KOSPI rallies on Hanwha Solutions and tech earnings, while KOSDAQ slips

The KOSPI climbed 0.84% to 6,348.99, driven by strong gains in select technology and energy stocks, whereas the KOSDAQ fell 0.43% to 798.26. The Korean won held at 1,423.62 per US dollar, reflecting a broadly positive mood for the equity market despite mixed sector performance.

HANWHA SOLUTIONS (009830) +12.34%

Hanwha Solutions surged 12.34% to lead the KOSPI after two catalysts emerged. On August 4, senior vice‑president Kim Dong‑kwan announced a direct 500 million‑won participation in a rights offering, sparking investor optimism and a 7‑10% intraday jump reported by Business Post, Electronic Times, Global Economic and NewsPim [1][3][4]. A concurrent outlook for strong Q2 earnings further reinforced buying pressure, adding another 2‑3% gain according to Daum’s Hot Time report [5].

SamsungElectroMechanics (009150) +5.21%

Samsung Electro‑Mechanics rose 5.21% on the KOSPI, driven by sector‑specific demand and earnings news. Analysts highlighted an anticipated increase in multilayer ceramic capacitor (MLCC) demand, which lifted the stock by about 5% during intraday trading on August 3, as reported by Business Post [8]. The same day the company posted stronger‑than‑expected Q2 results, providing another boost that pushed the share price into the 5%‑plus range, according to The Commodities News [9].

OCI Holdings Company Ltd. (010060) +5.12%

OCI Holdings jumped 5.12% on the KOSPI as investors priced in multiple positive developments. The stock rallied after reports that the company would benefit from the expansion of the U.S. solar supply chain, a factor cited in an EBN feature on August 4 [14]. A filing on August 3 disclosed a change in the major shareholder’s stake, raising expectations of governance improvements, which further propelled the share price [17]. In addition, two activations of the volatility‑interrupter (VI) on August 5 intensified short‑term buying pressure, pushing the price toward the 248,000‑won level [15].

SAMSUNG SDI CO.,LTD. (006400) +6.79%

Samsung SDI surged 6.79% on the KOSPI, buoyed by a combination of technical rebound and shareholder activity. After a 40% decline over the past three months, market participants speculated that the company might deploy a “shareholder appeasement” strategy, lifting sentiment on August 4 [19]. The stock then posted consecutive gains of 4.75% on August 4, 2.38% on August 5, and continued upward momentum on August 6, as documented by TopStar News and Asia Newswire [20][23][21]. Moreover, Samsung EnA, the ultimate parent, increased its holding by 42,750 shares on August 3, signaling confidence from the group and adding further support [22].

LIGHTRON FIBER-OPTIC DEVICES (069540) +8.59%

Lightron Fiber‑Optic Devices rallied 8.59% on the KOSDAQ after policy‑driven sector optimism. The U.S. decision to ban imports of Chinese optical‑communication components highlighted domestic manufacturers, prompting a sharp price jump for Lightron, as reported by Wide Economy on August 5 [28]. The stock also rode a broader rally among top KOSDAQ listings, with several peers hitting upper‑limit gains on the same day, reinforcing the upward momentum [27][29]. This confluence of regulatory tailwinds and market‑wide enthusiasm lifted the share to a 28.31% intraday surge on August 5.

Sources

1. 한화솔루션 주가 장중 7%대 강세, 수석부회장 김동관 유상증자 참여 영향 — 비즈니스포스트 · 2026-08-04
2. [ET특징주] 한화솔루션, 김동관 수석부회장 유증 참여 소식에 주가 강세 — 전자신문 · 2026-08-04
3. [특징주] 한화솔루션, 김동관 유증 참여.. 10%대 '급등' — 글로벌이코노믹 · 2026-08-04
4. [특징주] 한화솔루션, 김동관 5억 베팅에 10%대 강세 — 뉴스핌 · 2026-08-04
5. [핫타임] 한화솔루션, 김동관 유증 참여·2분기 호실적에 8%대 강세 — v.daum.net · 2026-08-04
6. 한화솔루션 주가, 급등세... 이유는? — 금강일보 · 2026-08-05
7. 10% 급락한 삼성전기, 주식 초고수는 주워 담았다 — 한국경제 · 2026-08-06
8. 삼성전기 주가 장중 5%대 강세, MLCC 수요 증가 전망에 이틀째 강세 — 비즈니스포스트 · 2026-08-03
9. 삼성전기 2분기 호실적에 주가 5%대 급등 — thecommoditiesnews.com · 2026-08-03
10. 삼성전기 주가, 8월 3일 1,181,000원 3.42% 상승 마감 — 톱스타뉴스 · 2026-08-03
11. 삼성전기 장초반 11퍼센트 급등 130만 원 선 회복 — 2news.co.kr · 2026-08-05
12. [STOCK톺] 삼성전기, 11%대 강세...4거래일 연속 상승 — 뉴시안 · 2026-08-05
13. OCI홀딩스 주가, 8월 4일 225,000원 14.27% 상승 마감 — 톱스타뉴스 · 2026-08-04
14. [특징주] OCI홀딩스, 美 태양광 공급망 확대 수혜에 주가 급등 — ebn.co.kr · 2026-08-04
15. OCI홀딩스 주가 10%대 급등…VI 두 차례 발동, 24만8000원선 안착 시도 — CBC뉴스 · 2026-08-05
16. OCI홀딩스 주가, 8월 6일 244,000원 0.81% 하락 마감 — 톱스타뉴스 · 2026-08-06
17. [특징주] OCI홀딩스, 최대주주 지분 변동 공시에 장중 강세…지배구조 변화 기대감 : 기업주식정보 — 재경일보 · 2026-08-03
18. OCI홀딩스 주가, 8월 5일 장중 244,000원 8.44% 상승 — 톱스타뉴스 · 2026-08-05
19. 삼성SDI, 3개월 새 주가 40%↓…주주 달래기 카드 꺼낼까? — fntimes.com · 2026-08-04
20. 삼성SDI 주가, 8월 4일 장중 408,000원 4.75% 상승 — 톱스타뉴스 · 2026-08-04
21. 삼성SDI 주가 상승 중 — 아시아뉴스통신 · 2026-08-06
22. 삼성이앤에이, 최대주주 삼성SDI 등 주식 4만2750주 증가…계열사 삼성생명보험 특별계정 장내매수 영향 — 디지털투데이 · 2026-08-03
23. 삼성SDI 주가, 8월 5일 장중 429,500원 2.38% 상승 — 톱스타뉴스 · 2026-08-05
24. 삼성SDI 주가 9,500원 상승 후 장마감 — 아시아뉴스통신 · 2026-08-05
25. 빛과전자 주가, 8월 5일 장중 장중 상한가 2,890원 28.31% 상승 — 톱스타뉴스 · 2026-08-05
26. 빛과전자 주가, 웃음꽃... 이유는? — 금강일보 · 2026-08-05
27. [서울데이터랩]코스닥 거래상위 종목 급등세…빛과전자·이노인스트루먼트·마키나락스 상한가 — 서울신문 · 2026-08-05
28. [특징주] 빛과전자, “美 중국산 광통신 부품 수입 금지” 국내 광통신株 반사수혜 부각되며 ‘일제히 급등’ — 와이드경제 · 2026-08-05
29. [급등락주 짚어보기] 美 규제로 광통신 훈풍 탄 코스닥⋯빛과전자·오이솔루션 '상한가' — v.daum.net · 2026-08-05
30. 빛과전자 주가, 8월 4일 2,225원 10.97% 상승 마감 — 톱스타뉴스 · 2026-08-04

This is market commentary, not investment advice.