KOSPI rallies on semiconductor picks, KOSDAQ sees sharp gain in PS Electronics

The KOSPI jumped 3.56% to 6,813.34 points while the KOSDAQ rose 0.29% to 861.37, reflecting a broadly bullish session. Foreign investors were net buyers on the KOSPI (+2.11 bn KRW) and net sellers on the KOSDAQ, with institutions adding to the KOSPI rally.

SamsungElectroMechanics (009150) +12.58%

Samsung Electro‑Mechanics surged 12.58% to recover above the 1.5 million‑won level after Morgan Stanley named the stock its “Top Pick.” The analyst upgrade sparked strong buying from both foreign and institutional investors, reinforcing the rally. In addition, the broader semiconductor sector’s momentum was cited as a supportive backdrop, further boosting expectations for the company’s earnings and outlook. The combination of the Morgan Stanley endorsement and sector‑wide strength drove the sharp price gain.

SKSQUARE (402340) +9.08%

SK Square jumped 9.08% as investors reacted to a rebound in SK Hynix’s share price, which lifted the perceived value of SK Square’s holdings in the chipmaker. Analysts highlighted that the re‑rating of SK Hynix’s equity sparked renewed optimism for SK Square’s future earnings. The stock also gained on anticipation of its upcoming earnings release on August 19, which is expected to provide further clarity on performance. The dual catalyst of SK Hynix’s recovery and the earnings‑preview drove the rally.

SK eternix (475150) +8.35%

SK Eternix rose 8.35% on the back of heightened expectations for the renewable‑energy sector, which investors see as a key growth driver for the company’s power‑electronics portfolio. Media reports linked the surge to “future growth expectations” that have been factored into the stock price, pushing it into double‑digit gains. The broader KOSPI rally also contributed, with the stock gaining momentum from the market’s overall upward bias. These factors together explain the sharp rise.

SamwhaCapacitor (001820) +17.39%

Samwha Capacitor surged 17.39% after headlines emphasized strong demand for high‑power infrastructure components, positioning the company to benefit from expanding power‑grid projects. Analysts noted that expectations of increased power‑infrastructure spending are fueling investor optimism, propelling the stock upward. While the exact price drivers cannot be fully verified from the headlines alone, the focus on infrastructure demand appears to be the primary catalyst for the rally.

Pentastone Electronics (332570) +29.92%

Pentastone Electronics rocketed 29.92% as both foreign and institutional investors stepped up net buying, creating a pronounced buying pressure on the shares. Market reports highlighted this simultaneous demand as the main driver of the price spike. Although some articles mentioned a possible link to “Galaxy component” news, the specific impact could not be confirmed from the headlines. The confirmed surge in foreign and institutional buying accounts for the majority of the move.

Sources

1. 삼성전기 주가 장중 12%대 올라, 모건스탠리 '최선호주' 평가 반영 — 비즈니스포스트 · 2026-08-13
2. 삼성전기 주가, 모건스탠리 호평 속 150만 원선 회복 — 2news.co.kr · 2026-08-13
3. [특징주] 삼성전기, '모건스탠리 최선호주·반도체 강세'에 상승 — 연합뉴스 · 2026-08-13
4. 삼성전기, 모건스탠리 최선호주 선정에 13%대 급등 — 매일신문 · 2026-08-13
5. (특징주)삼성전기, 모건스탠리 '톱픽'에 장 초반 12%대 강세 — newstomato.com · 2026-08-13
6. [특징주] 삼성전기, 모건스탠리 ‘톱픽’ 선정에 13%↑ — Chosunbiz · 2026-08-13
7. SK스퀘어 주가 전망, 8월 19일 실적발표, SK하이닉스 주가 반등을 기다리자 — contents.premium.naver.com · 2026-08-10
8. SK스퀘어 주가, 8월 13일 장중 1,101,000원 7.52% 상승 — topstarnews.net · 2026-08-13
9. SK스퀘어 주가 상승 이유: SK하이닉스 가치와 실적 변수 — EBC Financial Group · 2026-08-12
10. SK스퀘어 주가, 웃음꽃 활짝... 왜? — 금강일보 · 2026-08-12
11. [특징주] SK하이닉스 상승에 SK스퀘어, 10%대 급등…지분 가치 재평가 부각 — v.daum.net · 2026-08-13
12. 주가 뛰자 담보대출도 늘었다…SK하이닉스 438%, SK스퀘어 1765% 폭증 — 뉴시스 · 2026-08-11
13. SK이터닉스 주가, 급등세... 무슨 회사길래? — 금강일보 · 2026-08-13
14. SK이터닉스 주가 6%대 강세…6만원선 눈앞, 신재생에너지 성장 기대 부각 — 잡포스트 · 2026-08-13
15. [특징주] SK이터닉스, 미래 성장 기대감에 11%대 급등세 : 한국증시 — 재경일보 · 2026-08-13
16. SK이터닉스 주가, 8월 13일 장중 56,100원 6.45% 올라 — topstarnews.net · 2026-08-13
17. SK이터닉스 장초반부터 주가 급등…코스피 껑충 — CBC뉴스 · 2026-08-13
18. SK이터닉스 주가, 8월 10일 장중 50,900원 0.79% 상승 — topstarnews.net · 2026-08-10
19. 삼화콘덴서 주가, 8월 13일 장중 101,600원 15.45% 상승 — topstarnews.net · 2026-08-13
20. [특징주] 삼화콘덴서, 고전력 인프라용 부품 기대.. 20%대 '급등' - g-enews.com — g-enews.com · 2026-08-13
21. [특징주]삼화콘덴서, 장중 10만원 돌파…전력 인프라 수요 기대에 22% 급등 — 남도일보 · 2026-08-13
22. [속보] 삼화콘덴서 VI 발동, 주가 급등…10만원선 돌파 — CBC뉴스 · 2026-08-13
23. 삼화콘덴서 주가 4,000원 상승 후 마감 — 아시아뉴스통신 · 2026-08-10
24. 삼화콘덴서 주가 4%대 강세…장중 9만2800원까지 급등 — 잡포스트 · 2026-08-11
25. PS일렉트로닉스 주가, 8월 13일 장중 10,820원 25.96% 상승 — topstarnews.net · 2026-08-13
26. [장중수급포착] PS일렉트로닉스, 외국인/기관 동시 순매수… 주가 +7.92% — 뉴스핌 · 2026-08-10
27. PS일렉트로닉스 주가, 급등세... 배경은? — 금강일보 · 2026-08-13
28. PS일렉트로닉스·삼성전기 주가 불기둥... 갤럭시 부품주에 무슨 이슈 있나 — 핀포인트뉴스 · 2026-08-13
29. [특징주] 외국인 '금호타이어·한화생명' …기관 'PS일렉트로닉스·SK하이닉스' 러브콜 — newstnt.com · 2026-08-13
30. [급등수사본부] 시스템 소프트웨어 개발·공급사업 '아톤' vs 무선통신용 고효율 전력증폭기 제조업체 'PS일렉트로닉스' - 머니투데이 — 머니투데이 · 2026-08-10

This is market commentary, not investment advice.