KOSPI nudges higher as KOSDAQ slides

South Korea’s benchmark KOSPI edged up 0.26% to 6,579.48, while the tech‑heavy KOSDAQ slipped 1.71% to 790.21. The dollar held at 1,373.78 per won and foreign investors recorded net sales on both boards, underscoring a mixed market tone.

SamsungHeavyIndustries (010140) +8.58%

Samsung Heavy Industries surged 8.6% to close at 21,100 KRW after two consecutive days of reported price gains on September 1 and 3 ([1], [3]), indicating renewed buying interest. However, earlier reports on September 2 and August 31 described a bearish flow and price decline ([5], [6]), showing that sell pressure persisted. The headlines did not mention specific earnings, policy or external events, so the exact catalyst for the net upside remains unclear.

SamsungFire&MarineInsurance (000810) +6.85%

Samsung Fire & Marine Insurance jumped 6.9% to finish at 20,100 KRW after a brief rebound on September 3 ([7]). The prior day had seen a near‑3% decline and a closing below 20,000 KRW, reflecting weakened investor sentiment ([8]) and a sharp drop reported in the same session ([9]). In addition, a September 1 report on the removal of performance bonuses from retirement funds raised governance concerns ([10]), which may have added sell pressure before the recovery. The exact driver of the September 3 rally cannot be confirmed from headlines alone.

Fine M-Tec Co.,Ltd. (441270) +18.81%

Fine M‑Tec surged 18.8% to close near 9,090 KRW after six straight days of net buying by institutional investors, which amplified demand ([11]). Hyundai Motor Securities raised the target price to 11,500 KRW and projected a further 37% upside, fueling optimism ([12]). The stock also rode a broader rally among top‑traded KOSDAQ stocks, with a reported 21% jump on the day ([13]), reinforcing the momentum. While these factors explain the sharp rise, no specific corporate news was cited, so the underlying catalyst remains unverified.

FINO INC. (033790) +12.48%

FINO climbed 12.5% to end at 8,280 KRW after the market digested a 150 billion KRW rights offering by Cosmo Materials announced on August 31 ([17]). The capital‑raising plan lifted sentiment, leading to a double‑digit intraday rise on September 1 ([15]) and a 5.5% closing gain ([16]). These developments appear to be the primary drivers of the price jump, although the headlines do not detail the company’s fundamentals, leaving the longer‑term outlook unclear.

SKoceanplant (100090) +7.50%

SK Oceanplant rallied 7.5% to around 14,000 KRW after a volatility‑interruption (VI) circuit breaker was triggered on September 3, sparking a rapid price surge ([22]). This came after a sharp 10.6% intraday fall to 12,340 KRW on September 1, driven by concerns over a major shareholder change ([19], [20]). The earlier shareholder transition also raised questions about a performance gap in its offshore wind business ([18]), but the headlines do not confirm that this issue directly affected the September 3 bounce. The VI activation appears to be the immediate catalyst for the day's gain.

Sources

1. 삼성중공업 주가, 9월 1일 21,000원 0.48% 상승 마감 — 톱스타뉴스 · 2026-09-01
2. 삼성중공업 주가 상승 중 — 아시아뉴스통신 · 2026-09-01
3. 삼성중공업, 주가 9월 3일 장중 21,100원 5.82% 상승 — 톱스타뉴스 · 2026-09-03
4. 삼성중공업 주가 100원 상승 후 장마감 — 아시아뉴스통신 · 2026-09-01
5. 삼성중공업 주가, 9월 2일 장중 20,150원 약세 흐름 — 톱스타뉴스 · 2026-09-02
6. 삼성중공업 주가 하락 중 — 아시아뉴스통신 · 2026-08-31
7. 삼성화재 주가 상승 중 — 아시아뉴스통신 · 2026-09-03
8. 삼성화재, 3% 육박 하락 마감…투자 심리 위축 속 약세 지속 : 기업주식정보 — 재경일보 · 2026-09-02
9. 삼성화재 주가 20,000원 하락 후 장마감 — 아시아뉴스통신 · 2026-09-02
10. [단독] 삼성화재 성과급, 퇴직금서 빠진다…삼전과 '엇갈린 판결' — SBS Biz · 2026-09-01
11. [장중수급포착] 파인엠텍, 기관 6일 연속 순매수행진... 주가 +22.16% — 뉴스핌 · 2026-09-03
12. 현대차증권, 파인엠텍 목표주가 1만1500원 제시…상승여력 37% 여전 — knpp.co.kr · 2026-09-03
13. [서울데이터랩]코스닥 거래상위 종목 강세 우위…신스틸 상한가·파인엠텍 21% 급등 — 네이트 · 2026-09-03
14. 파인엠텍 주가, 9월 3일 장중 9,090원 17.13% 상승 — 중앙이코노미뉴스 · 2026-09-03
15. 피노 주가 장중 10%대 올라, 코스모신소재 대상 150억 유상증자 결정에 이틀째 강세 — 비즈니스포스트 · 2026-09-01
16. 피노 주가, 9월 1일 8,280원 5.48% 상승 마감 — 톱스타뉴스 · 2026-09-01
17. 피노, 코스모신소재 대상 150억원 유상증자 결정...주가 14%대 상승 '눈길' — 핀포인트뉴스 · 2026-08-31
18. SK오션플랜트, 디오션 품으로...최대주주 변경 이후에도 해상풍력 ‘실적 공백’ 과제 — 전기신문 · 2026-08-31
19. [특징주] SK오션플랜트, 최대주주 변경 계약 속 10%대 급락 — 아주경제 · 2026-09-01
20. SK오션플랜트 주가, 9월 1일 장중 12,340원 10.58% 하락 — 톱스타뉴스 · 2026-09-01
21. SK오션플랜트 주가, 급등세... 왜? — ggilbo.com · 2026-09-03
22. [속보] SK오션플랜트 VI 발동, 주가 급등…1만4000원선 올라 — CBC뉴스 · 2026-09-03
23. '진통 1년' 본전 못 뽑은 SK오션플랜트 매각 — 톱데일리 · 2026-09-03

This is market commentary, not investment advice.