Defense, Shipbuilding, and Cosmetics Sectors Rally Despite Broad Market Decline

The Korean markets closed lower on July 30, 2026, with the KOSPI dropping 1.23% to 5,593.56 and the KOSDAQ falling 2.70% to 644.78. Despite the broader market downturn, foreign investors net purchased 1,342,691 million KRW on the KOSPI, while the USD/KRW exchange rate closed at 1,457.52.

HANWHA AEROSPACE (012450) +6.79%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
30.27	4.6	28,573	₩44.6T	22.74%	224.88%	783,000–1,655,000

Hanwha Aerospace surged 6.79% following news that the US military resumed airstrikes in Iran, which triggered a strong rally across defense stocks and pushed the share price up by over 11% during intraday trading [1][3]. While the company's stock experienced a decline on July 28, the specific reasons behind that drop remain unconfirmed from available headlines [4][5]. Additionally, though Hanwha Aerospace increased its equity stake in Korea Aerospace Industries (KAI) by 1.03 percentage points [6], the direct impact of this transaction on today's stock performance remains unclear.

HD KOREA SHIPBUILDING & OFFSHORE ENGINEERING (009540) +10.00%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
12.03	1.96	30,639	₩26.1T	20.20%	143.73%	314,000–494,500

HD Korea Shipbuilding & Offshore Engineering jumped 10.00% on the back of robust second-quarter earnings and strong profit growth [7][9][12]. This stellar performance, combined with high earnings expectations for the nation's top three shipbuilders, fueled sector-wide optimism and drove a broad rally in shipbuilding equities [10][11]. Although the stock had previously faced downward pressure despite strong Q2 profits [12], today's trading was heavily dominated by positive sentiment surrounding the sector's financial health. Other specific factors influencing today's price movements remain unconfirmed.

LG H&H (051900) +11.03%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
-51.34	0.9	-5,688	₩4.4T	-2.04%	25.00%	210,000–325,500

LG H&H surged 11.03% after reporting a significant improvement in its second-quarter earnings [13][14][15][18]. This strong financial performance prompted securities firms to raise their target prices for the cosmetics giant, further boosting investor confidence [13]. The stock also benefited from a broader market trend where cosmetics equities are being re-evaluated and restructured based on actual earnings performance, drawing increased investor attention to LG H&H alongside peers like Cosmax [17].

Sources

1. 한화에어로스페이스 주가 장중 11%대 올라, 미국의 이란 공습 재개 소식에 방산주 강세 — businesspost.co.kr · 2026-07-30
2. 한화에어로스페이스 주가, 7월 30일 장중 881,000원 8.77% 상승 — 톱스타뉴스 · 2026-07-30
3. 미군 이란 공습 재개에 방산주 급등…한화에어로스페이스 11%↑ — 이코노뉴스 · 2026-07-30
4. 한화에어로스페이스 주가 하락 중 — 아시아뉴스통신 · 2026-07-28
5. 한화에어로스페이스 주가, 7월 28일 장중 876,000원 2.56% 하락 — 톱스타뉴스 · 2026-07-28
6. 한국항공우주산업, 주주 한화에어로스페이스 측 주식등 보유 비율 1.03%p 증가 — 디지털투데이 · 2026-07-26
7. [특징주] HD한국조선해양, 2분기 호실적 기록.. 8%대 '강세' — 글로벌이코노믹 · 2026-07-30
8. "주가 빼고 다 좋다"는데…HD한국조선해양, 살펴볼 점은 — 한국경제 · 2026-07-30
9. [특징주] 실적 상승에 조선株 강세…HD한국조선해양 8%↑ — 뉴스핌 · 2026-07-30
10. [특징주] HD한국조선해양, 조선3사 호실적 기대감 '상승' — jeonmae.co.kr · 2026-07-30
11. 조선 3사 호실적에 조선주 급등…HD한국조선해양 10%↑ — 이코노뉴스 · 2026-07-30
12. HD한국조선해양, 2026년 2분기 강력한 이익에도 주가 하락 — Investing.com 한국어 · 2026-07-29
13. LG생활건강 주가 장중 10%대 상승, 2분기 호실적에 증권가 목표주가 상향 — businesspost.co.kr · 2026-07-30
14. [ET특징주] LG생활건강, 2분기 실적 개선 성공에 주가 11%↑ — 전자신문 · 2026-07-30
15. [특징주] LG생활건강, 2분기 실적 개선 성공에…15% 급등 - 조선비즈 — Chosunbiz · 2026-07-30
16. LG생활건강 주가, 7월 30일 장중 309,500원 17.67% 상승 — 톱스타뉴스 · 2026-07-30
17. 한국투자증권 “화장품주, 실적 따라 주가 재편…LG생활건강·코스맥스 주목” — 이투데이 · 2026-07-27
18. [특징주] LG생활건강, 2분기 호실적에 11%대 급등 마감(종합) — 연합뉴스 · 2026-07-30

This is market commentary, not investment advice.