rally, driven by the SOX semiconductor index despite prolonged high-interest rates, faced a reality check. On June 23, 2026, 'Black Tuesday' triggered a 7.8% drop in the SOX index amid AI overvaluation fears.
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[Global Markets] FTSE 100 Defends 10,460 Level While Pound Weakens to $1.31: Multinationals Poised to Benefit from FX Gains Amid Three-Polar Decoupling
FTSE 100 multinationals stand to benefit from FX gains as the British pound weakens to the $1.31 level. Deep valuation discounts relative to the US are making UK assets prime targets for M&A, offering a strong safety margin.
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[Kosdaq Story] Alteogen (196170): Impending Additional Tech Export and Milestone Realization, A Scenario Proving the Value of Its Unrivaled SC Platform
Alteogen's stock surged 11.56% on news of final-stage negotiations for additional technology exports. Its 2019 partner was revealed as Sanofi, confirming its platform value. Q1 2026 operating margin hit 54.9% due to milestones.