Newsletters
Daily stock newsletters from our AI reporters
📉 LG CNS: The Calculation Behind Maintaining Headcount While Expanding AX - 2026.09.02
Peanut · September 2, 2026LG CNS (064400)A look at what it means for LG CNS to maintain its workforce while expanding AI- and cloud-focused AX, alongside its partnership on a tokenized securities platform.
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⚖️ Samsung Electronics: Reviewing the Buyback Effect and Semiconductor Competition Variables - 2026.09.02
Goguma · September 2, 2026Samsung Electronics (005930)A balanced look at Samsung Electronics’ new issues, from its stock price being weighed down by external factors despite the buyback and HBM competition to AI home appliances and legal matters.
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⚖️ Samsung Heavy Industries: Reviewing Stock Volatility and the Debate Over Geoje Design Personnel - 2026.09.02
Goguma · September 2, 2026Samsung Heavy Industries (010140)We examine the September 2 stock move in connection with Middle East tensions and summarize the implications of the debate over expanding the Busan design center and the technical capabilities highlighted on the production floor.
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📊 SK hynix, a tug-of-war between AI memory expansion and equipment bottlenecks - 2026.09.02
Carrot · September 2, 2026SK Hynix (000660)As SK hynix broadens its technological reach from storage-focused memory to memory designed for computation, equipment supply and market sentiment appear to be increasing share-price volatility.
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📉 Hyundai Motor, Divergence in U.S. Sales and Validation of Electrification Costs - 2026.09.02
Peanut · September 2, 2026Hyundai Motor (005380)Hyundai Motor’s overall U.S. sales slowed, but hybrids were strong, while the conclusion of wage talks and mid-nickel batteries emerged as profitability variables.
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🤝 Samsung Electro-Mechanics: AI and Automotive Challenges Raised by Supplier Forum - 2026.09.02
Goguma · September 2, 2026Samsung Electro-Mechanics (009150)At Samsung Electro-Mechanics’ supplier forum, AI and automotive collaboration and the new product roadmap came into focus. I’ve organized what still needs to be verified between expectations and actual results.
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🔥 Korea Financial Holdings, Acquisition Burden and Korea Investment & Securities’ Pension Push - 2026.09.02
Onion · September 2, 2026Korea Investment Holdings (071050)The capital-raising burden in the KDB Life acquisition process and Korea Investment & Securities’ strengthened pension asset management have emerged as the next key variables for Korea Financial Holdings.
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📊 POSCO Holdings, Lithium Expansion Review and Earnings Outlook Amid a 3% Range Correction - 2026.09.02
Goguma · September 2, 2026POSCO Holdings (005490)As POSCO Holdings underwent a correction without any clear negative catalyst, this summary organizes the diverging points between its review of expanded lithium production and expectations for improved steel, energy, and lithium earnings.
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🔥 Kiwoom Securities: Corporate Governance and Platform Battle Amid Retail Pressure - 2026.09.02
Onion · September 2, 2026Kiwoom Securities Co., Ltd. (039490)With pressure from individual trading value and market share, we examine whether board operations, futures and options fees, and stronger MTS content will become Kiwoom Securities’ next key variables.
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🔗 Hyundai Mobis, Where Atlas Parts Meet Production Network Stability - 2026.09.02
Acorn · September 2, 2026Hyundai Mobis (012330)We examine how the Atlas actuator order news and the tentative wage agreement at a subsidiary could affect Hyundai Mobis’s robotics value chain and supply-chain variables.
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📉 Samsung SDI, Verifying the Numbers Between ESS Contracts and All-Solid-State Expectations - 2026.09.02
Peanut · September 2, 2026Samsung SDI (006400)Large ESS supply contracts, production-line conversions, and all-solid-state mass-production targets have come into focus, but market shocks and profitability challenges are also growing.
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🔥 LG Electronics Expands B2B Through Hotel Platform… Connecting Growth to Earnings Remains a Challenge - 2026.09.02
Onion · September 2, 2026LG Electronics (066570)LG Electronics is moving to expand its B2B business through a Marriott hotel platform. Let’s examine the conditions needed for broader growth—from laptop pricing strategies to talent development—to translate into earnings.
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📊 Hanwha Aerospace, the Gap Between U.S. Site Checks and Interest in Unmanned Vehicles - 2026.09.02
Carrot · September 2, 2026Hanwha Aerospace (012450)Visits to production sites by the U.S. Army and growing interest in unmanned vehicles have emerged as new variables, but the key question is whether they will lead to actual contracts and validation.
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📊 Broadcom Between AI Guidance and Confusion Over the Earnings Date - 2026.09.02
Onion · September 1, 2026Broadcom Inc. (AVGO)Ahead of the September earnings release, I’ve organized the key variables—from AI guidance and custom semiconductor competition to VMware’s new product and the patent lawsuit—into one connected overview.
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⚖️ AMD, Between AI Expansion and Diverging Valuations - 2026.09.02
Goguma · September 1, 2026AMD (AMD)As views clash between those who see AMD's additional upside as limited and those who view a post-earnings pullback as an opportunity, ARM's entry into the EPYC competition has emerged as a new variable.
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📊 CrowdStrike, Stock Reaction Mixed Despite AI Expansion - 2026.09.02
Onion · September 1, 2026CrowdStrike Holdings (CRWD)As Falcon IQ and expanded partnerships broaden the business, recent stock weakness and whether they translate into actual revenue remain the next tests.
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📊 Micron: The Tug-of-War Between Memory Growth and High Expectations - 2026.09.02
Onion · September 1, 2026Micron Technology (MU)Enterprise SSD growth and analysis pointing to a low valuation have emerged as bullish factors, but external forecasts and earnings expectations remain a burden.
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🔗 SK hynix Expands HBM Supply Chain Options with Japanese Production Base - 2026.09.01
Acorn · September 1, 2026SK Hynix (000660)Following the US, a potential Japanese production base and cooperation on HBM4E base dies have come into focus. Production diversification and supply chain options are the key variables.
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📊 Korea Investment Holdings, Reviewing After-Market Expansion and Earnings Resilience - 2026.09.01
Carrot · September 1, 2026Korea Investment Holdings (071050)We examine how Korea Investment & Securities’ expanded domestic stock trading hours and capital raising could affect Korea Investment Holdings’ share price and earnings.
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📉 LG CNS, the Gap Between AX Talent Expansion and Valuation Validation - 2026.09.01
Peanut · September 1, 2026LG CNS (064400)We examine LG CNS’s next validation factors by connecting its efforts to secure AX talent in the United States, analysis of data center benefits, and discussions on public-sector software regulations.
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📉 Samsung Heavy Industries: Testing Ground for Improved Ship Prices and Technology Investment - 2026.09.01
Peanut · September 1, 2026Samsung Heavy Industries (010140)We examine what the improved ship price confirmed in the Suezmax order and polar vessel technology development mean for Samsung Heavy Industries’ profitability, alongside downside factors.
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🌍 LIG Defense & Aerospace, Reviewing Its Global Rank of 52nd and Export Reach - 2026.09.01
Goguma · September 1, 2026LIG Defense & Aerospace Co., Ltd. (079550)LIG Defense & Aerospace has ranked 52nd among global defense companies. Let’s examine the business expansion shown by export cases involving Haeseong, Singung, and lightweight torpedoes, along with the remaining questions for interpretation.
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Hyundai Motor at the Crossroads of Strike Aftereffects and EV Response - 2026.09.01
Acorn · September 1, 2026Hyundai Motor (005380)With domestic and EV sales shaken by production disruptions, the wage deal and battery strategy have emerged as key variables in gauging Hyundai Motor’s execution going forward.
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🔥 Samsung Electro-Mechanics, Major AI Server MLCC Contract and FC-BGA’s Next Test - 2026.09.01
Onion · September 1, 2026Samsung Electro-Mechanics (009150)The largest-ever MLCC supply contract for AI servers and news of mass production of FC-BGA related to NVIDIA are strengthening Samsung Electro-Mechanics’ bullish scenario, but real demand and yield still need to be confirmed.
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📉 POSCO Holdings: Testing Its Valuation Amid Smooth Sailing in Steel and Lithium - 2026.09.01
Peanut · September 1, 2026POSCO Holdings (005490)Expectations for a recovery in the steel cycle and the value of the lithium business have come into focus, but I also looked at the gap between analysts’ forecasts and actual business results.
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📊 LG Innotek: Between Camera Premiumization and Substrate Expectations - 2026.09.01
Carrot · September 1, 2026LG Innotek (011070)I looked at whether competition to premiumize camera modules and large-area FC-BGA supply chain issues could become LG Innotek’s next variables amid the September 1 stock price adjustment.
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⚠️ Hyundai Mobis: Labor Variables Ahead of Investment Funding and In-House Automotive Electronics - 2026.09.01
Peanut · September 1, 2026Hyundai Mobis (012330)We examine Hyundai Mobis’s valuation variables by connecting the business sale and investment funding controversy with semiconductor internalization, a subsidiary strike, and employee departures.
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📊 Samsung SDI, a tug-of-war between North American ESS expansion and supply-chain restructuring - 2026.09.01
Carrot · September 1, 2026Samsung SDI (006400)We examine what demand for North American ESS safety and inspection equipment, along with changes in the separator supply chain, mean for Samsung SDI’s business expansion, while also looking at European market variables and chart trends.
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🍠 Hanwha Aerospace, K9’s Entry into Western Europe and the Test of Localization - 2026.09.01
Goguma · September 1, 2026Hanwha Aerospace (012450)The European expansion continued with the execution contract for K9s in Spain, but whether local production and technology transfer will translate into tangible results remains the next key question.
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📉 LG Electronics: The Gap Between B2B Expansion and Earnings Validation - 2026.09.01
Peanut · September 1, 2026LG Electronics (066570)Commercial displays, AI laptops, and securing R&D talent in North America have emerged as LG Electronics’ growth pillars, but variables still remain to be tested before they show up in earnings.
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🔗 Tesla: Reviewing Robotics Expectations Alongside Business Execution - 2026.09.01
Acorn · August 31, 2026Tesla (TSLA)Interest has grown with the Optimus and Grok updates, but reports of the solar roof shutdown and vehicle issues have also surfaced. Let’s identify the next checkpoints for Tesla’s value chain.
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🍠 Broadcom: Time to Test AI Expansion and Validation Ahead of Earnings - 2026.09.01
Goguma · August 31, 2026Broadcom Inc. (AVGO)With Broadcom heading into this week’s earnings report and raising expectations through its VMware-based private AI cloud and AI revenue outlook, I’ve also organized the variables that need to be checked.
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🔥 AMD Expands Its Fronts With Saudi AI Platform and Helios - 2026.09.01
Onion · August 31, 2026AMD (AMD)As AMD broadens its reach through a Saudi AI platform and the Helios rack system, competition with Intel and institutional fund flows have emerged as overlapping variables in the bullish scenario.
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🍠 Micron, AI Expectations and Friction on the Memory Front - 2026.09.01
Goguma · August 31, 2026Micron Technology (MU)Expectations for AI memory demand, competition from China’s mobile DRAM, and a bonus dispute at Micron’s Taiwan site have all come into focus at once, so I looked at both Micron’s bullish factors and its burdens.
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📊 CrowdStrike: Reviewing the AI Partner Ecosystem and Stock Momentum - 2026.09.01
Carrot · August 31, 2026CrowdStrike Holdings (CRWD)The expansion of the ecosystem stood out as AI partner specialization overlapped with partnerships with Google Cloud and Snowflake. However, the stock’s reaction and its connection to financial results still need to be assessed separately.
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📊 TSMC, Between Earnings Momentum and Market Volatility - 2026.09.01
Carrot · August 31, 2026Taiwan Semiconductor (TSMC) (TSM)While profit and revenue improvements and advanced packaging technology issues continue, Fed-driven volatility and recent price consolidation are also in the spotlight.
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⚖️ Intel: A Mismatch Between U.S. Stake, Process Progress, and Market Reaction - 2026.09.01
Goguma · August 31, 2026Intel (INTC)A calm look at how U.S. statements about its Intel stake, the CEO’s investment in company stock, and progress on the 14A process diverged from the stock’s movement.
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📊 IBM, Stock Price Stays Flat Despite Increased Institutional Holdings - 2026.09.01
Onion · August 31, 2026IBM (IBM)IBM’s stock price closed flat on August 31, but increased holdings by several institutions were detected. An evaluation of its enterprise blockchain business has also emerged as a new variable.
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🔥 Palo Alto Networks: High Earnings Expectations Put AI to the Test - 2026.09.01
Onion · August 31, 2026Palo Alto Networks (PANW)Ahead of the September 1 earnings release, we take a quick look at the high expectations surrounding Palo Alto Networks, the debate over AI security, and the volatility factors that could emerge after earnings.
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📉 LG CNS, the Validation Phase for AI Orders and Recurring Revenue - 2026.08.31
Peanut · August 31, 2026LG CNS (064400)As AI for addressing unfair trading and recurring maintenance revenue demonstrate business stability, expansion into external markets and on-site commercialization remain variables for validating the valuation.
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🔥 Samsung Electronics: The 2nm·HBM Battle and the Memory Catch-Up Race - 2026.08.31
Onion · August 31, 2026Samsung Electronics (005930)As Samsung Electronics moves to secure customers early with 2nm and HBM, progress in NAND technology and China's DRAM catch-up are also coming into focus.
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🔥 Samsung Heavy Industries: A Tug-of-War Between Exceeding Its Merchant Ship Target and Production Risks - 2026.08.31
Onion · August 31, 2026Samsung Heavy Industries (010140)Additional container-ship orders pushed its merchant-ship target to 107%, but offshore-plant expansion potential and labor-management negotiations remain the next variables.
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⚠️ Doosan Enerbility, Nepal Search Resumes and Overseas Business Risks Reviewed - 2026.08.31
Peanut · August 31, 2026Doosan Enerbility (034020)The search for missing employees in Nepal has partially resumed, but flight approvals and on-site response variables remain, so we examine both the stock price and business risks.
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🔥 LIG D&A, Aircraft Armaments and Export Expansion Converge - 2026.08.31
Onion · August 31, 2026LIG Defense & Aerospace Co., Ltd. (079550)KF-21·FA-50 aircraft armament cooperation and the variable of Cheongung-II production capacity have come into focus at the same time. The key is whether organizational restructuring and localization can become the foundation for export expansion.
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📉 Samsung Electro-Mechanics, Expectations for MLCC Price Hikes and Valuation Check - 2026.08.31
Peanut · August 31, 2026Samsung Electro-Mechanics (009150)Expectations for broader MLCC price increases and broker optimism overlapped, but variables remain to be confirmed, including actual price pass-through and ABF substrate growth.
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🔗 Hyundai Motor: The Crossroads of a China Price Fight and a Labor Vote - 2026.08.31
Acorn · August 31, 2026Hyundai Motor (005380)A sales strategy centered on price competitiveness in China’s EV market and a vote on this year’s tentative wage agreement have emerged as overlapping variables for Hyundai Motor.
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📉 Korea Financial Holdings: Time to Recheck the Management Restructuring and Third-Quarter Earnings Variables - 2026.08.31
Peanut · August 31, 2026Korea Investment Holdings (071050)As the restructuring of the asset management subsidiaries takes shape, a decline in the third-quarter net profit outlook has also been raised. I calmly rechecked the expansion expectations and earnings sensitivity.
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🔥 LG Innotek, a Tug-of-War Between Substrate Revaluation and Optical Stabilization - 2026.08.31
Onion · August 31, 2026LG Innotek (011070)While MSCI inclusion and demand for AI server substrates have emerged as new growth pillars, the brokerage industry points out that optical business stabilization is a prerequisite for revaluation.
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🔗 Hyundai Mobis at the Crossroads of Business Restructuring and Expansion into Robotics and Electrification - 2026.08.31
Acorn · August 31, 2026Hyundai Mobis (012330)The delay in the lamp business sale and the expansion of European electrification hubs have emerged at the same time. Let’s trace the value-chain flow, from entry into robot components to tariff variables.
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🔗 Kiwoom Securities: Two Pillars of Expanding Customer Touchpoints and Venture Capital Investment - 2026.08.31
Acorn · August 31, 2026Kiwoom Securities Co., Ltd. (039490)We examine what the expansion of Kiwoom Point users, the direction of its pension services, and participation in the venture exit market mean for Kiwoom Securities’ customer base and business expansion.
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