Semiconductor rally lifts KOSDAQ while KOSPI slips

The KOSPI fell 0.91% to 6,242.28, whereas the KOSDAQ rose 1.58% to 868.01, reflecting a divergent market where semiconductor equipment stocks and a strong earnings surprise in cosmetics drove gains. The won hovered around 1,409.64 per dollar, adding to a cautious tone on the broader index.

JUSUNG ENGINEERING Co.,Ltd. (036930) +14.09%

JUSUNG Engineering surged 14.09% in morning trading, buoyed by a sector‑wide rally in semiconductor equipment and news that SK Hynix confirmed a 54 trillion‑won investment, which lifted peer stocks such as JUSUNG [2]. The price‑volatility‑interruption (VI) mechanism was triggered, unleashing a wave of buying that pushed the price close to the 145,000‑won level and helped reclaim the 150,000‑won mark [4][6]. After five consecutive sessions above 140,000 won and a brief correction, the stock rallied another 13% and added roughly 17,000 won to its close [1][3][5].

KUMHOE&C (002990) +29.98%

KUMHOE&C posted a 29.98% jump despite the KOSPI’s overall decline. Headlines note a sharp rise on August 11 but do not identify a specific catalyst, stating the surge’s cause is unclear [7]. A prior day’s 9% drop was also reported without any identifiable negative news [8]. With a low P/E of 6.7 and a strong ROE of 31.93%, the stock’s move appears driven more by market momentum than disclosed fundamentals.

COSMECCA KOREA CO.,LTD. (241710) +17.37%

Cosmecca Korea leapt 17.37% after reporting Q2 earnings that far exceeded expectations, generating an “earning surprise” that lifted the share price by 13‑14% in a single session [9][10][11]. Analysts re‑valued the company, citing its record‑high results and assigning a higher intrinsic value [12]. Hanwha Investment & Securities highlighted a structural growth narrative from customer diversification and set a target price of 130,000 won, further fueling optimism [14]. The stock’s P/E of 26.3 and ROE of 23.45% underscore the earnings‑driven rally.

Sources

1. 최근 5거래일 주성엔지니어링 주가 14만원대 상회 후 조정 — 톱스타뉴스 · 2026-08-08
2. 주성엔지니어링·원익IPS 등 반도체 장비주 강세…SK하이닉스 54조 투자 확정 — 이코노뉴스 · 2026-08-10
3. 주성엔지니어링 주가 13%대 급등…14만5000원선 육박 — 잡포스트 · 2026-08-10
4. [속보] 주성엔지니어링 VI 발동, 주가 급등…주초장 껑충 — CBC뉴스 · 2026-08-10
5. 주성엔지니어링 주가 17,000원 상승 후 마감 — 아시아뉴스통신 · 2026-08-10
6. [속보] 주성엔지니어링 VI 발동, 주가 도약...15만원선 회복 — CBC뉴스 · 2026-08-11
7. 금호건설 주가, 급등세... 왜? — 금강일보 · 2026-08-11
8. 금호건설, 특별 악재 없이 급락…9%대 낙폭 마감 : 한국증시 — 재경일보 · 2026-08-10
9. 어닝서프라이즈 코스메카코리아, 급등…화장품주 동반 상승 - 머니투데이 — 머니투데이 · 2026-08-11
10. [특징주] 코스메카코리아, 2분기 어닝 서프라이즈에 13%대 강세 — 아주경제 · 2026-08-11
11. [특징주]코스메카코리아 14% 급등…‘역대 최대 실적’에 증권가도 놀랐다 — 남도일보 · 2026-08-11
12. [애널픽] 코스메카코리아, 실적에 밸류 다 잡다 — 뷰어스 · 2026-08-11
13. 코스메카코리아(241710)밀릴때마다 물량 모아둘 기회로 보이며 이후 전망 및 대응전략. — 씽크풀 AI · 2026-08-10
14. [리포트 브리핑]코스메카코리아, '고객 다변화가 만드는 구조적 성장' 목표가 130,000원 - 한화투자증권 — 뉴스핌 · 2026-08-10

This is market commentary, not investment advice.