KOSPI Rockets Higher on Semiconductor Outlook and Corporate Upside

The KOSPI surged 3.68% to 6,579.04 points, while the KOSDAQ inched up 0.12% to 858.91. Strong foreign inflows into the KOSPI (+2.84 bn KRW) and a net outflow from the KOSDAQ set a bullish tone, supported by upbeat earnings expectations and infrastructure news.

SamsungElectronics (005930) +6.68%

SamsungElectronics chart

Price now₩255,500
Prev close₩239,500
Change+6.68%
Mkt cap₩1,493.7T
P/E38.92
P/B3.99
EPS₩6,564
ROE19.16%
Debt ratio30.15%
52W range₩67,500–374,500

Analyst consensus — 22 ratings, last 180 days · avg target ₩492,500

Buy22
Hold0
Sell0

Samsung Electronics jumped 6.68% as analysts highlighted a prolonged memory‑chip supply shortage projected through 2028, reviving demand for semiconductors and lifting the stock [3]. At the same time, the company’s shareholder‑return program is perceived to have expanded more than ten‑fold, creating a "temperature gap" with rival SK Hynix that has spurred buying interest [4][5]. Market commentary from KB Securities also flagged the price correction as complete and signaled a rebound outlook [6].

SKSQUARE (402340) +8.36%

SKSQUARE chart

Price now₩1,024,000
Prev close₩945,000
Change+8.36%
Mkt cap₩135.1T
P/E15.41
P/B4.89
EPS₩66,468
ROE55.09%
Debt ratio7.50%
52W range₩130,900–2,189,000

Analyst consensus — 5 ratings, last 180 days · avg target ₩2,040,000

Buy5
Hold0
Sell0

SK Square rose 8.36% on growing investor optimism ahead of its August 19 earnings release and expectations that SK Hynix’s share price will rebound, fueling a broader tech rally [7]. Foreign investors posted net buying, and the surge in margin‑loan usage on the stock added extra buying pressure, as reported by news outlets tracking collateral loan growth [11][10]. Intraday modest moves reflected overall market positivity, though the headlines did not pinpoint a single catalyst [8][12].

LGELECTRONICS (066570) +12.82%

LGELECTRONICS chart

Price now₩205,000
Prev close₩181,700
Change+12.82%
Mkt cap₩33.4T
P/E38.53
P/B1.55
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 surged 12.82% after market participants priced in expectations of a meeting between Nvidia CEO Jensen Huang and LG Chairman Koo Kwang‑mo, a development seen as a catalyst for future AI and GPU collaborations [13][14]. The rally was amplified by the activation of a Volatility Interruption (VI) mechanism, which helped the share price recover above the 200,000 KRW level [18]. Both factors combined to drive a sharp intraday rally.

DaewonCable (006340) +10.40%

DaewonCable chart

Price now₩16,030
Prev close₩14,520
Change+10.40%
Mkt cap₩1.3T
P/E141.86
P/B10.5
EPS₩113
ROE9.86%
Debt ratio120.57%
52W range₩2,765–20,300

Daewon Cable climbed 10.40% on expectations that AI data‑center projects and an 83‑trillion‑won power‑grid venture will benefit its infrastructure exposure, prompting investor enthusiasm [19]. A dramatic weekend filing that disclosed the average purchase price—dubbed a "crazy filing"—triggered a rapid buying wave among speculative traders [22]. The stock also rode the broader KOSPI rally, maintaining an 8‑10% strength alongside the market’s overall advance [21][24].

KOLMAR KOREA (161890) +22.80%

KOLMAR KOREA chart

Price now₩132,500
Prev close₩107,900
Change+22.80%
Mkt cap₩3.1T
P/E25
P/B3.44
EPS₩5,299
ROE18.19%
Debt ratio116.44%
52W range₩60,600–139,300

Analyst consensus — 19 ratings, last 180 days · avg target ₩132,842

Buy19
Hold0
Sell0

KOLMAR Korea surged 22.80% after reporting its largest ever Q2 results, with sales and operating profit expanding sharply, a key driver of the price jump [25][26][28][30]. The company benefited from the booming K‑beauty sector, and peers such as Cosmax also posted record earnings, reinforcing sector‑wide optimism [27]. Analysts highlighted the likelihood of continued growth into Q3, further bolstering investor confidence [30].

Sources

  1. 삼성전자 주가, 오늘 급등하는 이유? — Investing.com 한국어 · 2026-08-12
  2. “삼성전자, 목표주가 60만원 유지”…최대 200조 ‘이것’ 때문이라는데 — 매일경제 · 2026-08-09
  3. [모닝 리포트] "삼성전자 주가 조정 끝자락, 메모리 부족 2028년까지" — 뉴스핌 · 2026-08-11
  4. 삼성전자·SK하이닉스, 엇갈린 주가 흐름 이유는…주주환원 '온도차' — 더팩트 · 2026-08-10
  5. 삼성전자, ‘확신의 매수 구간’...주주환원 10배 이상 늘어난다 — v.daum.net · 2026-08-09
  6. KB증권, 삼성전자 주가 조정 마무리 및 반등 전망 — 2news.co.kr · 2026-08-12
  7. SK스퀘어 주가 전망, 8월 19일 실적발표, SK하이닉스 주가 반등을 기다리자 — 네이버 프리미엄콘텐츠 · 2026-08-10
  8. SK스퀘어 주가, 8월 10일 장중 942,000원 0.32% 상승 — 톱스타뉴스 · 2026-08-10
  9. SK스퀘어 주가, 웃음꽃 활짝... 왜? — 금강일보 · 2026-08-12
  10. 주가 뛰자 담보대출도 늘었다…SK하이닉스 438%, SK스퀘어 1765% 폭증 — 뉴시스 · 2026-08-11
  11. 10일, 외국인 거래소에서 SK스퀘어(+1.06%), 현대차(+3.16%) 등 순매수 — 씽크풀 AI · 2026-08-11
  12. SK스퀘어 주가 보합권…장중 90만1000원 찍고 94만9000원 회복 — 잡포스트 · 2026-08-11
  13. LG전자 주가 장중 13%대 올라, '젠슨황 회동' 기대감 반영 — 비즈니스포스트 · 2026-08-12
  14. LG전자 주가 급등, 구광모 회장과 엔비디아 젠슨 황 회동 기대감 반영 — 2news.co.kr · 2026-08-12
  15. LG전자 주가, 8월 10일 장중 187,800원 1.51% 상승 — 톱스타뉴스 · 2026-08-10
  16. LG전자 주가, 급등세... 이유는? — 금강일보 · 2026-08-12
  17. LG전자 주가 2%대 상승…19만원선 돌파 시도 — 잡포스트 · 2026-08-10
  18. [속보] LG전자 VI 발동, 주가 급등…20만원선 회복 — CBC뉴스 · 2026-08-12
  19. 대원전선 주가 전망 2026｜AI 데이터센터·83조 전력망 수혜, 목표가와 매수 전략 — 네이버 프리미엄콘텐츠 · 2026-08-10
  20. 대원전선 주가, 8월 11일 장중 15,150원 1.34% 상승 — 톱스타뉴스 · 2026-08-11
  21. 대원전선 주가, 연속 약세 딛고 주초장 8%대 강세 마감…코스피·코스닥도 상승 — CBC뉴스 · 2026-08-10
  22. [대원전선 주가전망]긴급]미쳤다 주말에 뜬 미친 공시 세력 평단가 공개 됐네요 — Mshale · 2026-08-09
  23. 대원전선 10%대 급등…1만6000원선 눈앞 — 잡포스트 · 2026-08-12
  24. 대원전선 주가 9%대 강세 유지…코스피 3%대 급등·코스닥도 상승 — CBC뉴스 · 2026-08-12
  25. K뷰티 질주에... 코스맥스·한국콜마 나란히 역대 최대 실적 — 조선일보 · 2026-08-12
  26. [특징주] 한국콜마, 2분기 호실적…주가 23% 급등 — 뉴스드림 · 2026-08-12
  27. 초고수들, 하이닉스 이어 코스맥스·한국콜마 담았다…삼전은 매도 [주식 초고수는 지금] — 매일경제 · 2026-08-12
  28. K-뷰티 광풍 한국콜마, 분기 최대 실적…주가 23% 폭등 — 매일신문 · 2026-08-12
  29. 한국콜마 주가, 8월 12일 장중 131,800원 22.15% 상승 — 톱스타뉴스 · 2026-08-12
  30. 한국콜마, 역대 최대 실적에 주가도 23%↑…증권가 “3분기도 더 간다” — 이코노미트리뷴 · 2026-08-12

This is market commentary, not investment advice.