Hanwha Solutions fuels KOSPI rally amid foreign outflows

The KOSPI slipped 0.60% to 6,258.77 and the KOSDAQ fell 0.36% to 798.81, while the won weakened to 1,423.62 per dollar. Despite overall market weakness and net foreign selling on both boards, a handful of stocks posted double‑digit gains, driven by corporate actions and sector‑specific optimism.

HANWHA SOLUTIONS (009830) +11.51%

HANWHA SOLUTIONS chart

Price now₩33,900
Prev close₩30,400
Change+11.51%
Mkt cap₩5.8T
P/E-10.04
P/B0.71
EPS₩-3,377
ROE-6.95%
Debt ratio191.14%
52W range₩22,000–59,300

Analyst consensus — 14 ratings, last 180 days · avg target ₩48,350

Buy12
Hold2
Sell0

Hanwha Solutions jumped 11.5% after news that senior vice‑president Kim Dong‑kwan committed to the 500‑billion‑won rights issue, sparking a buying frenzy that lifted the share price by 7‑10% in intraday trading. The large insider bet was interpreted as a strong positive signal, reinforcing expectations of a solid Q2 performance, although detailed earnings numbers were not disclosed. The combined effect of the capital‑raising participation and upbeat earnings outlook drove the sharp rally.

SAMSUNG SDI CO.,LTD. (006400) +7.49%

SAMSUNG SDI CO.,LTD. chart

Price now₩459,000
Prev close₩427,000
Change+7.49%
Mkt cap₩37.0T
P/E-55.14
P/B1.68
EPS₩-8,325
ROE-2.17%
Debt ratio78.67%
52W range₩196,800–723,000

Analyst consensus — 22 ratings, last 180 days · avg target ₩715,091

Buy21
Hold1
Sell0

Samsung SDI surged 7.5% on Tuesday, buoyed by a large purchase of its shares by affiliate Samsung Life Insurance through a special‑account on‑exchange buy, which signaled renewed institutional demand. Investors also priced in the prospect of a new “semiconductor‑heat battery” business that could create synergies with its existing battery portfolio, pushing the stock up more than 7% in early trading. After a 40% three‑month decline, market participants speculated that the company might deploy a “shareholder appeasement” measure, adding to the rebound optimism.

OCI Holdings Company Ltd. (010060) +11.68%

OCI Holdings Company Ltd. chart

Price now₩272,500
Prev close₩244,000
Change+11.68%
Mkt cap₩5.1T
P/E-57.1
P/B1.29
EPS₩-4,772
ROE-2.20%
Debt ratio67.50%
52W range₩83,400–414,000

Analyst consensus — 8 ratings, last 180 days · avg target ₩421,250

Buy8
Hold0
Sell0

OCI Holdings rallied 11.7% after analysts highlighted the company’s exposure to the expanding U.S. solar‑panel supply chain, which is expected to lift demand for its downstream products. The broader optimism in solar and materials stocks reinforced buying pressure, while a technical volatility indicator (VI) fired twice, accelerating the price move. The combination of sector‑specific fundamentals and short‑term technical triggers propelled the share to its strongest session this month.

LGELECTRONICS (066570) +5.59%

LGELECTRONICS chart

Price now₩185,000
Prev close₩175,200
Change+5.59%
Mkt cap₩30.1T
P/E34.77
P/B1.39
EPS₩5,321
ROE4.11%
Debt ratio133.33%
52W range₩72,000–438,000

Analyst consensus — 20 ratings, last 180 days · avg target ₩213,250

Buy20
Hold0
Sell0

LG Electronics rose 5.6% as brokerage houses lifted their target prices, which revived investor confidence and prompted buying. The stock also attempted to retest the 180,000‑won level, a move that historically accompanies an 8% rally and helped restore market sentiment. Although the share showed modest intraday volatility, with a slight rise on August 4 and a dip on August 6, the net effect of higher forecasts and the price‑level test drove the recent upside.

AUK (017900) +15.02%

AUK chart

Price now₩7,810
Prev close₩6,790
Change+15.02%
Mkt cap₩452B
P/E106.99
P/B1.63
EPS₩73
ROE2.51%
Debt ratio8.52%
52W range₩1,760–22,450

AUK surged 15% following a wave of retail buying that lifted the stock into double‑digit gains. The rally was part of a broader upturn in optical‑communication and photonic‑semiconductor equities, which lifted related stocks across the sector. While other reports merely noted the price jump, the combination of strong individual investor demand and sector‑wide momentum explains the sharp appreciation.

Sources

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  2. [ET특징주] 한화솔루션, 김동관 수석부회장 유증 참여 소식에 주가 강세 — 전자신문 · 2026-08-04
  3. [특징주] 한화솔루션, 김동관 유증 참여.. 10%대 '급등' — 글로벌이코노믹 · 2026-08-04
  4. 한화솔루션 주가, 8월 5일 장중 30,900원 15.30% 상승 — 톱스타뉴스 · 2026-08-05
  5. [특징주] 한화솔루션, 김동관 5억 베팅에 10%대 강세 — 뉴스핌 · 2026-08-04
  6. [핫타임] 한화솔루션, 김동관 유증 참여·2분기 호실적에 8%대 강세 — v.daum.net · 2026-08-04
  7. 삼성SDI, 3개월 새 주가 40%↓…주주 달래기 카드 꺼낼까? — 한국금융신문 · 2026-08-04
  8. 삼성SDI 주가, 8월 4일 장중 408,000원 4.75% 상승 — 톱스타뉴스 · 2026-08-04
  9. [급등주] 삼성SDI, +4.45 상승 — 전국매일신문 · 2026-08-07
  10. 삼성SDI 주가 상승 중 — 아시아뉴스통신 · 2026-08-06
  11. [특징주] 반도체 온기 탄 2차전지...삼성SDI, 장 초반 7% 넘게 껑충 — 이투데이 · 2026-08-07
  12. 삼성이앤에이, 최대주주 삼성SDI 등 주식 4만2750주 증가…계열사 삼성생명보험 특별계정 장내매수 영향 — digitaltoday.co.kr · 2026-08-03
  13. OCI홀딩스 주가, 8월 4일 225,000원 14.27% 상승 마감 — 톱스타뉴스 · 2026-08-04
  14. [특징주] OCI홀딩스, 美 태양광 공급망 확대 수혜에 주가 급등 — ebn.co.kr · 2026-08-04
  15. OCI홀딩스 주가 10%대 급등…VI 두 차례 발동, 24만8000원선 안착 시도 — CBC뉴스 · 2026-08-05
  16. OCI홀딩스 주가, 8월 6일 244,000원 0.81% 하락 마감 — 톱스타뉴스 · 2026-08-06
  17. OCI홀딩스 주가, 8월 5일 장중 244,000원 8.44% 상승 — 톱스타뉴스 · 2026-08-05
  18. [특징주] OCI홀딩스, 수급 기대감에 태양광·소재주 동반 강세 : 기업주식정보 — 재경일보 · 2026-08-05
  19. 주가 한 달간 17% 하락 LG전자 증권가는 목표가 상향 이유가 — 미디어펜 · 2026-08-04
  20. LG전자 주가, 8월 5일 장중 175,400원 5.98% 상승 — 톱스타뉴스 · 2026-08-05
  21. LG전자 주가 상승 중 — 아시아뉴스통신 · 2026-08-05
  22. LG전자, 18만원선 재도전… 8%대 강세로 투자심리 회복 — 잡포스트 · 2026-08-05
  23. LG전자 주가, 8월 4일 장중 158,900원 0.06% 상승 — 톱스타뉴스 · 2026-08-04
  24. LG전자 주가 하락 중 — 아시아뉴스통신 · 2026-08-06
  25. 광전자 주가, 8월 5일 장중 6,810원 17.01% 상승 — 톱스타뉴스 · 2026-08-05
  26. 광전자 주가, 급등세... 이유는? — 금강일보 · 2026-08-05
  27. 대한광통신 광전자 주가 두자리수 급등…광통신·광반도체주 동반 강세 — CBC뉴스 · 2026-08-05
  28. [서울데이터랩]코스피 거래상위 종목 혼조…혜인 26% 급등, 한화솔루션·광전자 강세 — seoul.co.kr · 2026-08-07
  29. 광전자, 개인 매수세 힘입어 이례적 급등세 연출 : 한국증시 — 재경일보 · 2026-08-05
  30. 광전자 주가, 8월 7일 장중 7,950원 17.08% 상승 — 톱스타뉴스 · 2026-08-07

This is market commentary, not investment advice.