Energy‑Storage and Biotech Catalysts Lift Select Stocks Amid Broad Market Decline

The KOSPI slipped 1.69% to 6,674 points and the KOSDAQ fell 2.16% to 820.33 as the market opened lower, while the USD/KRW hovered at 1,377.90. Despite the bearish tone, a handful of stocks rallied sharply on sector‑specific news and investor buying.

SK Innovation (096770) +7.44%

SK Innovation surged 7.44% after its subsidiary SK On signed a large‑scale energy‑storage system (ESS) supply contract, raising expectations for SK Innovation’s earnings. Investor sentiment was further buoyed by news that SK On, the group’s biggest shareholder, secured additional orders in the United States, reinforcing the positive momentum. The combination of contract news and overseas order wins drove the mid‑day rally.

L&F (066970) +6.75%

L&F jumped 6.75% on expectations that its first shipment of lithium‑iron‑phosphate (LFP) batteries for North American ESS projects will boost second‑half revenues. Meritz Securities upgraded its outlook, noting that LFP material results will start to be reflected from Q4 and that the company’s high‑nickel business also has growth potential. In addition, institutional investors have been buying L&F shares for 14‑15 consecutive days, adding buying pressure even as the broader market fell.

POSCO FUTURE M (003670) +4.99%

POSCO FUTURE M rose 4.99% as the broader POSCO group enjoyed a rally, prompting investors to add exposure to its subsidiaries. The uplift was also reinforced by optimism over the expanding U.S. energy‑storage system market, which analysts say could benefit both POSCO FUTURE M and peers such as L&F. The combined effect of group‑wide buying and sector‑specific growth expectations lifted the stock despite the overall market weakness.

Onconic Therapeutics Inc. (476060) +23.97%

Onconic Therapeutics surged 23.97% after the company announced that its dual‑target cancer drug ‘Nesupapil’ has cleared a U.S. patent examination, securing protection through 2042. The patent win was highlighted by several outlets as a catalyst that lifts investor confidence despite a falling market, and the extended commercialization rights underscore long‑term revenue potential. The news sparked a sharp rally that pushed the share price back to the 17,000‑won level.

HankookCosmeticsManufacturing (003350) +4.71%

Hankook Cosmetics Manufacturing climbed 4.71% as foreign and institutional investors simultaneously bought the stock, generating more than a 5% price lift. The broader cosmetics theme also turned positive, lifting the stock by nearly 9% according to market reports. Additionally, Asset Plus Asset Management increased its stake by 0.63 percentage points, which may have reinforced confidence among other shareholders. These combined buying pressures drove the mid‑day advance despite the overall market decline.

Sources

1. SK이노베이션 주가, 오늘 급등한 이유는? — Investing.com 한국어 · 2026-08-31
2. SK이노베이션 주가 장중 6%대 강세, 자회사 SK온 대규모 ESS 공급 계약 — 비즈니스포스트 · 2026-08-31
3. SK이노베이션 주가, 8월 31일 장중 123,900원 6.07% 상승 — 톱스타뉴스 · 2026-08-31
4. [특징주] SK이노베이션, 최대주주인 SK온 美 수주.. '강세' — 글로벌이코노믹 · 2026-08-31
5. “쪼개기 상장했다가 결국 모회사로 합병…SK이노베이션 주가가 관건” — 뉴스퀘스트 · 2026-08-28
6. 최근 5거래일 SK이노베이션 주가 변동성 속 상승 마감 — 톱스타뉴스 · 2026-08-29
7. [종목 포커스] 엘앤에프, 하반기 북미 ESS용 LFP 첫 출하로 주가 상승 지속? — 데일리인베스트 · 2026-08-30
8. 메리츠증권 "엘앤에프 4분기부터 LFP 양극재 실적에 반영, 하이니켈도 성장" — 비즈니스포스트 · 2026-08-28
9. [장중수급포착] 엘앤에프, 기관 15일 연속 순매수행진... 주가 +6.31% — 뉴스핌 · 2026-08-31
10. 엘앤에프 주가 강세…코스피·코스닥 동반 하락에도 상승 — CBC뉴스 · 2026-08-31
11. [장중수급포착] 엘앤에프, 기관 14일 연속 순매수행진... 주가 +1.46% — 뉴스핌 · 2026-08-28
12. 엘앤에프 주가, 8월 28일 134,800원 3.85% 상승 마감 — 톱스타뉴스 · 2026-08-28
13. 포스코퓨처엠 주가, 8월 31일 장중 193,200원 3.70% 상승 — 톱스타뉴스 · 2026-08-31
14. 포스코퓨처엠 주가 2,300원 상승 후 장마감 — 아시아뉴스통신 · 2026-08-28
15. 포스코퓨처엠 주가 상승 중 — 아시아뉴스통신 · 2026-08-31
16. 엘앤에프·포스코퓨처엠, 美 ESS 시장 확대 기대감에 강세[특징주] — edaily.co.kr · 2026-08-31
17. 포스코그룹주 펄펄 끓네… 포스코퓨처엠이 상승 이끌었다 — 핀포인트뉴스 · 2026-08-27
18. [속보] 온코닉테라퓨틱스 주가 돌연 급등…양대지수 하락 속 1만7000원선 회복 — CBC뉴스 · 2026-08-31
19. 온코닉테라퓨틱스, '네수파립' 美 특허 절차에 급등 — 이코노뉴스 · 2026-08-31
20. 온코닉테라퓨틱스, 이중표적항암제 '네수파립' 미 특허 확보 — 한국경제 · 2026-08-31
21. 온코닉테라퓨틱스, 네수파립 美 특허 확보…상업화 권리 2042년까지 확대 — 한국금융신문 · 2026-08-31
22. 온코닉테라퓨틱스 투자분석 2026. 08. 28 — 주달 · 2026-08-28
23. 온코닉테라퓨틱스, 네수파립 제조법 미국 특허 등록 — 뉴스웰 · 2026-08-31
24. [장중수급포착] 한국화장품제조, 외국인/기관 동시 순매수… 주가 +5.33% — 뉴스핌 · 2026-08-31
25. 특징주, 한국화장품제조-화장품 테마 상승세에 9.02% ↑ — 매일경제 마켓 · 2026-08-28
26. [마감분석] 한국화장품제조, 외국인·기관 수급에 7%대 강세 마감 : 한국증시 — 재경일보 · 2026-08-28
27. 한국화장품제조, 주주 에셋플러스자산운용 측 주식등 보유 비율 0.63%p 증가 — 디지털투데이 · 2026-08-28
28. 한국화장품제조 투자분석 2026. 08. 28 — 주달 · 2026-08-28

This is market commentary, not investment advice.