Korean Markets Plunge as Bio and Shipbuilding Equipment Sectors Defy Trend

The Korean markets experienced a severe downturn during the morning session, with the benchmark KOSPI dropping 7.72% to 6,233.95 and the tech-heavy KOSDAQ falling 6.03% to 718.73. The USD/KRW exchange rate surged to 1,459.60, reflecting heightened market anxiety. Despite the broad sell-off, select pharmaceutical and shipbuilding equipment stocks managed to post gains on positive earnings and sector-specific momentum.

Celltrion (068270) +2.27%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
43.16	2.44	4,238	₩42.5T	7.28%	29.99%	158,500–251,000

Celltrion rose 2.27% on the back of outstanding business performance, including a record-high second-quarter revenue and earnings surprise [1][2][5]. Brokerages subsequently raised their target prices, with Mirae Asset Securities upgrading its target to 280,000 KRW, citing undervaluation compared to peer Sandoz [1][6]. Additionally, the company made concrete R&D progress by submitting a European approval application for its Cosentyx biosimilar [2][3]. On July 27, the stock traded at 180,200 KRW during intraday trading [4].

SAMSUNG BIOLOGICS (207940) +0.91%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
58.67	9.67	26,572	₩72.2T	19.56%	51.40%	982,000–1,987,000

Samsung Biologics gained 0.91% following strong financial results, highlighted by its first-half operating profit reaching 1 trillion KRW [7]. The stock's positive momentum is also supported by expectations of accelerated growth and improved profitability starting in the third quarter, driven by operations at its US plant and Plant 5 [9][12]. On July 27, the stock reached 1,539,000 KRW during intraday trading [11]. Other specific drivers for recent price movements remain unconfirmed [10].

HYUNDAI HYMS CO., LTD. (460930) +13.32%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
26.27	2.23	604	₩564B	9.15%	30.38%	10,380–33,450

Hyundai Hyms surged 13.32%, drawing investor attention as a key player in the shipbuilding equipment sector during morning trading [17]. The stock closed strong at 15,950 KRW in the fourth week of July [16] and continued to experience rapid gains despite a broader KOSDAQ market plunge [14][15]. However, the exact underlying causes for this sudden surge and recent volatility remain unconfirmed by available headlines [13][18].

Sources

1. NH투자증권 "셀트리온, 2분기 실적 서프라이즈...목표주가 상향" — PRESS9 · 2026-07-27
2. [MI포커스] 경영복귀 3년 서정진 셀트리온 회장, 최대실적·R&D·주가안정 성과 — 매일일보 · 2026-07-24
3. [공시 Pick] 셀트리온그룹주 강세…'코센틱스 바이오시밀러' 유럽 허가 신청 — 뉴스투데이 · 2026-07-24
4. 셀트리온 주가, 7월 27일 장중 180,200원 1.46% 상승 — 톱스타뉴스 · 2026-07-27
5. 셀트리온 주가 상승 출발...2분기 매출 '역대 최대' — gukjenews.com · 2026-07-27
6. 미래에셋證 “셀트리온, 경쟁사 산도즈 대비 저평가… 목표가 28만원으로 상향” - 조선비즈 — Chosunbiz · 2026-07-27
7. 삼성바이오로직스 주가 장중 9%대 올라, '상반기 영업이익 1조' 호실적 발표 — 비즈니스포스트 · 2026-07-24
8. 삼성바이오로직스 주가 최근 5거래일 상승세 전환 — 톱스타뉴스 · 2026-07-25
9. 삼성바이오로직스, 3분기부터 성장 본격화 기대...목표주가↓ — ksdaily.co.kr · 2026-07-27
10. [제약공시 책갈피] 7월 4주차 - 삼성바이오로직스·유한양행外 — 메디파나뉴스 · 2026-07-24
11. 삼성바이오로직스 주가, 7월 27일 장중 1,539,000원 1.38% 상승 — 톱스타뉴스 · 2026-07-27
12. DS투자 "삼성바이오로직스 3분기부터 수익성 개선 전망, 미국 공장과 5공장 힘입어" — 비즈니스포스트 · 2026-07-24
13. 현대힘스 주가, 7월 27일 장중 10% 넘는 약세 속 거래 — 톱스타뉴스 · 2026-07-27
14. 현대힘스, 코스닥 급락장서 주가 급등…새주장 상승세 이어갈까 — 네이트 · 2026-07-26
15. 현대힘스 주가, 급등세... 왜? — 금강일보 · 2026-07-28
16. 7월 4주차 현대힘스 주가 15,950원 강세 마감 — 톱스타뉴스 · 2026-07-25
17. 오전 이슈 [조선 기자재] : 일승, 현대힘스, SK오션플랜트, 삼영엠텍, 동방선기 — 파이낸셜뉴스 · 2026-07-24
18. 현대힘스 투자분석 2026. 07. 24 — 주달 · 2026-07-24

This is market commentary, not investment advice.