Selective Gains Amid Broad Market Decline

The KOSPI slipped 3.99% to 6,562.72 and the KOSDAQ fell 2.10% to 803.98, reflecting a broadly bearish session as the won weakened to 1,368.52 per USD. Despite the sell‑off, a handful of stocks posted solid gains on company‑specific catalysts.

KUMHOE&C (002990) +3.64%

KUMHOE&C rose 3.64% as market participants appeared to react to the volatility in its construction affiliate, Geumho Construction. The subsidiary’s share price surged on September 2, suggesting upward pressure on the parent ([2]), while a 2.79% dip on September 1 may have set the stage for a rebound ([3]). An earlier 2.70% rise on August 31 also indicated positive sentiment ([1]). The headlines do not specify a concrete catalyst beyond this price movement.

YC Corporation (232140) +7.88%

YC Corporation gained 7.88% despite a 3%‑plus decline in peer semiconductor firms Samsung and Hanic. The stock’s outperformance was highlighted as a “reverse‑run” in the sector ([4]), and simultaneous upward moves in ISC reinforced the momentum for YC ([4]). The article does not cite a specific earnings release or policy change, implying the rally stemmed from relative strength within a weakening semiconductor backdrop.

TAEWOONG CO., LTD. (044490) +11.69%

TAEWOONG surged 11.69% on expectations of a near‑term order for TerraPower’s small modular reactor (SMR) technology in September, which investors viewed as a catalyst for future revenue ([6]). The stock’s 18.89% intraday jump on September 2 further underscored the optimism, although the headline did not detail the underlying cause ([5]). The rally occurred despite a falling market, suggesting the SMR prospect was a dominant driver.

DI (003160) +14.82%

DI’s shares jumped 14.82% on strong expectations that its customers will resume investment in high‑bandwidth memory (HBM) and that demand for HBM4 inspection equipment will grow, fueling a 10%‑18% price rise ([9][11][13]). In addition, a buying surge without a specific news trigger pushed the stock up another 16% ([12]), indicating a concentration of demand among traders. The combination of sector‑specific growth prospects and tight supply dynamics drove the sharp gain.

Meritz Financial Group (138040) +3.51%

Meritz Financial Group advanced 3.51% after disclosing a trust agreement to repurchase its own shares, which initially lifted the stock by over 6% ([16]). A follow‑up filing the next day added another 2% to the rise ([15]), reflecting investor approval of the buyback plan. No further catalysts were mentioned in the headlines, so the price movement appears tied to these corporate actions.

Sources

1. 금호건설 주가, 8월 31일 장중 17,480원 2.70% 상승 — 톱스타뉴스 · 2026-08-31
2. 금호건설 주가, 급등세... 무슨 회사길래? — 금강일보 · 2026-09-02
3. 금호건설 주가, 9월 1일 장중 16,000원 2.79% 하락 — 톱스타뉴스 · 2026-09-01
4. 삼성·하닉 3%대 급락했는데…와이씨·ISC는 ‘역주행’ [칩칩폭폭] — 조세일보 · 2026-09-02
5. 태웅 주가, 9월 2일 장중 39,650원 18.89% 상승 — 톱스타뉴스 · 2026-09-02
6. [특징주]태웅, 지수 하락에도 20% 급등…테라파워 SMR ‘9월 수주’ 임박 — 남도일보 · 2026-09-02
7. 태웅 투자분석 2026. 08. 30 — 주달 · 2026-08-30
8. 디아이 주가, 급등세... 무슨 회사길래? — 금강일보 · 2026-09-02
9. 디아이 주가 10%대 급등…2만6650원, HBM4 검사장비 성장 기대 부각 — 잡포스트 · 2026-09-01
10. [서울데이터랩]코스피 거래상위 종목 혼조…SK디앤디·디아이 급등, 삼성전자는 3%대 약세 — twig24.com · 2026-09-02
11. [특징주] 디아이, 고객사 HBM 투자 재개 기대감…장중 18%대 강세 — 와이드경제 · 2026-09-02
12. [특징주] 디아이, 호재 없이 16%대 급등…수급 쏠림 현상 — 재경일보 · 2026-09-02
13. [애널픽] "디아이, HBM 투자 재개 수혜…내년 이후 성장 본격화" — 뷰어스 · 2026-09-02
14. 메리츠금융지주 주가 상승 중 — 아시아뉴스통신 · 2026-09-02
15. 메리츠금융지주, 자사주 신탁 계약 공시에 2%대 상승 마감 : 기업주식정보 — 재경일보 · 2026-09-01
16. [특징주] 메리츠금융지주, 자사주 취득 신탁계약에 6%대 강세 : 기업주식정보 — 재경일보 · 2026-09-02
17. 메리츠금융지주 주가 200원 상승 후 장마감 — 아시아뉴스통신 · 2026-08-31
18. 메리츠금융지주 투자분석 2026. 08. 29 — 주달 · 2026-08-29

This is market commentary, not investment advice.