SK Innovation rallies on SK On contract; BH rockets on Apple foldable hype

The KOSPI edged higher to 6,823.35, up 0.05%, while the KOSDAQ slipped 1.63% to 820.70. The market showed a mixed tone, with energy and tech stocks leading gains and broader concerns tempering the KOSDAQ.

SK Innovation (096770) +6.69%

SK Innovation (096770) surged 6.69% to 123,900 won after its subsidiary SK On secured a 1.5 trillion‑won contract, described as a ‘jackpot’, which lifted the parent’s share price by roughly 7% during the session [2][3]. The rally was reinforced later when SK On announced a U.S. energy‑storage‑system (ESS) order, prompting an additional 8% gain in investor expectations [4]. The combined impact of the large contract and the overseas ESS win explains the mid‑day advance, while other factors remain unconfirmed.

BH (090460) +19.31%

BH (090460) jumped 19.31% to 906 won as investors priced in several growth catalysts. Anticipation of Apple’s upcoming foldable‑phone launch lifted expectations for a booming foldable market, boosting BH’s outlook [8][9][10][12]. A parallel narrative highlighted the company’s robot business as a new growth engine, further fueling optimism [8][9]. In addition, securities analysts forecast a September rally for the stock, adding to buying pressure [7]. The confluence of these themes drove the sharp intra‑day rise, with no other confirmed drivers.

SK (034730) +5.14%

SK (034730) rose 5.14% after a wave of optimism surrounding AI demand. An analysis linking higher AI chip needs to a potential rally in SK Hynix (000660) boosted sentiment toward the broader SK group, including SK, on August 31 [13]. The next day, SK’s shares climbed 5.32% intraday to 574,000 won, reflecting strong buying momentum [16]. These factors together account for the mid‑day price gain; other influences are not evident from the headlines.

POSCO INTERNATIONAL (047050) +4.10%

POSCO International (047050) gained 4.10% as short‑term market volatility shifted the stock from a downtrend on August 31 to an uptrend on September 1, according to Asian Newswire reports [20][19]. No specific corporate earnings, policy changes, or external events were cited, so the reversal appears driven by the broader market swing rather than confirmed company‑specific news.

Sources

1. SK이노베이션 주가, 오늘 급등한 이유는? — Investing.com 한국어 · 2026-08-31
2. SK온 1.5조원 잭팟에…SK이노베이션 주가 7%대 급등 — 한국경제 · 2026-08-31
3. SK이노베이션 주가 장중 7%대 올라, 자회사 SK온 ESS 계약에 이틀째 강세 — businesspost.co.kr · 2026-08-31
4. [ET특징주] SK온 美 ESS 수주 소식에… SK이노베이션 주가 8%↑ — 전자신문 · 2026-09-01
5. “쪼개기 상장했다가 결국 모회사로 합병…SK이노베이션 주가가 관건” — 뉴스퀘스트 · 2026-08-28
6. SK이노베이션 주가, 8월 31일 장중 123,900원 6.07% 상승 — 톱스타뉴스 · 2026-08-31
7. 주가 급등락했던 비에이치...증권가서 "9월 상승" 기대하는 이유 — 한국경제 · 2026-08-31
8. 비에이치 주가 장중 12%대 상승, 폴더블폰 시장·로봇사업 성장 기대감 받아 — businesspost.co.kr · 2026-09-01
9. "폴더블폰 수혜·로봇 신성장 동력 기대"…비에이치, 9%대 강세 - 머니투데이 — 머니투데이 · 2026-09-01
10. [특징주] 비에이치, 애플 폴더블폰 공개 수혜 기대.. '강세' — 글로벌이코노믹 · 2026-09-01
11. 비에이치 주가, 급등세... 이유는? — 금강일보 · 2026-09-01
12. [특징주] 비에이치, 애플 폴더블폰 공개 앞두고 '상승' — 전국매일신문 · 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? — 한국경제 · 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. LS증권 "삼성전자 목표주가 상향·SK하이닉스 하향, HBM 경쟁구도 정상화" — businesspost.co.kr · 2026-08-31
18. 삼성·SK 임원 '10억 주식부자' 급증 … 주식보상 괜찮나 — 세이프타임즈 · 2026-08-31
19. 포스코인터내셔널 상승 중 — 아시아뉴스통신 · 2026-09-01
20. 포스코인터내셔널 하락 중 — 아시아뉴스통신 · 2026-08-31

This is market commentary, not investment advice.