AI Substrate Demand and Shipping Outlook Power Select Gainers

South Korean markets closed lower, with the KOSPI down 1.55% to 6,869.83 and the KOSDAQ falling 3.52% to 834.20. Despite the broad sell‑off, a handful of stocks posted double‑digit gains driven by sector‑specific news on AI chips, shipping freight rates and strong earnings.

ISUPETASYS (007660) +7.64%

ISUPETASYS chart

Price now₩102,900
Prev close₩95,600
Change+7.64%
Mkt cap₩7.6T
P/E45.59
P/B10
EPS₩2,257
ROE29.95%
Debt ratio69.58%
52W range₩53,600–164,400

Analyst consensus — 11 ratings, last 180 days · avg target ₩178,182

Buy11
Hold0
Sell0

ISUPETASYS (007660) surged 7.64% as demand for AI substrates exploded, driving a sharp increase in the company’s sales. The surge was amplified by the release of Q2 results showing a 57% year‑on‑year revenue jump, which lifted investor optimism. Both factors were highlighted in Korean media, with reports noting the AI‑board demand boost and the earnings beat [3][5]. The stock’s rally stood out against a market that closed lower.

HMM (011200) +6.59%

HMM chart

Price now₩22,650
Prev close₩21,250
Change+6.59%
Mkt cap₩21.4T
P/E11.59
P/B0.8
EPS₩1,955
ROE5.36%
Debt ratio29.91%
52W range₩17,910–24,950

Analyst consensus — 7 ratings, last 180 days · avg target ₩25,286

Buy4
Hold3
Sell0

HMM (011200) climbed 6.59% on expectations that Middle‑East geopolitical tension will lift freight rates, a narrative echoed in Korean news [7]. Simultaneously, foreign and institutional investors recorded net buying, providing additional buying pressure [10]. The stock also benefited from being tagged as a ‘Trump‑benefit’ name and from analysts’ forecasts of a strong Q3 shipping season, although some brokerages kept a neutral stance [11][12]. These combined factors helped HMM outperform the broader market decline.

Ananti Inc. (025980) +13.92%

Ananti Inc. chart

Price now₩4,500
Prev close₩3,950
Change+13.92%
Mkt cap₩438B
P/E-10.37
P/B0.59
EPS₩-434
ROE-7.21%
Debt ratio112.66%
52W range₩3,150–10,880

Ananti Inc. (025980) surged 13.92% after a pronounced intra‑day rally that lifted the share price to 4,825 KRW, a 22.15% gain, as reported by Korean outlets [14]. Media coverage highlighted the sharp jump but did not specify a catalyst such as earnings or corporate news, leaving the underlying reason unconfirmed [13]. The pronounced move contrasts with the overall market weakness, indicating a stock‑specific momentum rather than sector‑wide drivers.

LS (006260) +6.18%

LS chart

Price now₩343,500
Prev close₩323,500
Change+6.18%
Mkt cap₩10.7T
P/E40.61
P/B1.88
EPS₩8,458
ROE6.84%
Debt ratio256.29%
52W range₩148,600–604,000

Analyst consensus — 12 ratings, last 180 days · avg target ₩573,167

Buy12
Hold0
Sell0

LS (006260) rose 6.18% following a ‘surprise earnings’ release that analysts said failed to fully price in the value of its subsidiaries, boosting sentiment [15]. The same day saw coordinated net buying by foreign and institutional investors, further propelling the stock [17]. In addition, Stonebridge and LS Securities announced a public tender offer for a 30% stake in Refine, reinforcing long‑term growth expectations [18][19]. These developments collectively lifted LS, making it one of the few gainers in a falling market.

Hyundai MARINE & FIRE INSURANCE CO.,LTD (001450) +9.59%

Hyundai MARINE & FIRE INSURANCE CO.,LTD chart

Price now₩49,700
Prev close₩45,350
Change+9.59%
Mkt cap₩4.2T
P/E4.36
P/B0.76
EPS₩11,407
ROE21.87%
Debt ratio785.14%
52W range₩26,100–50,250

Analyst consensus — 15 ratings, last 180 days · avg target ₩43,133

Buy13
Hold2
Sell0

Hyundai Marine & Fire Insurance Co. (001450) jumped 9.59% after its Q2 results showed a strong earnings rebound, prompting analysts to raise target prices and push the stock to a 52‑week high [21][22][24]. The upward revision was reinforced by the company’s improved profitability and expectations of dividend reinstatement, which heightened investor enthusiasm [23]. Multiple news wires reported the earnings boost and target‑price upgrades as the main drivers of the rally [25][26]. The stock’s performance stood out amid a broadly bearish session.

Sources

  1. 이수페타시스 주가 상승 중 — 아시아뉴스통신 · 2026-08-18
  2. 이수페타시스 주가, 8월 18일 장중 104,500원 9.31% 상승 — 톱스타뉴스 · 2026-08-18
  3. [특징주] 이수페타시스, AI 기판 수요 견인에 10만원 돌파 : 기업주식정보 — 재경일보 · 2026-08-18
  4. 이수페타시스 주가 7,300원 상승후 장마감 — 아시아뉴스통신 · 2026-08-18
  5. [실적속보]이수페타시스, 올해 2Q 매출액 급증 3799억원... 전년동기比 57%↑ (연결) — 씽크풀 AI · 2026-08-14
  6. 이수페타시스 주가, 8월 18일 장중 106,900원 11.82% 상승 — joongangenews.com · 2026-08-18
  7. [특징주] HMM, 중동 리스크·운임 상승 기대감에 7%대 급등 — v.daum.net · 2026-08-18
  8. HMM 주가, 8월 18일 장중 22,600원 6.35% 상승 — 톱스타뉴스 · 2026-08-18
  9. HMM주가 상승 중 — 아시아뉴스통신 · 2026-08-18
  10. [장중수급포착] HMM, 외국인/기관 동시 순매수… 주가 +5.88% — 뉴스핌 · 2026-08-18
  11. '트럼프 수혜주' HMM 더 갈까…증권가서 나온 뜻밖의 경고 [종목+] — 한국경제 · 2026-08-17
  12. HMM, 3분기 ‘성수기 특수’ 예상되지만… iM증권, 투자의견 ‘중립’ 하향 — 한양경제 · 2026-08-15
  13. 아난티 주가, 급등세... 왜? — ggilbo.com · 2026-08-18
  14. 아난티 주가, 8월 18일 장중 4,825원 22.15% 상승 — joongangenews.com · 2026-08-18
  15. [마켓+] LS, ‘깜짝 실적’에…증권가 “자회사 가치 덜 반영” — 경인방송 뉴스 · 2026-08-18
  16. LS Corp. (KRX:006260) 매수를 고려해 볼 때가 되었을까? — simplywall.st · 2026-08-17
  17. [장중수급포착] LS, 외국인/기관 동시 순매수… 주가 +5.10% — 뉴스핌 · 2026-08-18
  18. 스톤브릿지·LS증권, 리파인 지분 공개매수…상장사 유지 — 연합뉴스 · 2026-08-18
  19. 스톤브릿지캐피탈·LS증권, 리파인 지분 30% 공개매수…주당 1만7600원 - 조선비즈 — Chosunbiz · 2026-08-18
  20. [이슈+]주가 오르자 수백억 보수로…두산 박정원 455억·LS 구자은 133억, 성과 보상 '톡톡' — 비즈니스플러스 · 2026-08-14
  21. [특징주] 현대해상, 목표가 줄상향에 10%대 급등…52주 신고가 — 연합뉴스 · 2026-08-18
  22. [특징주] 현대해상, 증권가 목표가 줄상향에 신고가 터치 — 글로벌이코노믹 · 2026-08-18
  23. 호실적에 현대해상 주가 '쑥'...배당 재개 기대감 커진다 — 논객닷컴 · 2026-08-18
  24. 현대해상 주가 장중 10%대 강세, 상반기 이익 개선에 증권가 목표주가 상향 — 비즈니스포스트 · 2026-08-18
  25. 현대해상, 2분기 호실적에 목표가도 줄상향…52주 신고가 경신 — 매일신문 · 2026-08-18
  26. [특징주] 현대해상, 2분기 실적 증가…주가 8.5% 급등 — 뉴스드림 · 2026-08-18

This is market commentary, not investment advice.