KOSPI nudges higher as select heavy‑hitters rally

The KOSPI edged up 0.23% to 6,835.80, while the KOSDAQ fell 1.56% to 821.25, reflecting a mixed market tone. Broadly, the main index held modest gains despite net selling by foreign and institutional investors, whereas select heavy‑hitters delivered strong individual rallies.

SK Innovation (096770) +7.81%

SK Innovation surged 7.81% to close higher as its subsidiary SK On secured a U.S. energy‑storage system (ESS) order, sparking fresh optimism about the group’s battery business. Media reports also highlighted a 1.5‑trillion‑won ‘jackpot’ contract that could lift overall earnings, while the ESS deal continued to drive the stock up for a second consecutive session. The combination of the contract news and the ongoing ESS momentum lifted investor sentiment on September 1.

BH (090460) +20.68%

BH rocketed 20.68% on the KOSPI after Apple unveiled its first foldable iPhone, prompting market expectations that the company will benefit from component supply to the new device. At the same time, BH’s robot business was flagged as a fresh growth engine, reinforcing buying pressure. Securities analysts also projected a September rally for the stock, adding to the bullish narrative. The confluence of foldable‑phone hype, robot prospects and analyst optimism drove the sharp intraday surge reported on September 1.

SK (034730) +7.52%

SK climbed 7.52% as investors linked its performance to broader AI and semiconductor optimism, especially expectations around SK Hynix’s growth prospects. Some traders also adopted a tactical “sell SK, buy Samsung/LG” stance, creating short‑term volatility but ultimately supporting the rally. Additionally, recent disclosures showed SK executives receiving stock compensation worth up to 1 billion KRW, which the market read as confidence from insiders. These factors, reported between August 31 and September 1, underpinned the stock’s gain.

Kakao Games Corp. (293490) +12.15%

Kakao Games jumped 12.15% after foreign investors and domestic institutions both posted net buying, providing a clear supply boost. The share price breached the 10,000‑won level for the third straight day, with a 13.6% intraday rise recorded on September 1, reinforcing momentum. While the rally was strong, analysts kept a neutral stance, noting that launch‑related uncertainties have not been fully resolved. The combination of dual‑handed buying, a psychological price barrier, and lingering analyst caution shaped the day’s price action.

DB INSURANCE (005830) +6.35%

DB Insurance rose 6.35% on dividend‑expansion expectations, with market participants pricing an 8%‑plus upside after the insurer signaled higher payouts. Several brokerages upgraded target prices and highlighted a stronger shareholder‑return policy, adding further buying impetus. However, the same day the company announced its detailed return plan, the share price slipped about 3%, indicating that investors remain cautious about execution. Overall, dividend optimism and analyst upgrades drove the net gain, tempered by short‑term scepticism over the plan’s feasibility.

Sources

1. SK이노베이션 주가, 오늘 급등한 이유는? — Investing.com 한국어 · 2026-08-31
2. SK온 1.5조원 잭팟에…SK이노베이션 주가 7%대 급등 — hankyung.com · 2026-08-31
3. SK이노베이션 주가 장중 7%대 올라, 자회사 SK온 ESS 계약에 이틀째 강세 — 비즈니스포스트 · 2026-08-31
4. [ET특징주] SK온 美 ESS 수주 소식에… SK이노베이션 주가 8%↑ — 전자신문 · 2026-09-01
5. SK이노베이션 주가, 8월 31일 장중 123,900원 6.07% 상승 — 톱스타뉴스 · 2026-08-31
6. [특징주] SK이노베이션, 최대주주인 SK온 美 수주.. '강세' — 글로벌이코노믹 · 2026-08-31
7. 주가 급등락했던 비에이치...증권가서 "9월 상승" 기대하는 이유 — hankyung.com · 2026-08-31
8. 비에이치 주가 장중 12%대 상승, 폴더블폰 시장·로봇사업 성장 기대감 받아 — 비즈니스포스트 · 2026-09-01
9. [특징주] 비에이치, 애플 폴더블폰 공개 수혜 기대.. '강세' — 글로벌이코노믹 · 2026-09-01
10. "폴더블폰 수혜·로봇 신성장 동력 기대"…비에이치, 9%대 강세 - 머니투데이 — 머니투데이 · 2026-09-01
11. 비에이치 주가, 급등세... 이유는? — 금강일보 · 2026-09-01
12. [속보] 비에이치 주가 10%대 급등…코스피·코스닥 약세 속 정적 VI 발동 — CBC뉴스 · 2026-09-01
13. AI주식상승확률분석 : SK하이닉스 (000660) 주가 전망과 상승확률 분석 — Investing.com 한국어 · 2026-08-31
14. 주가 8% 급등했는데…SK는 팔고 삼성·LG 담은 초고수, 왜? — hankyung.com · 2026-09-01
15. SKIET 1주가 SK이노 0.1주로?…주식 합병은 어떻게? [손엄지의 주식살롱] — 뉴스1 · 2026-08-28
16. SK 주가, 9월 1일 장중 574,000원 5.32% 상승 — 톱스타뉴스 · 2026-09-01
17. 삼성·SK 임원 '10억 주식부자' 급증 … 주식보상 괜찮나 — 세이프타임즈 · 2026-08-31
18. 카카오게임즈 주가, 9월 1일 장중 10,010원 13.62% 상승 — 톱스타뉴스 · 2026-09-01
19. [장중수급포착] 카카오게임즈, 외국인/기관 동시 순매수… 주가 +5.45% — 뉴스핌 · 2026-08-31
20. 카카오게임즈, 장중 18% 급등 ‘1만 원’ 터치… 3일 연속 상승세 — 이코노미톡뉴스 · 2026-09-01
21. 한국투자 "카카오게임즈 주식 '중립' 유지, 출시 불확실성 완전 해소되지 않아" — 비즈니스포스트 · 2026-08-31
22. “4년 넘게 버티고 손실 비율 100%”… 카카오게임즈, 바닥 치고 반등할까? — 이코노미톡뉴스 · 2026-08-31
23. 카카오게임즈, '도깨비의 세계' 등 흥행 여부 불투명…아직은 신중할 때… -한투 — 인포스탁데일리 · 2026-08-30
24. DB손해보험, 배당확대 기대감에 8%대 강세 [핫종목] — 뉴스1 · 2026-09-01
25. DB손해보험, 주주환원 계획 발표에도 주가 3%대 하락 — 스페셜타임스 · 2026-08-31
26. "DB손해보험, 주주환원 의지 긍정적" 목표가↑-다올 - 머니투데이 — 머니투데이 · 2026-08-31
27. "DB손해보험, 배당 예측가능성 확보" — 뉴스투데이 · 2026-09-01
28. 삼성證 DB손해보험 목표가 상향…주주환원 강화 — 아주경제 · 2026-08-31
29. [리포트 브리핑]DB손해보험, '배당가능이익, 본격 화두로 부상' 목표가 230,000원 - LS증권 — 뉴스핌 · 2026-08-31

This is market commentary, not investment advice.