Korean Markets Rally on Offshore Wind and Nuclear Wins, Mixed Sector Moves

The KOSPI surged 1.51% to 6,661.63 while the KOSDAQ slipped 0.26% to 801.92, with the won at 1,373.78 per USD. Energy and infrastructure news lifted several heavyweights, but gains were uneven across sectors.

SKoceanplant (100090) +11.75%

SK Ocean Plant surged 11.75% to around 14,000 KRW after a “VI activation” signal sparked a buying wave, overturning the steep decline that followed a major shareholder change and the resulting offshore‑wind performance gap. The shareholder swap and uncertainty about future projects had depressed sentiment, while the announced sale and rebalancing of the unit added further downside pressure. The positive “VI” trigger on Sep 3 lifted the stock sharply despite earlier concerns.

SamsungHeavyIndustries (010140) +8.07%

Samsung Heavy Industries rallied 8.07% after the stock rose 0.48% on Sep 1 and jumped 5.82% on Sep 3, indicating renewed buying interest. The uptick followed a brief period of weakness on Aug 31 and Sep 2, when the shares fell and traded lower, suggesting that the recent gains reflect a shift from short‑term sell pressure to a more positive sentiment. No specific corporate news was cited, so the movement appears driven by market‑wide technical dynamics.

Fine M-Tec Co.,Ltd. (441270) +18.94%

Fine M‑Tec surged 18.94% as institutional investors bought the stock for the sixth consecutive day, creating a sharp net‑buying flow that lifted the price. Hyundai Motor Securities also raised its target price to 11,500 KRW and highlighted a potential 37% upside, further fueling optimism among traders. The combination of sustained institutional demand and a bullish analyst rating explains the strong intraday rally.

FINO INC. (033790) +11.97%

FINO jumped 11.97% after Cosmo Materials announced a 15 billion‑won paid‑in‑capital increase, a move that lifted investor expectations and pushed the share into double‑digit gains. The news on Sep 1 triggered a wave of institutional buying, with firms such as Silicon Investment, Rino Engineering, TLB and Sungkwang Bend taking positions, reinforcing the upward momentum. While the headlines do not detail the use of proceeds, the capital raise and subsequent fund inflows appear to be the primary drivers of the rally.

HyundaiEngineering&Construction (000720) +7.19%

Hyundai Engineering & Construction rose 7.19% on news of a record nuclear order backlog exceeding 100 trillion KRW and a $30 billion overseas nuclear contract pipeline, which analysts said could reshape the company’s growth trajectory. However, the stock fell 6.71% on Sep 2 and again on Sep 3, reflecting short‑term profit‑taking despite the positive order news. The mixed price action suggests that while the long‑term outlook is buoyed by the large contracts, market participants remain cautious in the near term.

Sources

1. SK오션플랜트, 디오션 품으로...최대주주 변경 이후에도 해상풍력 ‘실적 공백’ 과제 — 전기신문 · 2026-08-31
2. [특징주] SK오션플랜트, 최대주주 변경 계약 속 10%대 급락 — 아주경제 · 2026-09-01
3. SK오션플랜트 주가, 9월 1일 장중 12,340원 10.58% 하락 — 톱스타뉴스 · 2026-09-01
4. [속보] SK오션플랜트 VI 발동, 주가 급등…1만4000원선 올라 — cbci.co.kr · 2026-09-03
5. SK오션플랜트 결국 매각…고성군 "기회발전특구 해제 검토"(종합) — 매일경제 마켓 · 2026-08-31
6. SK에코플랜트, SK오션플랜트 매각하며 '리밸런싱 속도'··· 반발도 ↑ — 녹색경제신문 · 2026-09-01
7. 삼성중공업 주가, 9월 1일 21,000원 0.48% 상승 마감 — 톱스타뉴스 · 2026-09-01
8. 삼성중공업 주가 100원 상승 후 장마감 — 아시아뉴스통신 · 2026-09-01
9. 삼성중공업, 주가 9월 3일 장중 21,100원 5.82% 상승 — 톱스타뉴스 · 2026-09-03
10. 삼성중공업 주가 하락 중 — 아시아뉴스통신 · 2026-08-31
11. 삼성중공업 주가, 9월 2일 장중 20,150원 약세 흐름 — 톱스타뉴스 · 2026-09-02
12. 삼성중공업 주가 상승 중 — 아시아뉴스통신 · 2026-09-03
13. [장중수급포착] 파인엠텍, 기관 6일 연속 순매수행진... 주가 +22.16% — 뉴스핌 · 2026-09-03
14. 현대차증권, 파인엠텍 목표주가 1만1500원 제시…상승여력 37% 여전 — knpp.co.kr · 2026-09-03
15. 파인엠텍 주가, 9월 3일 장중 9,090원 17.13% 상승 — joongangenews.com · 2026-09-03
16. 피노 주가 장중 10%대 올라, 코스모신소재 대상 150억 유상증자 결정에 이틀째 강세 — 비즈니스포스트 · 2026-09-01
17. 피노 주가, 9월 1일 8,280원 5.48% 상승 마감 — 톱스타뉴스 · 2026-09-01
18. 피노, 코스모신소재 대상 150억원 유상증자 결정...주가 14%대 상승 '눈길' — 핀포인트뉴스 · 2026-08-31
19. 피노 주가, 급등세... 무슨 회사길래? — 금강일보 · 2026-09-03
20. [코스닥 기관] 실리콘투 리노공업 티엘비 성광벤드 피노에 꽂혔다 — 핀포인트뉴스 · 2026-08-31
21. 현대건설 주가, 9월 2일 112,600원 6.71% 하락 마감 — 톱스타뉴스 · 2026-09-02
22. “현대건설, 해외 원전 ‘300억 달러‘ 공습 준비 끝났다…주가 판도 뒤집을 원전 모멘텀” — 뉴스퀘스트 · 2026-09-01
23. [초점] 수주잔고 100조 돌파…현대건설, 역대급 실적 — 경제타임스 · 2026-09-01
24. 현대건설 주가 하락 중 — 아시아뉴스통신 · 2026-09-03
25. 미래에셋證 “현대건설, 원전 수주잔고 100조 시대…목표가 17만5000원” — thepowernews.co.kr · 2026-09-01
26. "현대건설, 독보적 원전 시공 경쟁력...글로벌 수주 파이프라인 확대"-신한證 — 베타뉴스 · 2026-08-31

This is market commentary, not investment advice.