KOSPI rallies on construction and tech catalysts; KOSDAQ lifts on cosmetics earnings surprise

The KOSPI closed at 6,345.53, up 0.73%, while the KOSDAQ rose 0.39% to 857.84. The won held steady at 1,409.64 per dollar. Broad buying was driven by construction, IT and consumer stocks, with foreign investors net‑buying 44.3 bn KRW on the KOSPI but selling 358.2 bn KRW on the KOSDAQ.

KUMHOE&C (002990) +29.98%

KUMHOE&C chart

Price now₩11,490
Prev close₩8,840
Change+29.98%
Mkt cap₩428B
P/E6.7
P/B1.68
EPS₩1,715
ROE31.93%
Debt ratio551.07%
52W range₩3,200–19,380

KUMHOE&C surged 29.98% to hit the daily upper limit as investors bet on a mega‑project and the newly announced "Mega‑Special Zone" law, which are expected to boost the group's pipeline [4][5]. Additional optimism stemmed from plans to develop a semiconductor industrial park in the Honam region, lifting the entire Kumho Group's valuation [2]. The rally was also fueled by anticipation of better Q2 earnings, even though no concrete results were disclosed [6]. The stock trades at a low P/E of 6.7, P/B 1.68, with a market cap of 0.43 trn KRW and a high ROE of 31.93% despite a debt ratio of 551.07%.

SAMSUNG SDS CO., LTD. (018260) +6.52%

SAMSUNG SDS CO., LTD. chart

Price now₩237,000
Prev close₩222,500
Change+6.52%
Mkt cap₩18.3T
P/E24.14
P/B1.85
EPS₩9,816
ROE6.65%
Debt ratio33.67%
52W range₩143,700–388,500

Analyst consensus — 12 ratings, last 180 days · avg target ₩261,083

Buy12
Hold0
Sell0

Samsung SDS rose 6.52% on expectations that its AI and cloud services will drive earnings growth, a sentiment highlighted in recent coverage of the sector's expansion [7]. A favorable IT‑services environment also contributed to the upside [10]. However, the stock faced selling pressure from foreign and institutional investors, which had pushed the price down in the prior session [8]. The company now trades at a P/E of 24.14 and P/B of 1.85, with a market cap of 18.34 trn KRW and an ROE of 6.65%.

COSMECCA KOREA CO.,LTD. (241710) +15.16%

COSMECCA KOREA CO.,LTD. chart

Price now₩109,400
Prev close₩95,000
Change+15.16%
Mkt cap₩1.2T
P/E25.71
P/B4.62
EPS₩4,255
ROE23.45%
Debt ratio117.01%
52W range₩56,800–116,800

Cosmecca Korea jumped 15.16% after reporting a Q2 earnings surprise that beat forecasts by 13‑16%, sparking a 13%‑plus rally [13][14]. Analysts also raised the sales‑growth outlook to 30% and lifted the target price to 140,000 KRW, citing diversified customers and a stronger order flow [12][15][16]. The upbeat coverage reinforced the move, with the stock now valued at a P/E of 25.71, P/B 4.62, market cap 1.17 trn KRW and an ROE of 23.45%.

BH (090460) +16.83%

BH chart

Price now₩18,120
Prev close₩15,510
Change+16.83%
Mkt cap₩611B
P/E20
P/B0.79
EPS₩906
ROE11.25%
Debt ratio69.66%
52W range₩12,440–43,400

BH surged 16.83% after the company forecast its highest ever quarterly results, prompting strong buying interest [20]. The stock also benefited from rumors of participation in Samsung's robot and humanoid projects, which added a 7%‑plus premium [22]. A broader rally in solid‑oxide fuel‑cell (SOFC) stocks, driven by AI‑related power shortages, lifted BH alongside peers [21]. BH now trades at a P/E of 20.0, P/B 0.79, market cap 0.61 trn KRW and an ROE of 11.25%, with a debt ratio of 69.66%.

NHN (181710) +29.82%

NHN chart

Price now₩54,200
Prev close₩41,750
Change+29.82%
Mkt cap₩1.8T
P/E56.81
P/B1.14
EPS₩954
ROE4.02%
Debt ratio86.35%
52W range₩24,650–64,900

NHN closed up 29.82% after announcing its largest ever Q2 results, with revenue and operating profit expanding sharply, which revived investor sentiment and drove a 12‑15% intraday surge [23][25][27][28]. The earnings beat also triggered an upgrade of the target price into the 400,000‑won range, further supporting the rally [24]. The company now carries a P/E of 56.81, P/B 1.14, market cap 1.78 trn KRW, an ROE of 4.02% and a debt ratio of 86.35%.

Sources

  1. 금호건설 주가 상한가 직행…건설주 동반 강세, 현대건설·대우건설도 상승 — CBC뉴스 · 2026-08-11
  2. 금호건설 주가 장중 상한가, 호남 반도체 산업단지 조성 기대감에 금호그룹주 급등 — 비즈니스포스트 · 2026-08-11
  3. 금호건설 주가, 급등세... 왜? — 금강일보 · 2026-08-11
  4. [특징주] 금호건설, 메가프로젝트 추진 수혜 기대에 ‘상한가’ — 소년한국일보 · 2026-08-11
  5. 금호건설 주가 상한가…1만1490원, ‘메가특구특별법’ 추진 기대에 매수세 집중 — 잡포스트 · 2026-08-11
  6. [특징주] 금호건설, 장 초반 상한가 직행…2분기 실적 발표 앞둬 — 이투데이 · 2026-08-11
  7. 삼성에스디에스 주가 6%대 급등…23만7000원, AI·클라우드 성장 기대 부각 — 잡포스트 · 2026-08-11
  8. 삼성에스디에스, 외인·기관 매도에 4%대 급락 마감 : 기업주식정보 — 재경일보 · 2026-08-10
  9. 삼성에스디에스 주가, 8월 11일 장중 234,000원 5.17% 상승 — 톱스타뉴스 · 2026-08-11
  10. 삼성에스디에스, IT 서비스 업황 훈풍 속 견조한 상승 마감 : 기업주식정보 — 재경일보 · 2026-08-10
  11. [특징주] 코스메카코리아, 호실적에 긍정 분석.. 16%대 '급등' — 글로벌이코노믹 · 2026-08-11
  12. 교보증권 "코스메카코리아 목표주가 상향, 고객사·제품 다변화로 매출 성장세 지속" — 비즈니스포스트 · 2026-08-11
  13. [특징주] 코스메카코리아, 2분기 '어닝 서프라이즈'에 13%대 강세 — v.daum.net · 2026-08-11
  14. 어닝서프라이즈 코스메카코리아, 급등…화장품주 동반 상승 - 머니투데이 — 머니투데이 · 2026-08-11
  15. 코스메카코리아, 예상보다 더 강한 수주 흐름...목표가 14만원 ↑ -NH證 — 파이낸셜뉴스 · 2026-08-10
  16. 코스메카코리아 장중 신고가… “매출 성장률 추정치 30%로 상향” — 주간동아 · 2026-08-11
  17. 비에이치 주가, 8월 11일 18,120원 16.83% 상승 마감 — 톱스타뉴스 · 2026-08-11
  18. 비에이치 주가, 급등세... 왜? — 금강일보 · 2026-08-11
  19. 비에이치 주가 16%대 급등…장중 1만8500원까지 치솟아 — 잡포스트 · 2026-08-11
  20. 비에이치에이, 사상 최대 실적 전망에 주가 강세 — gukjenews.com · 2026-08-10
  21. AI 전력난에 SOFC주 뜬다…엘티씨·비에이치아이·두산퓨얼셀 주가 '방긋' — 핀포인트뉴스 · 2026-08-10
  22. [특징주] 비에이치, 삼성 로봇·휴머노이드 사업 참여 기대에 7%대 강세 — 네이트 · 2026-08-11
  23. NHN 주가 장중 15%대 상승, 2분기 역대 최대 실적에 투자심리 개선 — 비즈니스포스트 · 2026-08-11
  24. NHN 목표주가 40만원대 시대 — 씽크풀 AI · 2026-08-10
  25. [특징주] NHN, 2분기 실적 역대 최대 기록.. 12%대 '급등' — 글로벌이코노믹 · 2026-08-11
  26. NHN, 2026년 2분기 사상 최대 실적 달성…주가 15.6% 급등 — Investing.com 한국어 · 2026-08-11
  27. [특징주] NHN, 2분기 실적 개선에 15%대 급등 — v.daum.net · 2026-08-11
  28. [특징주] NHN, 2분기 역대 최대 실적에 상한가 마감(종합) — 매일경제 마켓 · 2026-08-11

This is market commentary, not investment advice.