Korean equities rally on semiconductor and power‑infrastructure optimism

The KOSPI jumped 4.30% to 6,861.78 and the KOSDAQ rose 0.76% to 865.45, indicating a strong midday buying wave. Momentum was led by semiconductor‑related stocks and renewed expectations for power‑infrastructure demand.

SK hynix (000660) +7.91%

SK hynix surged 7.9% after a U.S. investment newsletter recommended the stock over Micron, lifting sentiment sharply. The recommendation, reported on Aug 11, sparked a rally that lifted the share into the 7%‑plus range, reinforced by a broader U.S. semiconductor rally that continued into today’s session. In addition, SK hynix’s comparatively aggressive shareholder‑return policy, seen as hotter than Samsung Electronics, attracted further buying, differentiating its performance.

SamsungElectroMechanics (009150) +14.61%

Samsung Electro‑Mechanics surged 14.6% after Morgan Stanley upgraded Samsung Electronics to its “top‑pick” and “best‑stock” status, a rating that instantly sparked strong buying. The endorsement, reported on Aug 13, initially lifted the share 12‑13% in early trading and continued to drive momentum into the midday session. Analysts noted that the broader semiconductor rally is translating into higher demand for electronic components, bolstering earnings expectations for Samsung Electro‑Mechanics.

SKSQUARE (402340) +11.33%

SK Square rallied 11.3% as investors anticipated a rebound in SK Hynix and the upcoming earnings release on Aug 19. Market commentary on Aug 10 highlighted that the SK Hynix price recovery was improving sentiment toward related SK group stocks, lifting SK Square. Additionally, a sharp rise in leveraged buying—evidenced by a 1,765% jump in SK Square’s collateral loans—fueled the upside. The combined effect of SK Hynix’s valuation swing and heightened leverage pushed the stock higher.

SamwhaCapacitor (001820) +21.93%

Samwha Capacitor surged 21.9% on strong expectations for power‑infrastructure demand, which lifted the share past the 100,000‑won mark. A feature on Aug 13 cited the growing need for electricity grid upgrades as the primary driver of the rally. The same day, a market‑volatility trigger labeled “VI activation” ignited additional buying pressure, amplifying the move amid mixed index performance. Both the sector‑specific demand outlook and the volatility trigger contributed to the sharp rise.

SK eternix (475150) +11.20%

SK Eternix rose 11.2% after foreign investors increased their holdings, providing fresh buying pressure. Data released on Aug 11 showed a notable rise in foreign ownership of the stock, which helped lift the price. At the same time, its major shareholder SK Discovery sold its entire stake of about 10.45 million shares, expanding the free‑float and drawing attention from the market. While the precise catalyst—such as earnings or new contracts—remains unclear, the ownership changes appear to have driven the rally.

Sources

1. 미 투자지 "마이크론 말고 SK하이닉스 사라" 호평인데… 한국선 왜 주가 빠지나 — 조선일보 · 2026-08-11
2. 삼성전자·SK하이닉스 주가는 언제 정상 궤도로 복귀할까 — 인베스트조선 · 2026-08-11
3. SK하이닉스 주가 오늘 급등... 그 이유는? — Investing.com 한국어 · 2026-08-12
4. “마이크론 말고 SK하이닉스 사라” 美 투자지 추천에도…한국선 주가 빠지는 이유 — 전자신문 · 2026-08-11
5. SK하이닉스 주가 장중 7%대 삼성전자 4%대 올라, 미국 반도체주 강세 훈풍 — 비즈니스포스트 · 2026-08-13
6. 삼성전자·SK하이닉스, 엇갈린 주가 흐름 이유는…주주환원 '온도차' — 더팩트 · 2026-08-10
7. 삼성전기 주가, 모건스탠리 호평 속 150만 원선 회복 — 2news.co.kr · 2026-08-13
8. 삼성전기 주가 장중 12%대 올라, 모건스탠리 '최선호주' 평가 반영 — 비즈니스포스트 · 2026-08-13
9. [특징주] 삼성전기, 모건스탠리 ‘톱픽’ 선정에 13%↑ — Chosunbiz · 2026-08-13
10. [특징주] 삼성전기, '모건스탠리 최선호주·반도체 강세'에 상승 — 연합뉴스 · 2026-08-13
11. 삼성전기, 모건스탠리 최선호주 선정에 13%대 급등 — 매일신문 · 2026-08-13
12. (특징주)삼성전기, 모건스탠리 '톱픽'에 장 초반 12%대 강세 — 뉴스토마토 · 2026-08-13
13. SK스퀘어 주가 전망, 8월 19일 실적발표, SK하이닉스 주가 반등을 기다리자 — 네이버 프리미엄콘텐츠 · 2026-08-10
14. SK스퀘어 주가, 8월 13일 장중 1,101,000원 7.52% 상승 — topstarnews.net · 2026-08-13
15. SK스퀘어 주가 상승 이유: SK하이닉스 가치와 실적 변수 — EBC Financial Group · 2026-08-12
16. SK스퀘어 주가, 웃음꽃 활짝... 왜? — ggilbo.com · 2026-08-12
17. 주가 뛰자 담보대출도 늘었다…SK하이닉스 438%, SK스퀘어 1765% 폭증 — 뉴시스 · 2026-08-11
18. SK스퀘어 주가, 8월 10일 장중 942,000원 0.32% 상승 — topstarnews.net · 2026-08-10
19. 삼화콘덴서 주가, 8월 13일 장중 101,600원 15.45% 상승 — topstarnews.net · 2026-08-13
20. 삼화콘덴서 주가 4%대 강세…장중 9만2800원까지 급등 — 잡포스트 · 2026-08-11
21. [특징주]삼화콘덴서, 장중 10만원 돌파…전력 인프라 수요 기대에 22% 급등 — 남도일보 · 2026-08-13
22. 삼화콘덴서 주가 4,000원 상승 후 마감 — 아시아뉴스통신 · 2026-08-10
23. [속보] 삼화콘덴서 VI 발동, 주가 급등…양대지수 혼조 상황 — CBC뉴스 · 2026-08-11
24. 삼화콘덴서 주가 급등세... 무슨 회사길래? — ggilbo.com · 2026-08-13
25. SK이터닉스 주가, 급등세... 무슨 회사길래? — ggilbo.com · 2026-08-13
26. SK이터닉스 주가, 8월 10일 장중 50,900원 0.79% 상승 — topstarnews.net · 2026-08-10
27. SK이터닉스 주가, 8월 13일 장중 56,100원 6.45% 올라 — topstarnews.net · 2026-08-13
28. 22일, 외국인 보유 비중 확대... SK이터닉스, 금호건설, 빛과전자 등 — 씽크풀 AI · 2026-08-11
29. 에스케이디스커버리㈜, SK이터닉스 주식 1045만5825주 ↓…지분율 0.00% — 데이터투자 · 2026-08-11
30. SK이터닉스 투자분석 2026. 08. 11 — judal.co.kr · 2026-08-11

This is market commentary, not investment advice.